Professional CRM

CRM for Board Members

Manage board relationships with professionalism

Board member relationships require a unique blend of transparency, preparation, and strategic communication. NexaLink CRM helps founders and executives maintain strong board relationships with organized updates, meeting prep, and follow-through tracking.

Perfect For

Startup CEOsNonprofit executive directorsCompany foundersC-suite executivesBoard secretaries

Why Use CRM for Board Members

AI Follow-up Suggestions

Get smart reminders on who to contact and when.

Relationship Scoring

See which connections need attention at a glance.

Context Recall

Never forget where you met someone or what you discussed.

Network Analytics

Weekly insights on your network health.

CRM Features for Board Members

Purpose-built tools for managing board members

Board Meeting Prep

Compile all relevant updates and materials before board meetings

Benefit: Walk into every board meeting fully prepared and confident

Action Item Tracking

Track commitments made during board meetings through completion

Benefit: Demonstrate reliability and follow-through to your board

Individual Board Relationships

Maintain separate notes and engagement history per board member

Benefit: Tailor your communication to each board member's interests

Update Cadence

Schedule and track interim updates between board meetings

Benefit: Keep board members informed without overwhelming them

AI-Powered Features

Smart automation that helps you nurture relationships

Board meeting summary generation
Action item completion tracking
Board member engagement scoring
Update frequency optimization
Strategic advice pattern recognition

Tips for Managing Board Members

1
Send board materials at least one week before every meeting
2
Follow up on all board action items within 48 hours
3
Schedule 1-on-1 calls with each board member between meetings
4
Track which board members are engaged versus disengaged

All CRM Features

AI-Powered Reminders

Smart follow-up suggestions

Relationship Scoring

Track connection strength

Meeting Notes

Remember every conversation

Event Tagging

Track where you met contacts

Weekly Digests

Network health reports

Contact Enrichment

Auto-fill contact details

Frequently Asked Questions

How does relationship scoring work?

Our AI analyzes interaction frequency and engagement to score each relationship.

Will it remind me to follow up?

Yes! Smart suggestions based on relationship score and time since last contact.

Does it sync with other NexaLink apps?

Yes! Scanner and Digital Card contacts sync automatically.

Ready to Strengthen Your Relationships?

Start managing your board members with AI-powered CRM today.

Download on App StoreGet it on Google Play