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
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
Tips for Managing Board Members
All CRM Features
Smart follow-up suggestions
Track connection strength
Remember every conversation
Track where you met contacts
Network health reports
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.