Outreach CRM
First partner list
Use this simple page as a manual checklist for first contacts before a full CRM is connected.
Target 1 — NGOs
- 5 NGOs in Poland
- 5 NGOs in Ukraine
- 2 disability support groups
- 2 children support foundations
Target 2 — Companies
- 5 construction companies
- 5 energy / PV companies
- 3 local businesses in Łódź
- 2 Ukrainian business communities
Status labels
- Not contacted
- Message sent
- Interested
- Call scheduled
- Rejected
- Partner onboarded
What to record
- Name
- Email / website
- Country
- Type: NGO / company / volunteer
- Status
- Next action
CSV template
name,type,country,email,website,status,next_action,notes
Example NGO,NGO,Poland,info@example.org,https://example.org,Message sent,Follow up in 3 days,Children campaign possible
Example Company,Company,Poland,office@example.com,https://example.com,Not contacted,Send corporate outreach,Potential ESG partner