Fundstack is built on the principle that it should be easy to add and to access your data from anywhere. To achieve this, we have a range of extensions and integrations to link Fundstack into your existing workflow. This post will show you how to get connected.
Chrome and Gmail Extension
This is one of our most popular features with our power users.
The Chrome extension lets you add and access data about a company directly from their website:
The extension also adds a wealth of functionality within Gmail, allowing you to add/view company data, track email conversations, and generally manage your pipeline without leaving your email:
You can find the Fundstack Chrome and Gmail extension by searching for 'Fundstack' in the Chrome Store or by following this link. Then click 'Add to chrome' in the top right-hand corner and log in in the usual way.
Fundstack also supports Inbound Email Integration, allowing you to forward or BCC emails that you wish to store in Fundstack.
We have a feature-rich native iOS app which allows you to access all your data from your phone. You can download it from the app store by searching for 'Fundstack' or following this link.
Fundstack integrates seamlessly with Dropbox, Box, and other cloud storage providers.
Linking a cloud storage provider to Fundstack enables your team to keep all documents in a single, centralised place. Fundstack also organises everything for you, so when you add documents to the platform or forward emails with attachments, Fundstack will automatically add them to the relevant company folders.
To link a cloud storage account to Fundstack, follow the steps shown below:
If you use a proprietary storage solution or one not listed here, email email@example.com and we will help you link it up.
Now that you've integrated and shared your Fundstack folder you are ready to use Fundstack's powerful file features.
For more detailed information on cloud storage setup, follow the link below.