Updated almost 5 years ago on . Most recent reply
Contact Management System for Syndication
What system, software, or app do you use to manage your list of potential 506b investors?
If anyone has experience with any syndication contact management services or any syndication contact excel sheets you've set up (with the names, etc blanked out) that they would consider sharing, I would greatly appreciate it.
Most Popular Reply
I have used Mailchimp but just recently moved over to Active Campaign. I've found in terms of automation, Active Campaign is a lot better. It's also very user friendly.