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Updated over 4 years ago on . Most recent reply

User Stats

597
Posts
248
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Suzanne Player
  • Attorney
  • New York City / Long Island, NY
248
Votes |
597
Posts

Contact Management System for Syndication

Suzanne Player
  • Attorney
  • New York City / Long Island, NY
Posted

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.  

  • Suzanne Player
  • 516-503-7959
  • Most Popular Reply

    User Stats

    65
    Posts
    32
    Votes
    Jennifer Brown
    • Rental Property Investor
    • Fort Worth, TX
    32
    Votes |
    65
    Posts
    Jennifer Brown
    • Rental Property Investor
    • Fort Worth, TX
    Replied

    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.

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