Specialist · Cypress, TX · Member since 2017 · 23 posts · 13 votes
O.K. This is my 2nd "What Tech" do you use question and like last time feedback is appreciated.
We've just closed a 300+ unit Class A, M.F. & as I am sure many of you know, the closing process after the PSA is signed is fast with a lot of folks and tasks.
What is your favorite tech to use to assist with Investor/Fund raising reach-out workflow/process automation?
I am testing out Woodpecker.co & Hubspot to assist with the workflow but find Hubspot a bit cumbersome.
Really trying to dump spreadsheet and email mail merge overload.
Thanks in advance for sharing what tools you find useful.
@Tom R. Investor portals/centralized document control = Update Capital (reasonably prices, looks nice), IMS (very expensive but great if you can afford it)
Document control = Still trying to find the best tool for this one. There are enterprise-level tools but they are very expensive.
Depending on how complex your needs are, even MailChimp can work as long as you have someone set it up properly. A ton of folks still use Salesforce (enterprise-level), Infusionsoft, Zoho and Hubspot.
Seems like you're a tech guy, so I can understand your struggle with Hubspot which can be clunky.
@Tom R. Investor portals/centralized document control = Update Capital (reasonably prices, looks nice), IMS (very expensive but great if you can afford it)
Document control = Still trying to find the best tool for this one. There are enterprise-level tools but they are very expensive.
Depending on how complex your needs are, even MailChimp can work as long as you have someone set it up properly. A ton of folks still use Salesforce (enterprise-level), Infusionsoft, Zoho and Hubspot.
Seems like you're a tech guy, so I can understand your struggle with Hubspot which can be clunky.
I've been experimenting with Podio and it looks like it's a fairly powerful platform. There's some tinkering required. One aspect I like is that I can e-mail myself in a certain format and it automatically populates Podio with the info.
@Tom Reid very good information above but I will add my two cents ,I recently signed up with podio and mail chimp with a lot lot of suggestions from experts on face book.
Hello all, thank you for the feedback and suggestions. @Dan Handford Contactually looks like a nice tool to see how your on going engagement is trending. It's a contender for me.
In all my recent searches I'm impressed with the amount of A.I. or higher level of intelligence is built into systems now.
One AI based platform/tool I'm considering is - evie.ai (AI meeting planner)