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Updated about 9 years ago on . Most recent reply

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Bryan Hancock#4 Off Topic Contributor
  • Investor
  • Round Rock, TX
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Best Lead Conversion and Data Rendering Software

Bryan Hancock#4 Off Topic Contributor
  • Investor
  • Round Rock, TX
Posted

I was hoping some of the marketing wizards on BiggerPockets may be familiar with SharpSpring, Marketo, Hubspot, and companies like these.  We're seeking some canned software for managing leads, chart rendering, and general inbound marketing stuff.  An ideal solution would be something geared toward financial services and compliance, but this isn't really necessary.

Our software will measure lead procurement very precisely along with investor acquisition costs.  This will be done granularly by channel, source, time of day, etc.  We wish to render this data in charts and integrate with both front-end and back-end marketing tools.

@John Blackman can probably do a better job elaborating on the needs here.  The ultimate goal is to arm investors with the tools needed to put ads out to find new investors and to measure everything with the precision needed.  This will serve to bypass marketplace intermediaries in the crowdfunding space who we feel are adding little value to the wealth creation process and arming investors with the tools they need to grow and manage their business.  

Thanks for any thoughts, comment, or guidance BP.  

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