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Updated over 4 years ago on . Most recent reply

Suzanne Player's profile image
Suzanne Player's profile image
Suzanne Player
  • Attorney
  • from New York City / Long Island, NY
  • Member since Feb 27, 2020
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Suzanne Player's profile image
Suzanne Player's profile image
Suzanne Player
  • Attorney
  • from New York City / Long Island, NY
  • Member since Feb 27, 2020
Connect
Suzanne Player
  • Attorney
  • New York City / Long Island, NY
248
Votes |
597
Posts
Commercial Real Estate Investing

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
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    Jennifer Brown's profile image
    Jennifer Brown's profile image
    Jennifer Brown
    • Rental Property Investor
    • from Fort Worth, TX
    • Member since Oct 1, 2016
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    Jennifer Brown's profile image
    Jennifer Brown's profile image
    Jennifer Brown
    • Rental Property Investor
    • from Fort Worth, TX
    • Member since Oct 1, 2016
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    Jennifer Brown
    • Rental Property Investor
    • Fort Worth, TX
    32
    Votes |
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    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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