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Updated over 6 years ago on . Most recent reply
What app do you guys use to track contacts?
Hey guys,
What app/site do you guys use to keep track of potential investors and people who have invested in deals? I'm looking for a few features:
- Ability to make notes about investors background
- Ability to include contacts into individual deals list
- Ability to create a deal funding funnel to track people going through being interested, coming to webinar, submitting PPM, wiring funds, etc.
Thanks.
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Originally posted by @Chris Tracy:
We use a Google spreadsheet and Mailchimp. If someone has or could develop a one stop shopping solution that would be fabulous!
Chris---I sent you an email with a link to check out the contactually software.