Technology - what tech do you use to assist with Investor CRM

[Tom R.]

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.

[Omar Khan]

@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.