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.