Recommendations for Email/CRM Software to Nurture Investor List

[Andrew Erickson]

Hi BiggerPockets Community,

I’m seeking your recommendations for the best email and CRM software to nurture our list of investors. Currently, we have about 60 people on the list, but we will likely grow to 500 next year. 

Key features we’re looking for include:

1. User-Friendly Interface: Easy to set up and use, as we want to minimize the learning curve.

2. Automation: Capabilities for drip campaigns, automated follow-ups, and segmentation based on investor interests and engagement.

3. Analytics and Reporting: Detailed insights into email open rates, click-through rates, and overall engagement to help us refine our approach.

4. Cost-Effective: We’re a growing business, so we’re mindful of costs, but we’re willing to invest in a tool that offers great value.

What has worked well for you? Any specific platforms you recommend or suggest avoiding?

Looking forward to hearing your thoughts and experiences!

Thanks!

Andrew Erickson