Old Software
All-In-One Investor Marketing Software
Automate lead funnels, follow-ups, two-way texting, scheduling, dealboards, and more!
Your End-To-End Marketing Solution For Raising Capital
Investor-Focused CRM with Deal Tracking: Efficiently manage your investor relationships and track deal progress with our specialized CRM.
Capital-Raising Funnels & Workflows: Streamline your capital acquisition process with our automated funnels designed for efficient fundraising.
Engaging Landing Pages for Investors: Create attractive, investor-centric landing pages that capture and retain investor interest.
Dynamic Follow-Up and Retargeting Tools: Maintain investor engagement with powerful follow-up strategies and retargeting mechanisms.
Multi-Channel Investor Outreach: Reach potential investors through coordinated SMS, voice calls, social media, and email campaigns.
Strategic Social Media Planning: Plan and execute social media strategies specifically designed for investor outreach and engagement.
Comprehensive Booking System with Investor Engagement Features: Utilize a full booking system that includes features to reduce no-shows and enhance investor follow-up interactions.
And Much More: Explore additional tools and features designed to support and streamline your capital-raising efforts.
Build Landing Pages To Capture Leads
Use our intuitive drag-and-drop builders to craft effective landing pages. Our tools are designed to seamlessly convert your valuable leads, which are then efficiently reached out to. on every channel.
Convert Leads With Custom Workflows
Create tailored workflows with that automatically engage potential investors through text messages, emails, voicemails, using strategic retargeting.
Manage Everything In One Place
See your sales pipeline clearly and move clients through your pipeline automatically or through simple drag and drop.
Manage your Investor pipelines with a Deal Board CRM System
See your sales pipeline clearly and move clients through your pipeline automatically or through simple drag and drop.
Analytics Dashboard
The ability to track the ROI and Leads in a pipeline has become even easier through our advanced Dashboard. Track stats such as appointment rates, campaign effectiveness, and even response rates!
Booking system
Full booking system including advanced abilities like round-robin system, team calendars, team member assign, SMS and email appointment reminders.
HTML email builder
Create beautiful emails and send them to any segmented list either automatically through workflows or one-off bulk emails
Social posting + Referral Marketing manager
Our Newest features allow you to post on multiple social platforms just like buffer.com including:
- Facebook pages and owned groups
- Linkedin + groups
- Tiktok
InvestExpress replaces the functionality
(and costs!) of all this:
Starter Plan
A comprehensive investor CRM and automation platfrom
- Up to 1000 Contacts
- Core CRM
- Pipeline Management
- Lead Capture
- Auto Followups with SMS/Email/Phone
- Chat Bots and Built-in Assistants
- Analytics
- Email Support / Knowledge Base
- $10 New Signup Credit for SMS
- $50 addt'l 1000 contacts
$295/mo
Pro Plan
All of the Starter Plan plus w funnel builder, and Calendar scheduling
- Up to 5000 Contacts
- Everything on Starter plan, and:
- Landing Page/ Funnel Builder
- Built In Scheduling
- Referral System
- 3 User Accounts
- Email Support / Knowledge Base
- Phone Support
- $25 New Signup Credit for SMS
- $30 addt'l 1000 contacts
Contact Us
Enterprise
All Pro Plan features plus one-on-one onboarding and custom success plans
- Everything on Starter plan, and:
- Unlimited Contacts
- Done For You Services
- Data Importing
- A.I. Automation
- WordPress Website Option
- Referral System
- Priority Phone Support
