All-In-One Investor Marketing Software
Automate lead funnels, follow-ups, two-way texting, scheduling, dealboards, and more!
Build Landing Pages & Funnels to Capture Leads
Optimize your lead conversion with our intuitive drag-and-drop builders for crafting effective landing pages. Our tools are specifically designed to capture and convert your valuable leads, ensuring seamless outreach across all channels. Boost your marketing efficiency and see results faster.
Build Custom Workflows
Built in SMS and Email Marketing
Investor CRM
Streamline your sales process with our powerful CRM solution! Visualize and manage your sales pipeline with ease using automatic updates or simple drag-and-drop actions. Our platform includes a Kanban-style deal board and more, helping you drive sales and manage client relationships efficiently. Elevate your sales strategy and achieve superior results with our intuitive CRM tools.
Fully Integrated Reporting
Elevate your business insights with our enhanced Dashboard! Monitoring your Return on Investment (ROI) and tracking leads in your pipeline has never been simpler. Gain valuable visibility into key metrics such as appointment rates, campaign effectiveness, and response rates. Make informed decisions and optimize your strategies effortlessly with our powerful, user-friendly analytics tools.
Call Booking System
Email Builder
Unlock the power of email marketing with our intuitive platform! Effortlessly create stunning emails and send them to targeted groups automatically or as one-off blasts. Ideal for expanding your outreach, our tools enhance how you connect with prospects.
Social posting + Referrals
Introducing our latest features that streamline your social media management! Now, you can post effortlessly across all major social platforms, just like you would with buffer.com. Boost your online presence and save time with our easy-to-use dashboard.
Plus, we’re excited to offer the power to create affiliate marketing links. Build your own network of affiliates who’ll champion your brand! Expand your reach and grow your business with our robust marketing tools. Join us and harness the full potential of digital marketing today!
Starter Plan
Investor CRM Platform-
Up to 1000 Contacts
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Core CRM
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Pipeline Management
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Lead Capture
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Auto Followups with SMS/Email/Phone
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Analytics
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Email Support / Knowledge Base
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$10 New Signup Credit for SMS
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$50 addt'l 1000 contacts
Plans
Pro Plan
CRM and Automation-
Up to 5000 Contacts
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Everything on Starter plan, and:
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Landing Page/ Funnel Builder
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Built In Scheduling
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Referral System
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3 User Accounts
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Email Support / Knowledge Base
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Phone Support
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$25 New Signup Credit for SMS
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$30 addt'l 1000 contacts
Enterprise
Get a customized one-on-one onboarding and expert level consulting.-
Unlimited Contacts
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Everything on Pro plan, and:
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Data Importing
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A.I. Automation
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Done-With-You Training
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Referral System
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Priority Phone Support
Compare Our Value
Your All-in-One 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.