CRM

A Customer Relationship Management (CRM) tool is essential for every person or company using crowdfunding. Until now, most CRMs have been too expensive and complex. The CrowdfundingCRM platform includes a simple CRM we developed that provides critical data and functions the average crowdfunding sales rep needs. This includes marketing automation that’s built right into the platform, as well as a whole host of other communication tools.

CRM
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My Contacts

Contact Catalog

Crowdfunding sales reps can see all of their contacts in one view. Valuable information – such as the amount of email opens and clicks, website visits, lead stage level, and lead score – is available on each contact. By default, contacts will be displayed from highest to lowest lead score. This allows you and or your crowdfunding sales reps to see their most crowdfund-ready leads in real-time. Click any contact name or the "eye" icons to view more information.

Filters

You can apply various filters to your contact catalog. Find bounced or unsubscribed contacts. Sort by lead score, stage level, or number of website visits. View contacts that were added manually or added via webform. Filter by system or custom tags.

Mass Actions

Mass actions allow you to perform the following functions on a selected group of contacts at one time: create and assign a tag, create and assign a note, add to a campaign, export to a CSV file, or remove from your account.

Tags

Create and apply and unlimited number of tags based on attributes determined by you. Tag contacts individually or as a group. Filter by tag(s) in the lead catalog.

Contact Profile

Personally Identifiable Information

Personally Identifiable Information (PII) can be entered when you add a contact manually or collected automatically when a contact is added via webform. All PII can be viewed and edited in a contact profile.

Activity Overview

See every interaction your contact has had with your emails, websites, or blogs to date. See their current lead stage level, lead score, total visits, total page views, total email opens, total email clicks, time spent on your tracked websites, and downloads. You can also see more information in the details of each activity.

Campaign Manager

Select from a list of your prebuilt crowdfunding nurturing campaigns. Every email sent is branded automatically to the sales rep and the email recipient.

Notes, Tasks, Attachments, and Manual Scoring

Add notes about a contact in their profile. Schedule tasks with reminders for a timely follow-up. Upload proposals or other documents. Manually modify a lead score based on meetings and live prospect interactions.

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