For Account Owners
On the account owner and admin side of the platform, you or your creative team build and control the digital sales strategy for you or your crowdfunding sales reps.

For Crowdfunding Sales Reps
Each crowdfunding sales rep has access to simple and intuitive tools for customer relationship management (CRM), social media marketing management, and marketing automation.

It’s literally as simple as connecting… the DOTs

Develop the strategy

First - you, your creative team, and your techies collaborate on your side of the platform to create your overall sales strategy by writing the messages, building the campaigns, and setting the automation rules.

Share with your team

Second - once the creative and technical work is completed, share a link to your subuser sign-up page (included in your account) with your team. After your crowdfunding sales reps sign up for their own subuser account under your main account, they will automatically have access to your sales strategy.

Watch your business grow

Third - as your crowdfunding  sales reps learn more about their customers and prospects and how best to nurture them until they are sales ready. You use CrowdfundingCRM  to measure the performances of your  crowdfunding sales reps and the effectiveness of your marketing campaigns.

CrowdfundingCRM is the perfect division of labor in a complex and competitive world

FEATURES THAT ALLOW YOU & YOUR CROWDFUNDING SALES REPS TO DO MORE.

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SIMPLE CRM FOR EVERYONE

A Customer Relationship Management (CRM) tool is essential for every sales rep. 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 sales rep needs. This includes marketing automation that’s built right into the platform, as well as a whole host of other communication tools.

MARKETING AUTOMATION
FUNCTIONS FOR crowdfunding SALES REPS

Most people and platforms involved in Crowdfunding want marketing automation to take their capital raising to the next level. Unfortunately, for most organizations the cost, complexity, and long-term commitment required to put marketing automation on every person or companies desktop has been out of reach.
With CrowdfundingCRM, that’s no longer true.

With CrowdfundingCRM every campaign action is viewed in the form of a DOT symbol

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BUILDING EMAIL CAMPAIGNS IS AS SIMPLE AS CONNECTING...THE DOTS

With CrowdfundingCRM, every campaign action is viewed in the form of a DOT symbol. This makes it easy to create marketing campaigns with our intuitive DOT Sequencer.

With the CrowdfundingCRM Builder, you or your creative team can create emails for your sales reps to use. These marketing materials are deployed with the built-in “merge tag” feature, automatically giving each sales rep his or her own branding on messaging and graphics.

SOCIAL MEDIA MARKETING FOR THE
NON SOCIAL MEDIA MARKETER

Our “Get Social” marketing tool allows you to develop pre-built social post templates with the appropriate hashtags (#) and shortened URLs, so your crowdfunding sales reps can deploy them with no formatting or other technical skills needed.

Provide a compliant social media program for your sales reps to deploy on Facebook, LinkedIn, and Twitter to help drive lead generation and position themselves as thought leaders with potential customers.

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REPLICATE YOUR WEBPAGES SO YOUR ENTIRE CROWDFUNDING TEAMCAN USE THEM WITH EASE

With CrowdfundingCRM tracking codes installed, instantly replicate your existing websites, landing pages and lead generation funnels branded to each crowdfunding sales rep. Our replication feature works with any website and hosting provider.

Now every crowdfunding sales rep has their own webpages to market your products and services online.

CO-OP BLOGGING AN INDUSTRY FIRST

With CrowdfundingCRM your blog can now be the official blog of every crowdfunding sales rep. With CrowdfundingCRM tracking codes in place when your sales reps send traffic to your official blog using their unique URL our technology can auto brand blog articles, about us, contact pages and more to your sales rep.

Web forms can be tied to your crowdfunding sales rep instantly empowering them to share your articles for their own lead generation efforts. The result, high quality back-links, better search engine rankings, and more traffic.

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GIVE YOUR CROWDFUNDING SALES REPS PEACE OF MIND WITH LEAD PROTECTION

CrowdfundingCRM empowers your crowdfunding sales reps to send prospects to your corporate websites, blogs, and landing pages and your crowdfunding campaign page. The traffic they drive to these locations will always result in those leads being assigned to them, thanks to the tracking codes provided by

CrowdfundingCRM on the first and all subsequent visits. The integration of multiple processes that support sales reps is part of CrowdfundingCRM comprehensive sales solution.

AUTOMATICALLY ASSIGN TRAFFIC OR LEADS TO EACH CROWDFUNDING SALES REP

CrowdfundingCRM lets you rotate website visitors and/or identified leads and assign them to your sales reps automatically. Use our rotator links with your current PPC, retargeting, and social media marketing campaigns.

Providing lead generation to a large group of sales reps has never been this easy.

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PROTECT YOUR EMAIL DELIVERABILITY. NO MORE FAKE EMAILS

We have integrated with Kickbox.io, a leader in email and data cleansing. At no additional cost, you can have peace of mind knowing that every contact email added to our system has been verified as a deliverable address.

A NEW WAY TO TRACK ONLINE

CrowdfundingCRM employs cutting-edge individual behavior tracking technology to help you identify and understand your prospects through a combination of IP recognition, and device fingerprinting techniques.

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ANALYTICS & REPORTING

Big data is no longer just for the biggest companies. With CrowdfundingCRM's advanced analytics and reporting, you can reveal the BIG data your crowdfunding sales reps collect and put it to work for you to help you raise more capital.

CrowdfundingCRM analytics allow you to mine your big data; begin measuring the effectiveness of your crowdfunding sales reps and marketing strategy; and develop powerful metrics to increase your bottom line profits.

COMPLIANCE OFFICERS SLEEP SOUNDLY AT NIGHT WITH crowdfundingCrm

For highly regulated industries with unique rules from regulatory bodies such as FINRA, SEC, PHARMA, LAW, ACCOUNTING and others, our platform’s tools will allow your CrowdfundingCRM sales reps to safely become digital marketers and thought leaders in the new Crowdfunding Industry.

Need to archive? CrowdfundingCRM lets you carbon copy every email sent through your account to your archiving solutions using our built-in message journaling feature.

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Try CrowdfundingCRM Free for 14 Days

Cancel Anytime, month to month commitment, starting at $34.95 per month. Learn more

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