Tag: OfficeAutoPilot

At OurCrowd, most of the communications we do with our investors is over email. Our deal launches, our event notifications, our messaging — is primarily driven by email. So, early on, when it came time to determine which CRM solution we were going to use, we spent a lot of time researching the different options out there. There’s absolutely been a proliferation of great CRM tools, with tons of choices for businesses like ours. We had a few requirements: that the CRM be easy enough to use that non-technical people could set it up and run it it wouldn’t break the bank — we didn’t want to spend $20,000 per year for a CRM that it tied into our website, so we could analyze the efficacy of our messaging and marketing campaigns that it have some basic workflow associated with it (for example, after someone makes an investment, some tracking to ensure we communicate properly with the right documentation) We chose this week’s App of the Week, OfficeAutoPilot (soon to be re-branded, Ontraport). Though no solution is perfect, we’ve been...