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Description
Utilize Investor CRM to effectively oversee your investment pipeline. The platform promotes seamless collaboration, allowing you to connect with mentors and advisors directly within your account. Experience immediate visibility into your pipeline and enhanced efficiency in fundraising efforts. Access a unique database containing 21,000 venture capital funds and 100,000 investors, including angels, family offices, fund-of-funds, private equity firms, and beyond, making it the quickest method to compile a targeted investor list. Create captivating newsletters with Investor Updates in 15 minutes or less, ensuring you remain memorable to both current and potential investors. Monitor engagement through view counts and duration, providing valuable insights into investor interest. Additionally, explore a comprehensive repository of over 80 essential startup documents, such as term sheets, cap tables, pitch decks, financial models, NDAs, and more, to support your fundraising journey effectively. With these tools at your disposal, you can streamline your investor relations and enhance your chances of securing funding.
Description
The Top-of-mind awareness (TOMA) CRM assists small businesses in improving their online presence, generating more traffic to their websites, and ultimately generating more business by making contact quickly with potential and existing customers. TopofMind offers the following services:
Online Reviews, SMS Messaging and Web Chat. CRM, Scheduling your Sales.
Automate your online reviews in a few clicks and respond to reviews in one place
- Manage all your messages from one inbox: text, Facebook messages and Google messages
Webchat can help you convert more website visitors into leads and sales conversations.
Text 2 Pay client invoicing. Get paid faster by simplifying client invoicing
TopofMind MarTech will follow up with you via text while you're away so that you don't lose another customer.
- Increase your audience and find new leads
- Increase your rating, build your reputation and be found online
API Access
Has API
API Access
Has API
Integrations
Clio
Facebook
Facebook Ads
Google
Google Business Profile
Instagram
Mailgun
Meta Ads
Pabbly Connect
PayPal
Integrations
Clio
Facebook
Facebook Ads
Google
Google Business Profile
Instagram
Mailgun
Meta Ads
Pabbly Connect
PayPal
Pricing Details
$44 per month
Free Trial
Free Version
Pricing Details
$197/per location
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Foundersuite
Founded
2015
Country
United States
Website
www.foundersuite.com
Vendor Details
Company Name
TopofMindTech
Founded
2018
Country
United States
Website
tomacrm.com
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Investor Relations
Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations
Product Features
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation