[elberoncapital]

I would use Close + Fundmore:

https://www.close.com/

• stores leads, contacts, and opportunities
• built-in power/predictive dialer
• SMS and email workflows
• best for client communication/outreach

https://fundmore.io/

• stores deals, submissions, approvals, and advances
• syncs applications/statements in automatically
• matches funders by criteria, submits to multiple at once via email
• best for internal deal management and marketing attribution

[smurf]

fundmore? never heard of them!

I would use Close + Fundmore:

https://www.close.com/

• stores leads, contacts, and opportunities
• built-in power/predictive dialer
• SMS and email workflows
• best for client communication/outreach

https://fundmore.io/

• stores deals, submissions, approvals, and advances
• syncs applications/statements in automatically
• matches funders by criteria, submits to multiple at once via email
• best for internal deal management and marketing attribution