May '23 (edited) in AdvisorTech
What do you use for email marketing/newsletter?
I'm finding that most firms that are serious about email marketing are going to tools outside the industry, but that can cause integration issues with their CRM. (see satisfaction scores on screenshot below)
Anyone solved this and have a way to keep email lists for prospects, cold prospects, clients, Tier 1 clients, etc and when you change their status in your CRM, it updates which email list they're on?
FMG Suite
Snappy Kraken
Constant Contact
Lead Pilot
Broadridge
Hubspot
ActiveCampaign
Keap by Infusionsoft
Clout by TIFIN
ConvertKit
1
20 comments
What do you use for email marketing/newsletter?
skool.com/ria-os
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