CrowdEngine
Offering a highly customizable solution, this platform empowers clients to launch online offerings with unique branding and workflows. Integrated with CRMs like HubSpot and Salesforce, it tracks investor activity and automates outreach. Compliance with all major regulations ensures a seamless experience, while built-in dashboards and bulk document uploads simplify investor management.
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Top CrowdEngine Features
- 99% customizable solution
- Supports all major regulations
- Integrated with popular CRMs
- Custom marketing funnels setup
- Bulk upload investor documents
- Built-in earnings reports
- Drag and drop interface
- Customizable landing pages
- Multiple offering types
- Seamless brand integration
- Public and private deal rooms
- Front-end source code access
- Customized dashboards
- Investor activity tracking
- Automated outreach capabilities
- KYC and AML compliance
- ACH distributions management
- Investor accreditation support
- API for custom app development
- Time-saving recurring task automation
