We love Pipedrive. It is less expensive than Salesforce, plus it’s user friendly. We have it hooked into our Slack and MailChimp and it has all the APIs we want.
We love Vimeo and Vimeo PRO is worth the money. As part of our offering, we make crowdfunding videos for our entrepreneurs. Vimeo is good because it’s not cluttered with ads, has good quality and is easy for our crowdfunders to download their raw files.
We use Squarespace for our blog, but we should probably get on Medium for extra distribution.
We could not live without Slack and use it for Customer Service. Our customers are entrepreneurs who are raising money, so when our customers join our community, we invite them to our Slack channel. We’ve created channels for bugs, geographical areas, brags, funding ideas, and everything you can think of that is both advice and customer service-related. There are 200+ women on there as we speak. There is mentoring and coaching and people can DM us about issues. It’s a very tight and active community of entrepreneurs!
When we have to do hardcore photo editing, we’ll use Photoshop but other than that we love Canva for quick easy social post designs.
When we have to do hardcore photo editing, we’ll use Photoshop but other than that we love Canva for quick easy social post designs.
We use MailChimp for consumer marketing stuff and SendGrid for our notifications and admin. We are using SendGrid because it was the best backend mail server to use for all our notifications to send to our customers, while MailChimp is more for marketing and drip campaigns. MailChimp is super pretty and easy to use.
We use MailChimp for consumer marketing stuff and SendGrid for our notifications and admin. We are using SendGrid because it was the best backend mail server to use for all our notifications to send to our customers, while MailChimp is more for marketing and drip campaigns. MailChimp is super pretty and easy to use.
We’ve been using QuickBooks for 3 years. Our accountant uses it as well and we are able to look at our numbers at any time, so it’s a nice way to keep in sync.
Our accountant recommended Paychex. It’s fine and they took care of health insurance for us. I should give Paychex more credit actually because anytime we have an issue, we can email a human and she gets right back to us, which is nice. They’re an old school, super analog company, but it works when we have an issue. We don’t use anything cool like Gusto which I should probably be using.
The Pond is an exclusive co-working space that you’ve never heard of but want to be a part of. There’s lots of nerds in VR goggles wandering around all the time, and a chef’s kitchen where sometimes kind people make amazing meals for us. We love it! It’s in an awesome loft space in Chelsea.
Stripe is our trusty credit card processor and they have been great to work with. That said, we are excited because PayPal is being implemented as we speak! Being in financial services we’re held to a higher standard so it took awhile to get accepted into their merchant program, but we’re in! We are excited because we know that merchants who accept PayPal see much higher sales than those who do not. This means that contributions to female entrepreneur campaigns should go up, so we can’t wait to see how the PayPal integration helps to grow our entrepreneurs' bottom lines.
Stripe is our trusty credit card processor and they have been great to work with. That said, we are excited because PayPal is being implemented as we speak! Being in financial services we’re held to a higher standard so it took awhile to get accepted into their merchant program, but we’re in! We are excited because we know that merchants who accept PayPal see much higher sales than those who do not. This means that contributions to female entrepreneur campaigns should go up, so we can’t wait to see how the PayPal integration helps to grow our entrepreneurs' bottom lines.
Our CRO, Concetta Rand, is obsessed with Airtable for project management.
Sarah Sommers, our creative director, is obsessed with Trello and can’t function on anything other than Trello. We’re a fintech company so we’re mainly processing fees, but we do make crowdfunding videos, which Sarah is in charge of, so she manages video production projects on Trello.
We used Onlypult for awhile. It only schedules Instagram but it’s great if your company is heavy on Instagram.
When we were in startup mode, we tried a few things and one thing stuck, which was Sprout. It’s fine but it doesn’t do Instagram very well. It doesn’t let you change an image when you post on Facebook. I give it a B-. It’s fine if you want to spit out the same content. I do like their analytics dashboard.