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HubSpot: Investors and Capital Campaigns

Boost Investor Sales - Donations - Memberships

Capital Campaigns and Investor Relations

HubSpot helps you raise funds

  • Use HubSpot's marketing tools to generate leads 
  • Use our email marketing tool (and landing pages) to communicate effectively with your members / investors
  • Send HubSpot reports on performance to your investors
  • Manage investor levels
  • Make it easy for investors to buy, say yes and pay you
  • Identify and make contact with Target Accounts and local business leaders
  • Track your investor sales pipeline
  • Manage investor pledges, donations, membership fees
  • Track sales 
  • Identify why investors invest!    
  • Create a sequence to successfully onboard new investors
  • Set up a process to engage investors / members during the membership cycle

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