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Do you use a CRM for your projects?
Curious to hear if anyone here uses some sort of CRM or similar software for their projects?
Say people come on your landing page and sign up but never convert, do you have a "system" to manage the relationship overtime and rank your leads?
Say people come on your landing page and sign up but never convert, do you have a "system" to manage the relationship overtime and rank your leads?
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Using Pipedrive for Retently
any reason why you chose this one in particular?
It was simple to setup, affordable and tracked email history. The only alternative 9 years ago was Salesforce, but that was a nightmare.
awesome! thank you
ConvertKit tracks all that for me since I can tag subscribers and make triggers to send them specific automations. :) Maybe if I scale more, I'd use a separate CRM and Zapier to connect everything, but I like to keep it really simple for now.
makes sense! I was thinking too that maybe a workflow like this is more than enough
It really is, especially if you keep everything in one place. What's your current tech stack look like?
For newsletters i'm using Beehiiv, and for b2b offering i'm using Brevo. However, I was debating using beehiiv entirely for my b2b offering and create segments like you described.
I've also used hubspot in the past but find it too cluttered
So I'm not familiar with Beehiiv's backend, but I do know it's similar to Substack (which I use for newsletter things).
My workflow looks like:
Substack (for free newsletter things) -> ConvertKit (more specialized lead magnets where I send people email automations with paid offers & I house my landing pages & sales pages within CK for ease).
I segment everyone in CK since Substack doesn't have that option.
(It also doesn't have a landing page or sales page option, which is why I use Substack as a TOF option then share CK lead magnets in Substack to bring people there where I'm okay paying for each subscriber since it's more targeted.)
Hopefully that made sense.
Does Beehiiv have automated emails where you can tag subscribers and create triggers within the automations?
If not, it's definitely worth finding a solution that does then implementing it that way to avoid needing to use something like Zapier.
ah! interesting, i thought CK was similar to Beehiiv. But it seems that it's more about marketing than pure newsletter work.
Beehiiv does have segmentation, and triggers -- but for landing pages you can only create one per newsletter; so you can't use it for different products or other things.
I'll take a look at CK; right now all of my landing pages I've been hosting on Carrd
I'm on my phone and need to be brief, but CK has a Creator Program where it's newsletter focused.
Most is marketing and automation though.
yes, correct -- thats a great way to put it
I used Hubspot for an abandoned project. Just logged on but made my eyes bleed.
Jokes aside, the UX isn't great but fine product :)
haha, you're right though. Great product, for UI is now outdated, and UX has become so frustrating, too many menus for nothing