Anyone using Juniper Square to manage investors/offerings?
I do marketing for a client that uses Juniper Square to track investor relationship and prospects, etc. It's great for the management side but terrible for marketing, bad user interface, email design looks dated. For this reason, we export out to MailChimp and it makes audience management, segmenting a pain. If a prospect gets deleted from Juniper Square I have to manually do that in MailChimp. Does anyone have a good stack for marketing that they'd recommend? Perhaps involving some conduit like Zapier?
[{"id": "i4arkti", "text": "Hey I might be late for the party, but I'm curious to know is there a way to use JSQ API to integrate it into your system instead? Also can you have JSQ offer you user permission to make these modifications? \n\nWhat ERP system are you using with JSQ?", "replies": [{"id": "i4bjqag", "text": "I think I asked about an API a while back and there\u2019s wasn\u2019t a public option. I\u2019m due to check in again though. Not sure on ERP since I\u2019m not overlapping with that side", "replies": [], "depth": 2}], "depth": 1}, {"id": "i61qlef", "text": "I\u2019m also late to the party here, but I\u2019ve been told they are coming out with a massive change next month which will help with marketing/the dated look. The rep said over 100 engineers have been working on these updates the last 10 months. \n\nTo answer your question, they do have some api\u2019s but they are clearly geared towards larger companies and not for the smaller firms. I use mail chimp for prospecting but their crm for my clients. \n\nJunipers system might be a little dated, but it\u2019s by far the best. I\u2019ve tried appfolio, syn pro and ims and they don\u2019t hold a candle to juniper square.", "replies": [{"id": "i61r61t", "text": "That\u2019s exciting to hear! Thanks for sharing. How do you keep your MailChimp synced with the JSQ?", "replies": [{"id": "i7ag9fg", "text": "I would love to know this as well!!", "replies": [{"id": "i9dnvku", "text": "So i pay for juniper Squares da service which is essentially them setting up my subscriptions, asset reports, distributions and k-1. It\u2019s like 2.5k per entity a year plus professional software. I think i pay them 35k a year but in reality they are saving me 100k at minimum.\n\nIn regards to mailchimp, i do mass sends monthly then import new information into juniper. They have an integration with gmail/outlook so if i add someone to mailchimp, it brings that info over. But i still do import and exports every month. Their system isn\u2019t built for crowd funding and more for your current LP, but from what they have said this feature will be dramatically improved. I guess the launch is for late June now, so I\u2019m interested to see what changes. The biggest change the sales rep told me about was the capital markets side and being able to connect LPs with GPS and the UI being modernized. It will be interesting to say the least.", "replies": [], "depth": 4}], "depth": 3}], "depth": 2}], "depth": 1}]