About
Founder, CFO & Finance Executive | Building Ai-Powered Finance Tools for Early Stage Startups, SMEs & Freelancers
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Maker History
- EvryThink 1.0 - Financial PlanningKeep your startup alive—smart financial planning starts hereAug 2024
Forums
I’m struggling to find a good CRM for my startup.
What im looking for - rich contact tables, with custom fields, flexible, like Notion. - contact groups - single send to groups - threads or conversations (so I don t have to manually look who I contact, did I followed up or not? Etc) - in app replies (I want to ditch Gmail) - database integration with my users of EveyThink - user journeys, welcome, follow ups, check ins, etc - able to handle transactional messages - rich HTML emails and HTML edit on app - Intercom integration (I have Intercom for support) I ve tired some; Folk - good but offers no threads or conversations or rich design on emails HubSpot - I went in and out so many buttons, confusing and outdated in term of UI Attio - seems better than folk on handling some twos but same problems Customer.io (winning)- this is the one I like the best but you can t edit HTML - low customization on that side but SendGrid - feels that has a lot at a good price but the way it manages users and contacts is not enough. I don t care about most of the fields Also tired a few more, not worth mentioning. To be honest, quite frustrating that some tool have one feature, some other
Going to WebSummit 2024? Looking to connect with other founders
I m building EvryThink, a tool designed to help startups and small businesses manage their finances better, so they can survive longer. We will be at Websummit Lisbon in November.
Any platform to unify paid advertising?
Looking for effective ways to design and implement paid advertising across Google, LinkedIn and .. that s it It s for a B2B Saas Fintech product