Investor Management Services (IMS) headquartered in Charlotte offers the IMS Platform, an investor relations management platform that provides a more transparent reporting and documenting process for investors, with distribution workflow and waterfall calculator as well as waterfall audit.
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Lead Forensics
Score9 out of 10
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UK company Lead Forensics offers their eponymous platform for lead generation and web analytics.
In our specific use case we used IMS to manage the investor acquisition process and manage reporting going forward. Basically, it's a powerful, real-estate focused CRM that understands our pain points and issues. Additionally, it was cost efficient for our organization since we weren't using any of the waterfall technology, nor did we have extensive complicated ownership structures that we needed to import. We were essentially starting from the beginning, with very few implementation needs. In this situation, the software worked perfectly. We have been very happy with the service and technology. That said, if you have an extensive investor relations apparatus and need something that requires a tremendous amount of implementation (i.e. an entire, existing, investor management system) it may be a more difficult process
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
In my opinion, Lead Forensics is good for companies promoting a high-value ticket product on their website. If they are looking to maximize the results of their platform, LF is a good fit for their digital marketing strategy. If they are pushing a low-to-medium-ticket product, there is a higher risk that the platform will not be as relevant, because all the parts related to re-marketing and similar stuff can be done directly with Google tools, which are available to everyone.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Lead Forensics helps us see which companies are visiting our site, even if they don’t fill out a form. This gives us a chance to reach out to businesses that are already showing interest but might not have contacted us yet.
Instead of cold-calling random prospects, we can see which pages a company has viewed and how often they return. This helps us tailor our conversations based on what they’re actually interested in.
The Lead Forensics support team has been great whenever we’ve had questions. They’re quick to respond and always ready to help, whether it’s troubleshooting an issue or offering advice on how to get the most out of the platform.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Better updates on companies' current names. Often if a company was a different company years ago it still says the old company name which is confusing.
Better identifying the correct location. Sometimes it seems like that the location coming up is the wrong location.
Giving a better understanding of how they got to the website would help too. Often is says "direct" but I would like to know if it was via a link from an email or what
It is just a brilliant piece of software, and I discover more and more every time I meet with my account manager. The company missed a trick when it was first set up, as I believe they only used it to see who was looking at the site, but it can do so much more, and we would not be without it now. We have used it in relation to a cold-call campaign with Paragon to drive sales, but ultimately drilled down into who was coming to the site and whether they were our ideal customer.
Top support from the Lead Forensics team. They take time to understand your business specifications, they make sure your needs are fulfilled, they show the new assets of the platform. The rythm for the business review is very flexible. You can access a live chat at any time. A lot of tutorials help you to deepen your skills in using the platform for your busines.
We evaluated IMS against Juniper Square and the Crowdstreet white label platform. IMS came to the top for us because of our specific use case (i.e. less implementation needs, primarily investor acquisition and investor management). Also, at the time, IMS was way more cost effective for the functionality that was offered compared to its immediate competitors
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I’ve used SalesIntel primarily for contact data, but I haven’t explored its web tracking features. What sets Lead Forensics apart is how quickly it delivers actionable insights from site visits. It helps me identify engaged accounts and prioritize follow-up without extra effort. For our needs, Lead Forensics offered a more immediate impact on sales productivity and customer engagement.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We are still in the very early stages of using Lead Forensics for our agency, but I can see that it could already be very useful to us as we haven't had insights like this previously.
Our very first use case with Lead Forensics was with a brand-new client and I would say it went exceptionally well. We were running a large media campaign for them, and it was very insightful to see how those specific businesses were getting to the site and what page they were going to. Like mentioned previously, this helped their very small sales team to go after businesses they know were interested in them.
