by Esteban Valeo | Jan 29, 2021 | Get Started, Support
Included within your InvesTechs account are a variety of other Professional and Enterprise level accounts. This is not an exhaustive list of the technology being used, rather, the accounts that InvesTechs Clients should be aware of. This is an brief description of the...
by Esteban Valeo | Jan 28, 2021 | CRM, Get Started, Support
What is Zoho CRM? Zoho offers a suite of applications for business operations. It can be similarly related to Hubspot, with a much lower price tag and more customization options. InvesTechs has built a custom Zoho ecosystem of applications to manage and pre-qualify...
by Esteban Valeo | Jan 27, 2021 | Get Started, Scheduling, Support
Your InvesTechs account comes with a professional Calendly account for each of your investor relations or sales agents. These accounts are used to automate tedious scheduling, and it is fully integrated into the InvesTechs system. In order to get started, you will...
by Esteban Valeo | Jan 26, 2021 | Get Started, Support, Website
Your website may come equipped with a Live Chat tool that is used to communicate with Leads in real-time as they visit your website. Your InvesTechs Account Manager will manage the majority of the requirements of this platform. Your only responsibility will be to...
by Esteban Valeo | Jan 25, 2021 | Get Started, Support, Webinars
Accessing your Zoom Account Your InvesTechs Account Manager may provide you with enterprise-level Zoom accounts as a part of your services. If conducting Webinars is part of your services then at least one Zoom Webinar license will be included. If you have an existing...
