HomeFree Intro Crowdfunding Course

20+ Tools to Help you Run a Crowdfunding Campaign

Published by Salvador Briggman. Find him on Twitter.

After getting a lot of positive feedback on my previous post of PR tools to help you manage a crowdfunding campaign, I’ve decided to put together this comprehensive list of tools that you can use to manage a crowdfunding project.

Let me know which you decide to use in a comment below!

Managing Teammates & Documents

Basecamp Basecamp is a great project management tool created by 37signals, who are also the creators of the Rails framework (web development framework). Using Basecamp, you can create projects, add and assign tasks, upload documents, and more. There is also a calendar feature to coordinate teammates and an activity stream so that you can see what everyone has been up to.

Pricing: $20-$150

Asana Asana was founded by Dustin Moskovitz, one of the cofounders of Facebook. The tool lets you assign tasks to users on your team, set milestones, and have conversations around a project. The company’s goal is to replace all the email that comes with starting a new project and streamline communications.

Pricing: Unlimited teams of up to 15 members. Unlimited projects and tasks. $50/month and up for teams of 15 or more people.

Google Docs Google docs are essentially the same office suite tools that companies use (excel, word, powerpoint), except online. Google docs comes free with every gmail account. By creating a doc and inviting employees or partners, you can see in real-time the changes that they are making to documents.

Pricing: Free

Trello Trello is my personal favorite for project management software. You can create boards of to-do lists, assign those to other members, drag and drop items, set due dates for items, create a checklist for items, and more. I mainly like the visual UI. Like most of the other tools, Trello also has an activity feed.

Pricing: Free + Paid Extra Features

Evernote – I’ve mainly used evernote for my own todo-lists in the past. It has a good mobile/tablet app and browser interface. My favorite part about evernote is the evernote chrome extension, which allows you to copy pages and text from around the web and store it in evernote folders (great for research!).

Pricing: Free + Evernote premium lets you send notes to colleagues for editing (similar to google docs), which starts at $5 per month. Evernote for business lets you collaborate with other members and starts at $10/user per month.

Doodle – You can use Doodle to coordinate schedules with other coworkers to find a time to meet or talk. It’s a pretty straight-forward and easy-to-use interface.

Pricing: Free – $69/year.

DropBox – DropBox is a cloud storage company that syncs your files from your computer onto their system so you can access those files anywhere or on any device. You can also share files or folders with friends (which they can also upload to).

You can get more free space by taking actions on the system like referring a friend or following the company on twitter.

Pricing: Free (2 GB) then $10 – 100 GB/month. The company also offers a business plan ($15/user per month. Minimum of 5 users)

Google Drive Google drive is probably the best DropBox alternative out there (I know, I left out OneDrive and Box, which has more of a focused on larger companies). It comes free with all gmail accounts and then you need to pay depending on how much data you’d like to store.

On price, Google Drive blows DropBox out of the water, but I still like DropBox’s UI and easy syncing.

Pricing: Free (15 GB) then $1.99/100 GB or 1 TB/$9.99

If you’re interesting in learning more about cloud storage, I’d recommend checking out CNET’s article comparing DropBox, Google Drive, OneDrive, and Box.

Automating, Scheduling, and Analyzing Social Media

Buffer – Buffer is my personal favorite tool for analytics, scheduling, and automating certain aspects of social media. The software allows you to schedule messages, links, and photos to be sent out on various social networks at specific times (Twitter, LinkedIn, Facebook, G+).

In addition, it provides analytics on click-throughs, re-shares, and popular posts. Finally, there is a feature called “feeds,” which lets you add RSS feeds to your buffer so that you can easily pick great content to share, like the RSS feed from this blog :). Buffer also recommends content for you to share from around the web.

Pricing: Free – $10/month. Business plans are also available to manage multiple users.

Hootsuite – Hootsuite is another tool that lets you schedule social media and helps take the burden off consistently pushing out awesome and engaging content. On the free plan, you can connect up to 3 social media profiles and get basic analytics and reporting for how your social media posts are doing (click throughs, shares, etc).

Most people that I speak with prefer Hootsuite over Buffer (though I’m not sure why).

Pricing: Free – $10/month. Business plans are also available.

Klout – For those who don’t know, Klout recently pivoted to being a content scheduling and discovery platform. You can now schedule social media posts using the software and also find content that your followers might like to see.

They have a bit of a different take on analytics, putting the “Klout score” at the center, which is a measure of your influence or how your followers engage with your content. I’m not a big fan of their analytics. I’d rather just see which of my posts are doing well, rather than get an “overall score.” However, I do like their “suggested content,” which can be filtered by keyword.

If you consider yourself to be an “influencer” or expert in your niche, you can also take advantage of Klout perks, where you get free stuff (Example: $10 to spend on business cards at MOO.com). Learn more about it here.

Pricing: Free.

For more tools to automate social media check out my previous post. I also recommend the First-Time Entrepreneur’s Guide to Social Media.

Handling PR and Blogger Outreach

InkyBee – I’ve written a comprehensive review of InkyBee, a tool that you can use to create a media list, find bloggers and journalists, make notes (CRM) for each individual, and also create reports on your progress.

The alternative is to keep track of your outreach process with excel spread sheets or google docs. InkyBee does a good job of easing the workflow between teammates and recording all of your PR efforts in one place.

Pricing: $79 – $249 per month (free trial, no credit card needed).

BuzzStream – BuzzStream is another CRM tool that helps coordinate media outreach. You can import existing media lists and then use the CRM software to make notes on particular individuals. You can also use BuzzStream in coordination with other tools like BuzzSumo to create a media list, using the “scrape” feature (will scrape the links from a page and save it for later review).

Pricing: $29 – $249 (Unfortunately you must input your credit card to try it).

BuzzSumo – I’ve also written a complete review of BuzzSumo, a free tool that you can use to discover content that is going viral for certain keywords and social media influencers in your niche. BuzzSumo is a good tool to develop a media list that you can reach out to about your new product launch. It doesn’t have any CRM functionality, so it’s best used with another tool like InkyBee, BuzzStream, or a CRM like HighRise.

Pricing: Free

Streak, Bananatag, or GetSignals – Not going to lie, these last tools are a little creepy. You can use Streak, Bananatag, or GetSignals to track when people open your emails. I’ve tried out the three different tools and have found mixed success with them. Each one of them took a while to report when a user viewed an email, and sometimes they weren’t always correct. That’s why I’m bundling all of them together. Worth testing out, but I don’t like the inconsistency.

Pricing: Free + Paid options.

For more tips on how to do PR outreach, check out these PR secrets for a successful crowdfunding campaign.

Creating a Landing Page Before Your Campaign

Unbounce – Unbounce is a tool that you can use to create a landing page and A|B test visitors. You can use this to test wording on your visitors or the landing page layout to optimize conversions (like signing up for an email list).

I have used Unbounce in the past. It’s pretty easy to use, but if you know how to create your own landing pages with wordpress + google analytics (conversion goals, and click-map tracking), I think doing it yourself is a better option.

Pricing: $49 – $199 per month.

LaunchRock – Of all of these tools, I’d say LaunchRock is probably the easiest to set up (though with less functionality). In a few minutes, you can set up a launch page with an email signup for visitors interested in your project. You can also connect the page to your own domain, install google analytics, and customize the code of the page.

Pricing: Free

PitchFuse – (Bias: I am a founder) PitchFuse is a great way to create a page for your crowdfunding project where you can get feedback, monitor social shares, gather interested backers, and more. You can also do a giveaway for your campaign. We’ll be adding more functionality in the future. Check out this tutorial guiding you through how to set up a project.

Pricing: Free

Prefundia – Prefundia is another tool that you can use to begin to gather a crowd before you launch a project. The platform also provides stats on page views and lets visitors enter their email address to be added to your notification list.

Pricing: Free + Paid Enhancements

If you are thinking of creating a landing page for your project, I highly recommend my 3 reasons why you should make a landing page for your Kickstarter or Indiegogo project!

Creating a website for your company

Domain Name Providers – I use 1and1.com for my domain name purchasing, but you can also use GoDaddy or NameCheap.

Website Hosting – I use Bluehost to host all of my websites. Other hosting providers include HostGator and DreamHost.

Design/Functionality – Many of the domain name providers will also have basic website-creating software. You can also use these tools which include Wix, SquareSpace, and more.

Communicating with Supporters and Backers

MailChimp – MailChimp is a great way to sent out newsletters to email subscribers and provides analytics regarding click throughs and open rates. I use mailchimp for my weekly newsletter, though I may be switching to Aweber soon, due to MailChimp’s high cost if you have more than 5,000 subscribers.

You can also create auto-responders with MailChimp that are coordinated with actions that subscribers take (example: email new subscribers a message).

Pricing: Free up to 2,000 subscribers.

Aweber – Aweber is another email ending tool that you can use to communicate with campaign supporters who have subscribed to your newsletter from your landing page. Unfortunately, it’s not free, but is more affordable if you have a large subscriber list.

Pricing: $19 – $149 per month.

If you’d like to learn how to get the emails of all your Facebook friends and begin building an email list, check out this post.

Post-Campaign Fulfillment and Sales

I’ve already put together a complete list of 22 websites to help post-crowdfunding that I think you’ll find helpful.


What tools do you plan to use for your campaign? I’d also love to hear if I missed out on any key tools. I didn’t mention it in the post, but I think that these tools to coordinate a giveaway would be helpful as a way to gain likes/subscribers/followers leading up to a project.

Weekly Success Tips

Want to receive awesome valuable resources that will help you run a successful Kickstarter, Indiegogo, or other type of crowdfunding campaign? Join 20,000+ other readers working hard to make their dream a reality.

  • Josef Holm

    Great list thanks for sharing!

    • CrowdCrux

      Definitely 🙂

  • Well done Salvador, a lot of the tools that I use are listed here:D
    Wish I had the time to try them all… But then it’s too late because my campaign finishes tomorrow!

  • Bill

    Great list of tools and I try to use the lowest cost to free tools to keep the front end charges lower for campaigns. I am a huge fan of Google Business Apps, Google Drive. I use these tools in collaboration with Google+ to do project management. We you integrate the Google tools with hangouts you have a powerful suite for project management and collaboration.

    i like a product called senderblaster3 http://www.sendblaster.com/ that I was introduced to by a client and it is very roboust. The other tool I really like is the Inkybee software. It is powerful and integrates blogger outreach and social media. I use both Buffer and Hootesuite to manage social media.

    • CrowdCrux

      Yea, google has a pretty solid suite of apps, most of which are free. Will check out SendBlaster. Have not heard of them before.

      • Alex Cerny

        You may want to try Atomic Sender http://www.massemailtools.com/en/bulkmailer/ , what makes it different is a free smtp plan which allows 400 emails daily. SMTP is something you need for any bulk mail program

  • Erik Kean

    I’ve used a couple of these tools such as Basecamp and Hootsuite in past jobs but never thought to use them for my Kickstarter:https://www.kickstarter.com/projects/678336688/givefix-social-media-for-a-cause?ref=email Thanks for the great tips!

    • CrowdCrux

      Welcome! Hope some of the tools are helpful for your campaign.

  • Really great list Salvador. I recently started using BuzzSumo and can’t believe I didn’t hear about that app sooner, it’s really useful and best of all it’s free!

    • CrowdCrux

      Yea, agreed. I can’t believe it’s free. They also recently rolled out new features so you can filter influencers by location.

      • Yeah very cool feature, I saw that in their most recent newsletter. It will be great to see how the app evolves over time as they continue to roll out cool new features like that.

        • Looks like they rolled out a paid version today which sounds really cool. I figured this would be the case, was only a matter of time.

          • CrowdCrux

            Yea I saw that. Looks cool!

    • CrowdCrux

      Also – Cool website. Will have to include you in next resource list. Have you heard of CrowdsUnite?

      • Thank you Salvidor, really appreciate that. Yeah the name sounds familiar, I believe they launched about a year after we did.

  • Damien White

    We’ve been looking at Asana for collaboration on one of our film projects. Since we have a number of people across the Country, who need to be connected to the main Production house here in California. Good recommendation!

    • CrowdCrux

      Yea, Asana has a pretty slick interface and is easy to use. Let me know what you think of it.

  • Ivan Gnidko

    Great list Salvador. Wanna add webflow.com for creating landing page. It took some time to figure out with it. But I really love the appearance of my page now. My favourite tools now are pocket, google keep, google drive, buzzsumo

    • CrowdCrux

      Thanks for sharing these other tools. I’ll check out webflow.

  • Jarad Astin

    Fantastic resources Salvador.

    • CrowdCrux

      Glad it’s useful!

  • Karen Roberts

    Geeez Sal,
    What would I do without Crowd Crux? I consistently find myself relying on your resources and comments as I prepare for my campaign. Thank you so much!

    • CrowdCrux

      Thanks! Happy to help out and let me know if you have any questions as you prepare.

  • Neal Veglio

    Just wanted to say thanks so much for your podcast. I’ve become hooked since I started binge listening last week, and will be using a lot of your tips for my project, soon to be launched at http://www.nealveglio.com...

    • CrowdCrux

      Thanks for listening! What did you think of the last episode about the Jetpack?

      • I really liked it. I also really loved the episode in which you were laughing at your earlier work, and mentioned how you felt you’d moved on a lot. You definitely have improved. As a broadcaster myself, I can appreciate the journey you’re on, and the progress you’re making. Keep it up!