7 tools to help you run a crowdfunding campaign

Effective tools to help you run a successful crowdfunding campaign.

Over the years I have helped many project creators understand what crowdfunding is all about and to run a crowdfunding campaign. Not all crowdfunding campaigns are equal. All draw on team members who have different skill sets. These varying skill sets support the many different situations that project creators find themselves in.

Sometimes a team member may have the ability to put together a great campaign video and at other times this job needs to be outsourced to someone else. At other times a campaign story may need to be refined or a social media strategy could require development.

Whatever the case lots of different tools are used to run crowdfunding campaigns. There really is no one set of tools that work for every campaign.

Over the years however I have been researching, collecting and trying out lots of tools and useful resources that have been tried out by many project creators to great effect. Over 200 of these tools and resources have now been added to a dedicated website called CrowdfundingPlaybook.com.

The Crowdfunding Playbook website lists all of these resources and more (new ones are added all the time) and can be downloaded as an IOS app as well.

Below you will find a list of the top seven tools that I think most crowdfunding campaigns can benefit from using.

Top seven tools

1. Campaign Management




Trello is a highly visual online collaboration tool that organises your crowdfunding campaign into cards and boards. In one glance, Trello tells you what’s being worked on, who’s working on it, and where something is in the process. Keeps track of everything, from the big picture to the minute details. Also has a great app for mobile devices.

2. Crowd Building




Thunderclap is a ‘crowdspeaking’ platform that helps people be heard by saying something together. It allows a single message to be mass-shared, flash mob-style, so it rises above the noise of your social networks. Set up a page and reach out to your supporters before you launch.

3. Lead Generation




Get your visitors to recommend their friends by enticing them with giveaways or rewards if they invite their friends. Put on a contest to promote your crowdfunding product or service via social media channels. You can also create promotional campaigns that will bring you qualified leads.

4. Influencer Research




A crowdfunding marketing & analytics platform for Rewards and Equity Campaigns. It helps you find backers and assists with twitter influencer marketing. They can also do press releases, analytics, platform comparisons, target assessments and more.

5. Outsourcing




Browse, hire and pay expert freelancers to help you get more done for less. Now the world’s largest online workplace where businesses and professional freelancers go to work! Upwork is the new name for the merger between Elance and Odesk.

6. Press and Public Relations




JustReachOut believes that startups shouldn’t hire PR agencies or outside consultants to do their press outreach. Instead startups should do their own PR using their tool which shows journalists who would most really be interested in what you have to say and help you build a lasting relationship with them.

7. Fulfilment




An e-commerce order fulfillment service based in the USA. They give you access to real­time order and inventory data. They will store your inventory until orders ship, pack each order according to your specifications, with professional materials, customized logos and branding, and ship orders worldwide with the carrier of your choice.


The tools mentioned above have been extremely useful to past crowdfunding project creators so do check out the main website CrowdfundingPlaybook.com for many more resources to support your crowdfunding campaign.