[Fortitudinal]

Hello gang,

I am cooking up a new information product, and I am looking at different SAAS options to deliver the info. I am computer literate but by no means a techie.

So far I have looked at Infusionsoft and Aweber, since they seem to have more features to grow and CRM.

I'm curious to hear what are people here using. ideally I would like to be able to:

+ password protect the download pdf with the email the use for signup or at least watermark to avoid copy
+ recurring emailing every month of updates and more guides as I come up with the material
+ compliant with Canadian regulations (ie anti-spam regulation)
+ integrate with WP easily, plug and play
+ being able to have a rich CRM database


Any thoughts are much appreciated. I searched around, but couldn't find something this specific.

[worldwidetraveler]

Aweber and if I'm not mistaken MailChimp is strictly email. No CRM.

[007]

Try this alternative (better and cheaper than infusionsoft)

Aweber + Aweber pro tools

Deliverability and marketing automation options are top notch.

[Joseph Reeves]

Hello gang,

I am cooking up a new information product, and I am looking at different SAAS options to deliver the info. I am computer literate but by no means a techie.

So far I have looked at Infusionsoft and Aweber, since they seem to have more features to grow and CRM.

I'm curious to hear what are people here using. ideally I would like to be able to:

+ password protect the download pdf with the email the use for signup or at least watermark to avoid copy
+ recurring emailing every month of updates and more guides as I come up with the material
+ compliant with Canadian regulations (ie anti-spam regulation)
+ integrate with WP easily, plug and play
+ being able to have a rich CRM database


Any thoughts are much appreciated. I searched around, but couldn't find something this specific.

Aweber/MailChimp + CRM patches = the digital duct tape we’re all tired of. If you’re serious about scaling an info product, look into proper email CRM software that bakes PDF security, drip campaigns, and client tracking into one system.
For example:

• Password-protected downloads tied to subscriber emails (no third-party plugins needed),
  
• Auto-scheduled content updates (CASL-compliant, since you mentioned Canada),
  
• WordPress plugins that don’t require a PhD to install.
  

Flowlu’s been a dark horse here for some creators I know – their email CRM software handles watermarks natively and actually syncs client behavior with project timelines. But hey, if you’ve found a unicorn platform that does all this and doesn’t cost Infusionsoft-level $$$, I’m all ears.