We use Salesforce for consumer side relationships, like tracking our applicants. It plugs in with Pardot and that is very useful, as there is a pretty tight integration between the transactional emails that we are sending out and the consumer’s information.
We use Base on the real estate side. We have a limited number of relationships on that side, so we needed a tool that was more lightweight and flexible. We have been using it for over a year; it has a good UI and easy reporting. It is a convenient out of the box solution.
We use InVision as a project management tool. It helps us see the progress of designs. I really like the UI, and the ability to comment on specific parts of the site. This has made our design process much easier and smoother, and I really appreciate the ability to provide easy feedback on specific issues.
We moved from MailChimp to Pardot, because we send out a lot of transactional emails, and they are much more important than campaign emails at this point. Pardot is better for that.
When we started the company I thought that Quickbooks would be one of the tools that was going to scale better. In the end, it was not so. Our accounting is getting very complicated, so we will upgrade to a new tool soon, probably NetSuite.
We use Stripe for ACH processing. It’s exactly what we needed, because we are processing very large payments for consumers and automated monthly payments. With ACH you do not pay percentage fees, but a flat fee.