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Forms and scheduling
Capitaly + Calendly
Let investors book pitch slots
Forms and scheduling
What Capitaly does with Calendly
Let investors book pitch slots
Capitaly uses Calendly to turn interest into booked time.
Links in outreach
Your Calendly link offered the moment an investor agrees to talk.
Bookings on the pipeline
Each booking logged against the investor, with the next step set.
Details to the CRM
What investors submit through Calendly added to their record.
Calendly
How it works
01
Connect Calendly
Link your Calendly account to Capitaly in a few clicks.
02
Tell Capitaly what to do
Give the instruction in plain words, like you would to anyone on the team.
03
Approve and track
Nothing goes out through Calendly without your sign off, and every action is logged.
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