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Investor CRM and relationships
Capitaly + Freshsales
Track investor conversations and deal stages
Investor CRM and relationships
What Capitaly does with Freshsales
Track investor conversations and deal stages
Capitaly reads and updates Freshsales as the raise moves, so the record stays current.
Stages kept current
When an investor replies, meets or passes, their stage in Freshsales moves with it.
Every touch logged
Emails, calls and meeting notes land on the investor record in Freshsales.
Next steps set
Each conversation ends with a follow up on the record, so nothing waits on memory.
Freshsales
How it works
01
Connect Freshsales
Link your Freshsales 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 Freshsales without your sign off, and every action is logged.
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