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