Forms and scheduling

Capitaly + Microsoft Bookings

Take investor meeting bookings

Forms and scheduling

What Capitaly does with Microsoft Bookings

Capitaly uses Microsoft Bookings to turn interest into booked time.

Your Microsoft Bookings link offered the moment an investor agrees to talk.

Each booking logged against the investor, with the next step set.

What investors submit through Microsoft Bookings added to their record.

Microsoft Bookings

Link your Microsoft Bookings account to Capitaly in a few clicks.

Give the instruction in plain words, like you would to anyone on the team.

Nothing goes out through Microsoft Bookings without your sign off, and every action is logged.

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