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Investor CRM and relationships
Capitaly + Dynamics 365 Sales
Sync investor accounts and opportunities
Investor CRM and relationships
What Capitaly does with Dynamics 365 Sales
Sync investor accounts and opportunities
Capitaly reads and updates Dynamics 365 Sales as the raise moves, so the record stays current.
Stages kept current
When an investor replies, meets or passes, their stage in Dynamics 365 Sales moves with it.
Every touch logged
Emails, calls and meeting notes land on the investor record in Dynamics 365 Sales.
Next steps set
Each conversation ends with a follow up on the record, so nothing waits on memory.
Dynamics 365 Sales
How it works
01
Connect Dynamics 365 Sales
Link your Dynamics 365 Sales 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 Dynamics 365 Sales without your sign off, and every action is logged.
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