Investor CRM and relationships

Capitaly + Pipedrive

Move investors through your raise pipeline

Investor CRM and relationships

What Capitaly does with Pipedrive

Capitaly reads and updates Pipedrive as the raise moves, so the record stays current.

When an investor replies, meets or passes, their stage in Pipedrive moves with it.

Emails, calls and meeting notes land on the investor record in Pipedrive.

Each conversation ends with a follow up on the record, so nothing waits on memory.

Pipedrive

Link your Pipedrive 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 Pipedrive without your sign off, and every action is logged.

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