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