+
Email and calendar
Capitaly + Smartlead
Manage investor outreach sequences and replies
Email and calendar
What Capitaly does with Smartlead
Manage investor outreach sequences and replies
Capitaly works inside Smartlead with the access your team gives it.
Outreach drafted
Personal first emails and follow ups drafted in Smartlead, ready for your approval.
Replies sorted
Investor replies labelled interested, needs info, pass or later, with an answer drafted.
Follow ups on time
Investors quiet for seven days get one polite follow up with something new.
Smartlead
How it works
01
Connect Smartlead
Link your Smartlead 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 Smartlead without your sign off, and every action is logged.
More integrations
Email and calendar
GmailEmail and calendarDraft investor outreach and track replies
OutlookEmail and calendarSend investor emails and file responses
Google CalendarEmail and calendarBook investor meetings and hold time for follow ups
Outlook CalendarEmail and calendarSchedule partner meetings and pitch slots
Google ContactsEmail and calendarKeep investor contact details in sync
FrontEmail and calendarRoute investor email to the right teammate