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Tally
Forms and scheduling

Capitaly + Tally

Capture soft commitments and founder applications

Forms and scheduling

What Capitaly does with Tally

Capture soft commitments and founder applications

Capitaly uses Tally to turn interest into booked time.

Links in outreach

Your Tally link offered the moment an investor agrees to talk.

Bookings on the pipeline

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

Details to the CRM

What investors submit through Tally added to their record.

Tally

How it works

01

Connect Tally

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