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