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Zoom
Meetings and calls

Capitaly + Zoom

Create pitch meeting links and pull recordings

Meetings and calls

What Capitaly does with Zoom

Create pitch meeting links and pull recordings

Capitaly turns what happens in Zoom into the next step of the raise.

Notes on the record

Summaries from Zoom logged against the investor in the CRM.

Action items tracked

Next steps from each call added to the pipeline with a reminder.

Briefings before the call

A briefing on the investor the night before each meeting.

Zoom

How it works

01

Connect Zoom

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

More integrations

Meetings and calls