The #1 CRM for Capital Raiser
Capitallyst Pro Is a tool to help Multifamily Syndicators streamline and automate their capital raising systems. The all-in-one CRM solution is built by capital raisers for capital raisers! Use our proven system to convert more leads into investors with this simple solution!
Are you at capacity as a Multifamily Operator and a Capital Raiser?
What if you could automate 80-90% of your capital raising
so that you can focus on Deal Flow and Management?
Speed
Double Your Speed To Lead
Stop missing out on conversations! Streamline all your communication in one place so that you can double your speed to lead and fill your pipeline!
Conversations
All Conversations in one Place
Stop missing out on conversations! Streamline all your communication in one place so that you can double your speed to lead and fill your investor pipeline!
Text Messaging
Email
Phone Calls
Social Media Conversations
Calendar
Schedule Investor Appointments
Capitallyst Pro makes scheduling appointments feel magically easy. And has confirmation and reminders built in so you don't need to spend your valuable time reminding and following up.
Calls
Drive More Phone Calls
Automatically route calls and convert inbound leads to sales opportunities by connecting you directly with leads who want to talk right now!
Calls
Tracked Phone Calls
Keep track and record Investor calls from inside the platform.
Nurturing Campaigns
Pre-Built Investor Nurture Campaigns
Use our Proven and Pre-Built nurturing campaigns to educate and nurture your leads on autopilot. You will always be top of mind, build credibility, and gain trust from your leads.
Performance
Gain Key Insights Into Performance
Easily see how well your campaigns and sales team are performing so that you can increase your opportunities and sales!
Websites and Landing Pages
Have an online Presence
Easily build and manage your websites and funnels straight from Capitallyst Pro.
Industry Leading Features
7 Channel Automated Follow Up
Automatically message leads across multiple channels including SMS, Email, Voicemail, Calls, Facebook Messenger, GMB and Website Chat to increase response rates to up to 80%.
Team
Management
Work as team members to see the system how they see it, track progress, set up campaigns, and more.
AI Appointment Booking
Use Capitallyst Pro to book appointments for you so that you can focus on what matters the most, closing deals.
Lead Round
Robin
Automatically distribute leads between team members and track the progress on each lead.
Live Call
Transfer
Automatically get inbound calls every time a lead is ready to talk and when they schedule on your calendar.
Reminders
Remind yourself to call leads, send documents, or any other sales-related tasks in your leads lifecycle.
Communication Center
All your communications in one place! Email, SMS, Phone, Voicemail, Facebook Messenger, Web Chat and More!
Advanced
Reporting
Easily see how well your campaigns and sales team are performing so that you can increase your opportunities and sales!
Mobile App
Close prospects on-the-go with our mobile app, respond to leads, track statuses, complete reminders, and more.
Seamless Integration With 2000+ Tools
Integrate Capitallyst Pro With Tools You Already Love
With Our Custom Integration And Zapier!
See What Others are Saying!
Gino Barbaro
Jake & Gino
Julie Holly
Three Key Investments
Mike Morawski
Fundamental Co-Founder
Gino Barbaro
Jake & Gino
Julie Holly
Three Key Investments
Mike Morawski
Mike Morawski
Drew Norton
The Everyday Leader
Gino Barbaro
Jake & Gino
Aram Sarkissian
Le Creme Partners
Julie Holly
Three Key Investments
Eddie Austin
Extraordinary Capital
Rob Kriske
Fundamental Co-Founder
Flexible Pricing Options to Suit Your Needs
Tailored Pricing for Your Business Needs
Pro
Get started with our affordable Starter plan, perfect for small businesses.
$97
/MONTHLY
Unlimited Contacts
Unlimited Users
24/7 tech support
Call Scheduling Link
Call Confirmation & Reminders
Sales Pipeline
Basic Investor Nurturing Campaigns
SMS, Email, Phone Tracking
Basic Sign Up Forms
Video Trainings
Facebook Group/Community
Premium
Limitless access and premium features in our all-inclusive plan.
$297
/MONTHLY
Everything In Pro Plan +
Call Cancellation Auto Rescheduling
Syndication Pro Integration
SMS Templates
Cold Lead Nurturing Campaign
(24 weekly emails)
Engaged Lead Nurturing Campaign (Accelerated CTA Drip)
Warm Lead Nurturing Campaign (Accelerated CTA Drip)
Pre Investment Drip (24 weekly emails)
Active Investor Nurturing Campaigns
Lead Scoring w/ Trigger Links
Sales Pipeline w/ Automation
2 Step Landing Page Funnel Template
Webinar Landing Page Template
Investor Onboarding Workflows
Elite
Get started with our affordable Starter plan, perfect for small businesses.
$997
/MONTHLY
Everything In Pro and Premium +
Branded 2 Step Landing Page Funnel
Digital Ad x 3
Targeted Email Drip Campaigns
Facebook Ad Integration
Linked IN Ad Integration
5 Lead Gen Forms w/ auto delivery
Website form integration
Unlimited Revisions & Assistance
Plans For Businesses Of All Sizes
Pro
For new capital raisers
Pay Annually (Save $167)
$97
Per month
*$297 one time fee for new account
**Additional charges for messaging may apply**
Unlimited Contacts & Users
24/7 tech support
Help Hub
Call Scheduling
Basic Sales Pipeline
Basic Sign Up Forms
SMS, Email, Phone Tracking
Video Trainings
CP Community
Lead Scoring
1 on 1 onboarding
Bonus Premium Features:
Investor Sales Checklist
Customization
Customization Not Available
MOST POPULAR
Premium
For seasoned capital raisers
Pay Annually (Save $567)
$297
Per month
*$297 one time fee for new account
**Additional charges for messaging may apply**
Everything In Pro Plan +
Designated Account Manager
Advanced Automated Nurturing Campaigns
Referral Campaigns
Advanced Sales Pipeline w/ Automation
Social Media Scheduler
2 Step Landing Page Funnel Template
Webinar Landing Page Template
Integrated Website Forms
New Deal Launch Template
Al la carte features
One time fee of $97 & $25/additional card
Digital Business Card
Can be an add-on for $47/mo
Communities
Invoicing
Esign
Advanced Webinar System
Email Warm Up Service
One time fee $997
Account Accelerator
Customization
Available for
additional charge
Platinum
The unlimited plan
Pay Annually (Save $967)
$497
Per month
*$997 one time fee for new account
**Additional charges for messaging may apply**
Everything In Premium +
Digital Business Card
Communities
Invoicing
Esign
Account Accelerator
Advanced Webinar System
Email Warm Up Service
30+ Landing Page Templates
100+ Email Templates
Website Templates
1 on 1 Strategy Session
Customization
INCLUDED
FEATURE COMPARISON
Explore transparent pricing options, feature breakdowns, and select the best value for your investment.
Frequently Asked Questions
1. Are there additional charges for messaging?
Capitallyst Pro uses 3rd party providers for calls, SMS and emailing. As a result there or some minor expenses that accrue based on how many messages and calls are being sent. This cost is minimal and for our Premium and Elite customers, the included messaging credit often covers that monthly cost.
2. What are the additional costs broken down?
To view a detailed breakdown of other costs that may be associated with your subscription...
3. What Kind Of Support Do You Provide?
Support is at the heart of everything we do so supporting you and your business is our top priority. We offer 24/7 chat support as well as an easy-to-navigate comprehensive tutorial library for quick answers to your questions.
Support is at the heart of everything we do so supporting you and your business is our top priority. We offer 24/7 chat support as well as an easy-to-navigate comprehensive tutorial library for quick answers to your questions.
4. How Secure Is My Customer Data?
Capitallyst Pro takes your privacy seriously and is committed to protecting it through compliance with this Privacy Policy. Our Privacy Policy specifies the categories of personal information we collect, how long that information is retained, and any of our marketing practices.
5. Can I Cancel My Account At Any Time?
Yes, you can cancel anytime. If you choose to cancel after signing up for the annual plan no refund will occur but you will have access to Capitallyst Pro until the anniversary of your account set up.
6. What Platforms Do You Integrate With?
Most of customers no longer need additional integration since Capitallyst Pro is a 1 stop shop for your capital raising needs. In the event that you decide to integrate, our integration can span across multiple platforms with the use of Zapier to automate between over 2000 other applications with ease.
7. How Does Your Automation Work?
We provide comprehensive automation that will execute and automate workflows across your high-value business processes. Our smart campaigns will put SMS, Email, Web Chat, Phone Calls, and Calendar Appointments on autopilot.
8. How Do I Get Started?
Sign up for a demo and see how easy our platform makes business management. We hope you'll join us once you see how we can boost your business.
