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

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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%.

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Team

Management

Work as team members to see the system how they see it, track progress, set up campaigns, and more.

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AI Appointment Booking

Use Capitallyst Pro to book appointments for you so that you can focus on what matters the most, closing deals.

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Lead Round

Robin

Automatically distribute leads between team members and track the progress on each lead.

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Live Call

Transfer

Automatically get inbound calls every time a lead is ready to talk and when they schedule on your calendar.

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Reminders

Remind yourself to call leads, send documents, or any other sales-related tasks in your leads lifecycle.

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Communication Center

All your communications in one place! Email, SMS, Phone, Voicemail, Facebook Messenger, Web Chat and More!

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Advanced

Reporting

Easily see how well your campaigns and sales team are performing so that you can increase your opportunities and sales!

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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

Rob Kriske

Fundamental Co-Founder

Gino Barbaro

Jake & Gino

Julie Holly

Three Key Investments

Rob Kriske

Fundamental Co-Founder

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

**Additional charges for messaging may apply**

  • Unlimited Contacts

  • Unlimited Users

  • 24/7 tech support

  • Call Scheduling

  • Basic Sales Pipeline

  • Basic Sign Up Forms

  • SMS, Email, Phone Tracking

  • Video Trainings

  • 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

**Additional charges for messaging may apply**

  • Everything In Pro Plan +

  • Investor Portal Integration

  • 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

Customization

  • Available for

    additional charge

Elite

The unlimited plan

Coming Soon!

**Additional charges for messaging may apply**

  • Everything In Premium +

  • Unlimited Revisions

  • Unlimited Customization

  • Done For You

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.