Not Sure Which Plan is Right for You?
Take this quiz to find out
ORGANIZE
AUTOMATE
ACCELERATE
ORGANIZE
Pro
For the New Capital Raiser
Pay Annually to Save $167
$83
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
Investor Sales Checklist
ORGANIZE
Pro
For the New Capital Raiser
Pay Annually to Save $167
$83
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
Investor Sales Checklist
AUTOMATE
MOST POPULAR
Premium
For the Savvy Capital Raiser
Pay Annually to Save $567
$249
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
Want to add-on Platinum features?
AUTOMATE
MOST POPULAR
Premium
For the Savvy Capital Raiser
Pay Annually to Save $567
$249
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
Want to add-on Platinum features?
ACCELERATE
Platinum
For the Elite Capital Raiser
Pay Annually to Save $967
$416
per month
*$997 one time fee for new account
*Additional charges for messaging may apply*
Everything In Premium Plan +
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
ACCELERATE
Platinum
For the Elite Capital Raiser
Pay Annually to Save $967
$416
per month
*$997 one time fee for new account
*Additional charges for messaging may apply*
Everything In Premium Plan +
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
PACKAGE COMPARISON
Explore transparent pricing options, feature breakdowns, and select the best value for your investment.
Not Sure Which Plan is Right for You?
Take this short quiz to find out!
Frequently Asked Questions
1. Are there any additional charges?
Yes. Capitallyst Pro uses 3rd party providers for calls, SMS, emailing and some AI features. As a result there or some minor expenses that accrue based on how many messages, calls or AI features are being used. Capitallyst Pro does not limit the number of contacts or users you have in your account. As a result we operate as a "pay as you go" model. The additional charges are minimal.
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 an easy-to-navigate comprehensive library with over 800+ help docs, 24/7 chat support and LIVE open office hour calls weekly to get your questions and minor tweaks fixed in real time.
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. View our Refund Policy HERE
6. What Platforms Do You Integrate With?
Most of customers require little to none additional integration since Capitallyst Pro is a one 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, webhooks and built in integrations 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?
Simply choose what package is most appropriate for you on the PRICING page! After signing up you will begin to receive emails walking your through next steps to schedule your 1 on 1 onboarding call. If you have some additional questions feel free to explore our additional features and resources we have on our site. You can also schedule a Discovery Call to learn more.
Are You Ready For Your Next Raise?
