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PRO Plan

Order Summary

For the New Capital Raiser

  • 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

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...

Click Here

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.

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.