CapBloom CRM

Say goodbye to the complexities of capital raising and investor relations.

CRM and Capital Raising Management Solution.

Designed for Capital Raisers and Syndicators.


CapBloom CRM is a Capital Raising Management Solution built for Capital Raisers and Syndicators. Crafted with your success in mind.

CapBloom CRM Investor Relations Capital Raising CRM

Pre Built Workflows

Our Capital Raising Management Solution was built for capital raising real estate investors. Crafted with your success in mind.


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We want to understand your unique challenges and goals. Let us guide you towards a solution that's just for you. It's the first step in transforming the way you manage your client relationships and workflows.


We set up your system properly, aligning it with your business operations, we make sure you’re ready to hit the ground running. Our team is with you every step of the way.


We adapt our workflows and automations to your business. In 4 weeks we equip you with the tools you need to start raising capital.


With CapBloom taking care of your operational needs, you're free to focus on what you do best—raising capital and finding deals.



CapBloom J Scott Investor Customer CRM

- J Scott, Bar Down Investments

"I've got to say, CapBloom has been our secret weapon for managing investor relations. It’s straightforward and effective, giving us clear insights into what our investors are willing to invest and simplifying how we track and interact with them. The tool has been pivotal in helping us build and maintain trust through organized and transparent communications. And with Marisa's awesome support in the mix, we've been able to leverage CapBloom's capabilities to the fullest, making our investor management more effective and less complicated."

Trusted By

Todd Silance

Summit Capital

"I can't say enough good things about CapBloom's CRM for capital raising. As a multifamily syndicator, I've used various CRM solutions in the past, but CapBloom stands out in a league of its own. From day one, it's evident that CapBloom's CRM was designed with the unique needs of capital raisers in mind."

Scott Cheek

Summit Capital

"CapBloom has been a game changer for our business. Our investors are our most valuable asset, and CapBloom has streamlined how we communicate and manage our relationships with them. It is a must have for any capital raisers!"

Capital raising management

Before and After

  • Lost Opportunities

  • Messy Spreadsheets

  • Manual Data Entry

  • Haphazard Follow Up

  • Time Consuming

  • Track Your Investors

  • Know the Value of your Pipeline

  • Nurture on Auto-Pilot

  • Consistent Communication

  • Accelerate Growth


CapBloom CRM: All-In-One CRM Marketing & Automation System

CapBloom CRM is our all in one marketing system that helps you Capture, Nurture and Close with your investors. All the tools you need in one platform without having to "duct-tape" multiple platforms together!


Capture leads using our funnels, landing pages, surveys, forms, calendars, inbound phone system & more!


Communicate with leads via automated email sequences, SMS, FB Messenger & more!


Use our built in tools to schedule appointments, and track your investors until they commit.


Explore the CapBloom FAQ section to learn about our all-in-one Capital Raising Management solution designed for Real Estate Investors and Capital Raisers.

What is CapBloom CRM?

CapBloom CRM is a Capital Raising Management System, specifically designed for Capital Raisers. It offers a comprehensive suite of tools and features designed to streamline the lead-to-investor conversion process. CapBloom provides pre-built automations, forms, and funnels, enabling capital raisers to save time and effort while effectively nurturing leads and converting them into valuable investors.

How can CapBloom help Capital Raisers?

CapBloom CRM is a game-changer for Capital Raisers, empowering them to optimize their lead management and investor nurturing processes. CapBloom CRM is a Capital Raising Management Solution with powerful pre-built automations that enable capital raisers to automate repetitive tasks, such as email follow-ups and lead scoring, allowing them to focus on building relationships with potential investors. The pre-built forms and funnels streamline the lead acquisition process, making it easier to capture and qualify leads for targeted marketing campaigns.

What are the benefits of using CapBloom?

By leveraging CapBloom, Capital Raisers can experience several key benefits. First, our time-saving pre-built automations eliminate manual efforts, ensuring that leads are consistently engaged and nurtured resulting in increased efficiency and improved productivity. Second, our pre-built forms and funnels simplify the lead acquisition process, enabling capital raisers to capture and qualify leads effortlessly. Additionally, CapBloom provides valuable insights and analytics, allowing capital raisers to track and measure the success of their campaigns, optimize strategies, and make data-driven decisions.

Is CapBloom user-friendly?

Yes, CapBloom is designed with user-friendliness in mind. The CRM's intuitive interface and user-friendly features make it easy for capital raisers to navigate and leverage its capabilities effectively. Whether you're a seasoned professional or new to CRM systems, CapBloom offers a seamless experience that minimizes the learning curve and allows you to focus on achieving your capital raising goals.

Can CapBloom integrate with other systems and tools?

CapBloom offers integration with a wide range of third-party systems and tools. We will ensure that your CapBloom can work in harmony with your existing tech stack, allowing for smooth data transfer and comprehensive automation. CapBloom's integrations enhance its functionality and enable you to leverage your preferred tools without any hassle.

Can I automate my marketing campaigns with CapBloom?

Absolutely! CapBloom CRM's marketing automation capabilities allow you to create and schedule targeted campaigns effortlessly. You can set up automated email sequences, drip campaigns, and personalized messages to engage with your investors at every stage of their journey.

Does CapBloom provide services?

Absolutely! At CapBloom, take immense pride in providing exceptional services to our users. We go above and beyond to assist you with workflow customization, account setup, and getting started with your first campaign. Our dedicated team of experts is passionate about empowering real estate investors and capital raisers like you. With our guidance and expertise, you can confidently navigate the platform, tailor it to your specific needs, and launch impactful campaigns. We are committed to ensuring that you achieve your goals and experience remarkable success in growing and nurturing your investor lists. Our unwavering dedication and personalized support set us apart as a trusted partner on your journey to marketing automation excellence.

Can CapBloom help me with setting up my CapBloom CRM account?

Yes! CapBloom's services include comprehensive assistance in setting up your account. Our team will guide you through the process step-by-step, ensuring that your account is properly configured to meet your specific needs. We will help you import contacts, set up lead capture forms, and configure the necessary integrations to maximize the functionality of your account including DNS, Email Domains and other integrations that are super important.

Who do we help?

RE Investors



Capital Raisers


CapBloom Real Estate Investor CRM Guarantee
CapBloom Real Estate Investor CRM

We help Real Estate Investors, Syndicators, and Capital Raisers turn leads into investors on auto-pilot


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