Nurture Better. Raise Stronger. Close Faster.

CapBloom CRM

The All-In-One CRM Marketing & Automation System

CapBloom CRM is the 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

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

NURTURE

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

CLOSE

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

CapBloom CRM

The All-In-One CRM Marketing & Automation System

CapBloom CRM is the definitive Capital Raising Management Solution designed specifically for capital raisers and multifamily syndicators seeking to transform potential leads into committed investors. As an all-in-one marketing powerhouse, CapBloom CRM streamlines the process of tracking and cultivating relationships with passive investors for multifamily syndication deals.

With an integrated suite of tools including custom websites, calendars, landing pages, pre-built pipelines, automations, and templates, CapBloom CRM stands out as a user-friendly platform that empowers users to launch quickly and efficiently without getting bogged down by tech setup. Our platform is highly customizable yet equipped with ready-to-use features that allow capital raisers to focus on what they do best—growing their investment pool.

Understanding that every client's needs are unique, we offer personalized 1:1 setup assistance and conduct quarterly business reviews to ensure our customers are maximizing their CRM's potential. Our users have reported phenomenal outcomes, like being able to visualize a $55 million capital raising pipeline with a single glance.

Support is a click away with our 24/7 online assistance, weekly office hours for live Q&A, and seamless integrations with email, calendars, and existing websites. Additional third-party integrations further enhance the user experience, which is regularly lauded for its intuitive design.

Join the ranks of successful capital raisers who have chosen CapBloom CRM not just as a tool, but as a growth partner committed to evolving alongside the dynamic technology and marketing landscape. Invest in CapBloom CRM—where technology meets opportunity, and leads convert to wealth.

The All-In-One CRM

convert Leads into Investors.

Collect and organize contacts automatically and quickly with pre-built forms, email templates, landing pages, and automations.

Meet Your Investors Where They Are

Communicate with your leads and convert them to investors in one system that unifies and automates your communications, marketing and social media.

Pre built and customizable forms to collect important data from your investors

Streamline your contact collection process with our powerful automation tools. Create custom lead forms, captivating landing pages, and seamless social media integration to automatically collect and organize valuable contacts. Say goodbye to manual data entry and focus on nurturing those leads into valuable relationships for your business.

Automations

Create simple or advanced workflows to automate business processes, improve efficiency, and increase conversions. Or simply use one of our powerful custom pre-built Investor Nurture or Active Capital Raise Workflows.

Email Marketing

Use pre-built or custom workflow email sequences with your own branding to welcome your investors, educate and nurture them. Send e-mail campaigns and newsletters.

CRM + Form + Surveys

Collect data from your investors with easy to create forms and surveys that will automatically populate your CRM so that you can make informed data-driv decisions.

Websites & Landing Pages

Create professional landing and websites in just clicks with dedicated and personalized domains that will immediately boost your digital presence and nurture and convert leads into investors.

Success Stories

Hey Don't Take Our Words For It Hear From Our Client:

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