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 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.
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.
Collect and organize contacts automatically and quickly with pre-built forms, email templates, landing pages, and automations.
Communicate with your leads and convert them to investors in one system that unifies and automates your communications, marketing and social media.
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.
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.
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.
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.
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