Choose Your Perfect Plan

Select the plan that best fits your needs and seamlessly adapts to support your future growth.

FOUNDATION

$197/mo

$197 Account Set Up Fee

Core Platform

  • CRM with Unlimited Contacts & Users

  • Email Marketing

  • 1:1 Email Sync

  • Dedicated Sending Domain

  • Website Builder (5 Templates)

  • Calendar + Confirmation/Reminder Automations

  • Form Builder

  • Invest With Us Form + Workflow

Investor Framework

  • Investor Nurture Pipeline

  • Welcome Sequence Workflow

  • 5 Welcome Email Templates

  • Core Investor Nurture Automations

  • Basic Segmentation Structure

Support

  • 1:1 Account Setup Call

  • Weekly Office Hours

  • Email Support

OPERATOR

$297/mo

Book a Demo for Set Up Fee Customization

Includes Everything in Foundation +

Customization & Automation Buildout

  • Fully Customized CRM Architecture

  • Advanced Segmentation Strategy

  • InvestorIQ Lead Scoring

  • Custom Investor Nurture Logic

  • Behavior-Based Automation

  • Soft Commit Tracking Structure

  • Advanced Investor Pipeline & Automations

Copywriting Included

  • Custom Welcome Sequence

  • 10-Week Investor Nurture Copy

  • Investor Messaging Review & Refinement

Build Depth

  • Lead Magnet Automation

  • Investor Engagement Tracker

  • Pre-Built Forms + Surveys

  • Pipeline Optimization

Support

  • 60–90 Day Hands-On Implementation & Support

  • Priority Email Support

  • Quarterly Business Review

RAISE

$597/mo

Book a Demo for Set Up Fee Customization

COMING SOON

CapBloom Real Estate Investor CRM

We help Real Estate Investors, Syndicators, and Capital Raisers turn leads into investors.

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