Automatically send tailored multi-step outreach emails with ease. Utilize dynamic fields such as name, fund focus, fund size, geography, etc., for lead qualification.
Customize your email campaigns to trigger follow-ups or task alerts based on investor actions like opens, clicks, or replies. Retarget customers who left the cart full.
Auto-log responses into your CRM and update deal stages to keep your investor pipeline accurate and your information as up to date as possible.