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Every visit, sign, accept, and reply auto-creates a contact. Tagged by behavior, organized into lists and pipelines. HubSpot contact sync built in.
Every visit, sign, accept, reply creates or updates a contact, with the verified email and derived name attached.
Tagging rules trigger on visits, time-on-page, and repeat opens. No more manual scoring.
Static lists, dynamic segments, smart audiences. Send the next update only to investors who opened the last one.
Stage-by-stage view of every deal or fundraise. Drag between columns, see deal value roll up.
Push contacts to HubSpot and keep records in step. Webhooks and REST API for everything else.
Find a contact by name, email, or company in one query.
