Welcome to Client Harbor The Proven Path to Capital Raising Success
Welcome to Client Harbor The Proven Path to Capital Raising Success
At Client Harbor, we're not just another CRM on the block. We're a gateway to over $100 million in raised capital. Specifically designed for capital raisers, by capital raisers. Our system is battle-tested and continuously refined to meet the ever-evolving challenges of the capital raising world.
Whose Choose us ?
Because we've walked miles in your shoes. We understand the hurdles, the needs, and the victories of raising capital. Client Harbor isn't just a tool; it's your partner in navigating the complex seas of investment, helping you dock successfully at your fundraising goals.
Using Client Harbor You Can...
Lead the Way with Lightning-Fast Engagement
Double Your Speed To Lead🚀
Tired of watching deals slip through your fingers? With our CRM, zoom past the competition and engage leads faster than ever. Say hello to a pipeline so full, you'll wonder how you ever managed before.
Calendar
Instantly CALENDAR MAGIC📅
Forget the back-and-forth. Our tool makes booking meetings effortless, turning your calendar into a deal-closing powerhouse.
Calls
Calls? Consider Them Answered 📞
Route calls like a pro and automate the ones you miss in our ai enabled campaigns! Connect instantly with leads ready to talk business, transforming every call into a potential goldmine.
Smart
Smart Campaigns, Smarter Growth🧠
Elevate your game with SMART campaigns that keep you steps ahead. Watch your response rates soar with our multi-channel genius.
Performance
Performance Insights at Your Fingertips📈
Never second-guess your strategy again. Our dashboard provides crystal-clear insights, ensuring you're always on the path to more deals and bigger successes. Oh, and we've also get a detailed history report for each lead!
Unlock the Full Potential of Your Business with Our Powerful All-In-One CRM Solution section from client harbor here
Custom Reports
Get valuable insights with our CRM reports to make data-driven decisions and boost your commercial real estate business.
TEAM MANAGEMENT
Get valuable insights with our CRM reports to make data-driven decisions and boost your commercial real estate business.
AI Appointment Booking
Get valuable insights with our CRM reports to make data-driven decisions and boost your commercial real estate business.
Lead Round Robin
Get valuable insights with our CRM reports to make data-driven decisions and boost your commercial real estate business.
Live Call Transfer
Get valuable insights with our CRM reports to make data-driven decisions and boost your commercial real estate business.
Reminder Automation
Get valuable insights with our CRM reports to make data-driven decisions and boost your commercial real estate business.
Communication Center
Get valuable insights with our CRM reports to make data-driven decisions and boost your commercial real estate business.
Advanced Reporting
Get valuable insights with our CRM reports to make data-driven decisions and boost your commercial real estate business.
Mobile App
Get valuable insights with our CRM reports to make data-driven decisions and boost your commercial real estate business.
Seamless Integration With 2000+ Tools
Integrate Capitallyst Pro With Tools You Already Love With Our
Custom Integration And Zapier!
Here's Everything You Get Today When You Purchase the
Pro
For new capital raisers
Basic Contact Management
Basic Website Integration
Opportunity Management Template
Customized Sign-Up Forms
Social Media Integration
Lead Scoring
Customizable KPI Dashboards
Email Marketing Automation
Customer Tracking
Automated Scheduling
Calendar Integration
Business Opportunity Management
Reporting and Analytics
Third-party App Integration
Campaign Management
Customer Journey Mapping
Marketing ROI Analysis
Conversation Management
Custom Notification Management
Tailored Sales Pipeline
Marketing ROI Analysis
Priority Support
Custom Development Options
Bonus Premium Features:
Initial Setup Support
Pre Made Templates
Readymade Workflow Automations
Customer Segmentation
Automated Lead Nurturing
Automated AI Conversation BOT
Customization
Customization Not Available
Pay Annually (Save $258)
Per Month
Additional charges for messaging may apply
$199 $129
Per Month
All Inclusive
For Unlimited Opportunities
Basic Contact Management
Basic Website Integration
Opportunity Management Template
Customized Sign-Up Forms
Social Media Integration
Lead Scoring
Customizable KPI Dashboards
Email Marketing Automation
Customer Tracking
Automated Scheduling
Calendar Integration
Business Opportunity Management
Reporting and Analytics
Third-party App Integration
Campaign Management
Customer Journey Mapping
Marketing ROI Analysis
Conversation Management
Custom Notification Management
Tailored Sales Pipeline
Marketing ROI Analysis
Priority Support
Custom Development Options
Bonus Premium Features:
Unlimited Tech Support
Pre Made Templates
Readymade Workflow Automations
Customer Segmentation
Automated Lead Nurturing
Automated AI Conversation BOT
Customization
All Customization Available
Pay Annually (Save $4000)
Per Month
Additional charges for messaging may apply
$2997 $1997
Per Month
Feature Comparison
Explore transparent pricing options, feature breakdowns, and select the best value
Frequently Asked Questions
1. Are there additional charges for messaging?
Capitallyst Pro uses 3rd party providers for calls, SMS and emailing. As a result there or some minor expenses that accrue based on how many messages and calls are being sent. This cost is minimal and for our Premium and Elite customers, the included messaging credit often covers that monthly cost.
2. What Kind Of Support Do You Provide?
Support is at the heart of everything we do so supporting you and your business is our top priority. We offer 24/7 email support as well as an easy-to-navigate comprehensive tutorial library for quick answers to your questions.
3. How Secure Is My Customer Data?
Yes, registrants will receive a link to the recording to revisit the valuable insights shared during the session.
4. What Kind Of Support Do You Provide?
Support is at the heart of everything we do so supporting you and your business is our top priority. We offer 24/7 email support as well as an easy-to-navigate comprehensive tutorial library for quick answers to your questions.
5. How Do I Get Started?
Sign up for a demo and see how easy our platform makes business management. We hope you'll join us once you see how we can boost your business.
6. How Does Your Automation Work
We provide comprehensive automation that will execute and automate workflows across your high-value business processes. Our smart campaigns will put SMS, Email, Web Chat, Phone Calls, and Calendar Appointments on autopilot.
Although investing in large commercial properties generally reduces your risk relative to investing in only single-unit properties, these should be viewed as risky and speculative investments, like any private investment in real estate. You could lose some or all of your investment.
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