A: Hi, thank you for your questions. Apologies for the Thanksgiving delay in my response. I hope you are enjoying CapitalConnector.ai so far.

To export leads, please select your search results on either the Investors or Firms tab depending on the data you are looking for. Then click „Add to list“ and choose a list to add to. The „Saved“ tab is our straightforward built-in CRM. From there you can export any data you need.

We offer a simple list-based CRM but if you are looking for more advanced capabilities any CRM such as Hubspot‘s free plan can work for you. Regarding emails, we generate email content based on successful campaigns that you can use in your preferred mail client. I would highly recommend sending them manually and have simply seen the most success rates that way, and prevents any issues regarding potential deals falling through due to spamming and abuse of the data.

Plan 2 has unlimited credits. Please make sure that you redeem both codes that are provided by AppSumo. I saw you sent a support email to my team and will have them take a look at your account directly as well.

Thank you! Please let us know if you have any additional questions.