Best SALES Automation & Prospecting Tools
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Best SALES Automation & Prospecting Tools
The must-haves in your outbound sales tool stack
Explore our comprehensive directory of sales software, categorized for your convenience.
Carta is an ERP for private capital that unifies workflows, data, and people, enabling real-time visibility, strategic modeling, and seamless fund and equity management.
Carta
Proposals that win, built from your real sales context.
Carta is recommended for startups, VCs, private equity firms, portfolio companies, and individual investors who want to manage funds, cap tables, and equity all in one place. Companies like Relativity LLC and Legalist use Carta to connect workflows, data, and people with ease.
Carta offers four pricing plans—Launch, Build, Grow, and Scale—starting at $150, with increasing stakeholder limits and advanced features like 409A valuations, board meetings, and IPO advisory in higher tiers. Launch is free for up to 25 stakeholders and includes basic cap table management, while Build and Grow add white-glove onboarding, priced round modeling, and flexible limits. Scale includes all features plus ASC 718/IFRS reporting, exit modeling, and SSO for admins, with add-on products available for additional customization.
Implementing Carta involves structured onboarding where teams collaborate to integrate fund, equity, and portfolio data, requiring several days of setup and alignment. Users should prepare for coordinated workflows and system configuration to leverage Carta’s unified private capital platform fully.
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