CRM
Every owner conversation, in one place.
The pipeline is built into Equitle, so every letter, email, call and reply lands on the right owner by itself, and your deals move from first touch to LOI on one board.
Pipeline
This week
86
Contacted
14
Replied
6
Discovery call
1
LOI
Upcoming meetings
Bill Harlan
Harlan Fence & Gate
Tue 10:00
Dana Ruiz
Copperline Electric
Wed 2:30
Sam Westfield
Westfield Auto Glass
Thu 9:00
0×
More owner meetings a month than traditional BD teams
0%
Less time spent sourcing each week
0/7
Sourcing that never pauses for a live deal
Connected to the tools you already use.
Equitle reads your email, calendars and meeting notes and writes back to your CRM, so every owner record updates itself the moment something happens.
Connections
Harborline Capital · 7 connected
Gmail
Outlook
Google Calendar
Meetings
Microsoft Calendar
Meetings
Granola
Meeting notes
Profiles
Your CRM
API or MCP
Equitle
Updates
LiveCall notes attached
Copperline Electric · from Granola
Just now
Meeting added, Thu 10:00
Dale Whitaker · from Google Calendar
2m
Reply logged: “Happy to talk next week.”
Coastal Air Mechanical · from Gmail
4m
Meeting moved to Fri 2:30
Dana Ruiz · from Microsoft Calendar
6m
Reply logged: “Send me more on your firm.”
Ashford Signs · from Outlook
8m
Records that update themselves.
Every record keeps itself current.
Replies, meetings, call notes and profile changes update the company and owner as they happen, each field showing where it came from.
A source and time on every field
Stage history with what moved it
Synced to the CRM you already use
Nothing to copy over by hand
Coastal Air Mechanical
Charleston, SC · HVAC services
Owner
Dale Whitaker, CEO
From LinkedIn
2h ago
Stage
Discovery call
From Gmail reply
Today
Next meeting
Thu 10:00
From Google Calendar
Today
Last call
Notes, 6 min
From Granola
Yesterday
Revenue est.
$14M
From Equitle research
Sep 30
Every touch with an owner, in order.
Letters, emails, calls and replies land on the owner’s timeline by themselves, with your notes next to them.
Letters, emails, calls and replies in one timeline
Call notes saved on the owner
Notes kept on each company
Nothing to log by hand
Dana Ruiz
Owner, Copperline Electric
Sequence so far
Letter delivered
Handwritten, step 1
Sep 12
Email opened
Step 2
Sep 16
Call, 6 min
Notes taken
Sep 19
Replied
Interested
Sep 20
Everything in the CRM.
Deal pipeline
A board by stage, from contacted to discovery call to LOI, for each thesis or platform.
Owner timeline
Every letter, email, call and reply with an owner, in order, logged for you.
Tagged replies
Replies read and tagged as interested, asking for info or not interested.
Meetings
Owner meetings booked onto your Google or Microsoft calendar and tracked on the deal.
Notes and notebooks
Call notes on each owner and a notebook on each company for everything else.
Works with your CRM
Deals, owners, notes and research sync to the CRM your firm already uses, through its API or MCP.
Questions about CRM
No. Letters, emails, calls and replies from Equitle land on the owner’s timeline by themselves. You add notes only when you want to.
The reply is read and tagged. Their sequence stops, an interested owner moves forward on the board, and an owner who says no is kept out of future outreach.
Yes. Equitle works with Google and Microsoft email and calendars, so you answer from the inbox the email came from and meetings land on your calendar.
No. Equitle connects to the CRM your firm already runs through supported APIs and MCP integrations, so deals, owners, notes and research land there too. You can also export at any time.
Every deal, kept for you
See how owner conversations flow into one pipeline.
Private Equity
Search Funds
Independent Sponsors
Family Offices
Growth Equity
Corporate Development
M&A Advisors
Private Equity
Search Funds
Independent Sponsors
Family Offices
Growth Equity
Corporate Development
M&A Advisors
Private Equity
Search Funds
Independent Sponsors
Family Offices
Growth Equity
Corporate Development
M&A Advisors
