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Products

One platform for sales,
investors, and marketing.

Ascend CRM brings every part of your client lifecycle into a single workspace — CRM and pipeline, investor relations, data rooms, automations, events, social, and campaigns. Use them together, or start with one.

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CRM & Contacts

Every relationship, remembered.

Ascend's CRM keeps contacts, companies, and every interaction in one workspace — with AI scoring that shows your team who to talk to next, and why.

  • ✓Included in every Ascend workspace
  • ✓Native Gmail & Outlook sync
  • ✓Import from Wealthbox, Salesforce, or CSV
Explore module
Pipeline & Deals

A pipeline you can trust.

Move deals through stages you define, with AI deal analysis, live forecasting, and follow-ups that keep revenue moving.

  • ✓Custom stages & pipelines
  • ✓AI win-probability scoring
  • ✓Forecasts exportable for the board
Explore module
Investor Relations

Raise capital without the chaos.

A purpose-built IR workspace for investor pipelines, outreach, updates, and reporting — connected to your rounds and cap table.

  • ✓Investor CRM & outreach sequences
  • ✓Cap table and round management
  • ✓Branded investor portal included
Explore module
Data Rooms

Share the right documents. With the right people.

Secure, access-controlled data rooms with engagement analytics, versioning, and e-signatures — built for diligence and deal close.

  • ✓Per-investor access control
  • ✓Every view and download logged
  • ✓Expiring teaser folders
Explore module
Automations

Put the busywork on autopilot.

Visual workflows that trigger on records, schedules, and forms — with branching, delays, and AI suggestions built in.

  • ✓Visual multi-step workflow builder
  • ✓AI-suggested workflows
  • ✓Execution logs for every run
Explore module
Events

Run the whole event from one place.

Branded event landing pages, free or paid registration with pricing tiers and promo codes, QR check-in, room and staff coordination, and a full attendee portal.

  • ✓Branded event landing pages
  • ✓Free or paid registration & promo codes
  • ✓QR check-in & staff coordination
Explore module
Social Media

Publish as your brand, on every channel.

Connect Instagram, LinkedIn, and Facebook, schedule posts on a shared calendar, and publish as your company — with an approval workflow before anything goes live.

  • ✓Instagram, LinkedIn & Facebook
  • ✓Approval workflow before publishing
  • ✓Reusable post templates & brand library
Explore module
Email & Campaigns

Outreach that reaches the right people.

Build multi-channel campaigns with email sequences, landing pages, and A/B variations, then map every submission straight into your CRM as a contact or deal.

  • ✓Multi-step email sequences
  • ✓Landing pages with A/B testing
  • ✓Submissions flow into your CRM
Explore module

Everything works together.

One shared contact record, one activity timeline, and one set of automations across every module — so data never gets duplicated and nothing falls through the cracks.