White-label partner · CRM guide How to use the Raises.com CRM Screenshots-style walkthrough of the real product: where to click, what each tab does, and how referral partners track intros, bookings, and commissions. Print this page for onboarding.
Visual walkthrough
Follow these screens in order. Every deep link opens the right tab inside the CRM. Bookmark raises.com/crm?tab=portal-referrals for one-click access to referrals.
Step 1 · Log in Open raises.com/crm (mobile: raises.com/crm/mobile ). Enter the email on your partner agreement. Use magic link from your inbox, or password if you set one. https://raises.com/crm
Sign in to Raises.com CRM Email address
you@company.com
Send magic link
1 Use the same email Raises.com provisioned for you. Wrong email = empty portal.
Step 2 · Learn the top bar After login you land in the CRM shell. Partners use four areas most:
Inbox – email/SMS threads on contacts Raises.com shares with your accountBookings – strategy calls booked from your referral linksLeads – searchable contact list with status labelsMenu → Portal – client portal (referrals, files, payments, courses)https://raises.com/crm
RAISES CRM
Inbox Bookings Leads
Step 3 · Open Referrals in the Portal Click Menu → Portal , or go to crm?tab=portal-referrals . In the portal, open the Referrals section (earn commissions hub). https://raises.com/crm?tab=portal-referrals
RAISES CRM
Inbox Bookings Leads Menu ▾
Home Services Referrals Files Payments Resources
Referral Earnings
Refer Clients (Free)
Commission calculator · Marketing materials · Your referral link
3 The green Refer Clients button opens the submission form (Step 4).
Step 4 · Submit a referral in the CRM Click Refer Clients (Free) . Fill Name , Email (required), Phone , and Notes (asset class, deal size, geography). Submit. Status starts as pending , moves to contacted when Raises.com reaches out, then completed on close. https://raises.com/crm?tab=portal-referrals
Refer a Client Submit referral
4 Hands-off path: send prospects to your public page instead. The CRM still attributes clicks/bookings to your code automatically.
Step 5 · Track bookings from your links Open crm?tab=bookings or click the Bookings tab. Filter upcoming vs past. Each row shows name, time, source, and referral attribution when present. Click a row to open the full contact thread (email + SMS history). https://raises.com/crm?tab=bookings
RAISES CRM
Inbox Bookings Leads Menu ▾
Name When Source Status Alex M. Wed 2:00 PM daveklivans Confirmed Sarah K. Fri 10:20 AM /DaveKlivans Confirmed Chris P. Last week email Completed
5 Public stats dashboard (clicks, channels, geography) lives at raises.com/[code]/stats outside the CRM.
Step 6 · Read a contact thread (Inbox / Leads) Inbox – unread replies and outbound follow-ups in one queue. crm?tab=emails Leads – search by name, email, or phone; open any row for the 360 view. crm?tab=leads Status labels show booked, paid, DNC, or triage. Click a message to reply (when your seat has send access). https://raises.com/crm?tab=emails
RAISES CRM
Inbox Bookings Leads Menu ▾
Jordan Lee Re: strategy call follow-up
Sarah K. SMS · booked via referral
Chris P. LinkedIn · warm
Thanks for booking. Here is your prep link…
Got it. Sending my deck tonight.
Reply Call Mark done
Step 7 · Files, payments, and support Files crm?tab=portal-files – upload LOIs, decks, and deal docs for active raises (white-label tiers).
Support Stuck? raises.com/support books a live walkthrough. Reference this guide in the ticket.
Referral link vs CRM entry (when to use which) Scenario Best action Where to check results Prospect ready to book a call Send raises.com/YourName or raises.com/refer/code Bookings tab + /code/stats Warm intro, not ready to book CRM → Refer Clients form with context in notes Referrals list + Raises.com outreach updates You met someone at an event Same-day: referral page + ICP brief link Stats dashboard weekly Need commission / billing help Portal → Payments or book support Partner agreement + support call
Troubleshooting Problem Fix Magic link expired Request a new link on the login screen. Check spam for raises.com. Portal looks empty Confirm you are on the agreement email. Book support to reprovision the seat. Referral not showing Allow a few minutes after submit. Also check public stats; attribution may be link-only. Cannot send email/SMS Some partner seats are read-only on outreach. Raises.com team sends on your referred leads. Card declined Update at raises.com/card before support calls.
Module map (what each area is for) Module Use it to Portal → Referrals Submit new intros (Refer Clients), commission calculator, marketing assets Bookings Upcoming and past strategy calls attributed to your referral code or link Inbox Read email/SMS threads on contacts Raises.com is working for you Leads Search every contact by name, email, or phone; open the full 360 history Portal → Files Upload LOIs, decks, and diligence for active raises (white-label tiers) Portal → Payments Invoices, platform dues, and billing status Public stats raises.com/[code]/stats for clicks, channels, geography (no CRM login needed)
Your referral URLs (outside the CRM) White-label positioning Top referral partners can present Raises.com fulfillment under their own brand:
Co-branded referral pages and email from your domain (setup via support) Client-facing data rooms and status updates inside your CRM franchise Commission on closes per your partner agreement (default referral rate: 20%) Program overview: https://raises.com/whitelabel-capital-raising-crm
Daily partner checklist Frequency Action When you meet someone Run the ICP + proof brief screen Same day Send your referral page + proof dossier link Weekly Check stats dashboard for clicks and bookings When stuck Book support or reply to your Raises.com contact
Partner-facing guide with UI mockups. Feature-deep reference: raises.com/crm-documentation
