Capture and convert customers with tools for lead generation, email marketing, and customer relationship management. Track sales pipelines, automate follow-ups, and analyze performance metrics.
by Captis LLC★ 5.05 ratingsProductivityFreeData updated 2026-09-06
Manage leads and streamline sales processes by integrating CRM and conversational tools. Track pipeline stages, add and update leads, make calls, and create invoices. View sales progress and access all tools in one centralized platform.
Manage customer interactions by integrating calls, texts, and contact information. Create shared inboxes, add internal notes, and use a mini CRM to track conversations and provide team members with context.
Manage customer interactions, leads, and sales opportunities. Track project progress and deadlines. Customize workflows and access data via mobile. Sync with web for real-time updates. Set reminders and view reports on the go.
Manage funeral home operations with tools for lead generation, customer relationship management, and marketing. Automate lead nurturing and sales processes. Track leads in real time from Facebook and Google.
Get a local phone number for business use and a unified to manage customer communication. Set up a custom voicemail greeting. Keep personal number private during calls and texts. Separate business and personal .
Create and send digital estimates, proposals, and contracts. Automate financing and payment capture. Enable e-signatures for documents. Access a resource center for sales tools. Integrate with existing CRM systems.
Manage projects, track clients, and create branded
Manage projects, track expenses, and communicate with clients from anywhere. Create branded documents, collect payments, and generate estimates with AI assistance. Sync calendars, send messages, and access job details in real time.
Capture leads with pre-built or drag-and-drop funnel builders, surveys, and forms. Schedule appointments via integrated calendars. Automate workflows with built-in tools. Manage contacts and track conversions in one platform.
Scan cards, QR codes, and LinkedIn profiles to capture contact information instantly. Extract text and save data to contacts or notes. Share scanned info via email or messaging apps. Sync with cloud services for easy access and backup.
Collect visitor contact information and store notes during houses. Promote events directly from an iPad. Manage unlimited houses and registrants without needing Wi-Fi. Set up quickly and track leads efficiently.
Manage customer interactions by chatting live with prospects and leads anytime, anywhere. Record and share personalized videos remotely. Receive instant notifications for website visits or views. Automatically schedule follow-ups.
Manage leads and customer relationships with real-time auto lead tracking, CRM tools for communication and data management, and AI-driven automation for sales tasks.
Manage sales pipelines with deal tracking and opportunity management. Log calls and meetings with notes and attachments. Send pre-set email templates with read receipts. Monitor geolocation data and access real-time reports.
Manage client bookings and schedules with a shared calendar. Create and send digital contracts and intake forms. Track payments and receive reminders for missed appointments. Monitor team performance and generate reports.