Companies with multiple departments can use Captivated to collaborate internally and streamline external communication

Features to empower every job function

Collaborate across teams, boost key business processes, and improve results across the board.

Companies with multiple departments can use Captivated to collaborate internally and streamline external communication
Team channels and unique lines allow your company to maintain an organized communication setup

QUICK CROSS-TEAM COLLABORATION

Every conversation has its place

  • Create unique channels for departments and/or locations
  • Designate different lines for each team or dept as needed
  • Keep conversations organized for easy reference & tracking
  • Use workflows to route or escalate conversations across channels
  • Assign Admin User roles to maintain oversight & accountability

FRICTIONLESS BOOKING & INBOUND LEAD HANDLING

Convert faster & eliminate double-booking

  • Integrate with shared personal, team, or dept calendars
  • Customer leads activities can trigger automated actions
  • Sync calendars and apps in your tech stack
  • Automatically tag other teams or personnel on new lead actions
  • Leads & appointments all store in customer conversation history
Routing and forms allow enterprises to set up compliance practices and best practices for every location in the company

WORKFLOWS FOR EVERY FUNCTION

Increase efficiency for key processes

  • Streamlined hiring and job applicant handling for Recruiting
  • Tag key internal personnel to collaborate in-conversation
  • Use Forms & Pre-Fill to ensure compliant documents
  • Define workflow states to tag customers and trigger events

AUTOMATED CADENCES FOR IMPROVED EXPERIENCE

No more no-call no-shows

  • Send automated scheduling reminders
  • Integrate forms, documents, and attachments into reminders
  • Set internal tags and reminders for dispatch or team members
  • All messages store in customer conversation history

INTERNAL NOTES & REMINDERS

Improved cadences, follow-up, & insights

  • Easily stay on top of sales conversations with personal reminders
  • Schedule notifications for yourself or other team members
  • Follow up more consistently and increase conversion rates
  • Management can see reminders & conversations by customer or rep for easy accountability

STREAMLINED FORMS & DOCUMENTS

Obtain faster signatures & submissions

  • Upload key documents to be sent as form attachments
  • Send forms for instant review & signature via text
  • Define pre-filled field for orders, contracts, invoices, etc.
  • Tag or route to other personnel once forms are submitted
Send invoices and payment requests to securely collect payments via text

SEAMLESS & SECURE PAYMENTS

Keep transactions & records in one place

  • Forms and payment collections are kept secure
  • Customers elect to pay by credit card or ACH
  • Send invoices and requests from Accounting, or allow payments to be collected instantly at time of purchase/appointment
  • Cut down on open/unpaid invoices and schedule payment reminders

Features to benefit every department role:

Trusted by businesses of every size since 2014

50 %

of our customers would recommend Captivated to industry peers*

50 %

of users report reduced admin effort
and improved efficiency*

50 %

of our customers would recommend Captivated to industry peers*

50 %

of users report reduced admin effort
and improved efficiency*

*Data reported from direct customer survey conducted in 2023.