Features to empower every job function
Collaborate across teams, boost key business processes, and improve results across the board.
QUICK CROSS-TEAM COLLABORATION
Every conversation has its place
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Create unique channels for departments and/or locations
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Designate different lines for each team or dept as needed
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Keep conversations organized for easy reference & tracking
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Use workflows to route or escalate conversations across channels
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Assign Admin User roles to maintain oversight & accountability
FRICTIONLESS BOOKING & INBOUND LEAD HANDLING
Convert faster & eliminate double-booking
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Integrate with shared personal, team, or dept calendars
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Customer leads activities can trigger automated actions
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Sync calendars and apps in your tech stack
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Automatically tag other teams or personnel on new lead actions
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Leads & appointments all store in customer conversation history
WORKFLOWS FOR EVERY FUNCTION
Increase efficiency for key processes
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Streamlined hiring and job applicant handling for Recruiting
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Tag key internal personnel to collaborate in-conversation
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Use Forms & Pre-Fill to ensure compliant documents
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Define workflow states to tag customers and trigger events
AUTOMATED CADENCES FOR IMPROVED EXPERIENCE
No more no-call no-shows
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Send automated scheduling reminders
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Integrate forms, documents, and attachments into reminders
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Set internal tags and reminders for dispatch or team members
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All messages store in customer conversation history
INTERNAL NOTES & REMINDERS
Improved cadences, follow-up, & insights
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Easily stay on top of sales conversations with personal reminders
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Schedule notifications for yourself or other team members
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Follow up more consistently and increase conversion rates
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Management can see reminders & conversations by customer or rep for easy accountability
STREAMLINED FORMS & DOCUMENTS
Obtain faster signatures & submissions
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Upload key documents to be sent as form attachments
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Send forms for instant review & signature via text
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Define pre-filled field for orders, contracts, invoices, etc.
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Tag or route to other personnel once forms are submitted
SEAMLESS & SECURE PAYMENTS
Keep transactions & records in one place
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Forms and payment collections are kept secure
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Customers elect to pay by credit card or ACH
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Send invoices and requests from Accounting, or allow payments to be collected instantly at time of purchase/appointment
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Cut down on open/unpaid invoices and schedule payment reminders
Features to benefit every department role:
Frictionless Integration
Call customers direct from their contact file within your CRM, using our integrations or our Chrome extension
Eliminate Scheduling Conflicts
Integrated booking lets you easily set meetings and include all stakeholders
More Kept Meetings
Automatic appointment reminders keep your meetings top of mind with customers
Get Everyone On The Same Page
Use internal chat to connect and collaborate with your team in a ‘group chat’ format
Full Accountability
See your team’s customer conversations all in one place – and easily toggle across team/dept channels within your organization access, to check in at different levels
Monitor Key Metrics
Review dashboard reporting to see queued conversations, inbound lead conversations, or even Google reviews
Make Quick Connections
Easily send and share your personalized Contact Card, so prospects can save all your information with one click
Faster Follow-ups
Schedule reminders to follow up, or even schedule messages to be sent at a later date
Manage Your Prospects & Client Base
Tag customers and prospects based on their product needs or interests, etc., and then send targeted texts or offers to specific lists of customers based on those tags
Easy Document Sending
Send forms and invoices as attachments via text
Collect Fast and Secure Payments
Allow customers to quickly pay outstanding bills using Express Pay (via credit card or ACH)
Fewer Open Invoices
Easily send (or schedule automated) reminders to be sent to customers with unpaid invoices or outstanding balances
Quick Collaboration
Personnel can tag one another (even within a customer conversation) to send internal notes regarding customer requests, and/or to bring someone else into the conversation
Seamless Team Coverage
All customer conversation history stays in one unified spot, for easy team coverage
Integrated Website Live Chat
Captivated’s website chat widget routes inbound requests right into the Captivated app
Streamline Appointments
Set workflows to send reminders and pre-appointment messages to customers (including information about arrival times, instructions, forms, etc.)
Offer Personalized Upsells From The Field
Easily send pictures, videos, or other messages in real-time to quickly recommend additional services or other add-ons
Get Approvals On The Go
Quickly send and obtain forms or written approvals for services or work
Target The Right Recipients
Create targeted, relevant SMS campaigns to be sent to lists of customers; segment your customer base using tags (to mark contacts based on past purchases, interests, etc.)
Increased Conversions & Follow-up
Create workflows to send custom offer follow-ups, subscription up-sells, or other cadences based on your seasonal product focuses
Cross-Channel Integration
Integrate with Hubspot for cross-channel campaigns and automation
Frictionless Integration
Call customers direct from their contact file within your CRM, using our integrations or our Chrome extension
Eliminate Scheduling Conflicts
Integrated booking lets you easily set meetings and include all stakeholders
More Kept Meetings
Automatic appointment reminders keep your meetings top of mind with customers
Get Everyone On The Same Page
Use internal chat to connect and collaborate with your team in a ‘group chat’ format
Full Accountability
See your team’s customer conversations all in one place – and easily toggle across team/dept channels within your organization access, to check in at different levels
Monitor Key Metrics
Review dashboard reporting to see queued conversations, inbound lead conversations, or even Google reviews
Make Quick Connections
Easily send and share your personalized Contact Card, so prospects can save all your information with one click
Faster Follow-ups
Schedule reminders to follow up, or even schedule messages to be sent at a later date
Manage Your Prospects & Client Base
Tag customers and prospects based on their product needs or interests, etc., and then send targeted texts or offers to specific lists of customers based on those tags
Easy Document Sending
Send forms and invoices as attachments via text
Collect Fast and Secure Payments
Allow customers to quickly pay outstanding bills using Express Pay (via credit card or ACH)
Fewer Open Invoices
Easily send (or schedule automated) reminders to be sent to customers with unpaid invoices or outstanding balances
Quick Collaboration
Personnel can tag one another (even within a customer conversation) to send internal notes regarding customer requests, and/or to bring someone else into the conversation
Seamless Team Coverage
All customer conversation history stays in one unified spot, for easy team coverage
Integrated Website Live Chat
Captivated’s website chat widget routes inbound requests right into the Captivated app
Streamline Appointments
Set workflows to send reminders and pre-appointment messages to customers (including information about arrival times, instructions, forms, etc.)
Offer Personalized Upsells From The Field
Easily send pictures, videos, or other messages in real-time to quickly recommend additional services or other add-ons
Get Approvals On The Go
Quickly send and obtain forms or written approvals for services or work
Target The Right Recipients
Create targeted, relevant SMS campaigns to be sent to lists of customers; segment your customer base using tags (to mark contacts based on past purchases, interests, etc.)
Increased Conversions & Follow-up
Create workflows to send custom offer follow-ups, subscription up-sells, or other cadences based on your seasonal product focuses
Cross-Channel Integration
Integrate with Hubspot for cross-channel campaigns and automation
Trusted by businesses of every size since 2014
of our customers would recommend Captivated to industry peers*
of users report reduced admin effort
and improved efficiency*
of our customers would recommend Captivated to industry peers*
of users report reduced admin effort
and improved efficiency*