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Companies With Multi-Departments

Features to Empower Every Job Function

Collaborate across teams, boost key business processes, and improve results across the board.
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Features By Deptartment
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 department 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
Browse Plans Based on Your Needs

Frictionless Booking and 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
Browse Booking & Routing Plans
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
Browse plans with Forms & Workflows

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
Browse Scheduled Messages Plans

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
All plans include Internal Notes

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
Browse plans with Forms & Pre-Fill
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
Browse plans with Express Pay

Equipping Every Aspect of Your Business
With Stronger Connections

Business Development Center representative calling on prospects to schedule sales demo calls or meetings using Captivated

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
All Features
Sales Manager starting a group text with her regional field reps to remind them of a call about accounts

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
All Features
Sales rep following up with a prospect and sending contracts via forms attachment in Captivated

Frictionless Integration

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
All Features
Accounting and Finance department professional making collections on an outstanding invoice using Express Pay in Captivated

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
All Features
Customer Support Team Representative fielding a customer inquiry and scheduling a customer training call for retention

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
All Features
Technician texting customer during dispatch appointment to get approval signature for upsell work

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
All Features
Team of Marketing strategists or account managers launching a targeted text SMS campaign to a tagged customer set, and launching a workflow for promotional sales follow-ups

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 CRM for cross-channel campaigns and automation
All Features

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*
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*Based on self-reported data from Captivated users
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