Captafi
About Captafi
Captafi Pricing
$25 per user per month. Esign, phone and texting packages are add-on features and priced separately.
Starting price:
$25.00 per month
Free trial:
Available
Free version:
Not Available
Most Helpful Reviews for Captafi
4 Reviews
Gabriel
Real Estate, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed April 2022
Captafi
Captafi has provided us a cloud-based and dynamic solution for keeping the maintenance and further proliferation of new data as steady and sustainable as possible. The release cycles of new features are regular and enrich the overall experience.
PROSCaptafi has made it easy to deploy and maintain our loan origination business without messy setup, difficult learning curves or long wait times. This "sure-footed" software is snappy and a pleasure to zip through when processing a loan!
CONSCaptafi is regulalry updating the software with new features and new ways of managing portfolios of clients and their data. It can often be arduous to schedule large groups for training in the new features.
Reasons for switching to Captafi
Price, Easy Setup
Michael
Financial Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2023
Very Satisfied
Excellent
PROSDocument Portal is nice for the clients because of their private documents that they send us.
CONSI would like more lead management opportunity with Captasoft.
Reasons for switching to Captafi
Too pricy
Lila
Real Estate, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2023
Ease and Flow
This CRM was streamlined and seamlessly perfected. Starting with the introduction video, [sensitive content hidden] response times for troubleshooting projects, his commitment to educating my staff and partners on product efficiency, the promptness with importing my CSV files, assisting with automation was a breeze and integration with logo, white labeling, API conversion was so smooth. The CRM feature functionalities are transparent and set for advancing your label/brand. The electronic signature functionality is one of my favs. I would recommend partners and associates to this product any day.
CONSNo cons at this time on this product. Everything is working in my favor
Traci
Commercial Real Estate, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2022
Great software for the price
Overall it's been a good experience
PROSThere are many good features. The one I like most is the document storage and pipeline milestone.
CONSThe client portal and esignature could use some work