Captafi 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Captafi

5.0

(4)

Pricing

Starting at $25.00 per month

About Captafi

CaptaFi is a tailored CRM and Agency Management platform designed specifically for financial professionals and legal entities. Unlike generic CRMs, CaptaFi requires no complex setup or customization—it's purpose-built for your field of expertise, offering tools to streamline operations, foster client relationships, and drive growth. With over a decade of experience and nearly a million records processed, CaptaFi delivers intuitive, scalable solutions that just work.

Why CaptaFi?

CaptaFi stands out by eliminating the need for extensive customization. Our platform is crafted with financial and legal workflows in mind, making it ideal for industries like loan origination, bankruptcy and real estate law, loan servicing, and boutique financial services. Whether you're a solo practitioner or part of a large team, CaptaFi adapts to your needs and grows with your business.

Key Features

Pre-Built CRM and Pipeline Management: Simplify lead and client tracking with workflows designed for your industry.
Secure Document Management: Upload, organize, and share documents effortlessly while staying compliant with regulations.
Comprehensive Dashboards and Reporting: Acce...

Captafi Screenshots

Captafi Pricing and Plans

Starting price: $25.00 per month

Free Trial

Free Version

Core

$25.00

per user, per month

Plan includes:

client relationship management
pipeline tracking
document sharing
customer portal
compliance management
task reminders
unlimited records
import/exporting
permission groups
e-signature (optional)

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Captafi Features

Popular features found in Financial CRM
Activity Dashboard
Campaign Management
Client Management
Customer Database
Data Import/Export
Document Management
Email Marketing
Expense Tracking
Lead Management
Marketing Automation
Relationship Tracking
More features of Captafi
Access Controls/Permissions
Activity Tracking
Alerts/Notifications
API
Audit Trail
Bankruptcy Case Management
Borrower Management
Calendar Management
Calendar/Reminder System
Case Management
Client Database
Client Portal
Commercial Mortgages
Communication Management
Compliance Management
Contact Management
CRM
Customer Management
Customizable Branding
Data Security
Digital Signature
Document Storage
Electronic Signature
For Brokers
For Lawyers
For Small Businesses
Interaction Tracking
Lead Capture
Loan Management
Loan Origination
Loan Portfolio Management
Loan Processing
Loan Servicing
Mobile Access
Mortgages
PCI Compliance
Pipeline Management
Reminders
Reporting & Statistics
Residential Mortgages
Sales Pipeline Management
Secure Data Storage
Self Service Portal
SSL Security
Status Tracking
Task Management
Task Scheduling
Workflow Management

Captafi User Reviews

Overall Rating

5.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

5.0

Value for money

5.0

Customer support

4.8

Functionality

4.5

Have you used Captafi and would like to share your experience with others?

Gabriel B.

Verified reviewer

Real Estate

51-200 employees

Used daily for more than 2 years

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Captafi 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!

Cons:

Captafi 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 S.

Verified reviewer

Financial Services

11-50 employees

Used daily for more than 2 years

Reviewed February 2023

Very Satisfied

Excellent

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Document Portal is nice for the clients because of their private documents that they send us.

Cons:

I would like more lead management opportunity with Captasoft.

Reasons for switching to Captafi

Too pricy

Lila G.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 6 months

Reviewed February 2023

Ease and Flow

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

No cons at this time on this product. Everything is working in my favor

Traci M.

Verified reviewer

Commercial Real Estate

2-10 employees

Used daily for less than 6 months

Reviewed April 2022

Great software for the price