capture more leads and convert those leads into sales!
Have Questions?
Ask jenny, captis' AI assistant
Captis Services: Complete AI Automation Solutions for Small Businesses
Stop Losing Leads. Start Growing Your Business.
Every day, small businesses lose potential customers because leads fall through the cracks, follow-ups happen too late, or teams are too busy to respond quickly. Captis changes that with AI-powered automation that captures every opportunity, engages customers instantly, and converts more leads into sales—all without adding work to your plate.
AI Lead Management: Capture, Track, and Convert Automatically
Turn missed opportunities into booked appointments with always-on capture, instant follow‑up, and pipeline visibility.
The Problem
Leads slip through the cracks, response times are slow, and manual follow‑ups get missed. Disconnected tools make it hard to see where prospects are and what to do next—costing time and revenue.
The Solution
An AI‑powered lead management hub that captures every inquiry, auto‑routes it to the right stage, follows up across SMS, email, and webchat, and keeps your pipeline organized—so you engage instantly and convert more.
Key Features
- Smart webchat and lead capture forms funneling prospects into your CRM
- Instant 2‑way SMS and email auto‑responses with human‑like follow‑ups
- Automatic tagging, scoring, and pipeline stage updates
- Missed‑call text‑back to recover conversations automatically
- Tap‑to‑Pay and Text‑to‑Pay to close deals faster
- Review requests and reputation growth on autopilot
- Dashboards and attribution to see what’s working
Real‑World Impact
- Reduce response time from hours to minutes
- Increase booked appointments and show rates
- Eliminate manual follow‑up tasks and errors
- Gain full visibility from first touch to closed sale
How It Works
- Connect sources: website forms, chat, social, phone, and ads
- Auto‑capture and enrich each lead in your pipeline
- Score, tag, and route to the right stage or team
- AI sequences follow up via SMS/email until they reply or book
- Measure results and optimize with built‑in reporting
Best For
- Local service businesses needing faster response and scheduling
- Multi‑location teams standardizing lead handling
- Solo founders who want an always‑on assistant
- Any team replacing multiple tools with one connected system
Conversational AI & Voice AI: 24/7 Customer Engagement
Always-on chat and phone agents that capture, qualify, and book—so you never miss a lead again.
The Problem
Leads arrive after-hours, calls go unanswered, and response delays cause drop-off. Teams juggle channels with inconsistent experiences and lost opportunities.
The Solution
AI chat and voice agents that engage instantly 24/7—answering FAQs, qualifying prospects, booking appointments, and handing off to humans when needed.
Conversational AI Features
- Smart webchat with human‑like responses
- Knowledge-base answers trained on your content
- Lead qualification and intent detection
- Instant scheduling and calendar sync
- Seamless human handoff with full chat history
- Multi‑language support
Voice AI Features
- AI phone agent answers and routes calls
- Natural speech understanding and responses
- Missed‑call text‑back + voicemail to text
- Appointment booking by phone
- Escalation to staff or live call transfer
- Call summaries and outcomes logged
Real‑World Impact
- Reply in minutes—day or night
- Recover missed calls with automatic outreach
- More bookings and higher show rates
- Lower support workload without losing quality
Best For
- Local service businesses needing after‑hours coverage
- High call‑volume teams seeking consistency
- Appointment‑driven businesses
- Multi‑location teams standardizing engagement
How It Works
- Connect channels: chat, phone, forms, and social
- Train on your FAQs, services, and policies
- Set intents, routing, and escalation rules
- Launch, monitor, and improve with analytics
AI Review Management: Grow Your Reputation Automatically
Automate review requests, monitor every platform, and reply in minutes from one place.
The Problem
Great businesses still lose leads because reviews are inconsistent, teams forget to ask, and negative experiences go unanswered. Tracking Google, Facebook, and other sites is time‑consuming and fragmented.
The Solution
Always‑on review flows that automatically ask at the right time via SMS and email, route customers to the right platforms, capture private feedback before it becomes public, and centralize responses—so your rating and review volume steadily increase.
Key Features
- Automated SMS/email review requests after visits or purchases
- Smart links and QR codes for on‑site prompts
- Routing to Google, Facebook, Yelp and custom destinations
- Private feedback capture to resolve issues before posting
- Central inbox with AI‑assisted reply suggestions
- Auto‑publish top reviews to website and social
- Branded review landing pages and embeddable widgets
- Multi‑location reporting and leaderboards
- Compliance‑friendly flows (no gating; platform‑safe)
Real‑World Impact
- Higher average rating and more 5‑star reviews
- Better local SEO and map pack visibility
- Increased trust and conversion on every channel
- Faster issue recovery with proactive outreach
- Less manual follow‑up for busy teams
How It Works
- Connect Google, Facebook, and other review profiles
- Choose timing rules (post‑visit, post‑completion, next‑day)
- Launch automated SMS/email requests with smart reminders
- Customers rate and review on your chosen platforms
- Reply from a central inbox using approved templates
- Track volume, ratings, response time, and impact
Best For
Local services and home services
Healthcare, salons/spas, hospitality, automotive
Multi‑location brands and franchises
Agencies offering reputation services
Any business wanting more reviews with less effort
Automated Follow‑Up Campaigns
Turn every lead into a conversation with timely, personalized, multi‑channel follow‑ups—on autopilot.
The Problem
Leads go cold after the first touch. Manual follow‑ups are inconsistent or late, and switching tools makes timing, channel, and messaging hard to coordinate—costing appointments and revenue.
The Solution
Prebuilt, multi‑channel campaigns that automatically send personalized texts, emails, and reminders triggered by actions, pipeline stages, and time—so every prospect gets the right message at the right moment.
Key Features
- Multi‑channel sequences (SMS, email, voicemail drops, social DMs)
- Behavior, stage, and time‑based triggers
- Dynamic personalization with merge fields
- A/B testing for copy and timing
- Quiet hours, throttling, and smart send windows
- Compliance‑friendly opt‑outs and attribution
- Auto‑move pipeline stages and create tasks
- Industry templates to launch fast
Campaign Types
- Speed‑to‑lead nurture and qualification
- No‑show recovery and rescheduling
- Estimate/Proposal follow‑ups
- Reactivation and win‑back sequences
- Review and referral requests
- Abandoned inquiry/cart reminders
- Event/Webinar reminders and follow‑ups
- Seasonal promotions and long‑term nurture
Real‑World Impact
- Slash response time and boost conversion rates
- Increase show‑up and close rates with timely reminders
- Recover dormant leads without adding headcount
- Consistent brand voice across every channel
- Clear reporting to see what actually works
Best For
- Local services, home services, and trades
- Healthcare, wellness, salons/spas
- Home improvement and automotive
- Professional services and agencies
- Multi‑location teams and franchises
- Solo founders who need leverage
How It Works
- Connect sources (forms, chat, ads, CRM) and define segments
- Choose a goal and start from a proven template
- Customize copy, timing, and channels
- Set triggers, stop conditions, and safeguards
- Launch, monitor, and optimize in real time
- Iterate with A/B tests and insights
Customer Retention & Upsell Automation
Turn one-time buyers into loyal fans with timely, personalized journeys that increase lifetime value.
The Problem
Most teams focus on new leads while existing customers go quiet. Manual check‑ins are inconsistent, promotions are one‑off, and there’s little visibility into who’s at risk of churning. The result: missed revenue, low repeat purchases, and flat lifetime value.
The Solution
Always‑on retention journeys that segment customers by behavior and lifecycle, then trigger the right message—across SMS and email—to re‑engage, upsell, and win back. Offers, reminders, and loyalty prompts are automated, consistent, and tracked in your CRM.
Key Features
- Segmentation by lifecycle, spend, last visit, and engagement
- Post‑purchase nurture, onboarding, and education sequences
- Upsell and cross‑sell offers based on past services/products
- Win‑back and churn‑risk sequences with smart reminders
- Renewal and membership/subscription nudges
- VIP and loyalty recognition with rewards prompts
- Review and referral requests woven into journeys
- Two‑way SMS for quick questions and offer redemption
- Attribution and dashboards to see revenue impact
Real‑World Impact
- Higher repeat purchase rate and average order value
- Increased lifetime value (LTV) and reduced churn
- More reviews, referrals, and organic growth
- Less manual follow‑up and fewer missed opportunities
How It Works
Connect your CRM, forms, POS, and calendars.
Define segments (new, active, VIP, at‑risk) and goals.
Start from proven templates for nurture, upsell, and win‑back.
Set triggers (time since visit, purchase, behavior) and offers.
Launch with quiet hours and throttling for a great experience.
Monitor performance, A/B test timing and copy.
Iterate and scale what drives repeat revenue.
Best For
Local services and home services
Retail and ecommerce with repeat purchase potential
Health, wellness, salons/spas, and fitness
Automotive and home improvement
Professional services and agencies
Memberships and subscription‑based businesses
Multi‑location brands and franchises
plus All The Features You Need In One Place
Say goodbye to duct-taped solutions!
2-Way Text Messaging
Communicate with prospects and customers via text message
Missed-Call Text-Back
Text-messages automatically get sent to any missed call
Mobile App
Manage your business from your pocket with our mobile app
Consolidated Social Chat
Consolidate your social chats into one conversation stream
Text Snippets
Automatic replies to frequently asked questions
Drag-And-Drop Email Builder
Send beautiful newsletters and reactivation campaigns
Facebook & Google Reviews
Generate, read, and reply to Google & Facebook reviews
Smart Webchat Widget
Enable website visitors easily initiate a text-message conversation
Text-2-Pay
Quickly generate and send invoices via text messages to collect money on the go
Tap-2-Pay
Turn your phone into a credit card ready to receive payments on the go
Simple, Transparent Pricing
Everything you need to capture, convert, and retain customers — with AI‑powered automation and an integrated platform.
$297/month or get 2 months FREE $2970/annually
Includes platform access, core automations, and ongoing updates.
- 24/7 AI chat and voice agents
- Lead capture, enrichment, and pipeline routing
- Automated follow‑up campaigns (SMS and email)
- Unified inbox for chat, SMS, and social
- Missed‑call text‑back and call logging
- Text‑to‑Pay and Tap‑to‑Pay
- AI review management and reputation growth
- Dashboards, attribution, and reporting
Multi‑location: Custom pricing available.
High‑volume: Usage‑based rates for messaging and calls.
Custom integrations: Scoped and billed separately.
AI ROI Calculator
Discover how much time and money you can save with AI automation.
Why Choose Captis for Your Business?
Built by Small Business Owners for Small Business Owners
We're not a Silicon Valley tech company building for enterprises. We're entrepreneurs who've experienced the same challenges you face every day. That's why Captis is designed to be powerful yet simple, affordable yet comprehensive.
30+ Years of Combined Expertise
Our founders bring over 30 years of experience in marketing automation, AI implementation, and small business growth. We've helped businesses across multiple industries save hundreds of hours and generate over $100 million in revenue.
Oklahoma City Roots, National Reach
Based in Oklahoma City and serving businesses across the United States, we combine local accessibility with national expertise.
Real Results, Real Fast
- Clients save hundreds of hours per month on repetitive tasks
- Lead response times drop from hours to minutes
- Conversion rates increase by 200-300% on average
- Multi-location businesses successfully manage 20+ locations from one platform
industries we specialize in
automotive dealers (buy here pay here)
Lead management, customer check-ins, service appointment scheduling appointments, trade-in campaigns, referral programs, and long-term relationship building.
home services
Emergency call handling, appointment scheduling, seasonal campaign automation, review generation after completed jobs, and service reminder campaigns.
staffing and recruiting
24/7 application capture, candidate screening, interview scheduling, client communication, placement follow-up, and candidate pool nurturing.
medicare agencies
Enrollment period campaigns, appointment scheduling, compliance-friendly communication, beneficiary education sequences, and renewal reminders.
don't see your industry:
Captis is customizable for any small business that needs lead management, customer communication, and automation. Talk to our team about your specific needs. Just complete the form below.
Have questions? contact us to schedule a call!
our full-service software and automations could help capturing more customers for your local business.
Still have questions?
frequently asked questions
Are there any other costs?
It depends on how much you use it. You pay as you go.
For example, it's a hair over one tenth of a cent per email. (So ten emails would be a little over a penny.)
Text messages in the U.S. are slightly over a penny and a half to send and receive. If they're long, they might be more.
As you can see, it's not much.
How do I get support?
You can contact us through email at [email protected] for any support issues.
We also have web chat, Messenger, and text options. You can text us at (405) 877-6687.
Plus, as soon as you sign up, you can book a one-on-one jumpstart call where we build your system FOR you.
What other features do you have?
Captis comes with pre-made follow up sequences that are fully automated. They use email and text.
It replaces whatever email and SMS systems you're paying for now.
It also has a built-in scheduling system and calendar that integrates with your Google calendar, iCloud, or Outlook calendars.
Captis includes a full-stack CRM, a dialer, a website builder, and more.
You can accept payments online, over SMS, or Tap-to-Pay. You can even create online contracts or invoices and have customers e-sign, similar to other services like Docusign.
It has a Social Media planner and scheduler, plus you can have two-way conversations with people over Messenger, Instagram DMs, and even WhatsApp.
Captis integrates with your Social Media platforms, like Facebook, Instagram, Twitter, LinkedIn, and Tik Tok.
You can even create, launch, and track your Social Media ads with Captis, and funnel leads from Social Media directly into the CRM.
Plus you can automate the process of getting customer reviews, referrals, and more.
What if I want to cancel?
Just log into your account, click on "settings" and then on "billing". Then you'll see a big button that says "click here to modify subscription". Can't miss it. Just click that and cancel. We're not going to call you and bug you or anything.
Get your all-in-one solutions from us!
Subscribe to our social
© Captis 2025 -- All Rights Reserved