Automation
Automate workflows across your whole business
Because every Captverse app shares one data layer, automation runs across them — no brittle integrations, no copy-paste between systems.
What you can automate
No-code automation rules
Build triggers in CaptCRM that assign, follow up, and update status without a developer.
Lead routing
Route inbound leads to the right rep with SLA enforcement.
Collections
Send payment links and chase unpaid instalments automatically, with split rules for multi-party payouts.
Messaging drips
Run compliant CaptChat campaigns and chatbot flows with replies landing in your pipeline.
AI handoffs
Let AI agents qualify, then hand off to humans with full context.