Frequently
Asked
Questions
Frequently Asked Questions
GENERAL INFORMATION
What is Kaptiva Pro?
Kaptiva Pro is a real estate platform that offers a wide range of features, including a Personal Sales Assistant (PSA), advanced CRM tools, Social Planner, AI technology, and many more to streamline your operations, nurture leads, and boost your success. Our platform is designed exclusively for modern real estate professionals, ensuring you can provide exceptional customer service, convert more leads, and close more deals. With Kaptiva Pro, our tools and your Personal Sales Assistant ensure every potential client is nurtured until they are ready to transact with you.
Can Kaptiva Pro help in my real estate business?
Definitely! Kaptiva Pro streamlines your real estate business by helping you manage client relationships and organize your pipeline efficiently. Our platform includes a Personal Sales Assistant to handle tasks, qualify leads, and nurture clients. This allows you to focus on closing deals while reducing time spent on administrative work.
Can Kaptiva Pro help me save time?
Yes! Kaptiva Pro automates many time-consuming tasks, such as lead nurturing, appointment scheduling, and email marketing. With a Personal Sales Assistant, automation and AI-powered tools, you can focus on high-value activities like closing deals and building client relationships.
What makes Kaptiva Pro different from other real estate platforms?
We're laser-focused on providing the best, automated follow-up and lead conversion tools around. While some platforms try to do it all, we believe in being experts at the most crucial part of your business - nurturing relationships and streamlining your pipeline to help you close deals efficiently. That's why Kaptiva Pro integrates seamlessly with your existing websites, marketing channels, and other core systems.
Is Kaptiva Pro right for me?
Kaptiva Pro is the ideal partner for realtors who want to provide top-notch service, maximize their marketing dollars, attract top talent, and build sustainable business growth through smart systems and data. If you're ready to revolutionize your business and close more deals, Kaptiva Pro is the one for you! But if you're just doing this as a hobby with minimal follow-up, we might not be the best fit.
Is Kaptiva Pro just for solo agents or can teams use it too?
Kaptiva Pro is built to adapt to your needs, whether you're a solo hustler or running a small team of up to 5 rockstar agents. If you need any customization for your crew, just let our support team know!
What is Kaptiva Pro’s vision?
We believe in making state-of-the-art technology easy to use for realtors.
Can Kaptiva Pro help with task and appointment management?
Yes, Kaptiva Pro provides a centralized task and appointment manager to help you stay organized and on top of your schedule. You can create tasks, set reminders, and sync your calendar with external tools to ensure you never miss an important deadline or meeting.
What is a CRM?
A CRM, or Customer Relationship Management system, is a tool that helps businesses keep track of their interactions with customers. It helps manage contacts, leads, and deals, making it easier to stay organized and improve customer relationships. For real estate agents and brokers, a CRM helps you manage your clients, streamline your tasks, and close deals faster.
What are the key features of your CRM software?
Kaptiva Pro's CRM software is designed to make running your real estate business easier. It includes advanced lead management, a dedicated Personal Sales Assistant (PSA) for lead nurturing, automated marketing campaigns, and customizable email and SMS templates. Our CRM seamlessly integrates with MLS and IDX feeds, and offers powerful data analytics, a user-friendly mobile app, and a built-in scheduler for tasks and appointments. With Kaptiva Pro, you have all the tools to efficiently manage contacts, increase deal closures, and expand your business.
What does a CRM do?
Our CRM feature is your essential tool for efficiently managing client interactions. It tracks client details, communication history, and transaction stages—all in one place. This makes it easier for you to stay organized and proactive throughout your business dealings.
Why is CRM beneficial to real estate agents?
A CRM system for realtors streamlines lead and client management for personalized service, enhances productivity with automated communication and task scheduling, and offers data-driven insights for optimizing your sales and marketing strategies. It helps you stay organized, save time, and close more deals.
Are there training resources available for learning how to use the CRM?
Yes, Kaptiva Pro provides a variety of training resources including video tutorials, detailed guides, webinars, and personalized training sessions to help you get the most out of the CRM.
Can the CRM integrate with my website for lead capture?
Yes, Kaptiva Pro seamlessly integrates with your website to capture leads. Our platform features a live web chat capability that enables instant communication with website visitors, significantly boosting lead conversion rates. Moreover, you have the option to connect the web chat with an AI-powered ChatBot, automating initial engagements to enhance the overall client experience.
Does Kaptiva Pro handle contact management and lead tracking?
Absolutely! Kaptiva Pro allows you to import and tag contacts based on their relationship to you (leads, clients, agents, or vendors). You can segment and filter your contacts into smart lists, add multiple email addresses and phone numbers for each contact, and tag them according to their sales stage. This ensures you stay organized and can quickly identify where each contact stands in your pipeline.
Does Kaptiva Pro offer features to manage and track client interactions?
Absolutely! Kaptiva Pro includes comprehensive features to manage and track all client interactions, ensuring you keep up with every detail of your client relationships.
Are there any collaboration features in Kaptiva Pro for team-based real estate agencies?
Yes, Kaptiva Pro includes collaboration tools that allow team members to work together efficiently, share information, and manage client relationships as a cohesive unit.
What are the future development plans for the CRM?
We're constantly innovating and planning new features for Kaptiva Pro, focusing on AI integration, enhanced user experience, and expanded functionality to meet evolving real estate market needs.
What is a Social Planner?
A. Kaptiva Pro's Social Planner simplifies your social media marketing by allowing you to integrate accounts, create and schedule posts, access customizable templates, and track performance – all from one place. With AI-powered suggestions and an intuitive interface, it saves you time while helping you build your brand and engage your audience more effectively.
What social media platforms can be linked to the Social Planner?
A. Kaptiva Pro's Social Planner allows you to connect and manage your accounts on major social media platforms, including Facebook, Instagram, YouTube, TikTok, Twitter (now known as X), LinkedIn, and Google Business Profile, making it a one-stop solution for your social media marketing needs.
This "Kaptiva Business Number" sounds cool - what's that all about?
It's your unique business phone number that keeps your professional and personal lives separate (finally!). Use it for all client calls and texts to stay organized and on-brand.
PERSONAL SALES ASSISTANT
What is a Personal Sales Assistant (PSA)?
A Personal Sales Assistant (PSA) is a dedicated professional who helps you qualify, nurture, and convert leads. They handle tasks such as following up with leads, scheduling appointments, and providing personalized support to help you close more deals.
Why do I need a PSA?
Personal Sales Assistants are dedicated to helping you grow your real estate business by handling non-voiced tasks and communications. They nurture your leads, help schedule appointments, answer general questions, and manage inbound communications efficiently.
How much does it cost to have a Personal Sales Assistant (PSA)?
We do not charge our clients for their assigned PSA. It's a service that we provide as part of their Kaptiva Pro subscription.
PRICING AND SUBSCRIPTION
How much does Kaptiva Pro cost?
Kaptiva Pro offers flexible plans to fit the needs of solo agents and small teams.
- Solo Agents: $97 per month. This plan gives you access to all essential features to streamline your workflow and grow your business.
- Small Teams (up to 5 users): $297 per month. This plan includes all features plus a dedicated Personal Sales Assistant (PSA) to help with lead qualification, nurturing, and conversion.
Special Offer: Sign up for an annual subscription and get two months free!
Solo agents on the $97/month plan can always upgrade to the $297/month plan to get their own dedicated PSA and unlock the full potential of Kaptiva Pro.
What is the pricing structure of the CRM?
Kaptiva Pro is available for $297 per month. This plan includes access for up to 5 users and comes with all the features you need to streamline your real estate business. Plus, you'll get a dedicated Personal Sales Assistant (PSA) to help with lead qualification, nurturing, and conversion.
For solo agents, we offer a more affordable plan at $97 per month, giving you access to all the essential features to manage and grow your business effectively. And remember, if you opt for an annual subscription, you'll get two months free!
This flexible pricing ensures that whether you're a solo agent or a small team, Kaptiva Pro has a plan to fit your needs and help you succeed.
What does the Kaptiva Pro subscription include?
For $297 per month, the Kaptiva Pro subscription includes a CRM, task and appointment scheduler, mobile app, customizable email and SMS templates, automated marketing campaigns, MLS and IDX integration, a dedicated business phone number, and a Personal Sales Assistant (for small teams) to help manage and grow your real estate business.
What are the usage charges in Kaptiva Pro?
Here’s a breakdown of some of the usage charges:
Making calls: $0.026 / minute
Receiving calls: $0.017 / minute
Text messages: $0.015 / segment (1 segment is equal to a SMS of 160 characters)
Emails: $0.0035 / email
AI Conversation Bot: $0.02 / response
What are the costs of making and receiving calls in Kaptiva Pro?
When using Kaptiva Pro, making calls costs $0.026 per minute, while receiving calls costs $0.017 per minute, allowing you to manage your call expenses effectively.
How much does Kaptiva Pro charge for text messages and emails?
Text messages in Kaptiva Pro are charged at $0.015 per segment (160 characters), and emails are charged at $0.0035 per email, making communication with your clients cost-effective.
What payment methods do you accept?
We accept all major credit cards like Visa, Mastercard, American Express etc. We can also set you up with easy recurring billing so you never have to worry about missing a payment.
What's your policy on refunds or cancellations?
We want you to be completely satisfied, so we offer a 30-day money-back guarantee from the date of purchase, no questions asked. If for any reason you need to cancel after that initial period, you can do so. There are no long-term contracts. You can cancel your subscription anytime.
How much is the discount for an annual subscription?
We value long-term partnerships and offer a special incentive for those who choose to commit to an annual plan. When you sign up for an annual subscription, you'll receive 2 months FREE as a token of our appreciation for your loyalty. Reach out to our team today to get started and enjoy the benefits of this exclusive offer!
Are there any setup or hidden fees?
No, there are no additional fees. Kaptiva Pro is designed for easy setup, and our team is available to guide you through the process at no extra cost. Our pricing is transparent, and you only pay the subscription fee. All listed features are included without additional charges.
Is there a contract or minimum commitment period for Kaptiva Pro?
No, there's no long-term contract. You can choose a monthly subscription and cancel anytime. However, we do offer discounted rates for annual subscriptions.
Why does Kaptiva Pro have usage charges for its software or technology?
Kaptiva Pro applies usage charges for specific services like calls, text messages, emails, and AI features to maintain their high quality and reliability. These charges cover costs for external telecommunication networks, server maintenance, security standards, and the computing power needed for advanced AI features. This system ensures you only pay for the extra services you need, keeping the base subscription fee lower. This transparent approach offers you the best value, enhancing your efficiency and business growth with minimal extra costs.
FREE TRIAL AND 60-DAY CHALLENGE
Is there a free trial available?
Yes! Kaptiva Pro offers a 60-day challenge, allowing you to explore and use all the features without any commitment. No credit card is required to sign up for the challenge, but we do encourage you to leave us an honest review or testimonial about what you think of Kaptiva Pro. Your input is valuable to us!
What happens after the 60-day challenge?
After the 60-day challenge, you can continue using Kaptiva Pro by subscribing to a monthly or annual plan. If you decide not to continue, you can cancel without any charges.
CRM FEATURES AND FUNCTIONALITY
What is a CRM?
A CRM, or Customer Relationship Management system, is a tool that helps businesses keep track of their interactions with customers. It helps manage contacts, leads, and deals, making it easier to stay organized and improve customer relationships. For real estate agents and brokers, a CRM helps you manage your clients, streamline your tasks, and close deals faster.
Is there a feature for managing property listings?
Yes! With Kaptiva Pro, you can easily manage your property listings. Just connect your MLS IDX feed, and you can track all interactions and online activities related to your listings right from our platform. Plus, our automated lead engagement tools help you quickly reach out to promising prospects, making property management smoother than ever.
What are the key features of your CRM software?
Kaptiva Pro's CRM software is designed to make running your real estate business easier. It includes advanced lead management, a dedicated Personal Sales Assistant (PSA) for lead nurturing, automated marketing campaigns, and customizable email and SMS templates. Our CRM seamlessly integrates with MLS and IDX feeds, and offers powerful data analytics, a user-friendly mobile app, and a built-in scheduler for tasks and appointments. With Kaptiva Pro, you have all the tools to efficiently manage contacts, increase deal closures, and expand your business.
Does the CRM help me communicate with my clients (e.g., email, SMS)?
Yes, Kaptiva Pro centralizes all your client communications, including calls, emails, social media messages, and texts, within the mobile app. This means you don't have to log into multiple platforms—everything syncs to your Kaptiva Pro inbox. The CRM also keeps a chronological record of all interactions, helping with compliance and protecting you if any issues arise.
Can the CRM integrate seamlessly with other tools I use (e.g., email platforms, social media, MLS systems)?
Yes, Kaptiva Pro's CRM integrates seamlessly with various tools and platforms you already use, such as email platforms, social media, and MLS systems, ensuring a smooth workflow and efficient data synchronization.
How does the CRM handle data import and export?
Kaptiva Pro's CRM allows you to easily import and export various types of data, including contact lists, photos, videos, and PDF files, even in large quantities.
Is it possible to add custom fields or workflows?
Yes, you can add custom fields and workflows to tailor Kaptiva Pro to your specific needs. Reach out to your Personal Sales Assistant (PSA), and they will assist you in setting them up.
How easy is it to adapt the CRM as my business grows?
Kaptiva Pro is designed to grow with your business. Whether you're just starting out or already established, our CRM offers flexible tools and features that scale with your needs, ensuring you always have the right support as your business expands.
Can I customize Kaptiva Pro to fit my specific needs?
Absolutely! Kaptiva Pro offers a range of customization options to tailor the platform to your unique business requirements. From custom fields and workflows to custom branding and integrations, our team will work closely with you to ensure the platform aligns with your processes.
Is the interface user-friendly?
Yes, Kaptiva Pro is designed to be very user-friendly. It's easy to navigate, even if you're not tech-savvy. Plus, we offer comprehensive support and training materials to help you get the most out of the platform.
Is Kaptiva Pro user-friendly even if I’m not tech-savvy?
Absolutely! Kaptiva Pro is designed with user-friendliness in mind. Our intuitive interface makes navigation a breeze, ensuring that even those who aren't tech-savvy can use it with confidence. Additionally, we offer extensive support and training materials to help you get the most out of our platform.
Can Kaptiva Pro help in automating repetitive tasks in real estate transactions?
Definitely. Kaptiva Pro automates various repetitive tasks like follow-ups, appointment scheduling, and reporting. This saves you time and allows you to focus on the key aspects of your business.
Is there a feature in Kaptiva Pro for tracking real estate market trends and analytics?
Yes, Kaptiva Pro includes tools for tracking market trends and analytics, providing valuable insights to help you make informed business decisions.
Does Kaptiva Pro help me stay on top of my leads?
Absolutely! With our automated tasks, email campaigns, and your PSA's personal touch, no lead will ever slip through the cracks again. We keep you organized and ensure every potential client gets the attention they deserve.
Does Kaptiva Pro handle contact management and lead tracking?
Absolutely! Kaptiva Pro allows you to import and tag contacts based on their relationship with you (leads, clients, agents, or vendors). You can segment and filter your contacts into smart lists, add multiple email addresses and phone numbers for each contact, and tag them according to their sales stage. This ensures you stay organized and can quickly identify where each contact stands in your pipeline.
Can the CRM integrate with my website for lead capture?
Yes, Kaptiva Pro seamlessly integrates with your website to capture leads. Our platform features a live web chat capability that enables instant communication with website visitors, significantly boosting lead conversion rates. Moreover, you have the option to connect the web chat with an AI-powered ChatBot, automating initial engagements to enhance the overall client experience.
How frequently is the CRM updated with new features or improvements?
Kaptiva Pro is updated regularly with new features and improvements, ensuring our users have access to the latest technology and tools to efficiently manage their real estate businesses.
MOBILE APP AND ACCESSIBILITY
Do I need to install any software to use Kaptiva Pro?
No, you don't need to install any software to use Kaptiva Pro. It's a cloud-based platform, which means you can access all its features directly from your web browser on any device with an internet connection. Additionally, Kaptiva Pro offers a dedicated mobile app for iOS and Android devices, giving you on-the-go access to your CRM, contacts, and other essential features, so you can stay connected and productive anywhere you go.
Are there mobile applications available, and do they have full functionality?
Yes, Kaptiva Pro offers mobile applications for both iOS and Android platforms. These apps provide all the essential features agents need to effectively manage their real estate business on the go.
Does the CRM help me communicate with my clients (e.g., email, SMS)?
Yes, Kaptiva Pro centralizes all your client communications, including calls, emails, social media messages, and texts, within the mobile app. This means you don't have to log into multiple platforms—everything syncs to your Kaptiva Pro inbox. The CRM also keeps a chronological record of all interactions, helping with compliance and protecting you if any issues arise.
Can I access Kaptiva Pro on my mobile device?
Absolutely! Kaptiva Pro offers a mobile app for both iOS and Android devices, allowing you to manage your business on the go. The app provides access to key features such as your CRM, task manager, and communication tools. You can make and receive calls, send and receive text messages, and handle all your email correspondence seamlessly through the app.
How has the mobile app experience improved in Kaptiva Pro?
We've made significant enhancements to the mobile app experience, introducing a more user-friendly layout that makes it effortless for realtors to access and utilize all of Kaptiva Pro's features while on-the-go.
Is the interface user-friendly?
Yes, Kaptiva Pro is designed to be very user-friendly. It's easy to navigate, even if you're not tech-savvy. Plus, we offer comprehensive support and training materials to help you get the most out of the platform.
Is Kaptiva Pro user-friendly even if I’m not tech-savvy?
Absolutely! Kaptiva Pro is designed with user-friendliness in mind. Our intuitive interface makes navigation a breeze, ensuring that even those who aren't tech-savvy can use it with confidence. Additionally, we offer extensive support and training materials to help you get the most out of our platform.
SOCIAL PLANNER
What is a Social Planner?
Kaptiva Pro's Social Planner simplifies your social media marketing by allowing you to integrate accounts, create and schedule posts, access customizable templates, and track performance – all from one place. With AI-powered suggestions and an intuitive interface, it saves you time while helping you build your brand and engage your audience more effectively.
What social media platforms can be linked to the Social Planner?
Kaptiva Pro's Social Planner allows you to connect and manage your accounts on major social media platforms, including Facebook, Instagram, YouTube, TikTok, Twitter (now known as X), LinkedIn, and Google Business Profile, making it a one-stop solution for your social media marketing needs.
Can I post directly from Kaptiva Pro to my connected social media accounts?
Yes! With Kaptiva Pro's Social Planner, you can create, schedule and publish content directly to your linked social media accounts, such as Facebook, Instagram, TikTok, YouTube, Google Business Profile and LinkedIn, without having to log into each platform separately. This streamlined process saves you time and ensures consistent branding across all your social media channels.
KAPTIVA BUSINESS NUMBER
This "Kaptiva Business Number" sounds cool - what's that all about?
It's your unique business phone number that keeps your professional and personal lives separate (finally!). Use it for all client calls and texts to stay organized and on-brand.
What are the usage charges in Kaptiva Pro?
Here’s a breakdown of some of the usage charges:
Making calls: $0.026 / minute
Receiving calls: $0.017 / minute
Text messages: $0.015 / segment (1 segment is equal to a SMS of 160 characters)
Emails: $0.0035 / email
AI Conversation Bot: $0.02 / response
What are the costs of making and receiving calls in Kaptiva Pro?
When using Kaptiva Pro, making calls costs $0.026 per minute, while receiving calls costs $0.017 per minute, allowing you to manage your call expenses effectively.
How much does Kaptiva Pro charge for text messages and emails?
Text messages in Kaptiva Pro are charged at $0.015 per segment (160 characters), and emails are charged at $0.0035 per email, making communication with your clients cost-effective.
AI AND AUTOMATION
Can you tell me about the AI Conversation Bot in Kaptiva Pro?
Sure! Our AI Conversation Bot, available for just $0.02 per response, uses advanced AI technology to suggest responses or automatically engage with messages. It's designed to improve how you interact with leads and clients, making communication more efficient and effective.
Can I use AI prompts from Kaptiva Pro on other platforms like ChatGPT?
Yes, you can! The AI prompts from Kaptiva Pro are versatile and can be used not only within our platform but also with other AI tools like ChatGPT. This allows you to generate high-quality real estate content across various platforms seamlessly.
What's new in Kaptiva Pro's email builder?
Our revamped email builder offers an intuitive drag-and-drop interface, simplifying the creation of engaging newsletters and email campaigns.
What AI capabilities does Kaptiva Pro offer for real estate agents?
Kaptiva Pro integrates AI to provide a range of real estate-focused capabilities, from AI-driven chatbots in your inbox to a library of AI prompts for content creation. These prompts are ideal for creating property listings, email campaigns, social media posts, and blogs, helping agents save time and enhance their marketing efforts.
Can Kaptiva Pro help in automating repetitive tasks in real estate transactions?
Definitely. Kaptiva Pro automates various repetitive tasks like follow-ups, appointment scheduling, and reporting. This saves you time and allows you to focus on the key aspects of your business.
Can I set up automated workflows in Kaptiva Pro?
Yes, our team will help you to create custom automation to streamline your processes. You can set up triggers and actions based on lead behavior, stage changes, and other criteria to ensure timely and relevant communication.
What kind of analytics and reporting does Kaptiva Pro provide?
Kaptiva Pro offers detailed analytics and reporting on the health of your business by emphasizing your sales performance, email campaigns, pipeline volume and much more. You can access real-time dashboards and generate custom reports to gain valuable insights into your business.
Does Kaptiva Pro handle contact management and lead tracking?
Absolutely! Kaptiva Pro allows you to import and tag contacts based on their relationship with you (leads, clients, agents, or vendors). You can segment and filter your contacts into smart lists, add multiple email addresses and phone numbers for each contact, and tag them according to their sales stage. This ensures you stay organized and can quickly identify where each contact stands in your pipeline.
INTEGRATIONS AND COMPATIBILITY
Does Kaptiva Pro integrate with other tools I use?
Kaptiva Pro integrates with a wide range of popular tools and platforms, including all your lead generation providers, transaction management software, email providers, social media networks, and productivity apps. The platform also offers an API for custom and more advanced integrations.
Can I integrate Kaptiva Pro with other platforms I am using?
Absolutely! Kaptiva Pro is designed to integrate seamlessly with various platforms to ensure a cohesive workflow. You can sync it with your existing tools for a streamlined experience.
Is the CRM compatible with various operating systems and devices?
Kaptiva Pro is designed to be highly versatile and accessible. It is compatible with all major operating systems, including Windows, macOS, and Linux, ensuring seamless integration into your existing technology environment. Whether you prefer to work on a desktop computer, laptop, tablet, or smartphone, Kaptiva Pro's cloud-based platform allows you to access its full suite of features from any device with an internet connection. This flexibility ensures that you can manage your real estate business efficiently, whether you're in the office, at home, or on the go.
Can Kaptiva Pro integrate with my current real estate tools and apps?
Yes! Kaptiva Pro seamlessly integrates with your favorite real estate tools and apps, making your tech setup even more powerful and hassle-free.
Your Title Here
Yes, Kaptiva Pro's CRM integrates seamlessly with various tools and platforms you already use, such as email platforms, social media, and MLS systems, ensuring a smooth workflow and efficient data synchronization.
How does the CRM handle data import and export?
Kaptiva Pro's CRM allows you to easily import and export various types of data, including contact lists, photos, videos, and PDF files, even in large quantities.
Can the CRM integrate with my website for lead capture?
Yes, Kaptiva Pro seamlessly integrates with your website to capture leads. Our platform features a live web chat capability that enables instant communication with website visitors, significantly boosting lead conversion rates. Moreover, you have the option to connect the web chat with an AI-powered ChatBot, automating initial engagements to enhance the overall client experience.
Can I import my existing data into Kaptiva Pro?
Yes, Kaptiva Pro offers data import capabilities, allowing you to seamlessly migrate your existing client data, contacts, and other relevant information into the platform. Our team can guide you through the process to ensure a smooth transition.
What social media platforms can be linked to the Social Planner?
Kaptiva Pro's Social Planner allows you to connect and manage your accounts on major social media platforms, including Facebook, Instagram, YouTube, TikTok, Twitter (now known as X), LinkedIn, and Google Business Profile, making it a one-stop solution for your social media marketing needs.
DATA SECURITY AND PRIVACY
Is my data safe with Kaptiva Pro?
Absolutely! We prioritize your data's security, employing industry-standard encryption and security measures to ensure your data remains confidential and protected.
How secure is my data on Kaptiva Pro?
Your data security is our top priority at Kaptiva Pro. We employ industry-standard encryption and robust security protocols to safeguard your data and client information. Our Personal Sales Assistants are also extensively trained in data handling and confidentiality to ensure your information remains secure at all times.
How is client data handled and stored?
Kaptiva Pro securely stores client data on encrypted servers, implementing regular backups and strict access controls to maintain the confidentiality and integrity of your information.
Does Kaptiva Pro ensure the privacy and confidentiality of my client data?
Absolutely! At Kaptiva Pro, we maintain strict privacy standards to safeguard your client data. We use advanced encryption methods and enforce rigorous access controls, ensuring your information remains confidential and secure at all times.
Is the CRM compliant with real estate industry regulations and data protection laws?
Yes, Kaptiva Pro is designed to be fully compliant with real estate industry regulations and data protection laws, ensuring that your and your clients' data are handled responsibly.
Can I set up automated workflows in Kaptiva Pro?
Yes, our team will help you to create custom automation to streamline your processes. You can set up triggers and actions based on lead behavior, stage changes, and other criteria to ensure timely and relevant communication.
What kind of analytics and reporting does Kaptiva Pro provide?
Kaptiva Pro offers detailed analytics and reporting on the health of your business by emphasizing your sales performance, email campaigns, pipeline volume and much more. You can access real-time dashboards and generate custom reports to gain valuable insights into your business.
Does Kaptiva Pro handle contact management and lead tracking?
Absolutely! Kaptiva Pro allows you to import and tag contacts based on their relationship with you (leads, clients, agents, or vendors). You can segment and filter your contacts into smart lists, add multiple email addresses and phone numbers for each contact, and tag them according to their sales stage. This ensures you stay organized and can quickly identify where each contact stands in your pipeline.
CUSTOMER SUPPORT AND TRAINING
Where do I contact Kaptiva Pro's customer support?
You can easily reach our customer support team through the "Contact Us" section on our website or by emailing us at [email protected]. We're here and ready to assist you whenever you need help.
What kind of support does Kaptiva Pro offer?
Kaptiva Pro offers full customer support through live chat, email assistance, and a helpful help center featuring articles, tutorials, and FAQs. Your Personal Sales Assistant is also ready to assist with any questions or concerns you may have.
What kind of support can I expect with Kaptiva Pro?
We offer a range of support options including live chat, email support, and a resource library. Our dedicated team is always ready to assist you with any queries or issues you may have.
Does Kaptiva Pro provide training?
Absolutely! Kaptiva Pro offers a variety of training resources to help you get the most out of our platform. We provide video tutorials, demos and detailed guides to walk you through all the features. Plus, you can request personalized training sessions to get up to speed quickly and efficiently.
What if I need help getting started with Kaptiva Pro?
Our team is always here to help you. We offer a comprehensive onboarding process to help you get started quickly and easily. You'll have access to an onboarding call with a success manager to guide you through setting up your account and using the platform effectively. Additionally, we provide an extensive knowledge base with articles and videos in our Help Center to assist you every step of the way.
Can I provide feedback or suggestions for Kaptiva Pro?
Kaptiva Pro values user feedback and suggestions. You can provide your input by contacting the support team via live chat or email, or by participating in user surveys and beta testing programs. Your feedback helps shape the future of the platform and ensures it meets your evolving needs.
PERFORMANCE AND UPDATES
How often do you update the software, and will it affect my workflow?
We regularly update Kaptiva Pro to bring you the latest features and improvements. Most updates are seamless and occur without disrupting your workflow. However, we always notify our users in advance if any downtime is expected.
How fast is the CRM in processing data and executing tasks?
Kaptiva Pro's CRM processes data and executes tasks almost instantly, ensuring you always have access to up-to-date information.
How does the CRM perform under high data volume?
You can rest assured that our CRM can handle extremely high volumes of data while maintaining top-notch performance. Our servers are designed to ensure smooth and efficient operation, even under heavy load.
How frequently is the CRM updated with new features or improvements?
Kaptiva Pro is updated regularly with new features and improvements, ensuring our users have access to the latest technology and tools to efficiently manage their real estate businesses.
What are the future development plans for the CRM?
We're constantly innovating and planning new features for Kaptiva Pro, focusing on AI integration, enhanced user experience, and expanded functionality to meet evolving real estate market needs.
Is Kaptiva Pro suitable for growing real estate businesses?
Yes, Kaptiva Pro is highly scalable and designed to grow with your business, easily accommodating increasing data volumes and expanding client lists.
What is the uptime guarantee for the CRM service?
Kaptiva Pro boasts a 99% uptime guarantee.
CUSTOMIZATION AND BRANDING
Can I customize Kaptiva Pro to match my brand's look and feel?
Yes, Kaptiva Pro offers extensive customization options. You can tailor your communications (emails, texts, social media posts, websites, funnels, and more) to reflect your brand's unique aesthetics, ensuring a consistent and professional experience across all platforms.
Can I customize Kaptiva Pro to fit my specific needs?
Absolutely! Kaptiva Pro offers a range of customization options to tailor the platform to your unique business requirements. From custom fields and workflows to custom branding and integrations, our team will work closely with you to ensure the platform aligns with your processes.
Can I customize Kaptiva Pro to fit my specific real estate business needs?
Certainly! Kaptiva Pro offers customizable options to tailor its features to your specific business needs, ensuring a perfect fit for your real estate workflow.
Can I customize my email and SMS templates in Kaptiva Pro?
Yes, Kaptiva Pro allows you to fully customize your email and SMS templates to match your brand and style. You can use the platform's drag-and-drop editor or HTML code to create engaging, professional-looking emails.
Is it possible to add custom fields or workflows?
Yes, you can add custom fields and workflows to tailor Kaptiva Pro to your specific needs. Reach out to your Personal Sales Assistant (PSA), and they will assist you in setting them up.
BENEFITS AND ROI
How can Kaptiva Pro help in my real estate business?
Kaptiva Pro streamlines your real estate business by helping you manage client relationships, organizing your pipeline efficiently, and providing a Personal Sales Assistant to handle daily tasks. This allows you to focus on closing deals while reducing time spent on administrative work.
Can Kaptiva Pro help with task and appointment management?
Yes, Kaptiva Pro provides a centralized task and appointment manager to help you stay organized and on top of your schedule. You can create tasks, set reminders, and sync your calendar with external tools to ensure you never miss an important deadline or meeting.
Why is CRM beneficial to real estate agents?
A CRM system for realtors streamlines lead and client management for personalized service, enhances productivity with automated communication and task scheduling, and offers data-driven insights for optimizing your sales and marketing strategies. It helps you stay organized, save time, and close more deals.
Can Kaptiva Pro help me save time?
Yes! Kaptiva Pro automates many time-consuming tasks, such as lead nurturing, appointment scheduling, and email marketing. With a Personal Sales Assistant, automation and AI-powered tools, you can focus on high-value activities like closing deals and building client relationships.
Can you provide case studies or testimonials from other real estate clients?
Certainly! We have a collection of case studies and testimonials from satisfied realtors who have experienced significant benefits using Kaptiva Pro. These are available upon request.
Is Kaptiva Pro suitable for growing real estate businesses?
Yes, Kaptiva Pro is highly scalable and designed to grow with your business, easily accommodating increasing data volumes and expanding client lists.
What is the return on investment (ROI) potential when using this CRM?
Realtors using Kaptiva Pro often experience better lead conversion, time savings through automation, and improved client management. These benefits contribute to a significant ROI, primarily through increased sales and higher client retention rates.
LEAD GENERATION
Does Kaptiva Pro offer lead generation?
No, Kaptiva Pro does not include an automated lead generation feature. However, we can integrate external lead-generating websites or platforms into Kaptiva Pro. Once leads are generated, our platform steps in to provide comprehensive lead nurturing services through our Personal Sales Assistant (PSA), automation, and other tools. This ensures that you can effectively manage and convert your leads into successful deals.
How much do leads cost?
Kaptiva Pro does not sell leads. Instead, we focus on providing lead qualifying and nurturing services through our dedicated Personal Sales Assistant (PSA).
How many leads can I get every month?
We do not sell or guarantee any leads. However, you can integrate external lead-generating websites or platforms with Kaptiva Pro.
USER EXPERIENCE
How steep is the learning curve for new users?
Kaptiva Pro is designed with new users in mind, offering a dedicated onboarding process, easy-to-follow modules, and personalized training sessions. This approach helps users quickly learn and navigate the platform, minimizing any learning curve.
How has the mobile app experience improved in Kaptiva Pro?
We've made significant enhancements to the mobile app experience, introducing a more user-friendly layout that makes it effortless for realtors to access and utilize all of Kaptiva Pro's features while on-the-go.
HELP CENTER
How can I stay top-of-mind with past clients for referrals and repeat business?
To stay top-of-mind with past clients, regularly check in through emails, calls, or newsletters with market updates and tips. Engage on social media, host client appreciation events, offer referral incentives, and celebrate significant dates like home purchase anniversaries. Consistent communication and personal touches help maintain strong relationships, encouraging referrals and repeat business.
How can I leverage social media to promote my services?
To effectively promote your services on social media, start by sharing visually appealing property listings and creating engaging content such as market insights and home-buying tips. Engage with local community groups to build connections and trust. Highlight client success stories and testimonials to enhance credibility. Utilize targeted social media advertising to reach a specific audience effectively. With Kaptiva Pro, you can streamline this process by managing all your social media posts from a single platform.
GENERAL INFORMATION
What is Kaptiva Pro?
Kaptiva Pro is a real estate platform that offers a wide range of features, including a Personal Sales Assistant (PSA), advanced CRM tools, Social Planner, AI technology, and many more to streamline your operations, nurture leads, and boost your success. Our platform is designed exclusively for modern real estate professionals, ensuring you can provide exceptional customer service, convert more leads, and close more deals. With Kaptiva Pro, our tools and your Personal Sales Assistant ensure every potential client is nurtured until they are ready to transact with you.
Can Kaptiva Pro help in my real estate business?
Definitely! Kaptiva Pro streamlines your real estate business by helping you manage client relationships and organize your pipeline efficiently. Our platform includes a Personal Sales Assistant to handle tasks, qualify leads, and nurture clients. This allows you to focus on closing deals while reducing time spent on administrative work.
Can Kaptiva Pro help me save time?
Yes! Kaptiva Pro automates many time-consuming tasks, such as lead nurturing, appointment scheduling, and email marketing. With a Personal Sales Assistant, automation and AI-powered tools, you can focus on high-value activities like closing deals and building client relationships.
What makes Kaptiva Pro different from other real estate platforms?
We're laser-focused on providing the best, automated follow-up and lead conversion tools around. While some platforms try to do it all, we believe in being experts at the most crucial part of your business - nurturing relationships and streamlining your pipeline to help you close deals efficiently. That's why Kaptiva Pro integrates seamlessly with your existing websites, marketing channels, and other core systems.
Is Kaptiva Pro right for me?
Kaptiva Pro is the ideal partner for realtors who want to provide top-notch service, maximize their marketing dollars, attract top talent, and build sustainable business growth through smart systems and data. If you're ready to revolutionize your business and close more deals, Kaptiva Pro is the one for you! But if you're just doing this as a hobby with minimal follow-up, we might not be the best fit.
Is Kaptiva Pro just for solo agents or can teams use it too?
Kaptiva Pro is built to adapt to your needs, whether you're a solo hustler or running a small team of up to 5 rockstar agents. If you need any customization for your crew, just let our support team know!
What is Kaptiva Pro’s vision?
We believe in making state-of-the-art technology easy to use for realtors.
Can Kaptiva Pro help with task and appointment management?
Yes, Kaptiva Pro provides a centralized task and appointment manager to help you stay organized and on top of your schedule. You can create tasks, set reminders, and sync your calendar with external tools to ensure you never miss an important deadline or meeting.
What is a CRM?
A CRM, or Customer Relationship Management system, is a tool that helps businesses keep track of their interactions with customers. It helps manage contacts, leads, and deals, making it easier to stay organized and improve customer relationships. For real estate agents and brokers, a CRM helps you manage your clients, streamline your tasks, and close deals faster.
What are the key features of your CRM software?
Kaptiva Pro's CRM software is designed to make running your real estate business easier. It includes advanced lead management, a dedicated Personal Sales Assistant (PSA) for lead nurturing, automated marketing campaigns, and customizable email and SMS templates. Our CRM seamlessly integrates with MLS and IDX feeds, and offers powerful data analytics, a user-friendly mobile app, and a built-in scheduler for tasks and appointments. With Kaptiva Pro, you have all the tools to efficiently manage contacts, increase deal closures, and expand your business.
What does a CRM do?
Our CRM feature is your essential tool for efficiently managing client interactions. It tracks client details, communication history, and transaction stages—all in one place. This makes it easier for you to stay organized and proactive throughout your business dealings.
Why is CRM beneficial to real estate agents?
A CRM system for realtors streamlines lead and client management for personalized service, enhances productivity with automated communication and task scheduling, and offers data-driven insights for optimizing your sales and marketing strategies. It helps you stay organized, save time, and close more deals.
Are there training resources available for learning how to use the CRM?
Yes, Kaptiva Pro provides a variety of training resources including video tutorials, detailed guides, webinars, and personalized training sessions to help you get the most out of the CRM.
Can the CRM integrate with my website for lead capture?
Yes, Kaptiva Pro seamlessly integrates with your website to capture leads. Our platform features a live web chat capability that enables instant communication with website visitors, significantly boosting lead conversion rates. Moreover, you have the option to connect the web chat with an AI-powered ChatBot, automating initial engagements to enhance the overall client experience.
Does Kaptiva Pro handle contact management and lead tracking?
Absolutely! Kaptiva Pro allows you to import and tag contacts based on their relationship to you (leads, clients, agents, or vendors). You can segment and filter your contacts into smart lists, add multiple email addresses and phone numbers for each contact, and tag them according to their sales stage. This ensures you stay organized and can quickly identify where each contact stands in your pipeline.
Does Kaptiva Pro offer features to manage and track client interactions?
Absolutely! Kaptiva Pro includes comprehensive features to manage and track all client interactions, ensuring you keep up with every detail of your client relationships.
Are there any collaboration features in Kaptiva Pro for team-based real estate agencies?
Yes, Kaptiva Pro includes collaboration tools that allow team members to work together efficiently, share information, and manage client relationships as a cohesive unit.
What are the future development plans for the CRM?
We're constantly innovating and planning new features for Kaptiva Pro, focusing on AI integration, enhanced user experience, and expanded functionality to meet evolving real estate market needs.
What is a Social Planner?
A. Kaptiva Pro's Social Planner simplifies your social media marketing by allowing you to integrate accounts, create and schedule posts, access customizable templates, and track performance – all from one place. With AI-powered suggestions and an intuitive interface, it saves you time while helping you build your brand and engage your audience more effectively.
What social media platforms can be linked to the Social Planner?
A. Kaptiva Pro's Social Planner allows you to connect and manage your accounts on major social media platforms, including Facebook, Instagram, YouTube, TikTok, Twitter (now known as X), LinkedIn, and Google Business Profile, making it a one-stop solution for your social media marketing needs.
This "Kaptiva Business Number" sounds cool - what's that all about?
It's your unique business phone number that keeps your professional and personal lives separate (finally!). Use it for all client calls and texts to stay organized and on-brand.
PERSONAL SALES ASSISTANT
What is a Personal Sales Assistant (PSA)?
A Personal Sales Assistant (PSA) is a dedicated professional who helps you qualify, nurture, and convert leads. They handle tasks such as following up with leads, scheduling appointments, and providing personalized support to help you close more deals.
Why do I need a PSA?
Personal Sales Assistants are dedicated to helping you grow your real estate business by handling non-voiced tasks and communications. They nurture your leads, help schedule appointments, answer general questions, and manage inbound communications efficiently.
How much does it cost to have a Personal Sales Assistant (PSA)?
We do not charge our clients for their assigned PSA. It's a service that we provide as part of their Kaptiva Pro subscription.
PRICING AND SUBSCRIPTION
How much does Kaptiva Pro cost?
Kaptiva Pro offers flexible plans to fit the needs of solo agents and small teams.
- Solo Agents: $97 per month. This plan gives you access to all essential features to streamline your workflow and grow your business.
- Small Teams (up to 5 users): $297 per month. This plan includes all features plus a dedicated Personal Sales Assistant (PSA) to help with lead qualification, nurturing, and conversion.
Special Offer: Sign up for an annual subscription and get two months free!
Solo agents on the $97/month plan can always upgrade to the $297/month plan to get their own dedicated PSA and unlock the full potential of Kaptiva Pro.
What is the pricing structure of the CRM?
Kaptiva Pro is available for $297 per month. This plan includes access for up to 5 users and comes with all the features you need to streamline your real estate business. Plus, you'll get a dedicated Personal Sales Assistant (PSA) to help with lead qualification, nurturing, and conversion.
For solo agents, we offer a more affordable plan at $97 per month, giving you access to all the essential features to manage and grow your business effectively. And remember, if you opt for an annual subscription, you'll get two months free!
This flexible pricing ensures that whether you're a solo agent or a small team, Kaptiva Pro has a plan to fit your needs and help you succeed.
What does the Kaptiva Pro subscription include?
For $297 per month, the Kaptiva Pro subscription includes a CRM, task and appointment scheduler, mobile app, customizable email and SMS templates, automated marketing campaigns, MLS and IDX integration, a dedicated business phone number, and a Personal Sales Assistant (for small teams) to help manage and grow your real estate business.
What are the usage charges in Kaptiva Pro?
Here’s a breakdown of some of the usage charges:
Making calls: $0.026 / minute
Receiving calls: $0.017 / minute
Text messages: $0.015 / segment (1 segment is equal to a SMS of 160 characters)
Emails: $0.0035 / email
AI Conversation Bot: $0.02 / response
What are the costs of making and receiving calls in Kaptiva Pro?
When using Kaptiva Pro, making calls costs $0.026 per minute, while receiving calls costs $0.017 per minute, allowing you to manage your call expenses effectively.
How much does Kaptiva Pro charge for text messages and emails?
Text messages in Kaptiva Pro are charged at $0.015 per segment (160 characters), and emails are charged at $0.0035 per email, making communication with your clients cost-effective.
What payment methods do you accept?
We accept all major credit cards like Visa, Mastercard, American Express etc. We can also set you up with easy recurring billing so you never have to worry about missing a payment.
What's your policy on refunds or cancellations?
We want you to be completely satisfied, so we offer a 30-day money-back guarantee from the date of purchase, no questions asked. If for any reason you need to cancel after that initial period, you can do so. There are no long-term contracts. You can cancel your subscription anytime.
How much is the discount for an annual subscription?
We value long-term partnerships and offer a special incentive for those who choose to commit to an annual plan. When you sign up for an annual subscription, you'll receive 2 months FREE as a token of our appreciation for your loyalty. Reach out to our team today to get started and enjoy the benefits of this exclusive offer!
Are there any setup or hidden fees?
No, there are no additional fees. Kaptiva Pro is designed for easy setup, and our team is available to guide you through the process at no extra cost. Our pricing is transparent, and you only pay the subscription fee. All listed features are included without additional charges.
Is there a contract or minimum commitment period for Kaptiva Pro?
No, there's no long-term contract. You can choose a monthly subscription and cancel anytime. However, we do offer discounted rates for annual subscriptions.
Why does Kaptiva Pro have usage charges for its software or technology?
Kaptiva Pro applies usage charges for specific services like calls, text messages, emails, and AI features to maintain their high quality and reliability. These charges cover costs for external telecommunication networks, server maintenance, security standards, and the computing power needed for advanced AI features. This system ensures you only pay for the extra services you need, keeping the base subscription fee lower. This transparent approach offers you the best value, enhancing your efficiency and business growth with minimal extra costs.
FREE TRIAL AND 60-DAY CHALLENGE
Is there a free trial available?
Yes! Kaptiva Pro offers a 60-day challenge, allowing you to explore and use all the features without any commitment. No credit card is required to sign up for the challenge, but we do encourage you to leave us an honest review or testimonial about what you think of Kaptiva Pro. Your input is valuable to us!
What happens after the 60-day challenge?
After the 60-day challenge, you can continue using Kaptiva Pro by subscribing to a monthly or annual plan. If you decide not to continue, you can cancel without any charges.
CRM FEATURES AND FUNCTIONALITY
What is a CRM?
A CRM, or Customer Relationship Management system, is a tool that helps businesses keep track of their interactions with customers. It helps manage contacts, leads, and deals, making it easier to stay organized and improve customer relationships. For real estate agents and brokers, a CRM helps you manage your clients, streamline your tasks, and close deals faster.
Is there a feature for managing property listings?
Yes! With Kaptiva Pro, you can easily manage your property listings. Just connect your MLS IDX feed, and you can track all interactions and online activities related to your listings right from our platform. Plus, our automated lead engagement tools help you quickly reach out to promising prospects, making property management smoother than ever.
What are the key features of your CRM software?
Kaptiva Pro's CRM software is designed to make running your real estate business easier. It includes advanced lead management, a dedicated Personal Sales Assistant (PSA) for lead nurturing, automated marketing campaigns, and customizable email and SMS templates. Our CRM seamlessly integrates with MLS and IDX feeds, and offers powerful data analytics, a user-friendly mobile app, and a built-in scheduler for tasks and appointments. With Kaptiva Pro, you have all the tools to efficiently manage contacts, increase deal closures, and expand your business.
Does the CRM help me communicate with my clients (e.g., email, SMS)?
Yes, Kaptiva Pro centralizes all your client communications, including calls, emails, social media messages, and texts, within the mobile app. This means you don't have to log into multiple platforms—everything syncs to your Kaptiva Pro inbox. The CRM also keeps a chronological record of all interactions, helping with compliance and protecting you if any issues arise.
Can the CRM integrate seamlessly with other tools I use (e.g., email platforms, social media, MLS systems)?
Yes, Kaptiva Pro's CRM integrates seamlessly with various tools and platforms you already use, such as email platforms, social media, and MLS systems, ensuring a smooth workflow and efficient data synchronization.
How does the CRM handle data import and export?
Kaptiva Pro's CRM allows you to easily import and export various types of data, including contact lists, photos, videos, and PDF files, even in large quantities.
Is it possible to add custom fields or workflows?
Yes, you can add custom fields and workflows to tailor Kaptiva Pro to your specific needs. Reach out to your Personal Sales Assistant (PSA), and they will assist you in setting them up.
How easy is it to adapt the CRM as my business grows?
Kaptiva Pro is designed to grow with your business. Whether you're just starting out or already established, our CRM offers flexible tools and features that scale with your needs, ensuring you always have the right support as your business expands.
Can I customize Kaptiva Pro to fit my specific needs?
Absolutely! Kaptiva Pro offers a range of customization options to tailor the platform to your unique business requirements. From custom fields and workflows to custom branding and integrations, our team will work closely with you to ensure the platform aligns with your processes.
Is the interface user-friendly?
Yes, Kaptiva Pro is designed to be very user-friendly. It's easy to navigate, even if you're not tech-savvy. Plus, we offer comprehensive support and training materials to help you get the most out of the platform.
Is Kaptiva Pro user-friendly even if I’m not tech-savvy?
Absolutely! Kaptiva Pro is designed with user-friendliness in mind. Our intuitive interface makes navigation a breeze, ensuring that even those who aren't tech-savvy can use it with confidence. Additionally, we offer extensive support and training materials to help you get the most out of our platform.
Can Kaptiva Pro help in automating repetitive tasks in real estate transactions?
Definitely. Kaptiva Pro automates various repetitive tasks like follow-ups, appointment scheduling, and reporting. This saves you time and allows you to focus on the key aspects of your business.
Is there a feature in Kaptiva Pro for tracking real estate market trends and analytics?
Yes, Kaptiva Pro includes tools for tracking market trends and analytics, providing valuable insights to help you make informed business decisions.
Does Kaptiva Pro help me stay on top of my leads?
Absolutely! With our automated tasks, email campaigns, and your PSA's personal touch, no lead will ever slip through the cracks again. We keep you organized and ensure every potential client gets the attention they deserve.
Does Kaptiva Pro handle contact management and lead tracking?
Absolutely! Kaptiva Pro allows you to import and tag contacts based on their relationship with you (leads, clients, agents, or vendors). You can segment and filter your contacts into smart lists, add multiple email addresses and phone numbers for each contact, and tag them according to their sales stage. This ensures you stay organized and can quickly identify where each contact stands in your pipeline.
Can the CRM integrate with my website for lead capture?
Yes, Kaptiva Pro seamlessly integrates with your website to capture leads. Our platform features a live web chat capability that enables instant communication with website visitors, significantly boosting lead conversion rates. Moreover, you have the option to connect the web chat with an AI-powered ChatBot, automating initial engagements to enhance the overall client experience.
How frequently is the CRM updated with new features or improvements?
Kaptiva Pro is updated regularly with new features and improvements, ensuring our users have access to the latest technology and tools to efficiently manage their real estate businesses.
MOBILE APP AND ACCESSIBILITY
Do I need to install any software to use Kaptiva Pro?
No, you don't need to install any software to use Kaptiva Pro. It's a cloud-based platform, which means you can access all its features directly from your web browser on any device with an internet connection. Additionally, Kaptiva Pro offers a dedicated mobile app for iOS and Android devices, giving you on-the-go access to your CRM, contacts, and other essential features, so you can stay connected and productive anywhere you go.
Are there mobile applications available, and do they have full functionality?
Yes, Kaptiva Pro offers mobile applications for both iOS and Android platforms. These apps provide all the essential features agents need to effectively manage their real estate business on the go.
Does the CRM help me communicate with my clients (e.g., email, SMS)?
Yes, Kaptiva Pro centralizes all your client communications, including calls, emails, social media messages, and texts, within the mobile app. This means you don't have to log into multiple platforms—everything syncs to your Kaptiva Pro inbox. The CRM also keeps a chronological record of all interactions, helping with compliance and protecting you if any issues arise.
Can I access Kaptiva Pro on my mobile device?
Absolutely! Kaptiva Pro offers a mobile app for both iOS and Android devices, allowing you to manage your business on the go. The app provides access to key features such as your CRM, task manager, and communication tools. You can make and receive calls, send and receive text messages, and handle all your email correspondence seamlessly through the app.
How has the mobile app experience improved in Kaptiva Pro?
We've made significant enhancements to the mobile app experience, introducing a more user-friendly layout that makes it effortless for realtors to access and utilize all of Kaptiva Pro's features while on-the-go.
Is the interface user-friendly?
Yes, Kaptiva Pro is designed to be very user-friendly. It's easy to navigate, even if you're not tech-savvy. Plus, we offer comprehensive support and training materials to help you get the most out of the platform.
Is Kaptiva Pro user-friendly even if I’m not tech-savvy?
Absolutely! Kaptiva Pro is designed with user-friendliness in mind. Our intuitive interface makes navigation a breeze, ensuring that even those who aren't tech-savvy can use it with confidence. Additionally, we offer extensive support and training materials to help you get the most out of our platform.
SOCIAL PLANNER
What is a Social Planner?
Kaptiva Pro's Social Planner simplifies your social media marketing by allowing you to integrate accounts, create and schedule posts, access customizable templates, and track performance – all from one place. With AI-powered suggestions and an intuitive interface, it saves you time while helping you build your brand and engage your audience more effectively.
What social media platforms can be linked to the Social Planner?
Kaptiva Pro's Social Planner allows you to connect and manage your accounts on major social media platforms, including Facebook, Instagram, YouTube, TikTok, Twitter (now known as X), LinkedIn, and Google Business Profile, making it a one-stop solution for your social media marketing needs.
Can I post directly from Kaptiva Pro to my connected social media accounts?
Yes! With Kaptiva Pro's Social Planner, you can create, schedule and publish content directly to your linked social media accounts, such as Facebook, Instagram, TikTok, YouTube, Google Business Profile and LinkedIn, without having to log into each platform separately. This streamlined process saves you time and ensures consistent branding across all your social media channels.
KAPTIVA BUSINESS NUMBER
This "Kaptiva Business Number" sounds cool - what's that all about?
It's your unique business phone number that keeps your professional and personal lives separate (finally!). Use it for all client calls and texts to stay organized and on-brand.
What are the usage charges in Kaptiva Pro?
Here’s a breakdown of some of the usage charges:
Making calls: $0.026 / minute
Receiving calls: $0.017 / minute
Text messages: $0.015 / segment (1 segment is equal to a SMS of 160 characters)
Emails: $0.0035 / email
AI Conversation Bot: $0.02 / response
What are the costs of making and receiving calls in Kaptiva Pro?
When using Kaptiva Pro, making calls costs $0.026 per minute, while receiving calls costs $0.017 per minute, allowing you to manage your call expenses effectively.
How much does Kaptiva Pro charge for text messages and emails?
Text messages in Kaptiva Pro are charged at $0.015 per segment (160 characters), and emails are charged at $0.0035 per email, making communication with your clients cost-effective.
AI AND AUTOMATION
Can you tell me about the AI Conversation Bot in Kaptiva Pro?
Sure! Our AI Conversation Bot, available for just $0.02 per response, uses advanced AI technology to suggest responses or automatically engage with messages. It's designed to improve how you interact with leads and clients, making communication more efficient and effective.
Can I use AI prompts from Kaptiva Pro on other platforms like ChatGPT?
Yes, you can! The AI prompts from Kaptiva Pro are versatile and can be used not only within our platform but also with other AI tools like ChatGPT. This allows you to generate high-quality real estate content across various platforms seamlessly.
What's new in Kaptiva Pro's email builder?
Our revamped email builder offers an intuitive drag-and-drop interface, simplifying the creation of engaging newsletters and email campaigns.
What AI capabilities does Kaptiva Pro offer for real estate agents?
Kaptiva Pro integrates AI to provide a range of real estate-focused capabilities, from AI-driven chatbots in your inbox to a library of AI prompts for content creation. These prompts are ideal for creating property listings, email campaigns, social media posts, and blogs, helping agents save time and enhance their marketing efforts.
Can Kaptiva Pro help in automating repetitive tasks in real estate transactions?
Definitely. Kaptiva Pro automates various repetitive tasks like follow-ups, appointment scheduling, and reporting. This saves you time and allows you to focus on the key aspects of your business.
Can I set up automated workflows in Kaptiva Pro?
Yes, our team will help you to create custom automation to streamline your processes. You can set up triggers and actions based on lead behavior, stage changes, and other criteria to ensure timely and relevant communication.
What kind of analytics and reporting does Kaptiva Pro provide?
Kaptiva Pro offers detailed analytics and reporting on the health of your business by emphasizing your sales performance, email campaigns, pipeline volume and much more. You can access real-time dashboards and generate custom reports to gain valuable insights into your business.
Does Kaptiva Pro handle contact management and lead tracking?
Absolutely! Kaptiva Pro allows you to import and tag contacts based on their relationship with you (leads, clients, agents, or vendors). You can segment and filter your contacts into smart lists, add multiple email addresses and phone numbers for each contact, and tag them according to their sales stage. This ensures you stay organized and can quickly identify where each contact stands in your pipeline.
INTEGRATIONS AND COMPATIBILITY
Does Kaptiva Pro integrate with other tools I use?
Kaptiva Pro integrates with a wide range of popular tools and platforms, including all your lead generation providers, transaction management software, email providers, social media networks, and productivity apps. The platform also offers an API for custom and more advanced integrations.
Can I integrate Kaptiva Pro with other platforms I am using?
Absolutely! Kaptiva Pro is designed to integrate seamlessly with various platforms to ensure a cohesive workflow. You can sync it with your existing tools for a streamlined experience.
Is the CRM compatible with various operating systems and devices?
Kaptiva Pro is designed to be highly versatile and accessible. It is compatible with all major operating systems, including Windows, macOS, and Linux, ensuring seamless integration into your existing technology environment. Whether you prefer to work on a desktop computer, laptop, tablet, or smartphone, Kaptiva Pro's cloud-based platform allows you to access its full suite of features from any device with an internet connection. This flexibility ensures that you can manage your real estate business efficiently, whether you're in the office, at home, or on the go.
Can Kaptiva Pro integrate with my current real estate tools and apps?
Yes! Kaptiva Pro seamlessly integrates with your favorite real estate tools and apps, making your tech setup even more powerful and hassle-free.
Your Title Here
Yes, Kaptiva Pro's CRM integrates seamlessly with various tools and platforms you already use, such as email platforms, social media, and MLS systems, ensuring a smooth workflow and efficient data synchronization.
How does the CRM handle data import and export?
Kaptiva Pro's CRM allows you to easily import and export various types of data, including contact lists, photos, videos, and PDF files, even in large quantities.
Can the CRM integrate with my website for lead capture?
Yes, Kaptiva Pro seamlessly integrates with your website to capture leads. Our platform features a live web chat capability that enables instant communication with website visitors, significantly boosting lead conversion rates. Moreover, you have the option to connect the web chat with an AI-powered ChatBot, automating initial engagements to enhance the overall client experience.
Can I import my existing data into Kaptiva Pro?
Yes, Kaptiva Pro offers data import capabilities, allowing you to seamlessly migrate your existing client data, contacts, and other relevant information into the platform. Our team can guide you through the process to ensure a smooth transition.
What social media platforms can be linked to the Social Planner?
Kaptiva Pro's Social Planner allows you to connect and manage your accounts on major social media platforms, including Facebook, Instagram, YouTube, TikTok, Twitter (now known as X), LinkedIn, and Google Business Profile, making it a one-stop solution for your social media marketing needs.
DATA SECURITY AND PRIVACY
Is my data safe with Kaptiva Pro?
Absolutely! We prioritize your data's security, employing industry-standard encryption and security measures to ensure your data remains confidential and protected.
How secure is my data on Kaptiva Pro?
Your data security is our top priority at Kaptiva Pro. We employ industry-standard encryption and robust security protocols to safeguard your data and client information. Our Personal Sales Assistants are also extensively trained in data handling and confidentiality to ensure your information remains secure at all times.
How is client data handled and stored?
Kaptiva Pro securely stores client data on encrypted servers, implementing regular backups and strict access controls to maintain the confidentiality and integrity of your information.
Does Kaptiva Pro ensure the privacy and confidentiality of my client data?
Absolutely! At Kaptiva Pro, we maintain strict privacy standards to safeguard your client data. We use advanced encryption methods and enforce rigorous access controls, ensuring your information remains confidential and secure at all times.
Is the CRM compliant with real estate industry regulations and data protection laws?
Yes, Kaptiva Pro is designed to be fully compliant with real estate industry regulations and data protection laws, ensuring that your and your clients' data are handled responsibly.
Can I set up automated workflows in Kaptiva Pro?
Yes, our team will help you to create custom automation to streamline your processes. You can set up triggers and actions based on lead behavior, stage changes, and other criteria to ensure timely and relevant communication.
What kind of analytics and reporting does Kaptiva Pro provide?
Kaptiva Pro offers detailed analytics and reporting on the health of your business by emphasizing your sales performance, email campaigns, pipeline volume and much more. You can access real-time dashboards and generate custom reports to gain valuable insights into your business.
Does Kaptiva Pro handle contact management and lead tracking?
Absolutely! Kaptiva Pro allows you to import and tag contacts based on their relationship with you (leads, clients, agents, or vendors). You can segment and filter your contacts into smart lists, add multiple email addresses and phone numbers for each contact, and tag them according to their sales stage. This ensures you stay organized and can quickly identify where each contact stands in your pipeline.
CUSTOMER SUPPORT AND TRAINING
Where do I contact Kaptiva Pro's customer support?
You can easily reach our customer support team through the "Contact Us" section on our website or by emailing us at [email protected]. We're here and ready to assist you whenever you need help.
What kind of support does Kaptiva Pro offer?
Kaptiva Pro offers full customer support through live chat, email assistance, and a helpful help center featuring articles, tutorials, and FAQs. Your Personal Sales Assistant is also ready to assist with any questions or concerns you may have.
What kind of support can I expect with Kaptiva Pro?
We offer a range of support options including live chat, email support, and a resource library. Our dedicated team is always ready to assist you with any queries or issues you may have.
Does Kaptiva Pro provide training?
Absolutely! Kaptiva Pro offers a variety of training resources to help you get the most out of our platform. We provide video tutorials, demos and detailed guides to walk you through all the features. Plus, you can request personalized training sessions to get up to speed quickly and efficiently.
What if I need help getting started with Kaptiva Pro?
Our team is always here to help you. We offer a comprehensive onboarding process to help you get started quickly and easily. You'll have access to an onboarding call with a success manager to guide you through setting up your account and using the platform effectively. Additionally, we provide an extensive knowledge base with articles and videos in our Help Center to assist you every step of the way.
Can I provide feedback or suggestions for Kaptiva Pro?
Kaptiva Pro values user feedback and suggestions. You can provide your input by contacting the support team via live chat or email, or by participating in user surveys and beta testing programs. Your feedback helps shape the future of the platform and ensures it meets your evolving needs.
PERFORMANCE AND UPDATES
How often do you update the software, and will it affect my workflow?
We regularly update Kaptiva Pro to bring you the latest features and improvements. Most updates are seamless and occur without disrupting your workflow. However, we always notify our users in advance if any downtime is expected.
How fast is the CRM in processing data and executing tasks?
Kaptiva Pro's CRM processes data and executes tasks almost instantly, ensuring you always have access to up-to-date information.
How does the CRM perform under high data volume?
You can rest assured that our CRM can handle extremely high volumes of data while maintaining top-notch performance. Our servers are designed to ensure smooth and efficient operation, even under heavy load.
How frequently is the CRM updated with new features or improvements?
Kaptiva Pro is updated regularly with new features and improvements, ensuring our users have access to the latest technology and tools to efficiently manage their real estate businesses.
What are the future development plans for the CRM?
We're constantly innovating and planning new features for Kaptiva Pro, focusing on AI integration, enhanced user experience, and expanded functionality to meet evolving real estate market needs.
Is Kaptiva Pro suitable for growing real estate businesses?
Yes, Kaptiva Pro is highly scalable and designed to grow with your business, easily accommodating increasing data volumes and expanding client lists.
What is the uptime guarantee for the CRM service?
Kaptiva Pro boasts a 99% uptime guarantee.
CUSTOMIZATION AND BRANDING
Can I customize Kaptiva Pro to match my brand's look and feel?
Yes, Kaptiva Pro offers extensive customization options. You can tailor your communications (emails, texts, social media posts, websites, funnels, and more) to reflect your brand's unique aesthetics, ensuring a consistent and professional experience across all platforms.
Can I customize Kaptiva Pro to fit my specific needs?
Absolutely! Kaptiva Pro offers a range of customization options to tailor the platform to your unique business requirements. From custom fields and workflows to custom branding and integrations, our team will work closely with you to ensure the platform aligns with your processes.
Can I customize Kaptiva Pro to fit my specific real estate business needs?
Certainly! Kaptiva Pro offers customizable options to tailor its features to your specific business needs, ensuring a perfect fit for your real estate workflow.
Can I customize my email and SMS templates in Kaptiva Pro?
Yes, Kaptiva Pro allows you to fully customize your email and SMS templates to match your brand and style. You can use the platform's drag-and-drop editor or HTML code to create engaging, professional-looking emails.
Is it possible to add custom fields or workflows?
Yes, you can add custom fields and workflows to tailor Kaptiva Pro to your specific needs. Reach out to your Personal Sales Assistant (PSA), and they will assist you in setting them up.
BENEFITS AND ROI
How can Kaptiva Pro help in my real estate business?
Kaptiva Pro streamlines your real estate business by helping you manage client relationships, organizing your pipeline efficiently, and providing a Personal Sales Assistant to handle daily tasks. This allows you to focus on closing deals while reducing time spent on administrative work.
Can Kaptiva Pro help with task and appointment management?
Yes, Kaptiva Pro provides a centralized task and appointment manager to help you stay organized and on top of your schedule. You can create tasks, set reminders, and sync your calendar with external tools to ensure you never miss an important deadline or meeting.
Why is CRM beneficial to real estate agents?
A CRM system for realtors streamlines lead and client management for personalized service, enhances productivity with automated communication and task scheduling, and offers data-driven insights for optimizing your sales and marketing strategies. It helps you stay organized, save time, and close more deals.
Can Kaptiva Pro help me save time?
Yes! Kaptiva Pro automates many time-consuming tasks, such as lead nurturing, appointment scheduling, and email marketing. With a Personal Sales Assistant, automation and AI-powered tools, you can focus on high-value activities like closing deals and building client relationships.
Can you provide case studies or testimonials from other real estate clients?
Certainly! We have a collection of case studies and testimonials from satisfied realtors who have experienced significant benefits using Kaptiva Pro. These are available upon request.
Is Kaptiva Pro suitable for growing real estate businesses?
Yes, Kaptiva Pro is highly scalable and designed to grow with your business, easily accommodating increasing data volumes and expanding client lists.
What is the return on investment (ROI) potential when using this CRM?
Realtors using Kaptiva Pro often experience better lead conversion, time savings through automation, and improved client management. These benefits contribute to a significant ROI, primarily through increased sales and higher client retention rates.
LEAD GENERATION
Does Kaptiva Pro offer lead generation?
No, Kaptiva Pro does not include an automated lead generation feature. However, we can integrate external lead-generating websites or platforms into Kaptiva Pro. Once leads are generated, our platform steps in to provide comprehensive lead nurturing services through our Personal Sales Assistant (PSA), automation, and other tools. This ensures that you can effectively manage and convert your leads into successful deals.
How much do leads cost?
Kaptiva Pro does not sell leads. Instead, we focus on providing lead qualifying and nurturing services through our dedicated Personal Sales Assistant (PSA).
How many leads can I get every month?
We do not sell or guarantee any leads. However, you can integrate external lead-generating websites or platforms with Kaptiva Pro.
USER EXPERIENCE
How steep is the learning curve for new users?
Kaptiva Pro is designed with new users in mind, offering a dedicated onboarding process, easy-to-follow modules, and personalized training sessions. This approach helps users quickly learn and navigate the platform, minimizing any learning curve.
How has the mobile app experience improved in Kaptiva Pro?
We've made significant enhancements to the mobile app experience, introducing a more user-friendly layout that makes it effortless for realtors to access and utilize all of Kaptiva Pro's features while on-the-go.
HELP CENTER
How can I stay top-of-mind with past clients for referrals and repeat business?
To stay top-of-mind with past clients, regularly check in through emails, calls, or newsletters with market updates and tips. Engage on social media, host client appreciation events, offer referral incentives, and celebrate significant dates like home purchase anniversaries. Consistent communication and personal touches help maintain strong relationships, encouraging referrals and repeat business.
How can I leverage social media to promote my services?
To effectively promote your services on social media, start by sharing visually appealing property listings and creating engaging content such as market insights and home-buying tips. Engage with local community groups to build connections and trust. Highlight client success stories and testimonials to enhance credibility. Utilize targeted social media advertising to reach a specific audience effectively. With Kaptiva Pro, you can streamline this process by managing all your social media posts from a single platform.
Contact Us
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(727) 334-1914
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