Captorra Intake vs Tabs3

Captorra Intake is a web and API application for law-firm case intake and lead conversion. It can send automatic text or email replies when prospects appear and recurring alerts to prompt follow-up. Firms may use standard intake forms or create scripts with questions tailored to their practice and client criteria. Built-in phone and SMS functionality, powered by Twilio, can show the matching contact record for an incoming call. The system tracks prospect history, contacts and milestones, with conditional automated workflows. Firms can add unlimited custom fields and configure user roles. Captorra can prepare turn-down emails or merge turn-down letters for prospects a firm will not accept. Real-time dashboards and reports show lead sources, follow-up status and the cost to retain leads and clients. Electronic signing works by email, text, or a prospect’s phone, desktop or mobile device. Integrations include more than 45 partners, such as Microsoft, Twilio, Google, lead providers, call centres and case-management systems. Zapier and a JSON POST API can send lead data into Captorra. Ready supports up to five users; Enterprise supports unlimited users. Pricing is on request.

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