Pipeline, Workflow & CRM Software for Finance and Legal Teams

CaptaFi helps finance and legal teams manage pipeline, documents, tasks, and client activity in one connected platform.

FREE 14-Day Trial - No Credit Card Required - Cancel Anytime

Why Teams Choose CaptaFi.

CaptaFi gives finance and legal teams one place to manage pipeline, documents, tasks, and client activity without relying on spreadsheets, disconnected software, and manual follow-up.

Connected workflow: Keep files moving with pipeline, tasks, and activity in one system.

Built for your field: Use software designed for finance and legal service teams, not a generic CRM.

Secure and accountable: Manage documents, permissions, and team activity with better visibility.

Client-ready tools: Support communication, document sharing, and e-signature in one platform.

 

What Our Clients Are Saying.

"CaptaFi has transformed our loan origination business. The setup was simple, and the software is a pleasure to use. It’s reliable and makes processing loans a breeze!”

Free Trial CRM

★★★★★
Gabriel B., MCapital Holdings

"The CRM feature functionalities are transparent and set for advancing your label/brand. The electronic signature functionality is one of my favs. I would recommend partners and associates to this product any day.”

financial CRM

★★★★★
Lila G., Real Estate

"Excellent customer support and functionality. The document portal is especially beneficial for secure client communication.”

foreclosure defense CRM

★★★★★
Michael S., Financial Services

*source: capterra.com

Pricing.

Starting at $25/user/month*
Includes your first selected vertical. Additional verticals are $5/user/month.

FREE 14 Day Trial - No Credit Card Required - Cancel Anytime

Step 1 of 2 - Choose the Verticals That Fit Your Business

Select the business verticals you want in your account to tailor CaptaFi to your workflow without paying for features you do not need..
If your line of nusiness isn't available, contact us. We'll build it for you!

Apply PROMO CODE at registration.

Current selection total:  
$0.00/user/month*
Vertical / LOBAdd-On PriceDescription
INCLUDEDTrack your Leads & Prospects then Convert them
$5.00 / user / monthManage Bankruptcy Cases
$5.00 / user / monthManage Loan Modification & Foreclosure Clients
$5.00 / user / monthManage Residential Loans

*You will not be charged until your trial ends and you provide a payment method

 

Quick FAQs.

Do I need to change the way my office works?
No. CaptaFi is designed to support your existing workflow, so you can organize pipeline, documents, tasks, and communication in one place.

Can I start simple and expand later?
Yes. Start with the tools you need now and add more as your process grows.

How do I get started?
Start your trial, choose the CaptaFi solutions that fit your business, and begin setting up your workflow.

For more FAQs, please visit our FAQ section.

Keep Your Pipeline Moving. Keep Your Team Aligned.

Let's Get Started!