Captafi - 2026 Pricing, Features, Reviews & Alternatives

CaptaFi is a tailored CRM and Agency Management platform designed specifically for financial professionals and legal entities. Unlike generic CRMs, CaptaFi requires no complex setup or customization—it's purpose-built for your field of expertise, offering tools to streamline operations, foster client relationships, and drive growth. With over a decade of experience and nearly a million records processed, CaptaFi delivers intuitive, scalable solutions that just work.

Why CaptaFi?

CaptaFi stands out by eliminating the need for extensive customization. Our platform is crafted with financial and legal workflows in mind, making it ideal for industries like loan origination, bankruptcy and real estate law, loan servicing, and boutique financial services. Whether you're a solo practitioner or part of a large team, CaptaFi adapts to your needs and grows with your business.

Key Features

- Pre-Built CRM and Pipeline Management: Simplify lead and client tracking with workflows designed for your industry.

- Secure Document Management: Upload, organize, and share documents effortlessly while staying compliant with regulations.

- Comprehensive Dashboards and Reporting: Access real-time insights to monitor performance and make informed decisions.

- Task Management Tools: Stay on top of deadlines with automated reminders and status updates.

- Compliance Management: Ensure adherence to industry standards, reducing risk and liability.

- Customer Portal: Give clients easy access to their accounts for seamless collaboration.

- Optional Add-ons: Enhance functionality with e-signatures, integrated phone systems, and custom branding for an enterprise-level experience.

Who Is CaptaFi For?

CaptaFi is purpose-built for professionals in:

- Loan Origination and Servicing: Manage pipelines, track loan statuses, and simplify compliance.

- Bankruptcy and Real Estate Law: Streamline case management, collaborate efficiently, and enhance client communication.

- Financial Advisory: Track client progress and provide personalized service.

- Boutique Lending: Optimize workflows to match your unique loan products and business models.

Simple, Transparent Pricing

CaptaFi offers affordable, scalable pricing starting at $25 per user per month. As your team grows, adding users is simple, and we provide discounts for larger teams to ensure cost-efficiency for businesses of all sizes.

Try CaptaFi Risk-Free

Experience CaptaFi’s full potential with a 14-day free trial—no credit card required. Get hands-on with the features that can transform your operations and see why we’re trusted by financial and legal professionals across the U.S.

Built for You, Backed by Experience

CaptaFi isn’t just another CRM; it’s a platform crafted with your success in mind. Our U.S.-based team understands the unique challenges you face, ensuring our tools meet your needs and comply with local regulations. Join a community that’s processed nearly a million records and counting—your growth is our mission.