What Captis does

Captis is a US-based, founder-led SaaS company founded in 2022 in Oklahoma City by Tony Clyde and Josh Fish, operating with a 1-10 person team. The company markets an all-in-one AI-powered sales and marketing platform for small businesses, combining lead management, CRM, marketing automation, conversational and voice AI, review management, retention/upsell automation, and payment processing (Text-to-Pay and Tap-to-Pay via Stripe) into a single subscription product. Core technology is built on top of third-party AI services (OpenAI and Anthropic) for language, voice, and content generation, with integrations across Google, Microsoft, Apple calendars, major social platforms, Google Reviews, Google Maps, and Stripe; the platform is delivered as cloud SaaS with iOS/Android mobile apps. Captis monetizes primarily through a $297/month (or $2,970/year) base subscription, supplemented by usage-based fees for communications (SMS, voice, email) and per-execution AI charges, with an optional $199/month Unlimited AI Employee add-on that consolidates AI usage into flat-rate pricing, and custom pricing for multi-location operators.

Name

Captis

Legal name

Captis LLC

Website

https://captisonline.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

Captis is a US-based SaaS company founded in 2022 that offers an all-in-one AI-powered sales, marketing, and CRM platform combining conversational AI, voice AI, review management, and payment processing, targeting small businesses such as automotive dealers, home service providers, staffing agencies, and Medicare agencies.

Ownership category

akta.pro rank

Product category

CRM and Marketing Automation Software

NAICS

Software Publishers (5132)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)

akta.pro secondary industries

Robotic Process Automation (RPA) Platforms (HDAEAHAB), RPO Technology, ATS Administration & Recruitment Operations (BPACABAN)

Keywords

• AI sales platform
• CRM software
• Marketing automation
• Conversational AI
• Lead management

Headquarters

HQ city

Oklahoma City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Platform Subscription: Monthly or annual subscription providing access to the full Captis platform including core AI automation features, CRM functionality, unified inbox, and standard integrations. Base subscription is $297/month or $2,970/year (2 months free). This is the primary revenue driver and provides predictable recurring revenue.
2. Communication Usage Fees: Usage-based charges for outbound calls ($0.028/min), inbound calls ($0.017/min), SMS messages ($0.0158/segment), and emails ($0.00135/email). Additional fees for email verification, premium workflow actions, WhatsApp conversations, and call recording/transcription. These fees are billed separately from the base subscription and scale with customer usage.
3. AI Feature Add-ons: Additional charges for AI-powered features including Content AI ($0.27/1,000 words, $0.18/image), Workflow AI ($0.09/GPT-4 execution, $0.045/GPT-3.5), Conversation AI ($0.06/message), Voice AI ($0.39/minute), Review AI ($0.24/review response), and Funnel AI ($2.97/execution). Alternatively, unlimited AI features available via $199/month add-on plan.
4. Professional Services: One-on-one jumpstart calls included with signup where the Captis team builds the customer's system. This onboarding support adds customer value and reduces implementation barriers.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Core offering

Captis is an all-in-one AI-powered SaaS platform that helps small and local businesses capture leads, automate follow-up across SMS/email/voice/social, generate 5-star reviews, and retain customers through upsell campaigns. It bundles CRM, conversational AI chat, voice AI phone agents, marketing automation, and Text-2-Pay/Tap-2-Pay payment processing into a single subscription at $297/month or $2,970/year. The product is sold direct to SMBs and multi-location operators across the United States with a hybrid self-serve/direct sales motion and one-on-one onboarding.

Product overview

Captis is an all-in-one AI-powered SaaS platform built specifically for small businesses, combining multiple products and features into a single unified system. The core platform includes AI Lead Management for capturing and converting leads, Conversational AI chatbots for 24/7 web engagement, Voice AI phone agents for automated call handling, AI Review Management for reputation building, and Automated Follow-Up Campaigns plus Customer Retention & Upsell Automation for ongoing customer engagement. Additional features include 2-Way Text Messaging, Missed-Call Text-Back, Mobile App, Smart Webchat Widget, Text-2-Pay, Tap-2-Pay, Drag-and-Drop Email Builder, Consolidated Social Chat, Text Snippets, Social Media Planner & Scheduler, Full-Stack CRM, Website Builder, Scheduling System & Calendar, Dialer, Social Media Ad Management, and Online Contracts & E-Signatures. An optional Unlimited AI Employee add-on at $199/month consolidates all AI features (Content AI, Workflow AI, Conversation AI, Voice AI, Review AI, and Funnel AI) into a single subscription. The platform is priced at $297/month or $2,970/year and serves automotive dealers, home services, staffing/recruiting, and Medicare agencies.

Differentiator

Problem solved

Functional benefit

Products and services

• Captis AI Platform All-in-one AI-powered SaaS platform for small businesses combining lead management, conversational AI, voice AI, review management, marketing automation, CRM, scheduling, and payment processing into a single integrated system. Sold to local SMBs and multi-location operators across the United States at $297/month or $2,970/year.
• AI Lead Management Standalone module that captures every inquiry from web forms, chat, social, phone, and ads; auto-routes leads to the right pipeline stage; and runs instant 2-way SMS and email auto-responses with automatic tagging, scoring, and pipeline stage updates for small businesses.
• Conversational AI Standalone AI chatbot module with smart webchat, human-like responses, knowledge-base answers trained on business content, lead qualification and intent detection, instant scheduling with calendar sync, multi-language support, and seamless human handoff with full chat history.
• Voice AI Standalone AI phone agent module that answers and routes calls with natural speech understanding, missed-call text-back, voicemail-to-text, appointment booking by phone, escalation to staff or live call transfer, and automatic call summaries and outcomes logging.
• AI Review Management Standalone AI module that automates SMS/email review requests after visits, uses smart links and QR codes for on-site prompts, routes customers to Google, Facebook, Yelp, and custom destinations, captures private feedback to resolve issues before posting, and provides a central inbox with AI-assisted reply suggestions.
• Automated Follow-Up Campaigns Standalone multi-channel automation product that runs sequences across SMS, email, voicemail drops, and social DMs, triggered by behavior, pipeline stages, or time, with dynamic personalization using merge fields, A/B testing for copy and timing, and compliance-friendly opt-outs.
• Customer Retention & Upsell Automation Standalone always-on retention product that segments customers by lifecycle, spend, last visit, and engagement, and triggers post-purchase nurture sequences, upsell/cross-sell offers, win-back and churn-risk sequences, plus VIP and loyalty recognition with rewards prompts.
• Unlimited AI Employee Optional add-on subscription at $199/month that consolidates all AI features (Content AI, Workflow AI, Conversation AI, Voice AI, Review AI, and Funnel AI) into a single unlimited plan, attachable to either monthly or annual base plans at any time.

Named customers3 records

Segments5 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration17 records

AI capability11 records

Feature12 records

Partnerships

Three partnerships are on record, tiered core.

• OpenAIcoreTechnology or IntegrationAI service provider powering Captis's conversational AI and language model capabilities. Your input, output, and personal information may be shared with OpenAI to enable AI product functionality.
• AnthropiccoreTechnology or IntegrationAI service provider powering Captis's AI products. Used alongside OpenAI to provide AI-powered automation features.
• StripecoreTechnology or IntegrationPayment processor handling all payment data including credit/debit card information. All payment processing is handled and stored by Stripe rather than Captis servers.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Vendasta: End-to-end platform for agencies and resellers serving SMBs, including marketing automation, CRM, reputation, and AI tools — comparable to Captis through its SMB customer base and bundled automation offering.
• Jobber: Field service management platform for home service businesses (HVAC, plumbing, landscaping) with CRM, scheduling, and customer communication — directly comparable to Captis's home services vertical offering.
• GoHighLevel (HighLevel): All-in-one sales and marketing automation platform targeting small businesses and agencies, offering CRM, SMS/email automation, AI tools, and white-label capabilities — the closest direct competitor to Captis's positioning.
• Podium: Messaging, lead conversion, and review management platform explicitly built for local businesses — overlaps directly with Captis's 2-way texting, missed-call text-back, webchat, and AI review management features.
• Keap (Infusionsoft): CRM and marketing automation platform purpose-built for small businesses and solopreneurs, combining email/SMS automation, payments, and pipelines — a direct SMB-focused competitor in the same category.
• Birdeye: Customer experience and reputation management platform for multi-location SMBs, with review generation, messaging, and AI-driven customer engagement — closely comparable to Captis's review management and local-business focus.

Broad incumbents

• ActiveCampaign: Established email marketing automation platform with built-in CRM and sales engagement for SMBs; named explicitly by Captis as a competitor and overlaps significantly on automation and SMB positioning.
• ServiceTitan: Large enterprise-grade operations platform for home service businesses, covering CRM, scheduling, marketing, and payments — overlaps with Captis in the home services vertical at a different scale.
• HubSpot: Leading CRM and marketing platform with a growing SMB segment via HubSpot Starter/Pro tiers; offers CRM, email automation, AI content tools, and a broader portfolio than Captis but targets overlapping customers.
• Salesforce (Sales Cloud / SMB editions): Dominant CRM platform with SMB editions and AI features (Einstein) covering sales, service, and marketing — competes with Captis on the underlying CRM and sales-automation capabilities, though at higher price points.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@captisonline?feature=shared
• Facebookfacebook.com/captisonline
• LinkedInlinkedin.com/company/captisonline
• Instagraminstagram.com/captisonline

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Captis