Captavi

Open your campaign calendar and build the entire buyer journey in one session. In Captavi, start by connecting your domain and CRM, then import contacts or sync existing lists. Spin up a conversion-ready page with the visual editor, drop in a form, and map fields to your database. Add tags for topic interest, set UTM parameters for every link, and publish to web and mobile with a single click. Turn on lead grading rules so page visits, link clicks, and form submissions roll up into an engagement score. Set alerts for sales when someone crosses a threshold, and watch live visitor insights to see which messages and assets attract attention right now.

Next, shape your audiences based on behavior and profile data. Create segments for new prospects, active evaluators, trials, and dormant leads. Personalize emails and page blocks with tokens like company name, industry, or last product viewed. Build an automated sequence that drips tutorials, case studies, and offers on a schedule, with branches that adjust timing and content when people open, click, or ignore messages. Test subject lines, CTAs, pricing snippets, and hero layouts in parallel, then let the winner roll out automatically. Preview your experience across devices and enforce send windows so your outreach lands at the right time, in the right channel.

Running an event or webinar? Launch a registration hub with agenda, speakers, and gated downloads. Generate QR codes for on-site scanning and switch to kiosk mode on tablets at your booth so reps can capture details in seconds—even offline. Route attendees into tailored follow-ups: reminders before the session, resources immediately after, and a rep intro if attendance or poll responses show buying intent. Sync attendance, notes, and meeting requests back to your CRM so sales picks up with full context the moment the event ends.

Measure impact without spreadsheets. Tie spend to outcomes by connecting ad costs, email performance, and form fills to opportunities and revenue. Use the dashboard to rank channels, content, and campaigns by pipeline created and closed-won. If a segment underperforms, drill into journey steps to spot friction and roll out a new variant—no developer required. Collaborate with your team using approvals, version history, and a shared campaign calendar. Keep deliverability clean with built-in compliance tools, and integrate your favorite tools via connectors and webhooks. Repeat the cycle weekly: review results, refine segments, update scores, refresh creative, and publish—the platform keeps the entire loop tight and actionable.