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Business management

Every customer with their history and every quote with its follow-up

Sales, administration and the warehouse work from the same record for each customer: what they bought, what they owe, what they were quoted and what was discussed. Quotes go out with a link and the system tells you when to write back.

  • History and running account for every customer
  • Quotes with a link, expiration date and follow-up reminder
  • Tasks, tickets and internal chat by team
Get started Request a demo
Monthly plan in dollars · Your customers and your history stay yours
The whole team on the same page

What each salesperson knows stays in the customer record, not on their phone.

Calls, quotes, orders, payments and notes stay in each customer’s history. If someone goes on vacation or leaves the company, whoever replaces them knows where everything stood.

  • Complete customer record

    Details, contacts, payment terms, purchases, quotes and notes, on a single screen.

  • Quotes in minutes

    You pick products from your list, apply the customer’s terms and send it with a link. If they approve it, it becomes an order.

  • Follow-up reminders

    Every unanswered quote or pending call creates a reminder for the person responsible, on the right day.

  • Running accounts up to date

    Invoices, payments and balance for each customer, with what’s overdue in plain sight before you ship another order.

  • Suppliers in order

    Contacts, terms and purchases for each supplier, so you know who you bought what from and at what price.

  • Permissions by role

    Sales sees their customers, administration sees the balances and you see everything. Everyone signs in with their own user.

Before and after

From scattered spreadsheets to a system for the whole team

Spreadsheets, chats and loose notebooks move to a single, organized place.

TodayWithout a system
From the first monthWith kaptativa
CustomersEach salesperson with their contacts on their phone
CustomersOne record per customer that the whole team sees
QuotesLoose files and none of them is the latest
QuotesNumbered, with expiration date and status
Follow-upYou remember to call when they’ve already bought elsewhere
Follow-upReminder on the day it’s time to write back
BalancesYou ask administration before every shipment
BalancesRunning account in plain sight on the record
TasksInternal requests lost in the WhatsApp group
TasksBoards with an owner and a date
ComplaintsA call nobody wrote down
ComplaintsTicket with number, status and reply

Plans based on the size of your team

Three monthly plans in dollars. Choose based on how many people use the system and what you need to organize first, and switch plans as you grow.

Team users
Billing

Team

Small teamIdeal for you

For the business that’s starting to get organized: customers with history, suppliers, task boards and internal chat.

US$ 29/ month

or US$ 26 per month billed yearly

Get Teamor request a free demo
  • 3 users
  • Administrator and user
  • Quotes with link and expiration date (not included)
  • Automatic follow-up reminders (not included)
  • Customer running accounts (not included)
  • Reports by salesperson and by customer (not included)
  • Support tickets with number and status (not included)
  • AI agent on WhatsApp (1 number, 500 conversations a month) (not included)
  • Priority WhatsApp support (not included)
Recommended

Management

With quotesIdeal for you

For the sales team that quotes every day: quotes with a link, follow-up reminders and running accounts.

US$ 49/ month

or US$ 44 per month billed yearly

Get Managementor request a free demo
  • Up to 10 users
  • Custom roles
  • Quotes with link and expiration date
  • Automatic follow-up remindersNew
  • Customer running accounts
  • Reports by salesperson and by customer
  • Support tickets with number and status (not included)
  • AI agent on WhatsApp (1 number, 500 conversations a month) (not included)
  • Priority WhatsApp support (not included)

Business

With AI agentIdeal for you

For the company with several areas: support tickets and an AI agent that answers your customers on WhatsApp.

US$ 89/ month

or US$ 81 per month billed yearly

Get Businessor request a free demo
  • Up to 25 users
  • Custom roles by area
  • Quotes with link and expiration date
  • Automatic follow-up remindersNew
  • Customer running accounts
  • Reports by salesperson and by customer
  • Support tickets with number and status
  • AI agent on WhatsApp (1 number, 500 conversations a month)
  • Priority WhatsApp support
Included in all three plans
  • Setup at no cost
  • Import of your customer spreadsheets
  • Customer record with history and notes
  • Suppliers with contacts and purchases
  • Task boards by team
  • Internal chat with mentions
  • Access from computer and phone
  • Ticket support
Plan add-ons and rules
  • Extra user: US$ 4 a month
  • 500 more agent conversations: US$ 15 a month
  • WhatsApp messages are billed by Meta to your business’s WhatsApp Business account.
  • If you go over a limit, we let you know and your system keeps working. Fair use

Does your workflow have steps of its own?

Internal approvals, special lists or a connection to your current system: we build it custom on the same base.

Request a proposal

Do you also manage stock?

Add Stock and branches and every approved quote reserves the goods in the warehouse that prepares it.

Ask us

Switch between dollars and pesos with the selector at the top. Reference exchange rate: Argentina's official dollar rate of AR$ 1,560 (10/26/2026).

Customers, quotes and team, connected

What happens with each customer stays on their record, and every task has a person responsible and a date.

Your customer receives the quote and approves it from their phone. You see it in their history instantly.

1 · Your customer

On your customer’s phone

They open the link, see the detail with their prices and terms, and approve it with a tap. If they want to change something, they reply on WhatsApp and the salesperson updates it.

2 · You, in the dashboard

In your dashboard

The approval goes into the customer’s history next to their notes, orders and balance. Administration and the warehouse see the same thing without asking.

Complaints and support

Every complaint with its number, its owner and its reply

When a customer reports that goods were missing or an invoice came out wrong, a numbered ticket is opened. You assign it to someone, the customer gets updates, and you see how long the team takes to resolve each issue.

  • Tickets from WhatsApp, email or the dashboard
  • Owner, priority and status for each one
  • Response time by person and by topic
Users and roles

Everyone sees what they need for their job

You create roles for sales, administration, warehouse or support and choose what each one can see and do. The salesperson sees their book of customers, administration sees all the balances and you see the full picture. Every change is logged with a name and time.

  • Custom roles with permissions by section
  • Each salesperson with their own customer book
  • Log of who changed what and when
Included in the Business plan

Let your customers check on a quote without waiting for the salesperson

The WhatsApp agent knows your customers, your quotes and your orders. It tells each customer where their quote stands, resends the link, tells them when their order ships and takes complaints as tickets. Anything that needs a decision goes to the salesperson with a summary.

  • Answers the status of each quote and order
  • Resends the approval link or the account statement
  • Opens tickets and notifies the person responsible
How the AI agent works

What you can add to your management

Services you turn on in your system when you need them, without switching platforms.

E-invoicing

The invoice goes out from the approved quote or the order and adds itself to the customer’s running account.

Type A, B and C invoices, credit notes and delivery to the customer.

Email and WhatsApp campaigns

New price lists, offers and payment reminders by WhatsApp or email to the customers you choose.

Billed in tiers based on how much you send.

Email on your domain

Mailboxes like ventas@yourcompany.com.ar for each person on the team, with your domain.

Setup, migration and support included. Packs based on team size.

Works with the tools you already have

The ones you already use every day, connected to your system from day one.

  • WhatsApp
  • Gmail
  • Google Calendar
  • Google Sheets
  • Google Drive
  • Mercado Pago
  • Trello
  • Notion
  • n8n
  • Excel

Custom integrations for your business

Use another tool? We connect your system to the software you already have via API.

Ask us

From the first conversation to your system up and running

Three steps, with a fixed proposal before we start.

  1. 1

    We get to know your team

    How many people sell, how you quote today, how you keep track of balances and where along the way customers get lost.

  2. 2

    We show you your system

    A demo with your roles, your way of quoting and your payment terms, and the plan that fits your team.

  3. 3

    You start with everything loaded

    We import customers, suppliers, products and balances from your spreadsheets, set up the roles and train each area.

Other platform products
FAQ

What people ask us before getting started

Have another question? Write to us and we'll answer for your case.

Ask your question
Can I import my customers from Excel?

Yes. At the start we import customers, contacts, suppliers and products from your spreadsheets, and load the opening balance of each running account.

Do quotes go out with my brand?

Yes. They go out with your logo, your details and your terms, as a link the customer opens on their phone or as a PDF to attach.

Can it be used from a phone?

Yes. It works in the browser on your computer and your phone, with nothing to install. Salespeople on the road see their customers and enter quotes from there.

Does it replace my accounting system?

No. It organizes the commercial side: customers, quotes, running accounts and follow-up. Accounting and taxes stay with your accountant, and we export whatever information they need.

How does the running account work?

Each invoice adds to the customer’s balance and each payment subtracts from it. You see what’s overdue, send the statement by WhatsApp and can hold a shipment if the balance goes over the limit you set. It comes with the Management plan.

Can the AI agent give discounts or close sales?

No. It reports the status of quotes and orders, resends links and opens tickets. Discounts, special terms and any commercial decision stay in your team’s hands. WhatsApp messages carry a Meta cost that is paid separately.

Who owns the data?

The business does. Your customers, your quotes and your history are yours, and you can export them whenever you want.

Every customer followed up, every task with an owner.

We set up a demo with your roles and your way of quoting so you can walk through it with your team, no strings attached.

Get started Request a demo
Demo with your way of working, no commitment

The brands, products, people and photos shown on the screens are fictional and are for illustration only.