---
description: Learn more about Captafi. We provide Australian business users the most detailed information on pricing, benefits, and disadvantages of software that will make your choice easier.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Captafi Reviews, Cost & Features | GetApp Australia 2026
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/1265/financial-crm/software) > [Captafi](/software/2053572/captafi)

# Captafi

Canonical: https://www.getapp.com.au/software/2053572/captafi

> Cloud-based CRM/Agency Management designed for financial and legal pros. No complex setup—purpose-built for your expertise. $25/user/month, scalable, with discounts for large teams. Start with a 14-day free trial—no credit card required\!
> 
> Verdict: Rated **5.0/5** by 4 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Key benefits of Captafi

•	Affordable
•	Simple to use
•	Branded customer portal
•	Inbuilt CRM
•	Inbuilt eSignature
•	Inbuilt phone system
•	No sign-up fee
•	Simple month to month pricing
•	Free Trial

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 4 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support | 4.8/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 4.5/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## About the vendor

- **Company**: Interactive Ideas
- **Location**: Covina, US
- **Founded**: 2001

## Commercial Context

- **Starting Price**: USD 25.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: $25 per user per month.   Esign, phone and texting packages are add-on features and priced separately.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Canada, United States

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Trail
- Bankruptcy Case Management
- Borrower Management
- CRM
- Calendar Management
- Calendar/Reminder System
- Case Management
- Client Database
- Client Management
- Client Portal
- Commercial Mortgages
- Communication Management
- Compliance Management
- Contact Management
- Customer Database

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Financial CRM Software](https://www.getapp.com.au/directory/1265/financial-crm/software)

## Related Categories

- [Financial CRM Software](https://www.getapp.com.au/directory/1265/financial-crm/software)
- [Bankruptcy Software](https://www.getapp.com.au/directory/1807/bankruptcy/software)
- [Loan Servicing Software](https://www.getapp.com.au/directory/949/loan-servicing/software)
- [Loan Origination Software](https://www.getapp.com.au/directory/899/loan-origination/software)
- [Mortgage Software](https://www.getapp.com.au/directory/180/mortgage-loans/software)

## Alternatives

1. [The Mortgage Office](https://www.getapp.com.au/software/103191/the-mortgage-office) — 4.8/5 (285 reviews)
2. [Creatio CRM](https://www.getapp.com.au/software/90504/bpm-online-crm) — 4.7/5 (133 reviews)
3. [Shape](https://www.getapp.com.au/software/115787/shape) — 4.7/5 (44 reviews)
4. [Centrex](https://www.getapp.com.au/software/2047990/centrex) — 4.9/5 (8 reviews)
5. [Financial Services Cloud](https://www.getapp.com.au/software/109459/financial-services-cloud) — 4.8/5 (5 reviews)

## Reviews

### "Captafi" — 5.0/5

> **Gabriel** | *11 April 2022* | Real Estate | Recommendation rating: 10.0/10
> 
> **Pros**: Captafi has made it easy to deploy and maintain our loan origination business without messy setup, difficult learning curves or long wait times. This "sure-footed" software is snappy and a pleasure to zip through when processing a loan\!
> 
> **Cons**: Captafi is regulalry updating the software with new features and new ways of managing portfolios of clients and their data. It can often be arduous to schedule large groups for training in the new features.
> 
> Captafi has provided us a cloud-based and dynamic solution for keeping the maintenance and further proliferation of new data as steady and sustainable as possible. The release cycles of new features are regular and enrich the overall experience.

-----

### "Very Satisfied" — 5.0/5

> **Michael** | *4 February 2023* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: Document Portal is nice for the clients because of their private documents that they send us.
> 
> **Cons**: I would like more lead management opportunity with Captasoft.
> 
> Excellent

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### "Ease and Flow" — 5.0/5

> **Lila** | *1 February 2023* | Real Estate | Recommendation rating: 10.0/10
> 
> **Pros**: This CRM was streamlined and seamlessly perfected. Starting with the introduction video, \[sensitive content hidden\] response times for troubleshooting projects, his commitment to educating my staff and partners on product efficiency, the promptness with importing my CSV files, assisting with automation was a breeze and integration with logo, white labeling, API conversion was so smooth. 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.
> 
> **Cons**: No cons at this time on this product. Everything is working in my favor

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### "Great software for the price" — 5.0/5

> **Traci** | *12 April 2022* | Commercial Real Estate | Recommendation rating: 10.0/10
> 
> **Pros**: There are many good features. The one I like most is the document storage and pipeline milestone.
> 
> **Cons**: The client portal and esignature could use some work
> 
> Overall it's been a good experience

## Links

- [View on GetApp](https://www.getapp.com.au/software/2053572/captafi)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/finance-accounting-software/a/captafi/> |
| en-AE | <https://www.getapp.ae/software/2053572/captafi> |
| en-AU | <https://www.getapp.com.au/software/2053572/captafi> |
| en-CA | <https://www.getapp.ca/software/2053572/captafi> |
| en-GB | <https://www.getapp.co.uk/software/2053572/captafi> |
| en-IE | <https://www.getapp.ie/software/2053572/captafi> |
| en-NZ | <https://www.getapp.co.nz/software/2053572/captafi> |
| en-SG | <https://www.getapp.sg/software/2053572/captafi> |
| en-ZA | <https://www.getapp.za.com/software/2053572/captafi> |

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