Want to capture more clients for your Medicare Agency?
See how our full-service cRM can help your agency capture and convert more leads into life-long clients.
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Our sole focus is one thing: help you capture & convert more high-quality leads into life-long clients for your Medicare Agency.
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Our sole focus is one thing: help you capture & convert more high-quality leads into life-long clients for your Medicare Agency.
3 simple steps to capture more Clients
Step 1: Import your existing leads, customers, or prospects into Captis with the click of a button.
Step 2: Capture and convert more clients using our integrations and pre-built, fully-automated campaigns
Step 3: Turn it loose and see the results. It's really that easy. If you're not satisfied, cancel any time.
our full-service CRM and pre-built automated campaigns help you capture more leads and convert those leads into life-long clients for your medicare agency.
starting at only $397/month • cancel any time
You Can Easily Click-To-Cancel From Within The Software. Simply Go To "Settings", then "Billing", then "Modify Subscription."
Calculate the massive growth your medicare business will experience
capture more leads and convert more clients with our full-service CRM and Automated campaigns
Our Pricing
all plans include BAA and hIPAA Compliant security
There is a one-time setup fee equal to one month of service. For example, the setup fee for the Pro plan is $497.
MONTHLY
Solo
1 User
5,000 Contacts
HIPAA Compliant CRM System
Opportunities Pipeline
2-Way Email/SMS System
Facebook/Instagram Messaging
Automated Appointment Booking
Reputation Management
GMB Messaging
Missed Call Text Back
Traffic & ROI Reporting
SMS/Email Templates
Email Marketing
Document E-Sign
Funnels & Websites
Forms & Surveys
Enhanced Agency Reporting
Editable Automated Workflows
Social Media Planner
Communities & Training Platform
$397 /mo.
$3970 /yr.
MONTHLY
Pro
1 User
10,000 Contacts
HIPAA Compliant CRM System
Opportunities Pipeline
2-Way Email/SMS System
Facebook/Instagram Messaging
Automated Appointment Booking
Reputation Management
GMB Messaging
Missed Call Text Back
Traffic & ROI Reporting
SMS/Email Templates
Email Marketing
Document E-Sign
Funnels
Forms
Enhanced Agency Reporting
Editable Automated Workflows
Social Media Planner
Communities & Training Platform
$497 /mo.
$4970 /yr.
MONTHLY
Enterprise
5 User
25,000 Contacts
HIPAA Compliant CRM System
Opportunities Pipeline
2-Way Email/SMS System
Facebook/Instagram Messaging
Automated Appointment Booking
Reputation Management
GMB Messaging
Missed Call Text Back
Traffic & ROI Reporting
SMS/Email Templates
Email Marketing
Document E-Sign
Funnels & Websites
Forms & Surveys
Enhanced Agency Reporting
Editable Automated Workflows
Social Media Planner
Communities & Training Platform
$997 /mo.
$9970 /yr.
convert leads into customers now.
Follow up is the key to increasing sales.
Have you ever heard the saying, "Time kills all deals"?
Engaging a potential customer within 5 minutes can increase your chances of closing the deal over 300%.
Did you also know about 80% of customers are looking for a response from your agency within 10 minutes or they typically move on to one of your competitors?
Captis has pre-built and fully automated template based follow up campaigns designed to convert your customers fast.
Automated email and SMS campaigns are specifically built to ...
Convert new leads into customers in 10 minutes.
Convert abandoned leads into customers in hours.
Convert "Dead" leads into customers within a day.
Have questions? contact us to schedule a call!
our full-service CRM and automations could help capturing more clients for your medicare agency.
Still have questions?
frequently asked questions
Are there any other costs?
It depends on how much you use it. You pay as you go.
For example, it's a hair over one tenth of a cent per email. (So ten emails would be a little over a penny.)
Text messages in the U.S. are slightly over a penny and a half to send and receive. If they're long, they might be more.
As you can see, it's not much.
How do I get support?
You can contact us through email at [email protected] for any support issues.
We also have web chat, Messenger, and text options. You can text us at (405) 877-6687.
Plus, as soon as you sign up, you can book a one-on-one jumpstart call where we build your system FOR you.
What other features do you have?
Captis comes with pre-made follow up sequences that are fully automated. They use email and text.
It replaces whatever email and SMS systems you're paying for now.
It also has a built-in scheduling system and calendar that integrates with your Google calendar, iCloud, or Outlook calendars.
Captis includes a full-stack CRM, a dialer, a website builder, and more.
You can accept payments online, over SMS, or Tap-to-Pay. You can even create online contracts or invoices and have customers e-sign, similar to other services like Docusign.
It has a Social Media planner and scheduler, plus you can have two-way conversations with people over Messenger, Instagram DMs, and even WhatsApp.
Captis integrates with your Social Media platforms, like Facebook, Instagram, Twitter, LinkedIn, and Tik Tok.
You can even create, launch, and track your Social Media ads with Captis, and funnel leads from Social Media directly into the CRM.
Plus you can automate the process of getting customer reviews, referrals, and more.
What if I want to cancel?
Just log into your account, click on "settings" and then on "billing". Then you'll see a big button that says "click here to modify subscription". Can't miss it. Just click that and cancel. We're not going to call you and bug you or anything.
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