The CASE for choosing the BASIC Plan:
Convenient: Manage your business in your time and space, not the software vendor's, with a web-based management tool you can access from any PC or laptop with an internet connection and a current browser*. And if you're really mobile, you can get to the Captaloans console anytime from a Pocket PC, Treo or Blackberry device.
Affordable: Start with a 3-user subscription with unlimited access to your Captaloans CRM account. Change your billing options, and maintain your user base, all without worrying about binding contracts, expensive tech support, or maxing out your access time.
Simple: No software to install or maintain... just sign up, set up and go! The intuitive, easy-to-navigate console gives you quick status of your leads, loans, debt settlement, bankruptcy and loan modification pipeline at a glance and links to drill down to details you need when you need it. Track and maintain lead, loan, debt settlement, bankruptcy and loan mod data easily without messy whiteboards, error-prone spreadsheets or confusing email trails.
Effective: View pipeline, loan summaries, bankruptcy hearing dates, debt settlement schedules or loan modification status anytime, without the long wait until month end. Track the entire pipeline from the time a lead is generated until a case is closed. Easily prioritize leads and monitor activity. With color coded aging indicators and configurable alerts you can quickly act on your leads, loans, debt settlement, bankruptcy or loan mods that have reached critical dates. Improve customer satisfaction with notifications and an online customer status view.
*Requires Internet Explorer 5.0 or higher, or Firefox (or compatible browsers) 1.5 or higher.