---
description: Learn more about Captafi price, benefits, and disadvantages for businesses in New Zealand. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Captafi Pricing, Reviews & Features - Capterra New Zealand 2026
---

Breadcrumb: [Home](/) > [Small Business CRM Software](/directory/31583/small-business-crm/software) > [Captafi](/software/1021968/captafi)

# Captafi

Canonical: https://www.capterra.co.nz/software/1021968/captafi

> Cloud-based CRM/Agency Management for financial \& legal pros. $25/user/month, scalable,  discounts for large teams, 14-Day Free Trial\!
> 
> Verdict: Rated **5.0/5** by 4 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses Captafi?

Loan originators, bankruptcy attorneys, real estate attorneys, financial advisors, debt reconciliation pros, law firms, financial professionals, compliance managers, agency teams, and more.

## 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**: US$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

- Activity Dashboard
- Alerts/Notifications
- Audit Trail
- Bankruptcy Case Management
- Borrower Management
- Calendar Management
- Calendar/Reminder System
- Client Database
- Client Management
- Client Portal
- Compliance Management
- Contact Management
- Customer Database
- Customer Management
- Data Import/Export
- Document Management
- Document Storage
- Lead Management
- Loan Portfolio Management
- PCI Compliance
- Pipeline Management
- Task Management

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Small Business CRM Software](https://www.capterra.co.nz/directory/31583/small-business-crm/software)

## Related Categories

- [Small Business CRM Software](https://www.capterra.co.nz/directory/31583/small-business-crm/software)
- [Financial CRM Software](https://www.capterra.co.nz/directory/30562/financial-crm/software)
- [Bankruptcy Software](https://www.capterra.co.nz/directory/31617/bankruptcy/software)
- [Loan Servicing Software](https://www.capterra.co.nz/directory/30088/loan-servicing/software)
- [Loan Origination Software](https://www.capterra.co.nz/directory/20011/loan-origination/software)

## Alternatives

1. [The Mortgage Office](https://www.capterra.co.nz/software/9277/the-mortgage-office) — 4.8/5 (285 reviews)
2. [Creatio CRM](https://www.capterra.co.nz/software/130149/bpm-online-crm) — 4.7/5 (133 reviews)
3. [Shape](https://www.capterra.co.nz/software/173673/setshape) — 4.7/5 (44 reviews)
4. [Centrex](https://www.capterra.co.nz/software/193776/centrex-crm-software) — 4.9/5 (8 reviews)
5. [Financial Services Cloud](https://www.capterra.co.nz/software/166075/financial-crm) — 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

-----

### "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

-----

### "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 Capterra](https://www.capterra.co.nz/software/1021968/captafi)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/239761/Captafi/> |
| en-AE | <https://www.capterra.ae/software/1021968/captafi> |
| en-AU | <https://www.capterra.com.au/software/1021968/captafi> |
| en-CA | <https://www.capterra.ca/software/1021968/captafi> |
| en-GB | <https://www.capterra.co.uk/software/1021968/captafi> |
| en-IE | <https://www.capterra.ie/software/1021968/captafi> |
| en-IL | <https://www.capterra.co.il/software/1021968/captafi> |
| en-IN | <https://www.capterra.in/software/1021968/captafi> |
| en-NZ | <https://www.capterra.co.nz/software/1021968/captafi> |
| en-SG | <https://www.capterra.com.sg/software/1021968/captafi> |
| en-ZA | <https://www.capterra.co.za/software/1021968/captafi> |

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