01
Hours on Google Maps
You copy name, phone and Instagram one by one. When the list is done, so is the day.
dentist austin
physical therapy denver
lawyer phoenix
More time searching than selling
AI prospecting CRM
Stop chasing clients.Start closing.
Kaptia finds businesses that need what you sell, sends the first message and follows up through your WhatsApp. You step in when the lead replies.
The problem
Prospecting by hand eats your day.
Find the lead, copy the contact, write, send and remember to follow up. All of that before you sell anything.
02
Afraid of losing the number
Send too fast and WhatsApp restricts you. No number, no prospecting.
Number restrictedToo many messages in a short time.
One rushed day costs the week
03
One message at a time
Copy, paste, change the name, send. Forty leads turn into a whole afternoon.
3 of 40 sent 2h 40min
The afternoon ends before the list
04
The forgotten follow-up
Whoever didn't reply today would reply on Tuesday. But nobody remembers to go back.
Good morning, Dr. Ann! I found Bright Smile on Google and have an idea to bring you more patients.
Seen 9 days agoNo reply
The lead cools off and buys elsewhere
How it works
Kaptia does the boring part. You close.
From lead found to meeting booked, every step moves on its own and you follow it all on one screen.
- 01
Leads ready
Name the niche and the city. Claude finds the businesses, checks for duplicates and adds them with WhatsApp and Instagram.
BSBright Smile DentalDentist · AustinNewMPMotion PhysioPhysical therapy · DenverNewSCSharp CutsBarbershop · MiamiNew - 02
Message written
Templates with text variation and A/B testing. The greeting follows the lead's local time.
Good morning, Dr. Ann! I found Bright Smile on Google and have an idea to bring you more patients. - 03
Sent at the right pace
The queue sends on its own during the leads' business hours, with a pause between each one and a daily cap.
Queue running25 of 40 todayNext at 10:42 - 04
AI reads the reply
Interest, price, question or auto-reply: it labels it, suggests what to answer and moves the lead.
How much is a website?Price Suggested reply ready - 05
Follow-up on the right day
No reply? The 1st follow-up goes out in 3 days and the 2nd in 7, written by the AI after reading the chat.
First message3 days1º7 days2º - 06
Meeting and sale
Replied, booked, closed. The pipeline moves on its own and finance records the sale.
NewContactedRepliedMeetingWon
Try it now
See the outreach for your business.
Tell us what you sell and to whom. Kaptia builds the message with the lead's name and a greeting for their local time, just like it goes out on WhatsApp.
Who you sell to
Message style
Leads' language
Example built with Kaptia's ready-made templates. In your account you edit everything and A/B test two templates at once.
I want to prospect like thisBSBright Smile DentalDentistsNew
Greeting for the current time
Good morning, Bright Smile Dental team! This is Ann from North Agency 😊
I work with social media management for dental clinics and I think it could be a good fit for you.
Can I show you how it would work for you? No commitment.
3 days later, if there's no replyGood morning, Bright Smile Dental team. Just following up in case you missed my previous message 😊
Inside
See it working.
Everything you need to prospect, on one screen.
Leads in the queue
BusinessNicheCity
BSBright Smile DentalDentist AustinReach out
MPMotion PhysioPhysical therapy DenverReach out
SCSharp CutsBarbershop MiamiReach out
LCLima & Co. LawLaw firm PhoenixReach out
SOStone Oven PizzaRestaurant San DiegoReach out
5 of 342 leads
What sets us apart
Call over WhatsApp without leaving the CRM.
One click on the lead and the call goes out from your number, in the browser. When it ends, the AI writes the summary and next steps on the lead.
- From your number, on your computerWith your headset or the computer's mic, call signal on screen and mute one click away.
- Summary and next stepsWith recording on, the AI transcribes, summarizes and notes on the lead what was agreed.
- History for every leadWho picked up, how long it lasted and what was said, on the lead and on the Calls screen.
- Just ask JarvisSay “Jarvis, call Bright Smile” and the call starts.
Optional feature: you turn it on in settings. Recording is optional too, and when it's on you let the person know at the start of the call.
Voice assistant
Talk to your CRM.
Jarvis listens, answers and gets it done: tells you how the day looks, brings up the next lead, sends the first message and places the call. Messages only go out after your “yes”.
- “Skip this lead”
- “Open the chat with Bright Smile”
- “Build a cadence for dentists”
- “What's a cadence?”
Optional, in the browser, with a headset or your computer's mic. Speaks English, Spanish and Portuguese.
Tap to listenJarvis
- You
Jarvis, good morning.
- Jarvis
Morning, boss. Three leads waiting on you, twelve follow-ups due and a meeting at three with Bright Smile Dental.
Daily summary - You
Let's prospect.
- Jarvis
Motion Physio, physical therapy in Denver. Has WhatsApp and posts every week. Should I send the first message?
Next lead in the queue - You
Send it.
- Jarvis
Sent.
First message sent on WhatsApp - You
Call Bright Smile Dental.
- Jarvis
Calling Bright Smile Dental.
WhatsApp call
Features
A full CRM, built to prospect.
Beyond prospecting, everything you need to serve, sell and get paid.
Claude inside the CRM
The same Claude as the app, with your pipeline at hand: it researches leads, writes, summarizes and builds what you ask.
WhatsApp chat
Every conversation in the CRM, with transcribed audio, a suggested reply and the lead on the side.
Cadences and campaigns
Message sequences that stop on their own when the lead replies.
Number protection
Warm-up, daily and hourly caps, a pause between leads and a do-not-contact list.
Tasks and meetings
Your day with follow-ups, who is waiting for a reply and meetings in Google Calendar.
Clients and win-back
Closed deals become clients, and Kaptia reminds you when to reach out again.
Multi-currency finance
Sales, installments, subscriptions and billing, in dollars, reais or pesos.
AI contracts
Describe the service and Claude writes the contract, ready as a PDF.
Weekly report
Every Monday, on your WhatsApp: leads reached, replies, meetings and your best niche.
English, Spanish and Portuguese
The app and the messages to leads in all three languages, in each lead's time zone.
Email prospectingNew
Connect your email, Claude writes the outreach in the lead's language and the reply comes back to the pipeline. For the company that ignores WhatsApp from strangers.
See how it works
Comparison
By hand, in a regular CRM or in Kaptia.
What changes in each part of prospecting.
By handSpreadsheet and WhatsAppRegular CRMPipeline and tasksKaptiaProspecting on autopilot
Finding leadsBy handHours on Google MapsRegular CRMYou add them one by oneKaptiaClaude finds and adds them with WhatsApp and Instagram
First messageBy handCopy, paste and change the nameRegular CRMReady template, sent one by oneKaptiaGoes out on its own, at the right pace and time
Number protectionBy handUp to youRegular CRMUp to youKaptiaCaps, warm-up and a pause between leads
When the lead repliesBy handYou read everything and decideRegular CRMYou read everything and move the cardKaptiaAI labels it, suggests the reply and moves the lead
Follow-upBy handDepends on your memoryRegular CRMA task to remind youKaptiaAutomatic, written after reading the chat
CallsBy handOn your phone, no recordRegular CRMOutside the CRMKaptiaOver WhatsApp, with a summary on the lead
Voice assistantBy handNoneRegular CRMNoneKaptiaJarvis: you talk, it does
Do the math
What does manual prospecting cost you?
Move the numbers of your day. The math uses 22 working days a month.
Today you spend44 h a month5.5 full working days
With Kaptia880 first messages a monthat the default cap of 40 a day, going out on their own
You get back44 h a monthto talk with the people who replied
R$ 79.90 a month is R$1.82 for each hour you get back.
An estimate. Replying to people who answered is still on you, and it's the part worth your time.
Pricing
One plan. Everything included.
No basic plan with hidden features. You're in, you use it all.
KaptiaEverything included
R$49.90first month
Then R$ 79.90 per month.
7-day guarantee Not for you? Ask within 7 days and we'll refund your first payment.
- Auto prospecting through your WhatsApp
- Automatic follow-up, cadences and campaigns
- AI that reads replies and suggests the next step
- Pipeline, chat, tasks and meetings
- Finance, contracts and clients
- English, Spanish and Portuguese
- WhatsApp calls with AI summary
- Jarvis, the voice assistant
Billed monthly in Brazilian reais. The AI runs on your own Claude account.
FAQ
Frequently asked questions
Do I need to install anything?
No. Kaptia runs in the browser, on desktop and on mobile. You connect your WhatsApp by scanning a QR code, just like WhatsApp Web, without changing your number.
Does Kaptia send messages on its own?
Only if you turn it on. Auto prospecting sends at the pace you choose, during the leads' business hours and within the number protection limits, and you can pause it any time. If you prefer, you approve them one by one.
Is my number at risk?
All WhatsApp prospecting carries some risk, and Kaptia works to lower it: daily and hourly caps, warm-up for new numbers, a pause between leads, varying text and a do-not-contact list. On first contact, only the first message goes out before the lead replies.
Where do the leads come from?
Claude searches Google and Instagram for businesses in the niche and city you ask for, checks they aren't in the CRM yet and adds them with WhatsApp, Instagram and what their Google listing shows. You can also import a spreadsheet or bring them from another CRM.
Do I need Claude?
To find leads and for the AI to read replies and write follow-ups, yes: Kaptia uses your own Claude account, connected once. Chat, pipeline, templates and sending work without it.
Does it work for what I sell?
It works for anyone who sells to other businesses: agencies, developers, consultants, service providers. During setup you tell it what you sell, to whom and where your leads are, and the search, the messages and the AI follow that.
Which languages does it support?
The app and the messages to leads work in English, Spanish and Portuguese, and the greeting follows each lead's time zone.
How do I pay?
Monthly: R$ 49.90 for the first month and R$ 79.90 after that, with everything included. Billing is in Brazilian reais.
Can I call over WhatsApp?
Yes. You turn calling on in settings, connect by scanning a QR code and call the lead from your number, right in the browser. Recording is optional: with it on, the AI transcribes and writes the summary and next steps on the lead. Voice uses a connection that isn't WhatsApp's official one, so the feature ships turned off and you decide whether to turn it on.
Can I prospect by email?
Yes. You connect your email (Gmail, Hostinger, Zoho, Yahoo, iCloud and others) with an app password, Claude writes the outreach in the lead's language and you send it from the lead record, the Email screen or the conversation. The reply shows up in Kaptia and the pipeline moves. Outlook and Hotmail are not supported yet.
Your next sale is already on the map.
Create your account in two minutes and let Kaptia line up your first leads.