Features
Kapzio brings lead capture, follow-up, sales and retention for all your companies into one application.
Feature 01 · Dashboards
When your team opens a project, it immediately sees the hot leads to handle, the conversion funnel, the monthly target and live activity.
Feature 02 · Unified inbox
Emails, WhatsApp messages, website chat conversations and SMS land in one place, one thread per lead. The AI summarises the exchange and suggests a reply; you answer on the right channel, from the right brand.
Feature 03 · AI agents
Every night, Kapzio spots forgotten leads, writes the follow-ups and prepares the day's calls. In the morning, you review: send, edit or skip. Nothing goes out without your approval, except what you chose to automate.
Hasn't replied to the quote for 4 days
Hi Claire, I'm following up on the quote I sent on Monday. Have you had a chance to look at it? Happy to adjust it if needed.
SendEditSkip
Opened the quote 3 times last night
To discuss: the number of participants and the preferred start date.
CallEditSkip
Asked for a meeting, no date set yet
Hi Sofia, would Thursday at 10 am or Friday at 2 pm work to talk it over? Which suits you best?
SendEditSkip
Feature 04 · Follow-up sequences
Write the journey once: day, channel, message. Kapzio applies it to every new lead and stops as soon as they reply, move forward, sign or unsubscribe.
Feature 05 · Pipeline
A SaaS brand doesn't sell like a real estate agency. Each project has its own stages, loss reasons and targets.
Feature 06 · Signed quotes
Build the quote from your catalogue and send the link. The client signs electronically: they receive a confirmation email, the lead moves to won and the invoice can be created on signature.
Feature 07 · Forms
Choose the fields, the colour and the thank-you message, then paste the code on your site. Every submission creates the record and keeps its source.
Feature 08 · Leads
By stage, by source, by temperature: see who to handle today, with the status of the last email and the next follow-up.
What's new
The latest features in Kapzio, included in every plan unless stated otherwise.
New leads not yet contacted, unanswered messages, missed appointments, quotes opened without a reply, overdue invoices: the copilot puts a figure on the revenue at risk and prepares a follow-up on the best channel.
From spend to leads, appointments, signed quotes, invoices and payments collected, by channel and campaign, with cost per customer, ROAS on cash collected and payback period.
Your leads pick a free slot. With Google Calendar or Outlook connected, your busy times block slots and each booking creates the event, with a Meet or Teams link.
Send and receive SMS from the record or the unified inbox, through your own Bird account. Each lead keeps the history of their consent: source, date and proof.
Your tools are notified when a lead arrives, changes stage or is won, when an appointment is booked, a quote signed or an invoice paid. The other way round, the API creates leads and notes without duplicates.
Make two-factor authentication mandatory, limit session length, export all your data in one ZIP file and accept the data processing agreement (GDPR) online.
Features
Offer another of your brands to a won customer, at the right time.
One referral link per partner, commission calculated on the sale.
Newly created companies, from public registers.
One segment, one message, and tracking of every send.
Templates by industry, A/B tests, custom domain and cookie-free statistics.
The AI assistant answers from your offer, collects contact details and hands over to you.
Appointments, reminders and daily tasks per salesperson.
Excel, CSV or Google Sheets; duplicates are skipped and duplicate records merged.
From viewer to administrator, everyone sees what they need to see.
Pages, website chat and ads in English, French and Dutch. The application's interface is available in English, French and Dutch (a few advanced screens remain in French).
Send and receive from your own WhatsApp Business account at Bird; Meta's fees stay on your account.
Installable without an app store: priority leads, calls, messages and approvals.
Measure how fast you answer requests and show the badge on your site.
Get started
14 days free, no credit card. Your first leads arrive as soon as you paste your first form.