Skip to content
Log inTry for free

How it works

From the first request to the next sale.

Kapzio is set up in an afternoon. Here is, step by step, what happens next for each of your leads.

  1. Step 1: Connect your sources

    Create one project per brand, then paste its form on your site, import your files or send your sign-ups through the API, Zapier or Make.

    • One project per brand, with its industry
    • Form ready in two minutes, protected from spam
    • Excel or CSV import without duplicates
    Form editor with preview and code to paste on your site

  2. Step 2: Requests arrive, sorted

    Each request creates a record, keeps its source and gets a score based on the industry's rules. The hottest rise to the top.

    • Intent score per lead
    • Ad source preserved
    • Call-back task created automatically
    Project home: hot leads, conversion funnel, monthly target and live activity

  3. Step 3: The agents prepare, you approve

    The agents write replies and follow-ups, prepare calls and propose a plan. You keep the final say.

    • Approve in one click
    • Autonomy set per project
    • Pause everything at any time
    Approval centre: messages and calls prepared by the AI agents, approved in one click

  4. Step 4: Follow-ups go out at the right time

    Each lead follows their brand's sequence, by email, WhatsApp, SMS or phone, until they reply. Their replies arrive in the unified inbox, and the anti-loss copilot spots deals at risk of slipping away.

    • Stops automatically on reply or appointment
    • Unsubscribes and STOP respected everywhere
    • A follow-up ready to approve for every deal at risk
    Follow-up sequence: emails, calls and WhatsApp day by day, with enrolled leads

  5. Step 5: The client signs, you invoice and sell the next thing

    The quote goes out online and the client signs electronically. They receive a confirmation, the invoice can be created on signature, and the cash collected is traced back to the ad that brought the lead in.

    • Electronic signature with a proof certificate
    • Automatic invoice on signature, optional
    • From click to cash: what each channel brings in
    • Bridges to your other offers
    Online quotes: amounts, open status, acceptance and follow-ups to do

Interactive demo

Try it with your own brands.

Name your companies, choose their industry, then watch their requests arrive in a single inbox: qualified, with a reply ready, all the way to the appointment and the next sale. Nothing is saved. The interactive demo is only available in French for now.

Open the interactive demo (in French)

Get started

Your first form can be live today.

14 days free, no credit card. Your first leads arrive as soon as you paste your first form.

Try free for 14 daysBook a demo