WorkCaptain PRO
Replace 20+ Business Tools
WorkCaptain combines CRM, phone, email, scheduling, automation, payments, websites, reputation management, reporting and more in one connected platform.
Here's What You Get
AI & Automation
Add Subtext text. Click "Edit Text" to update the font, size and more.
To change and reuse text themes, go to Site Styles.
Agent Studio
Build intelligent AI agents that respond to business events, access approved information, make decisions and complete multi-step tasks with less staff involvement.
AI Studio
Create websites, landing pages and other digital assets by describing your goals, audience and preferred design through a conversational AI builder.
Ask AI
Get answers about your WorkCaptain account, generate content, review business information and complete supported tasks from one conversational workspace.
Content AI
Generate emails, social posts, website copy, blog content and images while keeping your messaging consistent with your business and brand voice.
Conversation AI
Respond to incoming leads, answer common questions, collect customer details, qualify opportunities and help customers schedule appointments across supported messaging channels.
Reviews AI
Generate personalized responses to customer reviews based on the review rating, sentiment and communication style selected for your business.
Voice AI
Use AI phone agents to answer or place calls, collect caller information, qualify leads, schedule appointments and transfer conversations to staff members.
Workflows
Automate repetitive processes by using customer actions, appointments, payments, messages and other events to trigger follow-ups, notifications and account updates.
CRM, Sales & Communication
Add Subtext text. Click "Edit Text" to update the font, size and more.
To change and reuse text themes, go to Site Styles.
Calendar
Create online booking calendars, control staff availability, prevent scheduling conflicts and send automatic appointment confirmations, reminders and follow-up messages.
Contacts & Conversations
Keep customer information, communication history, appointments, documents and sales activity together while managing supported messages from one organized inbox.
Custom Objects
Create custom record types for information specific to your business, including vehicles, properties, equipment, pets, service cases or membership records.
Smartlists
Build saved contact lists that update automatically as customers match filters based on tags, activity, appointments, purchases or sales pipeline status.
Tags
Label and organize contacts based on customer type, interests, services, actions or status for easier filtering, communication and automation.
Email System
Send, receive and track individual or automated emails while keeping every customer conversation connected to the correct contact record.
Opportunities
Track potential sales through customizable pipeline stages, assign responsible staff members and monitor each deal from the first inquiry through completion.
Phone System (Calls & SMS)
Manage business phone numbers, incoming and outgoing calls, call routing, text messaging and communication history directly inside WorkCaptain.
Account & Business Management
Add Subtext text. Click "Edit Text" to update the font, size and more.
To change and reuse text themes, go to Site Styles.
Dashboard
View important business information through customizable widgets covering leads, appointments, pipeline value, communication activity, payments and team performance.
Launchpad
Guide new users through account setup with organized tasks, instructional videos and progress tracking for a smoother onboarding process.
Affiliate Manager
Create affiliate campaigns, issue unique referral links, track leads and sales, calculate commissions and manage affiliate payouts from one area.
Private Integrations
Connect WorkCaptain securely with private software, internal tools or third-party systems through controlled API access and selected account permissions.
Marketing & Content
Add Subtext text. Click "Edit Text" to update the font, size and more.
To change and reuse text themes, go to Site Styles.
Brand Boards
Store your logos, brand colours and fonts in one place so emails, websites, funnels, forms and marketing materials maintain a consistent appearance.
Countdown Timers
Create fixed or recurring countdown timers for promotions, registrations, appointments and limited-time offers across emails, websites and funnel pages.
Email Marketing
Design reusable email templates and send targeted campaigns immediately, on a schedule or in controlled batches to selected contacts and customer groups.
Snippets
Save frequently used text and email responses so your team replies faster while maintaining accurate, professional and consistent messaging.
Social Planner
Connect your social media accounts, create content, schedule posts, manage publishing and review performance from one shared marketing calendar.
Trigger Links
Track when individual contacts click selected links and use those clicks to begin workflows, update records or send targeted follow-up messages.
Media Storage
Upload, organize, search, edit and reuse images, videos, documents and other business files throughout your WorkCaptain account.
Courses, Communities & Portals
Add Subtext text. Click "Edit Text" to update the font, size and more.
To change and reuse text themes, go to Site Styles.
Certificates
Design and issue personalized certificates or badges manually or automatically when customers complete courses, assessments or selected learning milestones.
Client Portal
Give customers a branded login where they access courses, communities, invoices, contracts, shared files, affiliate information and account settings.
Communities
Create branded online member spaces where customers share posts, join discussions, access learning content and participate in events.
Courses
Build and sell structured learning programs with videos, written lessons, assessments, progress tracking, scheduled content and controlled member access.
Payment & Documents
Add Subtext text. Click "Edit Text" to update the font, size and more.
To change and reuse text themes, go to Site Styles.
Documents & Contracts
Create, send and track proposals, agreements and contracts with electronic signatures, payment collection, reusable templates and complete activity history.
Invoices
Create and send one-time or recurring invoices, monitor payment status, collect partial payments and automate reminders for outstanding balances.
Payment Links
Create secure checkout links for products, services or subscriptions and share them through email, text messages, QR codes or website buttons.
Payment Core
Manage products, orders, transactions, subscriptions, taxes, coupons and connected payment providers from one central payment workspace.
Reports & Analytics
Add Subtext text. Click "Edit Text" to update the font, size and more.
To change and reuse text themes, go to Site Styles.
Agent Report
Compare staff performance across calls, messages, opportunities, sales conversions and response activity to identify workload and training needs.
Appointment Report
Track booked, confirmed, cancelled, completed and missed appointments while comparing performance across calendars, staff members and booking sources.
Attribution Report
Identify where leads originated and measure which websites, campaigns, advertisements or traffic sources produced contacts and sales opportunities.
Call Report
Review incoming and outgoing call totals, durations, statuses, assigned phone numbers and available recordings for quality control and follow-up.
Custom Reports
Build branded reports using selected business metrics, export them as PDF files and schedule automatic delivery to clients or team members.
FB Ads Report
Monitor Facebook and Instagram advertising results, including impressions, clicks, advertising costs, engagement and campaign performance.
Google Ads Report
Monitor Google advertising results, including impressions, clicks, conversions, cost per click and overall campaign spending.
Analyitics
Measure page views, unique visitors, traffic sources, time on page, opt-ins and sales across websites, funnels, blogs, forms and webinars.
Reputation & Local Marketing
Add Subtext text. Click "Edit Text" to update the font, size and more.
To change and reuse text themes, go to Site Styles.
Local Marketing Audit
Review your online listings, customer reviews, website performance and search visibility to identify problems affecting local marketing results.
GBP Optimization
Manage important Google Business Profile information, preview updates and improve the accuracy and completeness of your local business listing.
Review Widgets
Display selected customer reviews on your website using branded layouts designed to build trust with potential customers.
Reviews & Requests
Send review requests by email or text, monitor feedback from connected platforms and manage your online reputation from one location.
Video Testimonials
Send branded requests for customer video reviews, manage received recordings and display approved testimonials on your website.
Websites & Lead Generation
Add Subtext text. Click "Edit Text" to update the font, size and more.
To change and reuse text themes, go to Site Styles.
Blogs
Create, schedule and publish search-friendly articles with authors, categories, images and performance tracking to support your content strategy.
Chat Widget
Add live chat, text, email, social messaging, WhatsApp or AI-assisted communication options to your website for faster visitor responses.
Domains & URL Redirects
Connect domains or subdomains to your WorkCaptain pages and create permanent redirects when website addresses change.
Forms
Create branded forms for lead capture, customer intake, consent, registrations, payments and information collection while saving submissions to the CRM.
Funnels
Build focused customer journeys designed to move visitors through specific actions such as submitting a form, booking an appointment or purchasing a service.
QR Codes
Create branded, editable QR codes linking customers to websites, forms, review pages, payments, phone calls, text messages or booking calendars.
Quizzes
Build interactive quizzes with scoring, categories and personalized results while collecting lead information and saving responses to customer records.
Stores
Create online storefronts for physical or digital products with product pages, shopping carts, secure checkout, order management and customer purchase records.
Surveys
Build multi-step questionnaires for feedback, customer intake, lead qualification and service assessments while tracking completion and drop-off rates.
Webinars
Create live or on-demand presentations with registration pages, automated reminders, follow-up messages and viewer engagement tracking.
Websites
Build and publish responsive multi-page business websites using customizable templates, branded sections, forms, calendars, payment tools and search settings.