1. [Home](https://www.g2.com/)
2. ...
3. [Other Finance & Admin. Software](https://www.g2.com/categories/other-finance-admin)
4. [CaptaFi Discussions](https://www.g2.com/products/captafi/discuss)

[
 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_9fb19de7a040f13c53ace0ec88e4d734/captafi.jpg "Product Avatar Image")
](/products/captafi/reviews)

[

CaptaFi

](/products/captafi/reviews)

(1)5.0/5

CaptaFi helps teams manage pipeline, documents, tasks, follow-ups, and communication in one connected system. More than a CRM, it keeps day-to-day work moving so cases do not stall and important details do not slip through the cracks.

Show More

* * *

### 100.0

Nps Score

Already have CaptaFi?

### All CaptaFi Discussions

Search

Most CommentedMost HelpfulCommon QuestionsNewest

All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments

FilterFilter

Filter byExpand/Collapse 

Sort by

Most Commented

Most Helpful

Common Questions

Newest

Filter by

All Discussions

Discussions with Comments

Common Questions

Discussions without Comments

 ![T H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "T H.")
TH

Loading...

[T H.](https://www.g2.com/users/9d091da9-c9a5-4cdc-963e-f455fea81bdd "T H.")

•

about 2 months ago

President at ASG7 | $10M+ Funded Mortgage Broker | Business Growth Strategist | Loss Mitigation Expert | AI, SEO & Marketing Automation | Agile Leadership Driving Revenue & Client Success

President at ASG7 | $10M+ Funded Mortgage Broker | Business Growth Strategist | Loss Mitigation Expert | AI, SEO & Marketing Automation | Agile Leadership Driving Revenue & Client Success

More Options 
- 

[
# Using CaptaFi as an all-in-one hub for client management, documents, and workflows
](/discussions/using-captafi-as-an-all-in-one-hub-for-client-management-documents-and-workflows)
CaptaFi feels like more than a basic CRM because it combines client management, lead tracking, document storage, workflow management, and communication in one centralized place. The biggest win for me is keeping client info, documents, follow-ups, emails, and lead tracking organized instead of... [Read more](/discussions/using-captafi-as-an-all-in-one-hub-for-client-management-documents-and-workflows)

[

Other Finance & Admin. Software

](https://www.g2.com/tags/other-finance-admin-software)

* * *

 (true)\<0\>0\>Upvotes (false)

* * *

0 Comments

[![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+CaptaFi+questions+and+get+answers+from+expert+users+in+our+CaptaFi+Discussions+section.&title=CaptaFi+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcaptafi%2Fdiscuss)

[![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=CaptaFi+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcaptafi%2Fdiscuss&via=G2dotcom)

[![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcaptafi%2Fdiscuss)

[![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=CaptaFi+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcaptafi%2Fdiscuss%0aAsk+CaptaFi+questions+and+get+answers+from+expert+users+in+our+CaptaFi+Discussions+section.)

[![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=CaptaFi+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcaptafi%2Fdiscuss%0aAsk+CaptaFi+questions+and+get+answers+from+expert+users+in+our+CaptaFi+Discussions+section.)

 ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link")

## Start a New Software Discussion

Have a software question?

Get answers from real users and experts

[Start A Discussion](/products/captafi/discussions/new)

* * *

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_9fb19de7a040f13c53ace0ec88e4d734/captafi.jpg "Product Avatar Image")

### Have you used CaptaFi before?

Answer a few questions to help the CaptaFi community

[
Yes
](javascript:void(0))[
Yes
](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcaptafi%2Fdiscuss%3Fsmall_ask%3Dcaptafi)
No

## Top Contributors in CaptaFi

1

 ![T H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "T H.")
TH

Loading...

### [T H.](https://www.g2.com/users/9d091da9-c9a5-4cdc-963e-f455fea81bdd "T H.")

President

1 pt