What I like most about SalesCaptain is how it helps businesses turn everyday customer interactions into real opportunities. For instance, if a local service business misses a call because the team is tied up on a job, SalesCaptain can automatically follow up via text, respond to customer questions, and guide the conversation toward booking an appointment. I also appreciate that we’re not simply helping businesses communicate faster; we’re helping them capture opportunities they might otherwise miss. Review collected by and hosted on G2.com.

One thing I’ve found frustrating at times is that setting up more advanced workflows and AI agents can take longer than expected. Since every business has its own requirements, getting the automation to handle real-world conversations properly often involves a fair amount of testing and fine-tuning. I’d love for the setup process to be more intuitive, so businesses can get up and running faster without needing so much hands-on configuration. Review collected by and hosted on G2.com.

What I’ve found most useful is being able to keep the conversation going even when we’re not immediately available. A customer might call and then send a text later with additional information, and we can pick things up from there without having to piece together what happened. It’s also helpful when someone else on the team takes over a conversation, because they can quickly get the background without me having to explain the whole situation again. That small change has made customer follow-up feel much less confusing overall. Review collected by and hosted on G2.com.

The biggest thing for me is that there’s a bit of a learning curve at the beginning. There are a lot of settings and options, and it took us some time to figure out the best way to set everything up for our workflow. A few parts of the interface could also be more straightforward and easier to navigate. Once everything is configured, it’s fairly easy to use, but getting to that point took some trial and error. Review collected by and hosted on G2.com.

What I like most is being able to keep all parts of customer communication in one place, rather than treating calls, texts, and follow-ups as separate tasks. The interface makes it fairly easy to see what has already happened with a customer and then pick the conversation back up from there. I also appreciate that the AI can take care of some routine communication while still giving the team the context they need to step in when necessary. Overall, it makes customer communication feel more connected, consistent, and easier to manage. Review collected by and hosted on G2.com.

The main area I’d like to see improved is the level of customization available for different types of customer conversations. The core workflow is straightforward and easy to understand, but when we get into more complex communication scenarios, it can take some trial and error before everything behaves the way we expect. I’d also appreciate more granular controls around integrations and automation, so we can tailor the workflow more closely to how our team already works. Review collected by and hosted on G2.com.

What I like most is being able to manage SMS and RCS conversations within the same workflow. We can stick with regular SMS when a straightforward message is all that’s needed, and switch to RCS when the conversation calls for something more interactive. It also helps the team keep the full conversation history in one place, rather than bouncing between different messaging tools. Review collected by and hosted on G2.com.

The biggest thing I had to get used to was the sheer number of messaging options and settings. SMS is pretty straightforward, but RCS comes with a few extra details you need to understand when you’re setting up campaigns and workflows. Some additional guidance during the initial setup would make the overall experience smoother and easier for new users. Review collected by and hosted on G2.com.

What I like most about SalesCaptain is how effective the spam filtering is, without it getting in the way of our normal customer conversations. We receive a high volume of messages and enquiries, and not everything that lands in the inbox is actually relevant. The filtering does a great job of separating the noise from genuine conversations, making it much easier for our team to focus on customers who truly need a response. Overall, it has made the inbox far more manageable and saves our team a noticeable amount of time each day. Review collected by and hosted on G2.com.

The platform offers a lot of functionality, so there’s a bit of a learning curve when you first start using it. Some features take time to fully understand and configure correctly. Once everything is set up, the workflow becomes much easier and more straightforward, but more guided onboarding or clearer explanations for certain features would make the initial experience smoother and less confusing. Review collected by and hosted on G2.com.

What I like most about SalesCaptain is the flexibility it gives us compared with a traditional IVR. Rather than forcing callers to sit through a long list of options and press multiple numbers, we can let them explain what they need and then route the call accordingly. I also appreciate being able to adjust the call flow as our needs change, without having to redesign the entire phone system each time. The way it can handle different caller responses and branch into different paths makes the overall setup feel much more natural. Review collected by and hosted on G2.com.

The main thing I’d like to see improved is the level of control over some of the more detailed IVR and call-flow settings. As the setup becomes more complex, it can take a bit of time to understand how everything connects and where each setting fits. I’d also like more flexibility to fine-tune how certain calls are routed and handled, without having to work through several different settings to make small adjustments. Review collected by and hosted on G2.com.

What I like most about SalesCaptain’s phone system is how flexible it is when it comes to setting up call flows and routing. I appreciate being able to control exactly how calls are answered, transferred, or handled when no one picks up. The voicemail and SMS follow-up options are also helpful, and it’s nice that I can adjust the call setup without having to rebuild everything from scratch each time. On top of that, the call history and overall visibility make it easier to track conversations and understand how calls are being handled. Review collected by and hosted on G2.com.

One thing I’d like to see improved is the level of customization available in certain parts of the phone system. Some settings can take a while to fully understand, especially when I’m setting up more detailed call flows. It would also help to have a few more straightforward options for managing and organizing calls as call volume grows. Review collected by and hosted on G2.com.

What I like most about SalesCaptain is the unified inbox. On a busy workday, I used to bounce between different apps just to see whether someone had called, texted, or sent a message. Now I can open a single inbox and view all of those conversations in one place, which makes it much easier to pick up where I left off and stay on top of what still needs a response. It may seem like a small change, but it makes my day feel a lot less scattered. Review collected by and hosted on G2.com.

One thing I’d like to see improved is the learning curve when setting up some of the more advanced features. There are a lot of options, and it can take some time to understand how everything fits together and where to start. Once I have it set up, it works well for me, but I think the initial setup experience could be simpler, clearer, and more intuitive. Review collected by and hosted on G2.com.

What I like most about SalesCaptain is how it makes everyday customer communication easier to manage. Having calls, messages, follow-ups, and workflows in one place reduces manual work and helps make sure leads and customer requests don’t get overlooked. For example, a missed call can automatically trigger a text and route the conversation to the right team member, which makes the follow-up process much more organized without adding extra work for the team. Review collected by and hosted on G2.com.

One area for improvement is that the platform can feel a bit overwhelming when you’re just getting started, mainly because there are so many workflows and customization options to choose from. It takes some time to understand how everything fits together and where to begin, but once it’s set up, that same flexibility becomes genuinely useful. Review collected by and hosted on G2.com.

What I like most is how SalesCaptain keeps the customer history tied directly to the conversation, instead of having details scattered across different inboxes. When someone on our team takes over a thread, they can quickly see what was already discussed, what the customer was looking for, and how the interaction has progressed. I also find the webchat helpful because new inquiries are captured within the same workflow, rather than turning into separate conversations that are easy to miss. Review collected by and hosted on G2.com.

The main thing I’d improve is the overall discoverability of certain features. There are plenty of options available, but it isn’t always clear where a specific setting or workflow is located, especially when you’re trying something new. I’ve found that once you understand how the different pieces fit together, everything makes sense, but getting started can take some trial and error. A more guided setup, along with clearer in-product explanations of where things are and how they work, would make the experience much easier. Review collected by and hosted on G2.com.