G2

evelyn j.

Customer Experience Specialist

Small-Business (50 or fewer emp.)

10/6/2026

"Helps us keep up with a busy inbox"

5/5

What do you like best about SalesCaptain?

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.

What do you dislike about SalesCaptain?

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 problems is SalesCaptain solving and how is that benefiting you?

One of the biggest problems this solves for us is staying on top of customer conversations when things get busy. It’s easy for a call or text to slip through the cracks when the team is juggling other work. Having all those conversations in one place makes it much easier to see who still needs a response and what was discussed earlier. It’s not like we never miss anything now, but there’s far less guesswork when we’re trying to figure out what happened with a customer. Review collected by and hosted on G2.com.