01
Tell us how the business works
We collect the services, hours, locations, contact preferences, and customer situations your team handles every day.
How It Works
A managed setup process before customer work depends on it.
CapriLinks is set up around your real customer requests, team roles, and follow-up rules. The goal is a cleaner business process, not another tool your team has to figure out alone.
Setup Readiness
Services, locations, and hours are clear
Lead and request types are organized
Team alerts are routed to the right people
Urgent handoffs are reviewed before launch
Follow-up expectations are documented
Activation is tested before customers rely on it
Managed Onboarding
From scattered requests to a clearer operating rhythm.
02
Choose the support level
Standard, Pro, and Pro+ define how much request capture, lead response, routing, and follow-up support you need.
03
Review the customer paths
We map what should happen when a call, text, form, or message comes in and who needs to know about it.
04
Configure alerts and handoffs
The right people get notified based on request type, urgency, location, service area, and follow-up needs.
05
Test before activation
We review the setup, test the customer experience, and adjust the details before your team relies on it.
06
Start organized
Once activated, customer requests are captured, assigned, and followed through with clearer visibility.
Customer requests
Calls, texts, messages, and forms are treated as business work that needs capture, routing, and follow-up.
Team alerts
The right team members know what happened, why it matters, and what needs attention next.
Activation support
Your setup is reviewed and tested before it becomes part of the customer experience.
Ready to keep customer work organized?
Start with a setup request. We review your business, configure alerts and handoffs, and guide activation before customers rely on it.