Channels

Every customer channel. One connected front office.

Calls, texts, DMs, web chat, forms, and email stay connected to the same customer context — so every conversation can pick up where the last one left off.

Cross-channel

One conversation,
wherever it goes next

A customer might call, then text, then message later. LeadCaptain keeps it feeling like a single conversation.

JM
Jordan Marsh · one customer record
Step 01
Phone call
Jordan
“Hi, I saw your ad. Do you handle roof repairs?”
LeadCaptain confirms the service and offers available estimate times.
Step 02
Continue by text
LeadCaptain
“Thursday at 10 AM or Friday at 2 PM?”
Jordan replies: “Friday works.”
Step 03
Appointment
Friday · 2:00 PM
Roof repair estimate
Booked
Context carried forward
Customer
Jordan Marsh
Service
Roof repair
Started
Phone
Outcome
Appointment booked
The channel changes. The customer context does not.
Unified context

Every channel shares one view of the customer

Because all channels run on the same front office, details captured in one place are available everywhere — so conversations stay consistent and informed.

  • One customer record across every channel
  • Details captured once, available everywhere
  • Consistent answers no matter how someone reaches out
  • Follow-up that picks up where the last conversation left off
Unified customer record
JM
Jordan Marsh
Customer record
Active lead
Conversations
Phone
SMS
Roof repair estimate
New lead · Estimate appointment booked
First contact
Phone call
Follow-up
SMS conversation
Appointment
Friday · 2:00 PM
Service
Roof repair estimate
→
Next action
Send appointment reminder
AI + human

Smart on its own, seamless with your team

LeadCaptain handles conversations across channels and knows when to bring in a person — so customers get fast answers and your team steps in when it matters.

Live handoff
Conversation active
AI
LeadCaptain
Handling the conversation
JordanCan someone give me a more detailed estimate before Friday?
LeadCaptainAbsolutely. I have your roof repair request and Friday appointment. I'll bring in the right person.
→
Human
handoff
TM
Your team
Receives the full context
JM
Jordan Marsh
Roof repair lead
Reason
Detailed estimate requested
Appointment
Friday · 2:00 PM
History
Phone + SMS conversation
Ready to continue
Your team can step in without asking Jordan to repeat anything.
AI handles the routine. Your team steps in with the full customer story.

One front office. Every customer conversation.

Start your 7-day free trial and bring your customer conversations, context, and follow-up together in LeadCaptain.

Guided setup included · Set up in minutes