The follow-up nobody made
Most deals are not lost to a competitor. They are lost to silence — the callback that was never logged, the enquiry that sat in one person’s inbox, the customer nobody contacted again because there was no record saying anyone should.
Capitán keeps campaigns, the leads they generate and the customers they become in one place. A lead carries its contact details, an owner, a priority, a status and a next action date, so “who is chasing this and when” is a field rather than a memory. Leads can also arrive from a web form or an ad platform, each carrying its own external key.
Campaigns that produce something measurable
A campaign has a type, a period, an owner and a status, and the leads it produced hang off it. That makes the useful question answerable: not how many leads a campaign generated, but what happened to them — because the record of what happened is on each lead rather than in a separate reporting spreadsheet.
The same customer, once they are one
The advantage of a CRM that lives inside the operational system is that the customer does not change identity once the sale closes. The account you quote is the account you ship to, invoice and support — notes, files, comments and follow-ups attach to any record, and the people who should hear about a change can subscribe to it. Support history and sales history are the same history, because they are the same record.
A next action with no date and no owner is not a plan. It is a hope with a note attached.
Lead statuses are configured by you, so a pipeline is whatever stages you define. There is no weighted revenue forecast — that would need deal values the platform does not ask for. And a lead is a pursuit record, not a customer account: opening the account is a deliberate step, not an automatic conversion.
