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.
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, all the way through
The advantage of a CRM that lives inside the operational system is that the customer does not change identity when the sale closes. The account you quoted is the account you shipped to, invoiced and supported. Notes, files, comments and follow-ups attach to any record, and the people who should hear about a change can subscribe to it.
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.
