Use case: Small-business

Smaller businesses rarely struggle for want of software; they struggle for want of one version of the truth. Capitán puts jobs, staff, customers and reporting into a single system that one person can configure without an IT department, and that grows as the business does — there is no separate module to buy for each new question. Because the platform is no-code, the workflow follows how the business already operates rather than forcing a change of process on day one, which is usually what decides whether a system is still in use six months later.

Help Desk

Service tickets with time logged against them, internal notes kept separate, escalation, sub-tickets — and an invoicing option carried from the start.

CRM

Campaigns, leads and customer records in the same system that quotes, ships and invoices them — with the next action always on someone’s name.

Purchase Management

Requisition to supplier invoice: orders, partial goods receipts, supplier price lists, and invoice lines matched to the receipts they settle.

Sales Management

Quotation to order to shipment to invoice, with partial fulfilment tracked line by line and pricing resolved from the customer’s own price list.

Inventory Management

Stock balances that reconcile: every movement a transaction, warehouses and locations, and lot-level costing on moving average or FIFO.

Payroll

Israeli gross-to-net payroll with statutory tax, national insurance and pension tables, payslips, and posting straight to the general ledger.

Financial Accounting

Double-entry accounting built for Israeli compliance: VAT and PCN874, Form 102, allocation numbers, withholding, fixed assets and bank reconciliation.

Human Resources Management

Manage employees, assignments, attendance and capabilities in one no-code HR system that adapts to how your business actually works. See Capitán HR.