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Use case: Software Projects

Software teams tend to have good tooling for the work and poor tooling for the commercials. Capitán connects the two: sprints, logged time and deliverables on one side; budgets, milestones and client invoicing on the other. Billable and non-billable time separate cleanly, so margin on a project is visible while it can still be influenced rather than after it closes. For agencies and product teams running several clients at once, the gain is not reconciling a project tracker against a timesheet against an invoice — all three come from the same record.

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.

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.

Project Management

Plan, track and bill projects in one place. Capitán PM keeps projects, tasks, crews and the work reported against them in one record.

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