Captavi Platform
By Captavi
The platform is described as easy to use, with a drag and drop visual editor for creating landing pages, email templates, and web/mobile content.
Implementation time can vary significantly, ranging from less than 1 day to over 12 months, according to user reviews.
The platform is noted for its ease of setup, though specific details are not provided.
Given the limited information, it's not possible to provide a detailed description of the typical implementation process or a precise timeline.
The Captavi Platform can be customized to fit specific business needs. Here are relevant data points:
The platform offers customizable templates.
It features a drag and drop visual editor for creating custom content.
Customization capabilities are rated highly by users, with a score of 10.0 out of 10.
The software includes customizable forms.
It offers customizable branding tools.
The platform allows for management of both inbound and outbound marketing efforts.
It integrates with various third-party applications, including Google Analytics, Disqus, Chargify, and Salesforce Sales Cloud.
The software supports multi-channel marketing, including websites, mobile sites, email marketing, and social media.
Users can create custom landing pages and web forms.
The platform offers personalization features.
It includes a CRM component, allowing for customization of customer relationship management processes.
There are no explicit mentions of additional costs such as setup fees, maintenance, or support charges for Captavi Platform. The pricing structure appears to be primarily subscription-based, with the following details:
The starting price is $175.00 per month.
There are no set-up fees mentioned.
No annual contract is required.
It's important to note that while these additional costs are not explicitly stated, they may still exist. Potential customers should contact Captavi directly for a comprehensive breakdown of all costs associated with implementing and maintaining the platform.
Captavi Platform offers several training and support options for new users:
Support channels:
Phone support
Email/Help Desk
Live Chat
Knowledge Base
Training options:
Help Guides
On-Site Training
Webinars
Video Guides
Customer support:
The platform is noted for its excellent customer support, with users praising the guidance and responsiveness of the support team.
Support staff are described as helpful in solving problems and providing resources to teach users how to solve issues themselves.
Ease of use:
The platform is described as intuitive and user-friendly, which may reduce the need for extensive training.
The drag and drop interface is mentioned as a feature that likely contributes to ease of use.
Ongoing assistance:
There is limited specific information about Captavi Platform's security measures. However, we can infer some general security practices that are likely in place:
Data Security: Captavi Platform is listed as having a data security feature, though details are not provided.
Access Controls/Permissions: The platform offers access controls and permissions, which suggests that it implements role-based access control to protect sensitive data.
CAN-SPAM Compliance: The platform is noted to be CAN-SPAM compliant, indicating that it follows email marketing regulations which include some security practices.
Third-Party Integrations: Captavi Platform integrates with services like PayPal and Salesforce Sales Cloud, which typically require secure API connections.
It's important to note that without more specific information from Captavi, a comprehensive overview of their security measures cannot be provided.
Frequency of Updates
Periodic Releases: Captavi Platform updates are released periodically. For example, the v5.2 release notes indicate that updates are rolled out to include user community ideas and enhancements, as well as new features to align with regulations such as GDPR.
Agile Development: The platform's development team works in an agile manner, constantly developing new functionalities to meet evolving challenges. This approach allows for more frequent and incremental updates, ensuring that the platform remains current and responsive to user needs.
Update Management Process
User Feedback Integration:
Community Ideas: Updates often include features and enhancements suggested by the user community. This ensures that the platform evolves in a way that meets the practical needs and preferences of its users.
Customer Support Insights: Feedback from customer support interactions is also used to identify areas for improvement and new feature development.
Compliance and Standards:
Regulatory Alignment: Updates are managed to ensure compliance with relevant regulations, such as the General Data Protection Regulation (GDPR). This involves adding features that help users comply with data protection laws and other regulatory requirements.
Testing and Quality Assurance:
Pre-Release Testing: Before any update is released, it undergoes rigorous testing to ensure stability and functionality. This includes both automated tests and manual quality assurance processes to identify and fix any issues.
Beta Testing: Some updates may be released to a subset of users for beta testing. This allows Captavi to gather real-world feedback and make any necessary adjustments before a full rollout.
Deployment:
Scheduled Rollouts: Updates are typically deployed during scheduled maintenance windows to minimize disruption to users. Users are notified in advance of any planned downtime or potential impact on services.
Incremental Deployment: Major updates may be rolled out incrementally to different user groups. This phased approach helps manage any unforeseen issues and ensures a smoother transition.
User Communication:
Release Notes: Detailed release notes are provided with each update, outlining the new features, enhancements, and any bug fixes included in the release. These notes help users understand the changes and how to take advantage of new functionalities.
Training and Support: Following an update, Captavi may offer additional training sessions, webinars, or updated documentation to help users adapt to new features and changes. This ensures that users can quickly and effectively integrate the updates into their workflows.
Continuous Improvement:
Data Ownership
Subscriber Content Ownership:
Ownership Rights: As between Subscriber and Captavi, the Subscriber retains all rights, title, and interest in and to any and all materials that are proprietary to and provided by or on behalf of the Subscriber. This includes materials derived by Captavi from any such materials, Subscriber proprietary data and database information, and backups of the foregoing (collectively referred to as "Subscriber Content").
License to Captavi: The Subscriber grants Captavi a non-exclusive, non-transferable, limited license, revocable at will by the Subscriber, to use the Subscriber Content solely in connection with the establishment of the website. Captavi may only make such copies of the Subscriber Content as may be necessary to perform its obligations to the Subscriber.
Reservation of Rights: Except for the limited license granted to Captavi, the Subscriber expressly reserves all other rights in and to the Subscriber Content. This provision ensures that the Subscriber maintains control over their proprietary data and content.
Captavi's Ownership:
Platform and Software: Captavi retains ownership and copyright to all the Captavi Platform applications and other software employed by Captavi in connection with the design, development, implementation, hosting, support, and maintenance of the website, as well as any updates thereof.
Intellectual Property: All trademarks, service marks, patents, copyrights, trade secrets, know-how, and other proprietary rights in or related to the services provided by Captavi are and will remain the sole and exclusive property of Captavi. This includes any improvements, upgrades, modifications, or enhancements developed by Captavi, even if they result from Subscriber’s requests.
Data Portability
Backup and Restoration:
Daily Backups: Captavi performs daily backups of website-related files, including CSS, HTML, Flash, PDF files, site images, graphics, and any Subscriber database information stored in the Captavi CRM. These backups are maintained for 30 days and are used for website and database restoration purposes only.
Offsite Backup: Data is backed up offsite daily to ensure that it can be recovered in case of a disaster or data loss event.
Data Access and Export:
Access to Data: Subscribers have the right to access their data stored on the Captavi Platform. This includes the ability to view and manage their proprietary data and database information through the platform's interface.
Data Export: While the Terms of Service do not explicitly detail the process for exporting data, the Subscriber's ownership of their data implies that they can request to export their data from the platform. This would typically involve contacting Captavi support to facilitate the export process, ensuring that the data is provided in a usable format for the Subscriber.
Termination and Data Retrieval:
Post-Termination Access: Upon termination of the agreement, the Subscriber retains ownership of their data and can request to retrieve their data from Captavi. The specific process and timeline for data retrieval would need to be coordinated with Captavi support to ensure a smooth transition.
Limited License Termination: The limited license granted to Captavi to use the Subscriber Content is revocable at will by the Subscriber, meaning that upon termination, Captavi must cease using the Subscriber's data and ensure its return or deletion as per the Subscriber's instructions.
By clearly defining data ownership and providing mechanisms for data backup and retrieval, Captavi ensures that Subscribers maintain control over their proprietary information and can access and export their data as needed. This approach helps build trust and ensures compliance with data protection regulations.
1.Subscription Plans
Captavi provides multiple subscription plans that cater to different organizational sizes and needs. These plans include:
Starter Plan: $175 per month
Growth Plan: $240 per month
Power Plan: $495 per month (billed annually)
Enterprise Plan: $695 per month (billed annually)
Each plan offers varying levels of features, email capacities, and support options, allowing organizations to choose a plan that best fits their current requirements.
2.Scalability Features
Cheaper: Captavi is up to 70% less expensive compared to other marketing automation platforms, making it cost-effective for organizations to scale their usage up or down without significant financial burden.
Easier: The platform is designed to be user-friendly, with no need for certification or long training courses. This ease of use facilitates quick adaptation when scaling up or down.
Faster: Organizations can roll out inbound/outbound campaigns up to 10 times quicker with turnkey workflows, which is beneficial when scaling operations rapidly.
Fresher: Captavi’s agile development team constantly works on new functionalities to meet evolving challenges, ensuring that the platform remains relevant and effective as organizational needs change.roll out
Scalable: The platform is used by small, midmarket, and Fortune 500 companies, demonstrating its ability to scale effectively across different organizational sizes.
Extendable: Captavi integrates with third-party applications like Chargify, Google Analytics, and Disqus, allowing organizations to extend the platform’s capabilities as they grow.
Adjusting Subscription Levels
Organizations can adjust their subscription levels based on their changing needs. This includes:
Upgrading Plans: As an organization grows and requires more features, higher email capacities, or additional support, they can upgrade to a higher subscription plan (e.g., from Starter to Growth or Power Plan). This process typically involves contacting Captavi’s sales or support team to facilitate the upgrade.
Downgrading Plans: If an organization needs to scale down due to budget constraints or reduced operational needs, they can downgrade to a lower subscription plan. This flexibility ensures that organizations only pay for what they need at any given time.
Additional Email Capacity
Organizations can purchase additional email capacity if their needs exceed the limits of their current plan. The cost for extra email capacity varies by plan:
Starter Plan: $30 per month for 1,000 extra emails
Growth Plan: $25 per month for 1,000 extra emails
Power Plan: $20 per month for 1,000 extra emails
Enterprise Plan: $15 per month for 1,000 extra emails
Support and Training Adjustments
Support Plans: Captavi offers different levels of support, including online support tickets and phone support for higher-tier plans. Organizations can adjust their support level based on their needs, ensuring they have the necessary assistance as they scale.
Training: The platform provides various training options, including onboarding training and web developer training. As organizations scale, they can opt for additional training sessions to ensure their teams are well-equipped to use the platform effectively.
By offering flexible subscription plans, scalable features, and the ability to adjust support and training levels, Captavi ensures that organizations can easily scale their usage of the platform up or down as their needs change. This flexibility is crucial for maintaining efficiency and cost-effectiveness in dynamic business environments.
Contract Renewal
Automatic Renewal:
Renewal Process: The subscription will automatically renew unless written notice is received 30 days prior to the renewal month. The renewal month is defined as the first month the subscription was activated.
Minimum Subscription Period:
Starter Edition: The minimum subscription period is 30 days.
Other Editions (Growth, Professional, Enterprise, and Dedicated Enterprise): The minimum subscription period is 12 consecutive months.
Upgrade and Downgrade:
Upgrade Process: If the utilization indicators (number of emails sent, number of web visitors, and digital assets stored) exceed the current subscription level, the subscriber must request an upgrade from one subscription edition to the next level. This can be done from the Captavi Platform Dashboard. Captavi will not proactively contact the subscriber for upgrades.
Billing for Upgrades: The subscription rate is billed at the full rate for the month the subscription edition is upgraded and may be prorated, but this is not guaranteed.
Additional Charges:
Exceeding Capacity: If the subscriber exceeds the agreed usage (number of emails, website visitors, and storage of digital assets), Captavi has the right to promote an upgrade and/or charge for exceeded capability utilization. Additional emails sent will be automatically billed to the subscriber's credit card on file.
Contract Cancellation
Termination by Subscriber:
Notice Period: Subscribers must provide written notice 30 days prior to the renewal month to cancel the subscription and avoid automatic renewal.
Material Breach: Either party can terminate the agreement if the other party materially breaches any provisions and fails to cure such breach within 15 days after receiving written notice.
Bankruptcy or Insolvency: The agreement can be terminated if a petition for bankruptcy or protection under the United States Bankruptcy Code is filed by or against either party and remains unstayed or undismissed for 30 days.
Termination by Captavi:
Violation of Terms: Captavi reserves the right to suspend network access or terminate the service if the subscriber's account is found to be the source or target of a violation of the terms of service. This can include inappropriate activity detected by Captavi.
Immediate Action: In extreme cases, Captavi may deactivate all accounts of the subscriber in question until an investigation is complete. Law enforcement may be contacted if necessary.
Post-Termination Obligations:
Return or Destruction of Materials: Upon termination of the agreement, the subscriber must return or destroy all materials pertaining to the services as requested by Captavi.
Outstanding Balances: The subscriber is responsible for paying all accrued charges and any collection fees if the account is placed in the hands of an attorney for collection. This includes reasonable attorney fees, which will not be less than 10% of the total principal owing at the time an attorney is retained.
Service Suspension:
Non-Payment: Captavi may temporarily deny or terminate service if the subscriber fails to pay charges when due. This termination or denial does not relieve the subscriber of responsibility for the payment of all accrued charges.
Severability:
The compliance standards that Captavi Platform software meets can be noted as follows:
Captavi Platform is CAN-SPAM compliant, which indicates adherence to email marketing regulations.
The platform integrates with services like PayPal and Salesforce Sales Cloud, which typically require certain security and compliance standards.
