CaptivaHQ · AI-first Enterprise OS · Closed beta

Your entire operation.
Working as one.

CRM, projects, inventory and billing in one connected workspace. Atlas works across it all: moving work forward, surfacing what matters and helping your team act. The AI-first Enterprise Operating System, built for 2030.

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Watch · 1 minute 22

What is CaptivaHQ

The short version: five systems that never talk to each other, the work that leaks between them, and the one platform that replaces the lot.

CaptivaHQ product overview — 1:22. Turn on sound, or use the player controls to pause, seek and go full screen.

Built around your operation

Your industry. One connected workspace.

The sectors UTS serves, brought together around CaptivaHQ. We shape the platform and connected UTS services to your workflows, vocabulary and existing systems. Talk to us about the right scope for your team.

One platform · thirty-one modules

Turn on the modules you need.
Nothing you don't.

Not a suite stitched together by integrations — every module reads the same records, obeys the same permissions and is driven by the same AI. Nothing here is sold to you twice. Hover any card to see what people actually do with it.

Shipping next

  • Coming soonField app — iOS & AndroidWork orders, time and photos from the van. Offline-first.
  • Coming soonClient PortalWhite-labeled collaboration, approvals and self-service — Enterprise only.

One platform, one scroll

Watch a job run end to end

Scroll to advance — Meridian Building Systems takes one job from “find me leads” to a paid invoice, and every module it touches lights up on the rail. Scroll up and it rewinds.

Skip the walkthrough ↓

  1. Morning: Dana of Meridian Building Systems asks Atlas, "What work do I have for today?" Atlas answers: "3 overdue, 2 meetings, and 4 tasks today." My Day shows exactly that; Dana clicks the task: find new leads.
  2. AI prospecting: Dana types a brief — commercial glazing, Southeast, 100 to 500 staff.
  3. Three real matches resolve: Coastal Water Authority, Blue Ridge Regional Water, Tidewater Municipal Utilities — each with a contact title and size. Dana clicks the first.
  4. Dana clicks AI Enrich; after a moment's work the profile fills itself: 340 staff, $48M revenue, Director of Facilities, Water & Wastewater Utilities, headquartered in Charleston, SC.
  5. Competitor Monitoring shows the incumbent, Vantage Systems — and that their contract expires in Q3.
  6. The deal lands in the pipeline; Deal Coach cites three similar wins — Piedmont Water District, Savannah Regional Utility, Palmetto Public Works — and flags it stalled for 14 days.
  7. A quote builds from time and labor — Project Manager 180 hours, Senior Fabricator 240 hours, Analyst 120 hours — totalling $284,400.
  8. Dana asks Atlas to draft a proposal and email; both write themselves from the same fields.
  9. The contract — MSA plus SOW — goes out for e-signature and comes back countersigned.
  10. The deal is won; a delivery project spins up from a template with 540 hours, $284,400 and 3 roles.
  11. Colour-coded Gantt bars, a roster — Project Manager, Senior Fabricator, Analyst — and ticking timesheets.
  12. Dana asks Atlas to upload the new Coastal Water contract into the knowledge base and list the final product requirements; Atlas answers from the company's own documents, citing page 47 at 94% relevance, and highlights the requirements: marine-grade 316 stainless, Class 2 corrosion coating, commissioning sign-off within 10 days.
  13. Predictive health: the budget signal flips to amber as the burn line crosses the budget.
  14. Atlas recommends rescoping Phase 2 by 40 hours; the burn returns under budget and the signal goes green.
  15. Approved time flows into charges and invoice #4192 for $284,400; a typed question returns a margin chart.
  16. A plain-English instruction — flag any project trending over budget every Monday — becomes a live automation that opens a customer-service ticket. Thirteen modules are now lit: one platform, thirty modules.

BEAT 01 / 16

Morning · My Day

“What work do I have for today?” — “3 overdue, 2 meetings, and 4 tasks today.” Dana clicks the task: find new leads.

BEAT 02 / 16

AI prospecting

A typed brief: commercial glazing · Southeast · 100–500 staff.

BEAT 03 / 16

Three real matches

Coastal Water Authority, Blue Ridge Regional Water, Tidewater Municipal Utilities. Dana clicks the first.

BEAT 04 / 16

AI Enrich

One click, a moment's work, and the profile fills itself: 340 staff · $48M revenue · Director of Facilities · Charleston, SC.

BEAT 05 / 16

Competitor 360

The incumbent — Vantage Systems — profiled automatically. Their contract expires Q3.

BEAT 06 / 16

Deal Coach

The deal lands in Qualification: Piedmont, Savannah and Palmetto wins cited, one amber flag — stalled 14 days.

BEAT 07 / 16

Quote · time & labor

Project Manager 180h · Senior Fabricator 240h · Analyst 120h — the total counts up to $284,400.

BEAT 08 / 16

The proposal writes itself

“Draft a proposal and email.” — “Drafting it now.” Both share the same fields: $284,400 · 540 h.

BEAT 09 / 16

Contract · e-signature

MSA + SOW sent for signature → ✓ countersigned.

BEAT 10 / 16

Won · project from template

WON — and the delivery project builds itself: 540 h · $284,400 · 3 roles.

BEAT 11 / 16

Plan, staff, track

Colour-coded Gantt bars, a roster — Project Manager, Senior Fabricator, Analyst — and ticking timesheets.

BEAT 12 / 16

Answers from your own docs

“Upload our new Coastal Water contract…” — Atlas answers from the knowledge base: Page 47 · 94% relevance, highlighting the final project requirements.

BEAT 13 / 16

Predictive health

BUDGET flips green → amber as the burn line crosses the budget.

BEAT 14 / 16

Atlas recommends

“Budgeted hours run out ~Nov 12 — three weeks early.” ↳ Rescope Phase 2 · −40 h. The line bends back under.

BEAT 15 / 16

Billed, then answered

Approved time → charges → INVOICE #4192 · $284,400. “Margin by project this quarter?” returns a chart.

BEAT 16 / 16

Say it, it's automated

“Flag any project trending over budget every Monday” becomes a live workflow ending in a customer-service ticket. One platform. Thirty modules.

The intelligence is the product

Do almost everything by talking to Atlas

Atlas is the AI woven through every module — not a chatbot in the corner. It reads the same records you do, acts with your permissions, and logs everything it touches. A system of record stores what happened; this is a system of action that does something about it.

Agent · every screen

Atlas does the work, not just the talking

A chat and voice agent on every screen that can search, create, update, delete and undo across every module. Every write is logged with before/after values — and reversible for 7 days.

Reporting · natural language

Ask a question, get a report

Natural-language BI that joins across modules. “Show me customers with open tickets and overdue invoices” returns a chart — not a support request to the data team.

Signals · proactive

It tells you before you ask

Predictive signals across the platform: deal risk flags, project budget forecasts, account health scores — all computed without anyone running a report.

Automation · plain English

Describe an automation, get an automation

“Email me every morning with deals that have had no activity in 7 days” builds the workflow for you — with approval gates on anything destructive.

Memory · shared

One knowledge base every module can read

Vector-indexed institutional memory that Atlas draws on for every answer — with permission-aware retrieval, so a gated article never leaks through search.

The ledger

What's native here that's an add-on elsewhere

No named competitors, no cherry-picked benchmarks — just what ships in this platform versus what traditionally takes another product, another vendor, another invoice. This is the gap a plugin does not close.

CapabilityCaptivaHQTraditional platforms
AI included in the core platform ✓ NativeThe intelligence is the product ⚠ Paid add-onSold on top of the platform
One shared knowledge base across every module ✓ NativeEvery module reads the same brain ✕ Per-product silosSynced by integration
Full LLM access to every module (MCP) ✓ Native~190 tools, any model ✕ Not available
Conversation → task automation ✓ NativeDescribe it in plain English ⚠ Visual builderManual wiring
Natural-language reporting across modules ✓ NativeAsk Atlas ⚠ Drag-and-drop report builder
EU compliance suite (GDPR, DORA, NIS2, ISO 27001, EU AI Act) ✓ Native module ✕ Third-party GRC tool
Rename any entity, add any field — without a deploy ✓ NativeUI-only customization ⚠ Admin configSometimes code
Pay only for the modules you turn on ✓ Per-module pricing ✕ Bundled editionsForced upgrades

Pick a legacy CRM while your competitor picks this, and you will get smoked. AI, people and process working as one system is not a feature you bolt on later — it is an architecture. You either bought it or you didn't.

Legend: ✓ native · ⚠ possible, but extra cost or extra work · ✕ not built in.

Pricing

Pick what you need.
Add people as you grow.

Every plan is priced per person, works for teams of up to 25, and has no minimum — add or remove people whenever you want. What changes between plans is how much of the system you switch on.

What kind of work do you do?

We start you with the set-up that works for your industry. Nothing is locked in — swap any of it during setup.

15 core modules are in every plan

These are the platform itself, not a bolt-on. They come with Starter, Professional and Enterprise alike — what you choose below is which add-ons sit on top. Hover any of them to see what it does.

Customer RelationsDemand GenerationAI Lead FindingAI Record EnrichmentEmail & Meetings CaptureAutomation & IntegrationsAnalytics & BIContract ManagementPre-Sales & CPQProduct & Service CatalogAI EngineData Layer & Event BusMCP Server LayerAsset InventoryEmployees & Org Chart

Starter

Get the core of the business running in one place

$69 per person / month

Up to 25 people

Start 15-day trial

15-day trial, credit card required. Billed monthly after that; cancel any time.

The 15 core modules, plus any 2 add-ons — at most one of Work Orders or Projects

Our suggestion for industrial & manufacturing, shown first. Click one to remove it, then pick a replacement from the rest underneath.

2 of 2 add-ons chosen

Remove one above to swap

  • Works for up to 25 people — no minimum
  • 17 modules live on day one — 15 core plus your 2
  • Ask questions in plain English and get answers from your own data
  • We move your existing data in for you
  • Email and chat support
  • Work that runs itself in the background
  • Phone app for the field

Most popular

Professional

Run the whole operation, office and field

$99 per person / month

Up to 25 people

Start 15-day trial

15-day trial, credit card required. Billed monthly after that; cancel any time.

The 15 core modules, plus any 6 add-ons

Our suggestion for industrial & manufacturing, shown first. Click one to remove it, then pick a replacement from the rest underneath.

6 of 6 add-ons chosen

Remove one above to swap

  • Everything in Starter, with 6 add-ons instead of 2
  • Works for up to 25 people — no minimum
  • 21 modules live — 15 core plus your 6
  • Phone app for iPhone and Android Soon — update jobs, capture photos and sign off work from the field
  • Work that runs itself — approvals, follow-ups and handoffs happen without anyone chasing them
  • Unlimited questions to your AI assistant
  • Your calls, meetings and email become searchable company knowledge
  • Priority support with a named contact

Enterprise

When the way you work needs software built around it

Custom

More than 25 people

Talk to us

We walk your process first, then quote. No obligation.

All 31 modules — no cap

The 15 core modules plus all 16 add-ons, with nothing held back — including the Client Portal, which is Enterprise only.

Customer RelationsDemand GenerationAI Lead FindingAI Record EnrichmentEmail & Meetings CaptureAutomation & IntegrationsAnalytics & BIContract ManagementPre-Sales & CPQProduct & Service CatalogAI EngineData Layer & Event BusMCP Server LayerAsset InventoryEmployees & Org ChartProject ManagementWork Orders & Field DispatchInventory & WarehouseInvoicing & BillingCustomer ServiceKnowledge BaseCompliance ManagerClient Portal SoonMarketingCSAT & FormsContent & LearningProcurement & PurchasingSchedulingShippingWebsite MonitoringCompetitor Monitoring
  • Everything in Professional
  • Any number of people, beyond 25
  • Client Portal Soon — your customers see their own job and approve what needs approving
  • We build what you are missing — custom modules and integrations developed for your operation
  • Connects to the systems you are keeping, including your accounting package
  • Hosted to your security requirements, including on your own servers
  • You own your data. Always.
  • A named success manager who knows your business

Prices are per person, per month, in USD. Hover any module to see what it does, and click to add or remove it. More than 25 people, more than 6 add-ons, or the Client Portal? That is what Enterprise is for.

FAQ

Questions, answered

What is an Enterprise Operating System — isn't this just a CRM?

A CRM manages customer records. An Enterprise Operating System runs the company: sales, delivery, inventory, billing, service and compliance share one data model, one permission system and one AI. CRM is one module of thirty-one — and it is in the core platform every workspace starts with.

What does the AI actually do?

Atlas works inside every module: it searches, creates, updates and undoes records on instruction, answers cross-module questions as charts, builds automations from plain-English descriptions, and raises predictive signals — deal risk, budget overruns, account health — before anyone asks. Every write is logged and reversible for 7 days.

Can we start small and add modules later?

Yes — that's the design. Start on the core platform, then switch modules on when you need them. New modules read the records you already have; there's no re-import and no migration between “editions”.

How does migration from our current tools work?

CSV import is built into every module, and the onboarding team maps your existing objects — accounts, deals, projects, tickets — onto CaptivaHQ entities. Because fields and labels are customizable without code, the platform adapts to your vocabulary rather than the other way around.

Where is our data hosted?

In the EU, on EU-hosted infrastructure, with 6-layer tenant isolation. The built-in Compliance Manager covers GDPR, DORA, NIS2, ISO 27001 and the EU AI Act from the same platform.

Does it integrate with the tools we already use?

Yes — through webhooks, a full REST API, the automation module's integration steps, and the MCP layer, which exposes every module to any LLM client you already run. If your tool can call an API or receive a webhook, it can talk to CaptivaHQ.

What do we get before we add any modules?

The core platform: CRM, demand generation, AI lead finding, record enrichment, email and meetings capture, contracts, CPQ, catalog, analytics, automation, scheduling and the AI engine itself. Everything else switches on when you need it — tell us which modules you want and we will quote them.

Run the company on one system

CaptivaHQ is in closed beta with a small group of selected clients. Be one of them: we'll stand up a workspace with your modules, your vocabulary and your data, and you'll watch Atlas work it. Get in early and stay in for the long haul.

Start 15-day trial Book a demo See all 31 modules