Property Management & HOA
Connect properties, vendors, work orders and billing across your portfolio.
Discuss your workflowCaptivaHQ · 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.
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.
Maritime & Fleet Operations
Bring operational records and service work together through a phased rollout.
Discuss your workflowIndustrial & Manufacturing
Connect customer relationships, project delivery, inventory and field work.
Discuss your workflowLegal & Law
Discuss connected matter intake, correspondence and document workflows with UTS.
Discuss your workflowFinancial Services
Connect client records and operational workflows with the systems you already use.
Discuss your workflowHealthcare Administration
Coordinate administrative intake, scheduling and follow-up. No protected health information workloads.
Discuss your workflowInsurance
Connect incoming requests, documents and customer follow-up in one workflow.
Discuss your workflowHospitality & Restaurants
Coordinate guest requests, supplier activity and the teams responsible for delivery.
Discuss your workflowGovernment & Public Sector
Connect departments and track resident requests from intake to resolution.
Discuss your workflowSkilled Trades
Keep customer requests, job scheduling, field work and billing connected.
Discuss your workflowCustom CRM / ERP
Shape records and workflows around the way your business actually operates.
Discuss your workflowWatch · 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.
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.
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.
- 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.
- AI prospecting: Dana types a brief — commercial glazing, Southeast, 100 to 500 staff.
- 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.
- 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.
- Competitor Monitoring shows the incumbent, Vantage Systems — and that their contract expires in Q3.
- 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.
- A quote builds from time and labor — Project Manager 180 hours, Senior Fabricator 240 hours, Analyst 120 hours — totalling $284,400.
- Dana asks Atlas to draft a proposal and email; both write themselves from the same fields.
- The contract — MSA plus SOW — goes out for e-signature and comes back countersigned.
- The deal is won; a delivery project spins up from a template with 540 hours, $284,400 and 3 roles.
- Colour-coded Gantt bars, a roster — Project Manager, Senior Fabricator, Analyst — and ticking timesheets.
- 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.
- Predictive health: the budget signal flips to amber as the burn line crosses the budget.
- Atlas recommends rescoping Phase 2 by 40 hours; the burn returns under budget and the signal goes green.
- Approved time flows into charges and invoice #4192 for $284,400; a typed question returns a margin chart.
- 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.
| Capability | CaptivaHQ | Traditional 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
Switch on what you need.
Pay for nothing you don't.
No editions, no forced bundles, and no per-seat surcharge for the AI — the intelligence is the platform, not an upsell. Tell us which modules you need and we'll put a quote together.
Included in every workspace
The core platform
Every workspace starts with the whole foundation — CRM, the AI engine and the capture layer included:
- Customer Relations (CRM)
- Demand Generation
- Contract Management
- Pre-Sales & CPQ
- Product & Service Catalog
- AI Engine
- Automation & Integrations
- Analytics & BI
- Data Layer & Event Bus
- Platform & Customization
- Metering & Isolation
- MCP Server Layer
- Asset Inventory
- Employees
- Scheduling
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 EU 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.