You already make sure deals are in the CRM. Capture takes it from there: maps each deal to the vendor's form, registers it, follows it through and writes the status back. No nudging sellers to log into portals.
Opportunity · Customer A
Your CRM · fields you chose
Illustrative fields and vendors. Write-back is optional, on the fields you choose.
Your fields, your deal stages, your triggers. Mapping can differ by vendor. If a deal is missing something a portal needs, the owner gets one question, not a form.
Reads the CRM, maps to each vendor's form. Your fields, your deal stages, your triggers. Mapping can differ by vendor. If a deal is missing something a portal needs, the owner gets one question, not a form.
Status, reference and expiry written back. Optional, on the fields you choose, so sellers see registration status where they already work. Or keep the CRM read-only and let Capture hold the status.
One controlled account per portal. No shared passwords in a vault, no personal accounts doing the company's registrations. Vendor replies reach the deal owner.
Trigger and mapping
Your fields, your stages
Automation modes
Change them whenever you like
Owning it means the reports come to you and you set the modes per team and per vendor. There is no daily operation.
Modes per team and per vendor. Fully automatic, released by a person or assist only. Change them whenever you like.
Usually sales ops or RevOps, sometimes the vendor and alliances function. Owning it means the reports come to you and you set the modes. There is no daily operation. The automation runs on every deal whether anyone logs in or not; people open Capture for the monthly report, a QBR, a budget conversation or a dispute.
If the CRM rejects a write, you get the CRM's own message against the deal and retry from Capture.
Errors you can see. If the CRM rejects a write, you get the CRM's own message against the deal and retry from Capture.
Connect Capture to the one you have. When you move, we reconnect in a short call. Nothing in Capture has to be rebuilt.
Write refused · Customer K
Shown against the deal in Capture
Each page answers one question buyers ask, so you can send it to whoever needs it.
Every other question is answered on the questions page.
See every questionUsually sales ops or RevOps, sometimes the vendor and alliances function. Owning it means the reports come to you and you set the automation mode per vendor. There is no day-to-day operation.
A spreadsheet of your vendors and a read-only CRM user. The first vendors are live within a week.
