Captain401 - Customer Case Study

Captain401 is made up of young, social entrepreneurs who believe that the financial industry could use more transparency and efficiency. They feel that people have been told by the financial industry that investing and saving are very complex things that a layperson would not be able to understand without an expensive financial advisor helping them out. So they started Captain401 as a way to help small businesses and startups make financial decisions about offering 401(k)s clear and easy.With Grasshopper, they like being able to set up extensions for different departments so their clients can be connected to the right people quickly. They also make use of the call log, which makes it easy for them to keep track of call history and the necessary follow-ups. The number one snack you’ll find with this crew is wasabi covered peas – they’ve convinced themselves that it’s healthy!