CapSavvy CRM is a CRM solution that helps businesses manage contacts, customers, sales, communications, payments, contracts and more. This software is based on SaaS web and can run in the cloud but does not have a version that can be installed on PCs and mobile phones.
CapSavvy CRM is a CapSavvy Group initiative that provides businesses with a comprehensive approach to create opportunities that benefit your overall growth. This group consists of experts and advisors who specialize in various aspects of finance, technology and education. The group is known for its RoI focused services and has experience in providing quality services.
With a customer-centric approach, the group always believes in providing world-class backend support. CapSavvy CRM is designed with many features essential for smooth business operations such as lead management, sales management, service management and team management. These features automate business operations and provide easy access to data to your sales and support team so that customers have a better experience interacting with your business.
Track customers with Kan Ban and easily track their progress.
Convert contacts to customers, automatically import customers from email, create offers, send emails with CapSavvy CRM. Timesheets let you know exactly what your team members are working on and track efficiency by comparing the input and output time they produce. When the team is working from home, they record their daily activities through the timesheet function and management can evaluate the performance of the team while they are working from home.
You do not need to use separate e-mail programs. Proposals and invoices can be sent to customers and tracked or modified directly from the CapSavvy CRM dashboard.
The dashboard and applications of this software are mobile compatible. The application can be opened with Chrome or any other browser with a laptop, desktop, mobile or tablet.
Escalate ticket for service request by customer or customer, assign ticket priority and assign to team member, follow up, send auto reply to customer and contact.
Create tasks for any core or administrative project or customer project or customer delivery with CapSavvy CRM. Assign tasks to team members and receive progress on the dashboard. Transfer emails from all contacts generated through your website or other marketing platform directly to CRM, assign them to team members and receive updates.