CapSavvy CRM
Business automation for Leads, Sales, Customers & ServicesCapSavvy CRM is automate your entire business operations starting with Lead generation to Proposal submission to invoice generation to Product/Service deliveries to Task/Project Management to payment collection to post-sales support to repeat sales.
Save ExtraValue Offer: 10% min. discount on buying this software.
CapSavvy CRM is an initiative by CapSavvy Group, which provides a holistic approach for businesses to establish opportunities that benefit overall growth. The Group is comprising of experts and advisors, specializing in various aspects of finance, technology and education.
WHY CHOOSE US
Features
CapSavvy CRM has been designed with loads of features, which are essential to carry out smooth business operations such as leads management, sales management, service management, and team management. These features will automate business operations and provide easy access to data to the sales and support team so that the clients get a better experience while dealing with your business. A few of the features are listed below.
Track Leads
With Kan Ban, keep track of leads and easily follow their progress. Convert lead to customer, auto import leads from email, create proposals, send emails.
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Daily Timesheet
Timesheets let you know exactly what your team members are working on and track efficiency by comparing input time vs output they produce.
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Work From Home
When team is working from home, they record their daily activates through timesheet feature and management can evaluate performance of team while working from home.
Proposal & Invoice
No need to use separate email applications. Proposal and Invoice can be sent to leads directly from CapSavvy CRM dashboard and take follow up or make changes.
Mobile Friendly
CapSavvy CRM dashboard and applications are mobile friendly. The application can be opened using Chrome or any other explorer using Laptop, Desktop, Mobile or Tablet.
Customer Support
Raise ticket for service request by customer or client, assign ticket priority and allocate to team member, take follow up, send automated reply to client/ customer.
Tasks Assignment
Create Tasks for any lead or office project or client project or customer deliverables. Assign tasks to team member and get dashboard progress.
Web to Leads
Automatically convert emails of all leads generated through website or any other marketing platform directly into CRM Lead and assign to team member and take updates.
Attach Documents
Upload any documents such as PDF or JPG or Word or Excel file into Lead or Customer, so that it is accessible directly by team member any time any where, on the go.
Expenses Record
Record any direct expenses or team member cost against customer or lead and compare revenue vs direct cost, which enable management to evaluate margins anytime.
Calendar & to Do
Dashboard Calendar features gives full snapshot of day wise tasks, projects, leads and other reminders, so that team member can plan their work timely and effectively.
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Create Projects
Create Projects for your clients, allocate to team members, assign sub-tasks under each project and check progress on dashboard against each project, send updates to client.
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Collect Payment
Integrate payment gateway on CapSavvy CRM through RazorPay and get payment directly into your bank account from your customers using this feature.
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Access Control
Give access of lead data or customer to your team members as per their designation or as per your business requirements. You can decide your own set of access.
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Reports & Analytics
Get detailed analysis of various business reports such as Sales, Invoice, Payment, Proposal, Product Wise Revenue, Leads, Report, Expenses vs Income, Timesheet Overview etc.
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Reminders & Email
Set reminders and email schedule for your leads or customers, set reminders for routine office tasks, get reminder update directly into Inbox as per due date/ time.
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Create Custom Field
Fully customise and create your own custom fields into CapSavvy CRM as per your business requirements. These additional fields will appear at respective places of Dashboard.
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Knowledge Base
Publish articles and news reports using CapSavvy CRM and share with your leads, customers and team members. These articles can also act as knowledge base for team.
CapSavvy CRM Modules
CapSavvy CRM comprises 12 modules for the smooth running of all your business operations. These include;
- Leads Management
- Sales Management
- Customer Management
- Project Management
- Tasks Management
- Expenses Management
- Contracts Management
- Support Management
- Payment Collection
- Surveys Management
- Calendar management and
- Knowledge Base
Details are given below
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Lead Management
Lead Management Modules enables team to manage their all leads, allocate to team, review status changes, source-wise output, Last contacted etc.
Sales Management
Through Sales Management Module your business can manage proposals, manage estimates, raise invoice, collect payments, raise credit notes, analyse various sales reports.
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Customer Management
Customer Management Module would enable the management to create customer wise dashboard, make notes, generate statements.
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Project Management
Project Module will enable business to manage client-wise or business-wise projects, raise project invoice, manage sub-tasks, get Gantt-view progress, and manage documents.
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Tasks Management
Using Task Module, team can create tasks for backend operations or client/ customer related work. Assign task to team, manage progress and review employee timesheet.
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Expenses Management
Through this module, team can record all direct expenses related to project or customer, evaluate revenue vs expenses analysis. Categories expenses types, attach receipt/ vouchers.
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Contracts Management
If your business has features of creating short-term or long-term supply contracts with customers, this module will enable you to manage all activities & deliverables as per Contract.
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Support Management
Your customers can raise tickets for post sales services/ warranties. This module will enable to manage these service tickets, allocate team to members and get progress updates.
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Payment Collection
Payment Modules will provide detailed view of payment collection status, send link to customers for payment collection using RazorPay and compare with expenses.
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Surveys Management
Under Utilities Module, you can send survey questions to your leads or customers using email and redirect them to google form or any other survey tools.
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Calendar Management
Using Calendar Modules, team can plan and manage their daily, weekly or monthly tasks, take follow up with leads or customers, executed desired tasks as per timelines.
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Goals Progress
Under Utilities Module, CapSavvy CRM provides Goal Tracking, which enables team to set goals for Sales or Leads or Revenue and get goal tracking reports on dashboard.
Specifications
Industry :
bank
Education
Logistics
Private sector
telecommunication
Tourism
Retail
Real Estate
Health care
Events
Entertainment
Deployment :
- Cloud
Available For :
Multiple Users
Duration Type :
Single Year
Multiple Years
Language :
- English
- Hindi
Vendor Website :
Product Feature(s)
Product Video
Pricing
CapSavvy CRM Gold
Starting from
₹ 1500010 User, 1 Year(s)
Billing for : 10 User, 1 Year(s)
- 10 Users Login
- 5000 Customer Records
- Fully Loaded Features
- Fully Loaded Modules
- 365 Days Validity
- One-time Training of 4 Hours
- Email/ Call Support
- Rs. 1500 p.a. for every additional User License
- Rs. 500 p.a. for every additional set of 1000 customer records
- All prices are inclusive of GST
CapSavvy CRM Silver
Starting from
₹ 120005 User, 1 Year(s)
Billing for : 5 User, 1 Year(s)
- 5 Users Login
- 2000 Customer Records
- Fully Loaded Features
- Fully Loaded Modules
- 365 Days Validity
- One-time Training of 4 Hours
- Email/ Call Support
- Rs. 2400 p.a. for every additional User License
- Rs. 500 p.a. for every additional set of 1000 customer records
- All prices are inclusive of GST
CapSavvy CRM Bronze
Starting from
₹ 90003 User, 1 Year(s)
Billing for : 3 User, 1 Year(s)
- 3 Users Login
- 1000 Customer Records
- Fully Loaded Features
- Fully Loaded Modules
- 365 Days Validity
- One-time Training of 4 Hours
- Email/ Call Support
- Rs. 3000 p.a. for every additional User License
- Rs. 500 p.a. for every additional set of 1000 customers record
- All prices are inclusive of GST
FAQ
What is CapSavvy CRM
CapSavvy CRM is a fully loaded Customer Relationship Management (CRM) software tool, which helps to streamline your company’s leads, sales, customers, support and team productivity by keeping customers at the center of the process. CapSavvy CRM helps you boost your company’s Sales, provide post-sales support, shorten your lead cycles, provide on-time support etc.
How can CapSavvy CRM help me boost my business?
CapSavvy CRM is a cloud-based platform, so you can access it from anywhere with ease. It is a tightly coordinated system, which covers sales, leads, customers, team and support. So, there is no need to maintain your data in multiple systems, and lots of time is saved. All the important information is available on figure tips, so you do not miss any point while making any business decision.
How CapSavvy CRM can help service my customers?
CapSavvy CRM has an inbuilt support / ticket management module. One can easily track all support requests made by your client/ customer. It enables employees to track users' support preferences and their past support requests. At the same time with integrated knowledge management and support article management, one can save a lot of time in resolving support requests, which has occurred before with the same client.
Do you provide on-site support?
We do not provide on-site support as it is a cloud-based software where everything is stored on the internet and no physical device is installed at the customer’s premises.
Do you provide email or on-call support?
Yes, we do provide support through email and telephonic calls.
Do you provide 24 X 7 support?
CapSavvy CRM support will be available during business day and business hours.
Can we download reports?
Yes, you can download all the reports in CSV format from respective sections of CapSavvy CRM.
Do you provide training to our team members?
Yes, we do provide online training sessions to all our customers & their employees. We provide 2 free sessions of two hours each.
Which currencies do you support?
Currently, we can bill you in Indian Rupees.
Do I need to pay additional cost for hosting or server?
No
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