CapSavvy CRM

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 of data to sales and support team, so that the clients get better experience while dealing with your business. Few of the features are listed below.

1. Track Leads

2. Daily Timesheet

3. Work From Home

4. Proposal & Invoice

5. Mobile Friendly

6. Customer Suppoer

7. Tasks Assignment

8. Web to Leads

9. Attach Documents

10. Expenses Record

11. Calendar & To Do

12. Create Projects

13. Collect Payment

14. Access Control

15. Report & Analytics

16. Reminders & Email

17. Create custom field

18. Knowledge Base

CapSavvy CRM comprises of 12 modules for smooth running of all your business operations. These include;

(1) Leads Management

(2) Sales Management

(3) Customer Management

(4) Project Management

(5) Tasks Management

(6) Expenses Management

(7) Contracts Management

(8) Support Management

(9) Payment Collection

(10) Surveys Management

(11) Calendar management

(12) Knowledge Base