q-and-a
FAQ

What is a CRM software?

A Customer Relationship Management (CRM) software is a business automation platform that can streamline a company’s pre-sales, sales, and post-sales activities. It can also make managing a large customer base less cumbersome and information recall instantaneous.

What is mobile CRM?

Mobile CRM makes use of mobile devices like tablets and smartphones to make data more accessible and expand the scope of a traditional CRM software.

Is a CRM customizable?

Different businesses have different requirements. Most CRM software in today’s markets cater to specific businesses by allowing them to customize software modules to fit their needs.

What is the use of a cloud-based CRM?

At the crux of it, data accessibility. When multiple devices are connected to the CRM through an always-online server, data sharing and decision-making becomes faster than ever.

How safe is my data on a CRM?

Most CRM software today are equipped with sufficient security measures to prevent unauthorized access into your valuable CRM data.

How to integrate third-party software with CRM?

If the third-party software allows you to connect your data through an API key, most CRM software allow you to mirror all that information on your database.

How does a CRM software fit into a business framework?

A good CRM system can help a business manage their entire internal operations in order to create mutual value for the business as well as the customer. Some of the important CRM software functions include:

1. Marketing:

Campaign Management: Managing campaigns on multiple marketing channels, both offline and online.
Email Marketing: Streamlined email marketing to reach a targeted audience with more relevant content.
Asset Management: Storing marketing material on a cloud database for quicker and remote access.
Marketing ROI: Knowing the business generated from each individual campaign and making informed decisions.

2. Lead Management:

Source Integration: Integrating multiple lead sources and tracking their effectiveness.
Lead Nurturing: Smartly qualifying and nurturing the incoming leads for a better chance at conversion.
Lead Assigning: Setting up roles and workflows, and assigning leads and customers to internal teams.

3. Sales:

Daily Plans: Managing daily meetings and visits by using timely mobile notifications and reminders.
Mobile Sales: Accelerating field sales with access to the cloud-enabled database on a mobile device.
Sales Reporting: Tracking the overall sales performance with DSRs and key performance reports.

4. Operations:

Order-Taking: Simplifying the order-taking process, right from order generation to order dispatch.
Inventory Tracking: Accessing real-time data on inventory availability to avoid stock scarcity.
Stock Delivery: Sending notifications to the customers on the delivery status of each order.

5. Payments:

Quotations and Invoices: Delivering quotations and invoices to the customers using automated templates.
Payment Gateways: Integrating the preferred payment gateway to streamline the collections process.
Automated Reminders: Automating the delivery of notifications on pending order payments.

6. Service:

Multi-Channel Support: Responding to customer issues on the platform or channel of their choice.
Issue Resolution: Quicker access to information facilitates a better resolution of issues.

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