Take Your Business Up a Notch with a cloud-based CRM
for small business

Sell better, work simpler and grow more using lead tracking software
for small business

Overview

While scaling your business, you slowly begin to deal with growing amounts of data. From larger lead pools to growing customer service – there is a need to have a system to automate many of these processes. A CRM system for small businesses is a means to engage with your customers seamlessly at any point of time. These could be your existing customers or prospects. The CRM tools for small business are useful for monitoring daily operations, sales, customer service, payments, customer database and workflow processes. Cloud-based CRM for small business provides ample data storage space and can be accessed from anywhere.

Overview

CRM solutions for Small Business― Why a Small Business Should Invest in a CRM?

CRM platforms are useful for companies of all sizes. They are the building blocks to any business. However, below are the key areas of CRM that will benefit your company.

cutdown-efficiency

Cut down on Overheads

The CRM for small business is a SaaS offering. This means you don’t need any hardware or heavy installations before you use the software. All you need is a link and an Internet connection and you are good to go.

CRM Solution for Small Business

Store all your sensitive data in the cloud

The central CRM dashboard not only lets you run multiple operations from a single window but you can also rest assured that all your sensitive data is secure when stored in the cloud.

keeping track f customers

Manage, organise and allocate leads with ease

The lead scoring and sales forecasting tools help you in quickly determining the best means of customer acquisition and also aid in collecting email addresses for campaigns.

reporting

Active Reporting

As data gets fed into a central system management at different levels and locations, you can dig out reports for the department helping your team to get insights on performance goals.

internal communication

Internal Communication

Kapture’s CRM software for small business acts as the default means for communication within a business, whether it is internal, inter- departmental or even with business vendors.

automation of task

Automation of Tasks

Your employees can make the best of their time by automating many of their tasks with the help of sales CRM software for small business.

Features

Kapture CRM can take care of both sales and service automation for your business. Our team will help you set up the system and you can go LIVE in no time.

Lead Management System

Automate your responses through a smart response generator. Respond to your customers even when an agent is unavailable to chat. Set automated responses and you’re good to go. As soon as an enquiry is generated, the system will also show the past order history so the agent can resolve the query faster.

lead management
Sales Forecasting

Keep track of the sales actions to be taken by easily viewing the lead status on your dashboard. As you update lead status, it automatically gets reflected in a graphic sales funnel. It shows you the lead’s journey from first contact to close.

sales funnel
Field sales Mobile App

The CRM Mobile App lets your sales team update their important sales information on the go. From customer databases to contact details and minutes of meeting – the Mobile App lets you keep a track of all the information that would assist you in selling. You can also assign daily meetings based on locations so you can maximize your resources in minimum time. It works even on offline mode and you can sync it whenever you are online.

field sales
Email and SMS Template

You can choose from readymade templates while sending automated reminders or follow-up emails to your customers. You can also use the templates to send birthday mailers, promotional messages or a simple Thank You note.

email and sms business
Quotation and Invoice Management

You can generate pre-filled invoices at the click of a button. You can also track pending payments and partial payments. Sending out quotations of any order is simpler than you think using the existing templates which are available for this exact purpose.

Kapture’s sales software for small business ensures all your email queries come to a central dashboard.

quotation & Invoice
Email Ticketing

Kapture’s service CRM for small business ensures all your email queries come into a central dashboard from where your agents can reply, view past history, check customer information and also view previous tickets. You can also send automated mailers, attachments, images and feedback forms depending on your interaction with the customer.

email ticketing
Chat Management

The live chat software lets you view chat tickets and email tickets with access auto-reply templates that can be used to begin a conversation. The chat system can easily be integrated into your website with a simple AI integration.

chat
API's and Integrations

You can easily integrate the CRM into platforms such as Google calendar, Mail Chimp, Shopify and much more with our ready-to-use APIs.

api-and integrations
Social Media Ticketing

If you receive complaints on social channels they will be delivered straight to your CRM inbox. You can then respond to these social media tickets directly from the system without having to log in every time.

social media ticket
Reports

Over 500+ report formats are available to you. With a few clicks you can generate reports on sales and service productivity. This can help you measure your service levels, sales target versus achievement, ticket status and much more.

reports

FAQ's

Yes, you can sync your Google calendar instantly.
We have an excel import/export option in the system.
Mobile app works even on offline mode, you can sync the data once you are online.