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A simple CRM solution that brings all your requirements one platform

Optimal CRM Solution

Optimal CRM Solution

Deliver personalized and exceptional customer experiences by timing your reach-outs and interactions at the most optimal times. Select and offer plans and products best suited to their needs.

Efficient Lead Management

Efficient Lead Management

Account, contact, policy - manage all important details right from Kapture’s banking CRM software. Identify more client prospects, develop new accounts, sell the right products and track progress.

Bring Value to your Business

Bring Value to your Business

Seamlessly adjust banking, financial services, and insurance operations that focus on customer requirements, risk management, and fiscal prudence by deploying Kapture’s Finance CRM. Proactively engage with customers, equip your teams with the right tools and create a stable foundation for your customers.

Integrated service desk to help you deliver seamlessly

Leverage Kapture’s Banking CRM to deliver delightful financial services without compromising on security. You can segment customers, map their history and engage with them, all on a central dashboard. Personalized support goes a long way in increasing customer satisfaction and retention rates.

Dashboard

An intelligent platform that embraces and evolves with policy and regulation changes

Consistent 360 degree Customer View
360 degree customer overview

Map complete customer details, collect accurate understanding of the lead, offer relevant products, engage in intelligent and contextual interactions, provide support with timely responses and build exceptional customer stories.

Secured KYC Documentation
Secure KYC documentation

Upload scanned documents and massive customer data in the Cloud. Centrally view everything along with the customer profile and turn KYC information into actionable insights.

Customer Profitability
Customer profitability

Efficiently aggregate your client accounts, personal holdings, and risk up corporate hierarchies to accurately measure their individual profitability. Understand your best-performing clients, and accordingly allocate your resources for maximum value.

Robust Analytics
Robust analytics

Use real-time reporting to analyze your policies, coverage to estimate future dealings and revenue. Maximize closures by understanding your customers and accounts, and how likely they are to start their financial journey with you, with our banking CRM solution.

API Integration Capabilities
API integration capabilities

Strengthen your existing relationships with corporate clients and your investors by utilizing state-of-the art integration capabilities, and an intuitive interface. Backed by cloud computing and configurable functionalities, ensure more productivity with zero maintenance.

A finance CRM that ensures the availability of right information

Regulate data sharing between sales executives with the right filters in place to make sure all compliances are in order. Utilize your team strength to drive your business, while we maintain the background compliances.

Dashboard
Treebo

We received an average of 12,000 queries per month in the form of calls and emails and Kapture helped make it seem as though there weren’t as many; as managing, prioritising and resolving tickets on a single application helped our team increase our first-call resolutions and improved our average TAT– which has now decreased to just 20 minutes from more than an hour!

Treebo

Abhishek Yadav, Manager

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Build experiences tailored to your customers’ needs.

A complete package for all your customer support needs.

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