Lead Management System
Organize and Manage all your potential leads from multiple channels like phone, references, trade shows, online, exhibitions, third party sites or channel partners. Monitor how lead progresses from one stage of sales cycle to the other.
Set up targets for your sales team based on data available in the system. Forecast your sales based on lead stage like hot, cold, warm. See the entire sales funnel with lead status. Map your customers zone wise or whichever way you prefer. Pull put team reports from the system.
Field sales Mobile App
Kapture CRM mobile app assists your sales team to update their reports, customer database, contact details, create daily plans, minute their meetings, create client meeting map based on location and perform all important sales tasks on the go. It works even on offline mode and you can sync in whenever you are online.
Email and SMS Template
Create SMS and Email templates or choose from ready made templates to send automated reminder or follow up mails to your customers. Send birthday mailers, promotional messages or simply a Thank you note. Create as many templates as you wish.
Quotation and Invoice Management
As a startup or small business Kapture CRM supports in generating quotations and invoices from the system once upload the template and applicable taxes with payment terms. You can also track pending payments and partial payments.