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Client requests from multiple channels- all at one place

Your enquiries will not be scattered all over the place. No keeping track of mails/calls, chasing Google/Facebook campaign lead entries. With smooth API integrations, all your enquiries will sit right in your CRM inbox waiting for you to start work on them.

Multiple Channels

Phone

Let your clients place requests to you over the phone while the CRM tracks all calls and gathers every detail onto a single inbox.

Emails

Integrate multiple email ids and get all mails together consolidated in one login or distributed to multiple logins in the CRM as per your preference.

Website

With easy web form integrations, get a collaborated view of all requests coming through multiple forms spread across multiple pages on your site.

Just Dial & Others

Seamless integration with healthcare lead generation sites and other EMR portals reduces your chances of missing on any lead and brings to you all necessary information at one place.

Mobile App

Easily pull all request placed through your very own mobile app into the CRM.

Keep record of each client call in the CRM

Avoid the hard work of taking notes while on call and risk of missing important information in the process. Get every client call details in the CRM with detailed call recordings and call history. Visit each call made back in time anytime anywhere.

Call Records

Manage contacts and organizations

Create profiles and store all your client’s contacts and information on cloud and access it anywhere anytime from mobile.

Assign clients to team members

Apart from assigning tasks to departments, you can also assign important clients to selected members and ensure that all queries and requests coming from those clients goes directly to the assigned member. Calls & mails coming from that client will get directly allocated to the assigned member.

Assign Clients to Team

Ticket Inbox – Everything You Need

Each request, query or case from any of the multiple channels like mails, calls, chat, website or social media gets converted into a ticket with a unique ticket id in the CRM. Tickets pertaining to an already existing client gets auto attached to the client’s previous tickets and new clients get created for the new tickets.

Work quickly with preset Email Templates

Preset mail templates lets your team work faster by eliminating a lot of robotic job of exchanging emails with clients. What’s even better is you can ensure a consistent style of communication with your clients.

Email Templates

Generate agreements and invoices from the CRM

Notification

Set custom workflows based on departments, clientele or nature of the case

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Create teams/ departments like client servicing, legal, accounts, sales etc. in the CRM and add members to each team.

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Let each team view only those requests/ tasks concerning them while the admin gets a team wise activity report.

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Set custom workflows, assigning rules and escalation rules for each team/department.

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Define task actions and stages of tasks being handled by the departments.

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Preset email templates and auto replies for each department or each type of request.

Work Flow

Alerts & Escalations

Let the CRM alert the heads with immediate escalation of tasks not adhered to guidelines or not attended in given timeframe. The alert and escalation system ensures that no ticket is left idle for a very long time and no client stays unattended. Multiple levels of escalation with multiple rules can be defined within each department.

Alerts & Escalations

Notify teams on mobile

Send mobile app push notifications, email notifications and SMS notifications to team mates for each assigned task or all assigned tasks for the day. Be it a change in the plan, any new actions to be taken on any case or any urgent meeting to be handled on priority, update your team mates on immediate basis.

Notification

Meetings, Events & Reminders

Keep your teams notified about all important days through mobile notification and reminders while the CRM keeps a calendar maintained for the same.

Meetings

Meetings

Be it a monthly pattern for regular client meetings or random meetings, create within the CRM and keep your team notified though push app notifications.

Events

Need your entire sales to be available for a given time slot for an important brainstorming event? Just create an event and auto send invites to their mobile phones.

Reminders

Let the CRM auto send reminders to the team about each meeting and event through regular reminders sent via sms, emails or app notifications..

Manage payments & collections

Integrate your existing accounting systems like quick books and tally and let Kapture keep track of all your payments and due collections

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Live Dashboard Reports

Through dashboard, get a full updated collection history and know which collections have been pending for a very long time.

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Auto Sync

Auto sync all your invoices from your accounting systems with details like invoice number, client, date etc. into Kapture.

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Auto Follow Ups

Kapture keeps track ofall due collections and auto sends follow up mails and timely reminder to clients for payments.

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Payment Gateway

Integrating payment gateways in your invoice/ follow up mails allows your clients to make one click payments.

Complaint & Feedback System

Allow your clients to communicate to you easily through any channel of their preference. We’ll bring all interactions to you unified under one single inbox.

Complaint & Feedback System
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