CapSavvy CRM

CapSavvy CRM is a business automation and customer relationship management (CRM) solution offered by CapSavvy Group. According to the vendor, this versatile CRM caters to a wide range of businesses, from individual professionals to Fortune 500 companies. It is utilized across various industries, including real estate, education, healthcare, banks and institutions, and event management.

Key Features

Track Leads: According to the vendor, CapSavvy CRM allows users to keep track of leads and easily follow their progress. It offers the ability to convert leads to customers and automatically import leads from email. Additionally, users can create proposals and send emails directly from the CRM.

Daily Timesheet: The vendor claims that CapSavvy CRM provides visibility into team members' activities and allows users to track their efficiency by comparing input time versus output produced. This feature aims to help monitor productivity and optimize resource allocation.

Work From Home: According to the vendor, CapSavvy CRM offers a timesheet feature that enables users to record daily activities and evaluate team performance even when working remotely. It aims to facilitate connectivity and maintain productivity regardless of the team's location.

Proposal & Invoice: CapSavvy CRM allows users to streamline their sales process by sending proposals and invoices directly from the CRM dashboard. The vendor states that this feature simplifies follow-ups and makes it easy to make changes, ensuring effective communication with clients.

Mobile Friendly: According to the vendor, CapSavvy CRM is designed to be accessible from any device, allowing users to manage their business on the go. It is compatible with Chrome and other popular browsers.

Customer Support: CapSavvy CRM offers a ticketing system for service requests. Users can raise tickets, assign ticket priorities, and allocate them to team members. The vendor states that this feature includes automated replies to clients or customers, aiming to enhance customer satisfaction.

Tasks Assignment: CapSavvy CRM enables users to create tasks for projects, clients, or customers, and assign them to team members. The vendor claims that the progress of these tasks can be easily tracked on the dashboard, facilitating efficient project management and timely completion.

Web to Leads: According to the vendor, CapSavvy CRM automates lead management by converting emails into CRM leads. Users can assign leads to team members and track updates, ensuring prompt follow-up and effective lead nurturing.

Attach Documents: CapSavvy CRM allows users to upload and access PDF, JPG, Word, or Excel files related to leads or customers. The vendor states that this feature ensures team members have easy access to necessary information anytime and anywhere.

Expenses Record: CapSavvy CRM enables users to keep a record of direct expenses or team member costs against customers or leads. According to the vendor, this feature allows for the comparison of revenue versus direct cost, facilitating margin evaluation and informed financial decision-making.