CapSavvy CRM supports sales-driven businesses by organizing leads, automating tasks, and managing payments in one place. Advanced customization options are not explicitly outlined. However, the platform compensates with features like proposal generation, Razorpay integration, and daily timesheet tracking, which enhance visibility, reduce manual tasks, and support consistent follow-ups.
CapSavvy CRM Specifications
Contact Management
Lead Management
Customer Communication Tracking
Email Integration
What Is CapSavvy CRM?
CapSavvy is a cloud-based customer relationship management (CRM) software designed to streamline lead tracking, sales management, and business communication. Ideal for startups and growing enterprises, the platform enables real-time team collaboration with integrated modules for tasks, contacts, and pipeline tracking. It empowers businesses to centralize customer data, automate manual processes, and improve client engagement. With tools like lead funnel visibility and reminder scheduling, CapSavvy CRM helps reduce delays and boost overall team productivity.
CapSavvy CRM Pricing
CapSavvy CRM cost varies based on your chosen plan and business requirements. The available plans are:
- Bronze Plan: ₹500/user/month for 3 users
- Silver Plan: ₹500/user/month for 5 users
- Gold Plan: ₹500/user/month for 10 users
Disclaimer: The pricing is subject to change.
CapSavvy CRM Integrations
Who Is CapSavvy CRM For?
The software is designed for professionals and businesses across several service-driven industries and sectors, including:
- Marketing
- Real estate
- Financial services
- Healthcare
- Manufacturing
Is CapSavvy CRM Right For You?
Struggling with scattered customer data or missed follow-ups? CapSavvy CRM streamlines lead, task, and payment management to reduce errors and boost conversions. Its smart sales tracking and workflow automation improve team accountability and client communication.
Designed for small to mid-sized businesses in finance, IT, and marketing, it adapts easily to growing needs without technical complexity. Backed by ISO 9001:2015 certification from the UK Certification Agency, CapSavvy ensures dependable security and quality across all operations.
Still doubtful if CapSavvy CRM software is the right fit for you? Connect with our customer support staff at (661) 384 7070 for expert guidance.
CapSavvy CRM Features
This feature helps capture and organize leads with clear funnel stages, enabling sales teams to monitor deal progress and focus follow-ups effectively. Visibility into lead statuses helps reduce bottlenecks and accelerate conversions.
See How It WorksThe platform includes timesheet logging for daily activities, allowing businesses to monitor employee productivity and client billable hours. This feature improves resource planning and ensures accurate time tracking for better performance insights.
See How It WorksCapSavvy CRM enables users to create well-formatted proposals and invoices directly within the CRM. This capability streamlines administrative processes, reduces manual billing errors, and speeds up payment cycles.
See How It WorksThe software is designed for mobile use, allowing field and remote workers to access key CRM functions on smartphones and tablets. This mobility ensures sales teams stay productive, even outside the office.
See How It WorksThis smart feature helps capture leads directly from website forms, automatically populating contact records and initiating follow-up workflows. This seamless lead intake reduces manual entry and ensures timely engagement.
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