A 3D cartoon businessman holding a laptop surrounded by icons representing Saptivo - CRM system in Sri Lanka features like reports, chat & call, analytics, statistics, and leads.

Saptivo - CRM System

Successful Customer Relationship Management With Us

Saptivo - CRM System Successful Customer Relationship Management With Us

Saptivo – CRM system in Sri Lanka provides a unified view of contact details, interactions, past purchases, and preferences by organizing all customer data. It serves as the foundation for an in-depth understanding of each customer.

A 3D cartoon businessman holding a laptop surrounded by icons representing Saptivo - CRM system in Sri Lanka features like reports, chat & call, analytics, statistics, and leads.

Why Choose Saptivo - CRM System?

Easy Management

With Saptivo - CRM system, you can easily simplify your workflow and handle potential clients and contacts

Customer Support

Effectively handle customer support interactions by recognizing potential customers, gathering inquiries, automating the leads scoring, and maintaining complete contact information

Fast Collaboration

Our Saptivo - CRM system will help quickly organize work, guaranteeing effective teamwork and smooth communication

Sales Management

Easily gather, score, and convert leads to handle your sales process more effectively

Client Management Simplified

By utilizing our CRM solution, you can optimize client management, streamline procedures, and enhance efficiency

Lead Management

Get leads, apply automatic scoring, identify potential conversions, and communicate with accurate contact details

Dedicated Customer Support

Have professional customer service that is ideally suited to improve your business interactions

A 3D cartoon businessman wearing a cape, standing confidently with arms crossed next to a rising graph, representing growth.

Why Choose Saptivo CRM Software?

A 3D cartoon businessman wearing a cape, standing confidently with arms crossed next to a rising graph, representing growth.
A 3D cartoon businessman wearing a cape, standing confidently with arms crossed next to a rising graph, representing growth.

Create Better Customer Connections With Our Saptivo - CRM System in Sri Lanka

Use Our Saptivo – CRM System to promote outstanding customer interactions. Engage with them effortlessly via the best channels possible, using strong resources. We provide personalized experiences that encourage steadfast client loyalty. 

Secure Online Payments With Our CRM System

Social Media Inquiries / Google/ Calls

With the Saptivo CRM System, you may easily communicate with the client through Google calls and social media inquiries, which offers the flexibility to discuss any payment-related queries related to the CRM system. You can guarantee a customized and prompt experience to the clientele while helping in real-time.

01.

Send The Proposal From The CRM System

It’s easy to send detailed proposals straight from the CRM system with Saptivo, whilst eliminating unnecessary steps and enhancing efficiency. Experience the simplicity of a single, integrated system that prioritizes both security and user-friendly functionality.

02.

Convert A Proposal To An Invoice (One Click)

Our CRM system enables you to convert proposals to invoices with ease and in just one click. Upgrade your transaction management with the Saptivo CRM system, which is simple, safe, and secure.

03.

Send The Invoice With The Payment Link And Receive Payment

It's convenient for you to send invoices to your clients directly and securely, along with a payment link. With just one click, learn how simple it is to receive your payments with the Saptivo CRM system as we ensure safe online transactions.

04.

Secure Online Payments With Our CRM Software

Handle Every Business Opportunity Successfully

With Saptivo – CRM system in Sri Lanka, you gain remarkable efficiency. Get quick access to important business details, such as contact information and progress tracking. Stay ahead of the game by having an organized plan for the next critical actions in your strategy with our CRM system.

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Industries Supported By Saptivo - CRM System in Sri Lanka

Our CRM system in Sri Lanka provides features that are specifically designed to fit the demands of different industries, improve client interaction, and drive growth.

Management

With instant access to customer data, our CRM system improves decision-making, increases client relationships, and tracks projects in real-time.

Government

To improve efficiency in government, transparency, and trust, our CRM solution provides citizen data for more accurate responses and improved decision-making.

Hotel Industry

By personalizing customer experiences, improving processes, and building loyalty with full customer profiles and feedback analysis, our CRM system improves the hotel sector.

Insurance

Our CRM system makes it possible to handle client relationships efficiently, customize policies, and process claims quickly.

Health Care

Our CRM system provides the medical sector with an excellent platform for managing operations in a number of areas, including sales and marketing management.

Industries Supported By Our CRM Solution

Our CRM solution provides features that are specifically designed to fit the demands of different industries, improve client interaction, and drive growth.

We Build Connections Between Companies And Clients Worldwide

With the ability to connect your marketing, sales, IT, and other teams to work together effortlessly from anywhere, Saptivo hopes to become your go-to CRM platform. Our aim is to ensure client happiness worldwide.

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Hours Saved Every Month

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Sales Efficiency

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Company Support Cost

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Customer Loyalty

A 3D illustration of a businessman wearing a rocket backpack, soaring towards success, symbolizing growth and achievement, representing Saptivo CRM’s ability to boost business performance and streamline operations for faster results.

We Build Connections Between Companies And Clients Worldwide

With the ability to connect your marketing, sales, IT, and other teams to work together effortlessly from anywhere, Saptivo hopes to become your go-to CRM platform. Our aim is to ensure client happiness worldwide.

Effortless Efficiency With The Saptivo - CRM System!

Saptivo can help eliminate the rumours about CRM systems. Our CRM system in Sri Lanka reduces data entry to increase efficiency. Spend less time on softwares and more time developing deeper connections with our CRM system by automating campaigns, operations, and customer journeys.

Effortless CRM System: Simple, Smart, Integrated

Intuitive CRM Interface:

Create a simple, easy-to-use CRM system with a small learning curve by designing a straightforward interface. Ensure that the design is uncluttered and that users have easy access to input and retrieve important customer data.

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Create a simple, easy-to-use CRM system with a small learning curve by designing a straightforward interface. Ensure that the design is uncluttered and that users have easy access to input and retrieve important customer data.

Advanced Analytics and Reporting:

Integrate powerful analytics and reporting in your Saptivo – CRM system for real-time insights into sales performance. Customize dashboards and reports to empower sales managers with key metrics, trends, and data-driven decision-making.

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Integrate powerful analytics and reporting in your Saptivo – CRM system for real-time insights into sales performance. Customize dashboards and reports to empower sales managers with key metrics, trends, and data-driven decision-making.

Integration with Communication Channels:

To organize client interactions, easily link your CRM system with a variety of platforms (social media, phone, email). Give sales representatives an all-encompassing overview of client interactions by automating conversation logging and engagement tracking tools.

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To organize client interactions, easily link your CRM system with a variety of platforms (social media, phone, email). Give sales representatives an all-encompassing overview of client interactions by automating conversation logging and engagement tracking tools.

Dynamic Workflow Automation:

Use intelligent automated workflows to make tiresome CRM tasks easier to do. By automating regular tasks, you can free up your sales teams to concentrate on more strategic and creating connections activities.

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Use intelligent automated workflows to make tiresome CRM tasks easier to do. By automating regular tasks, you can free up your sales teams to concentrate on more strategic and creating connections activities.

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Effortless CRM System: Simple, Smart, Integrated

Our CRM solution serves several industries, offering tailored features to meet specific needs, enhance customer engagement, and drive growth.

Intuitive CRM Interface:

Create a simple, easy-to-use CRM with a small learning curve by designing a straightforward interface. Ensure that the design is uncluttered and that users have easy access to input and retrieve important customer data.

Client Management Simplified

Lead Management

Dedicated Customer Support

A 3D illustration of a person in a blue suit and tie, sitting cross-legged on an office chair next to a small table with a potted plant, against a white background.

Saptivo Payment gateways

Saptivo offers an extensive array of payment gateways to handle your transactions with ease and flexibility. Our integrated payment options enable customers to easily make payments with widely recognized options, guaranteeing a safe and easy transaction experience.

Saptivo - CRM System Features

Project Management

Quick Invoices

Estimates

Proposals

Lead Management

Record Expenses

Records Payments

Web forms

Ticket Support

Calendar

Create Custom Fields

Tasks for staff

Knowledge base

Client Contracts

Simple Reports

Goal Tracking

Personal To do list

E Signatures

Our CRM Software Features

Project Management

Quick Invoices

Estimates

Proposals

Lead Management

Record Expenses

Records Payments

Web forms

Ticket Support

Calendar

Create Custom Fields

Tasks for staff

Knowledge base

Client Contracts

Simple Reports

Goal Tracking

Personal To do list

E Signatures

Saptivo - CRM System: Frequenty Asked Questions

A Customer Relationship Management, or CRM system is a powerful tool designed to help you effectively organize, manage, and monitor your customer interactions. It acts as a centralized storage space for storing important information about your customers, efficiently manages messages, and improves the overall customer experience.

The benefits of incorporating Saptivo – CRM system into your business are numerous. Firstly, CRM software enhances customer relationships by providing a comprehensive understanding of individual needs and preferences. This allows personalized interactions and encourages a stronger connection between your business and its customers. Additionally, the CRM system simplifies internal processes, leading to increased efficiency across various departments.

The CRM system is essential for assisting sales since it organizes customer data, automates processes, and provides insightful data. It gives the ability to effectively track inquiries, maintain potential customers, and adjust communication strategies, all of which improve selling effectiveness.

The basic CRM system functions include contact management, lead tracking, automation of tasks, and communication records. It also includes monitoring tools for analyzing interactions with customers.

The CRM system records meetings, calls, and emails to keep track of interactions. In addition, it keeps track of transactions and purchases, giving an entire view of the customer’s journey.

Most of the CRM systems can be customized to suit your particular needs. You can add particular fields, design processes, and modify them to match your business procedures.

CRM systems prioritize data protection. To ensure that client information is secure and kept private, they utilize encryption, restricted access, and frequent backups.

A Customer Relationship Management, or CRM system is a powerful tool designed to help you effectively organize, manage, and monitor your customer interactions. It acts as a centralized storage space for storing important information about your customers, efficiently manages messages, and improves the overall customer experience.

The benefits of incorporating Saptivo – CRM system into your business are numerous. Firstly, CRM software enhances customer relationships by providing a comprehensive understanding of individual needs and preferences. This allows personalized interactions and encourages a stronger connection between your business and its customers. Additionally, the CRM system simplifies internal processes, leading to increased efficiency across various departments.

The CRM system is essential for assisting sales since it organizes customer data, automates processes, and provides insightful data. It gives the ability to effectively track inquiries, maintain potential customers, and adjust communication strategies, all of which improve selling effectiveness.

The basic CRM system functions include contact management, lead tracking, automation of tasks, and communication records. It also includes monitoring tools for analyzing interactions with customers.

The CRM system records meetings, calls, and emails to keep track of interactions. In addition, it keeps track of transactions and purchases, giving an entire view of the customer’s journey.

Most of the CRM systems can be customized to suit your particular needs. You can add particular fields, design processes, and modify them to match your business procedures.

CRM systems prioritize data protection. To ensure that client information is secure and kept private, they utilize encryption, restricted access, and frequent backups.

Interested? Reach Out To Us And Improve Your Business With Saptivo - CRM System!

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