Departments

Sales And Marketing

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

Marketing Automation

Streamline campaigns, automate tasks, and enhance your customer engagement

Lead Generation & Nurturing

Capture, qualify, and nurture leads effectively to ensure long-term business success

Sales Analytics

Have better decision-making using data insights for better optimization

Invoices in the CRM

Efficiently manage and track customer invoices within your Saptivo CRM system

Lead Tracking and Web Forms

Track leads' interactions and capture data through customizable web forms

Reports & Sales Funnels

Efficient tracking, analysis, and visualization of sales performance and pipelines

Invoices in the CRM

Efficiently manage and track customer invoices within your Saptivo CRM system

Marketing Team Collaboration

Boost productivity, improve communication, and create better teamwork

Estimates

Automate sales estimates, track progress, and streamline communication for efficiency

Customer Service

Handle client inquiries, keep tabs on previous messages, and automate support procedures to boost efficiency and provide quick, personalized responses.

Client Management

Efficient client data organization for better customer service and satisfaction

CRM Web Forms

Simplify data collection and improve your customer interactions online

Live Chat

Real-time customer support through instant messaging with Live Chat feature

Lead Tracking and Web Forms

Track leads' interactions and capture data through customizable web forms

Report Builder

Create customized reports easily to track customer service performance

Meeting & Briefing

Track meetings, manage schedules, streamline briefings, enhance customer interactions efficiently

Projects & Tasks

Setting up pending work, assigning them to the relevant parties, tracking their progress, and making sure all go smoothly are all made simple with Saptivo CRM System.

To-Do Lists & Task Dependencies

Organize tasks, set priorities, and link dependent tasks efficiently.

Workload Management

Efficiently organize, assign, and track tasks to balance team workload

Advanced Reporting & Gantt Charts

Visualize project progress and analyze data efficiently with advanced tools

Automated Workflows & Templates

Simplify task processes with pre-designed sequences and standardized formats

Real-Time Collaboration

Facilitate seamless teamwork with instant collaboration tools for project efficiency

File Sharing & Storage

Share and store project files for better collaboration and organization

Automated Workflows & Templates

Simplify task processes with pre-designed sequences and standardized formats

Time Management & Calendars

Efficient time tracking, scheduling, and calendar integration for improved project management

Kanban View of Tasks

Efficiently manage projects and tasks with visual Kanban board view

HR Management

For a more cooperative and effective work environment, improve HR with simplified data management, effective hiring, and increased engagement.

Employee Directory & Management

Efficient employee tracking, data management, and HR support in one platform

Report Builder

Tailor reports effortlessly to analyze HR data for well-informed decision-making

Self Service and Workflow Automation

Simplify tasks, empower employees, and automate processes for better operations

Real Time Communication

Instantly connect, collaborate, and share updates using the Saptivo CRM system

Employee Engagement

Improve staff connection through interactive tools and collaboration features

Time Management

Efficiently track and manage employee work hours with integrated timekeeping

Access Permissions

Control user access to sensitive HR data with customizable permissions

Absence Chart

Monitor and manage staff time-off conveniently with visual analytics

Employee Engagement

Improve staff connection through interactive tools and collaboration features

Absence Chart

Monitor and manage staff time-off conveniently with visual analytics

Real Time Communication

Instantly connect, collaborate, and share updates using the Saptivo CRM system

Inventory Management

Streamlines and centralizes product stock level tracking, offering real-time visibility into inventory status, past orders, and restocking requirements. 

Centralized Inventory

Efficiently manage stocks from a single location for better control

Order Fulfillment

Simple order processing and tracking for efficient inventory management

Composite Items

Track bundled products as a single unit for better inventory management

Time Management

Efficiently track and manage employee work hours with integrated timekeeping

Powerful Reporting

Generate detailed insights and analytics for better decision making

Multiple Warehouse

Efficiently manage inventory across several warehouses using the Saptivo CRM software

Sales and Marketing

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

Sales and Marketing

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

Customer Service

Handle client inquiries, keep tabs on previous messages, and automate support procedures to boost efficiency and provide quick, personalized responses.

Projects & Tasks

Setting up pending work, assigning them to the relevant parties, tracking their progress, and making sure all go smoothly are all made simple with Saptivo CRM System.

Projects & Tasks

Setting up pending work, assigning them to the relevant parties, tracking their progress, and making sure all go smoothly are all made simple with Saptivo CRM System.

Industries Supported By Our CRM Solution

CRM centralizes all customer data, providing a unified view of contact information, interactions, purchase history, and preferences. It’s the foundation for a comprehensive understanding of every customer.

HR Management

For a more cooperative and effective work environment, improve HR with simplified data management, effective hiring, and increased engagement.

HR Management

For a more cooperative and effective work environment, improve HR with simplified data management, effective hiring, and increased engagement.

Inventory Management

Streamlines and centralizes product stock level tracking, offering real-time visibility into inventory status, past orders, and restocking requirements.