Pre Sales Lead Capturing Lead Source Tracking Marketing Campaigns Marketing Asset Management

Sales Sales Actions Order Management Quotations & Invoicing Customer Management Sales Funnel

Post Sales Payments & Collections Reports & Analytics

Kapture CRM Kapture is a cloud based CRM software that simplifies your sales , marketing and operation activities and gives you end to end business automation.

Customer Service Multi Channel Customer Support Quicker query resolution

Lead Capturing Integrate multiple lead sources

Website

Email & SMS Social Media

Partner sites

Offline Media

1

Unify all your marketing channels at one place Single dashboard for all campaigns See live status of each campaign

Lead Source Tracking Measure effectiveness of multiple lead sources 2

Marketing Campaigns Plan your customer journey – from leads to conversions 3

Mark

Mark

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ULIP ULIP customers

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All prospects

Set communication templates and automatically deliver to the leads based on type, status and priority. • Custom Content Templates • Automated Communications • Continuous Engagement

E Mails SMS

End-to-end data encryption

Easy Access across teams

Unlimited cloud-based data storage

Real-time information updates

4 Marketing Asset Management - KAPDRIVE Deliver a uniform brand experience to your customers through your various business touch-points. With Kapdrive, ensure consistency in your business’ marketing messages along the physical as well as digital communication channels.

Sales Actions Productivity tools for efficient management of leads 5 • Detailed enquiry page for each enquiry • Assign enquiries to team • Create a follow up action • Track progress of each enquiry • Dig deep inside to get a historical view of each

enquiry

Order Management Get a 360 degree view of all orders and track their progress through the pipeline 6

Detailed order pages for each order

Add orders on the go from mobile

Quick view of each order progress from the dashboard

Auto generate invoices and payment receipts

Attach custom rate plans for the orders of special customers

Plan payment schedules for each order

Daily order reports through Emails and SMS.

Quotations & Invoicing Auto generate and deliver quotations and invoices to the customer and let your sales teams focus on the important matters 7

Save time on miniscule tasks

Automatic generation of quotations and invoices

Deliver the same in desired templates with brand letter heads

Integrate payment gateway links for one click payments

Set discount limits and tax rates

8 Customer Account Management Capture detailed KYC information and understand each customer’s unique requirements

Maintain individual customer profiles

Label each customer based on priority and type

Set meeting patterns and custom rate plans against each customer

Assign employees to VIP customers

Stay updated with each customer’s past interactions through customer history

9 Sales Funnel Chart View your leads progressing towards conversion with the Sales funnel

Track lead progress through the funnel

Dig deep inside to view specific stage leads

Filter leads stage wise

Payment & Collections Stay updated with all payments – whether pending or cleared 10

Create payment schedules

Send payment follow ups and reminders automatically

Set payment credit limits to individual customer

Keep track of all payments

Integrate with any accounting software with API capabilities

ULIP

11 Reports & Dashboards Choose your own dashboard and generate 300+ analytical reports with our report engine

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Customer Service Allow your customer to send feedback and complaints through multiple channels. 12

Customer Service Help your customer service team to solve issues faster 12

Have all customer information on finger tips before every interaction

Open – Assign – Resolve - Close tickets easily

13 Kapchat Enterprise Communication Platform

Facilitate team collaboration to solve issues and brainstorming

Create multiple groups for team and projects

Communicate within the teams

Share files, images and documents

14 Mobile App Take business along - Everything in your mobile.