CRM Functions: CRM Functions

www.kapturecrm.com

PRE SALES SOFTWARE FOR TRACKING SALES TEAM(Lead Management Mobile App)

There are two types of timelines in this world; one with gestation periods, and two- those without any such gestations. For eg. A 21 day wait for the egg to hatch or maybe 42 days if it were from an ostrich mom. A hundred days in approx for a lioness to conceive and 9 months for the most interestingly hilarious creatures on earth. 4 years for a world cup or the same for a leap year. All of these fall in the first category. Guess who tops the charts in the second type? O yes! It’s the time you take to convert a lead into a customer. Its just the most unpredictable of all! But hey! Nothing to worry about, you’ve got something called pre sales software(Lead Management Mobile App) to relieve you from these everyday worries of managing your business, your sales, purchases, accounts, reports,communication; just everything.  There’s this one cloud based platform that allows you to not only keep a track of your sales but also give it a course of action with firmly structured pre sales activities. With a competitive market in place, one looks out for excellence in all activities involved. So if processes like production and distribution are outsourced it is of utmost importance to keep a tab on all of them to avoid any kind of ups and downs. Not necessary that all of this has to come at a cost that’s too much. You got an option to cut down all the hardware and networking hassles, to keep away from horrors of loss of data and to maintain distance from the ‘memory full’ indications. You have a set of endless features at your disposal because anything that’s limited today, is out of fashion. Everything ought to be unlimited. If technology has gone miles ahead of what you can even imagine, here’s your chance to create one for yourself! You want a pin or a plane or a super smart brain, just think of what exactly you want in your business and we make it possible for you on a cloud based platform.  Experience sales team tracking(Lead Management Mobile App) with GPS that makes it possible for you to actually track em’ from anywhere on the earth. So boss, now you know exactly when you team members reach clients’ office and where they are in the name of field activities. Its not just a pre sales software(Lead Management Mobile App), but much more that offers complete customization, pre and post sales automation, marketing automation, campaign management and data security to name a few. All you got to do is pull out that phone from your pocket and start Kapturing.

KAPTURE: BANK CUSTOMER RELATIONSHIP MANAGEMENT SOFTWARE(crm software for investment banking)

To clear the noise of generalized CRM applications in banking sector, Kapture is one such platform which helps the banking sector to put equal emphasis on sales and service at the same time. The primary aim of Kapture bank customer relationship management software(crm software for investment banking) is to enable the banks to increase the value of their advice and service by effectively using customer information. This cloud based CRM tool(crm software for investment banking) gives the ability to the banks to know their customer habits, types of services they use, where they live and work, and hence the ability to quickly identify their profitable customers.

Due to high competition in the field and scattered nature of potential customers, retail banks are facing different level of challenges in identifying and channelizing their sales apparatus. A Retail banking customer expects an effective way to interact with a particular bank. Kapture CRM platform gives a bank the ability to provide its customers with the most streamlined and effective banking functionalities.

It is a mobile sales automation tool for retail banking which comes along with the opportunity of addressing multiple potential customers based on customized data and target based analytics. It helps in calculating expenditures and prospective earning over a particular period. By processing relevant information generated out of this platform, banks can practically measure the return of investment (ROI) they achieve from this bank customer relationship management software(crm software for investment banking) .

One significant issue for retail banking is the shifting peak period. The need to reallocate idle or untapped branch resources during peak periods will have a positive impact on ROI. Kapture is an ideal CRM platform that can help to shift these resources through optimum access to customer information. Kapture simplifies the concept of process driven workflow in a retail bank:

• It captures customer data at the point of entry into the system. It ensures that all customer information and history are accessible, which in turn allows the bank to foster the corporate identity of the firm.
• Provides quality information on each customer interaction that can be accessed by senior management in timely reports to allow refined analysis.
• It enables bank marketing to easily identify customer contacts by market segmentation and target correspondence to those customers who show reluctance to the product or service in offering.
• It ensures that the customer experience within the system is consistent and effective across all the channels of communication.

Kapture is a enterprise banking software(crm software for investment banking) that significantly simplifies the process of banking by channelizing segmented data of sales and services to the desired point of contact in a highly secured way. It helps in understanding the overall effectiveness of sales automati

on in a bank. Kapture is an ideal CRM platform for bridging the gap among relationship marketing, customer retention and cross-selling.

CRM TOOL FOR REAL ESTATE(real estate sales software)

Understanding automation in business process with Kapture ERP

 

It is not unknown that real estate agents are always on their toes and that time is of paramount importance for them(real estate sales software).  It is extremely crucial for them to be able to keep track of the leads from all sources and then convert them into sales. In the end what matters is how many deals they finalized.

In such a situation, a CRM/ERP tool can be of utmost help. It’s time the real estate agents ditch the generic excel sheets and other such manual databases(real estate sales software). Not only are those methods getting redundant but also inefficient for this situation. In a situation like this when all the real estate agencies are competing against each other, time is, indeed, a key deciding factor and smart tools can change the whole game and make use of CRM tool for real estate.(real estate sales software)
Automation enables you understand and track the process in a structured manner. These are the following areas where a CRM/ERP tool like Kapture, Salesforce, etc can give you an added advantage. If you need a more convincing argument, read along to find reasons to switch to a CRM/ERP tool.

Portability:
What’s the use of a CRM/ERP tool if you can’t have it with you when you need it! This is one of the key areas where Kapture lies ahead of its other CRM/ERP counterparts. To make the whole task easier, Kapture is made available on mobile platforms. All you need is a smartphone! You can just install it in the phones of your team members and let Kapture perform its magic.

Co-ordination:
Your Sales Team needs to manage every stage of the sales cycle. Your Project Management Team needs to carefully track every phase of a project and you need to have a completely updated dashboard about the progress made by each team. In addition to that, you need to keep a tab on your vendors, brokers and other middle-level managements. In tools like Kapture, you can automate that tracking and get updated reports on every phase of the cycle.

Lead Tracking:
Like every other smart real estate agent, you also must have befriended endless platforms to generate leads. However, once the leads start coming, you need to be prepared to track all the leads. Unless all the leads are put together into a single comprehensive database, the entire lead generation process becomes futile.  With an effective CRM/ERP tool like Kapture, it lets you not only collaborate all the leads together but also automate the whole lead conversion process. As a result, the entire process is hastened with the least possibility of errors.

Lead Conversion:
A CRM/ERP tool can help with relationship management of the existing clients. It can keep a comprehensive database of the past clients as well as the prospective clients and with its automated communication systems it helps you to win deals. It can be a boon for a real estate company, provided an efficient CRM/ERP tool like Kapture is used.

Communication:
The need to stay connected with the customers cannot be stressed enough. In a competitive field like Real Estate, it is extremely crucial to stay right on top of the customer’s mind. You need to stay in touch with them with not the general cold e-mails but with personalized text messages and phone calls as well.  And how do you determine that priority? The Kapture database helps to automate that entire process, thereby simplifying the task beyond expectation.

Efficient record-keeping:
Another prime selling point of Kapture is its flawless record-keeping system. Real estate demands comprehensive records of all the vital information without which the entire mechanism fails. Kapture has an infallible means of compiling all the vital information into a simplified yet informative manner.

Need technology that understands the complete distribution cycle? You have come to the right place.

FMCG is all about getting your products delivered to your retailers when they need it the most. This may sound easy but it's not. The distribution cycle is one of the most important and arguably the most complex process that needs to be understood comprehensively, if you want to stay ahead of your competitors. The CRM or ERP softwares available in the market today fail to do that. Let's find out why.

How the distribution cycle functions usually?

It starts with an agency or an internal logistics department responsible for transporting your manufactured products to your stockist who would then stock up your products in bulk as and when they get manufactured. The stockist would then supply your products to your distributors. Once your product reaches your distributors who would target selling them to retailers in their respective areas, your primary and secondary sale is closed. The next challenging step would be to reach out to your existing and potential retailers and understand their requirements. This is usually termed as tertiary sales. Distributors have their own sales teams or the brand would have their own sales teams as well to generate a good base of retailers. The sales teams would be assigned targets to close an X number of orders every day.

Current scenario

Currently there are different CRM and ERP softwares in the market which can help you automate and manage different aspects of your distribution cycle. Order management and stock management systems focus on taking care of the primary and secondary sales. But keeping track of your tertiary sales is something that is lacking. Maintaining tertiary data is extremely crucial as it gives you an insight about the exact requirements of your retailers. With this data you can also analyze which product of yours is more popular and in a way understand the buying patterns of your end consumers. When you know what your retailers want, you can assign your sales teams to target them and close orders with them. Also delays in closing orders on time lead to losses. There are no effective ways of keeping track of "return of goods" or defective pieces. Also, there is no way in which you can maintain loyalty programs or offers for your retailers depending upon the number of orders they place.

What's required?

What's required is an intelligent CRM/ERP system that handles, automates and maintains your primary, secondary and tertiary sales. There needs to be a mechanism in place using which you can audit your marketing campaigns, manage payments, return of goods and special offers for your retailers. Hold your breath, you are at the right place, our cloud based technology has got all that's required!

Kapture bridges gaps to fasten Payment cycles!(best crm for commercial real estate)

KAPTURE is a unique cloud based CRM platform that takes care of all your payment processes by automating it like you've always wanted to. The accounts processes can be integrated with KAPTURE. Invoices can be generated and sent through the system itself. Monitoring cash flow can be done efficiently as KAPTURE can generate customizable reports to suit your needs.
Following are the major features that make managing payment processes simpler.

Profile every customer and their payment status(best crm for commercial real estate)

Every lead that turns into a customer can be profiled by storing key information about them, like their contact details, payment status, mode of payment, etc. At any point in time you can check their status and accordingly send reminders in case of pending payments. This way you are sure that you are not missing anything. Data management becomes easier when it's done at a micro level.

Manage dynamic costing(best crm for commercial real estate)

Dynamic cost sheets can be set for different services and products from time to time which will be reflected while raising invoices through the platform. This eliminates the need for manual intervention and makes the process absolutely error-free. Once the invoice is raised, notifications can be sent to relevant departments. Moreover KAPTURE is a brilliant cloud based CRM platform through which any form of payment can be processed like cash, cheque, debit/credit card, etc. EMI logic is also in incorporated in KAPTURE which will set reminders automatically once a payment is due. Payment gateways can be integrated with the system allowing the customer to perform online payments.

Log essential conversations(best crm for commercial real estate)

Each and every conversation with the customer can be logged. The collections department can enter specifics of a transaction using our mobile CRM application when they are out there on the field. All of this information can be then used as a proof if a client does not adhere to timelines for clearing payments. There are provisions for clicking pictures of documents, cheques or receipts at the time of transaction which also acts as a proof.

Set reminders for follow-ups(best crm for commercial real estate)

Last but definitely not the least is a robust system that will help you not depend on your memory at any point in time. KAPTURE has task management tools and time management tools using which you can set reminders. In most cases reminders can be auto set for your collection teams. Work allocation for follow-ups and query resolution can be set with an escalation matrix in place. This will ensure that payment cycles are closed on time and cash flow of your business will become steadier.

Now you exactly know where your money is coming in from and where it's not. KAPTURE is a completely customizable CRM platform using which you can focus all your energies on your weak links and target on resolving them.

Features tailor-made for Real Estate! (best crm for commercial real estate)

Kapture is conceptualized and designed keeping in mind the challenges faced in the Real Estate business and helps you ease operations to fasten your sales cycle.

Fully Mobile

Kapture is a CRM mobile app which is absolutely user-friendly. It becomes a handy tool for your sales team who can access important information when they are on the go. It also reduces hardware costs to a great extent as no one would have to carry laptops when they are out on a site visit.

Capture leads from different channels

Kapture is an effective lead management system for Real Estate that will ensure that all leads are captured on a single platform. The leads could come in from different channels like websites, landing pages, online and offline campaigns and other portals like makaan.com commonfloor.com etc.

Classify and Allocate leads

When the leads enter our CRM software for Real Estate they can be then classified based on various parameters like location/ project/ sales teams/ type of lead/ source of lead round robin technique etc.

Profile entities

Our CRM platform allows you to manage data of different entities like brokers, channel partners, customers and sales teams so that communication between each one of them can be seamless.

Manage site visits

Kapture allows you to track the exact location of your sales teams, calculate conveyance based on distance travelled, assign daily plans based on territories and generate adherence reports.

Manage projects

Using our Real Estate CRM you can manage real time project availability charts of sold and blocked units with different sizes and configurations, check status of projects that are developed/under construction/future constructions, keep a tab on estimated completion dates, floor plans, cost sheets etc.

Secured communication

Kapture comes with a module to send bulk emails, SMSes with templetized formats to customers, brokers, partners etc., with details about your projects like cost-sheets, floor plans etc.

Manage payments and pricing

With Kapture you can track status of completed and pending payments with options to set payment types like EMIs, Cheque, Cash etc., manage the complete cycle from selling the property, till possession, upsell home loans, club house and other amenities and manage dynamic square foot pricing with simple pricing.

Task management

Our platform comes with a Task management tool to create and assign tasks to your internal teams, set reminders so that no quality lead is lost, create buckets for your leads based on their status and maintain history of conversations.

Create Employee roaster

Once an employee applies for a leave, it will be logged into the system and no lead will be allocated to him/her in their leave period. Absent employees can transfer and reassign leads to other team members.

Online-offline audit

With our Real Estate CRM software you can manage all your marketing campaigns like hoardings or other outdoor ads with location mapping and time stamping. It also helps you run, monitor and optimize online ads and digital campaigns

ROI based analytics

Get reports channel wise, sales team wise, area wise and more. Generate 350+ daily, weekly and monthly reports to track your sales performance. You can be rest assured that data will be always synchronized with accounts and billing team

Integration with existing systems

Kapture is the only system you need to deploy as it comes with APIs that allows seamless integration with your call center and other existing systems like Oracle, Sap, Facebook etc.

And more

Unlike other Real Estate CRM platforms, Kapture offers many other features like a user-friendly interface, unlimited data storage, world-class security, pay on a per login per month basis. No additional costs, no Implementation charges, no training fees, free mobile app, zero AMC, 24*7 tech support