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.
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.
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