Feature Rich
timely follow up
Conversions
Productivity
Process
on the go
Your Partner for
Business Automation and Customer Delight
CapSavvy CRM is an initiative by CapSavvy Group, which provides a holistic approach for businesses to establish opportunities that benefit overall growth. The Group is comprising of experts and advisors, specializing in various aspects of finance, technology and education.
Experience
Known for RoI focussed services, the Group has experience in providing quality services.
Quick Support
With customer centric approach, the Group always believe in providing world-class backend support.
CapSavvy CRM - Features
CapSavvy CRM has been designed with loads of features, which are essential to carry out smooth business operations such as leads management, sales management, service management and team management. These features will automate business operations and provide easy access of data to sales and support team, so that the clients get better experience while dealing with your business. Few of the features are listed below.
Track Leads
Daily Timesheet
Work From Home
Proposal & Invoice
Mobile Friendly
Customer Support
Tasks Assignment
Web to Leads
Attach Documents
Expenses Record
Calendar & to Do
Create Projects
Collect Payment
Access Control
Reports & Analytics
Reminders & Email
Create Custom Field
Knowledge Base
Countries Worldwide
To succeed, every software solution must be deeply integrated into the existing tech environment..
Happy Customers
To succeed, every software solution must be deeply integrated into the existing tech environment..
CapSavvy CRM Modules
CapSavvy CRM comprises of 12 modules for smooth running of all your business operations. These include; (1) Leads Management, (2) Sales Management, (3) Customer Management, (4) Project Management, (5) Tasks Management, (6) Expenses Management, (7) Contracts Management, (8) Support Management (9) Payment Collection, (10) Surveys Management, (11) Calendar management and (12) Knowledge Base. Details are given below.
Lead Management
Lead Management Modules enables team to manage their all leads, allocate to team, review status changes, source-wise output, Last contacted etc.
Project Management
Project Module will enable business to manage client-wise or business-wise projects, raise project invoice, manage sub-tasks, get Gantt-view progress, and manage documents.
Sales Management
Through Sales Management Module your business can manage proposals, manage estimates, raise invoice, collect payments, raise credit notes, analyse various sales reports.
Tasks Management
Using Task Module, team can create tasks for backend operations or client/ customer related work. Assign task to team, manage progress and review employee timesheet.
Customer Management
Customer Management Module would enable the management to create customer wise dashboard, make notes, generate statements.
Expenses Management
Through this module, team can record all direct expenses related to project or customer, evaluate revenue vs expenses analysis. Categories expenses types, attach receipt/ vouchers.
Contracts Management
If your business has features of creating short-term or long-term supply contracts with customers, this module will enable you to manage all activities & deliverables as per Contract.
Surveys Management
Under Utilities Module, you can send survey questions to your leads or customers using email and redirect them to google form or any other survey tools.
Support Management
Your customers can raise tickets for post sales services/ warranties. This module will enable to manage these service tickets, allocate team to members and get progress updates.
Calendar Management
Using Calendar Modules, team can plan and manage their daily, weekly or monthly tasks, take follow up with leads or customers, executed desired tasks as per timelines.
Payment Collection
Payment Modules will provide detailed view of payment collection status, send link to customers for payment collection using RazorPay and compare with expenses.
Goals Progress
Under Utilities Module, CapSavvy CRM provides Goal Tracking, which enables team to set goals for Sales or Leads or Revenue and get goal tracking reports on dashboard.
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Sectors or Industries Served by CapSavvy CRM
CapSavvy CRM is available and usable for all types of industries or professionals or service providers. CapSavvy CRM can be instantly implemented for following Industries of any sizes – from Individual Professionals to Home-managed Business Owners to MSME to SMEs to Large Enterprise to Conglomerate to Fortune 500 Companies.
We are Trusted
15+ Countries Worldwide
Moonkle LTD,
Client of Company
SoftTech,
Manager of Company
Moonkle LTD,
Client of Company
SoftTech,
Manager of CompanyWhat we charge for
Simple Pricing. Fully Loaded for every users. Highly Scalable. Expandable anytime. Truly value for Money. Get CapSavvy CRM at most affordable price to manage Leads, Sales, Projects, Tasks, Clients & Team. All plans include every feature that we offer as part of CapSavvy CRM. Based on your team size, you can decide best suited plan for you. And of course, you can add any number of users at any point of time later, as per your business needs and as per expansion plan at a separate nominal cost.
Bronze Plan
₹ 500
₹ 250
(After 50% Discount)
Per User Per Month for 3 Users
Yearly Package
Effective Price :
Rs. 9000 Per Annum
- 3 Users Login
- 1000 Customer Records
- Fully Loaded Features
- Fully Loaded Modules
- 365 Days Validity
- One-time Training of 4 Hours
- Email/ Call Support
- Rs. 3000 p.a. for every additional User License
- Rs. 500 p.a. for every additional set of 1000 customers record
- All prices are inclusive of GST
Silver Plan
₹ 500
₹ 200
(After 60% Discount)
Per User Per Month for 5 Users
Yearly Package
Effective Price :
Rs. 12000 Per Annum
- 5 Users Login
- 2000 Customer Records
- Fully Loaded Features
- Fully Loaded Modules
- 365 Days Validity
- One-time Training of 4 Hours
- Email/ Call Support
- Rs. 2400 p.a. for every additional User License
- Rs. 500 p.a. for every additional set of 1000 customers record
- All prices are inclusive of GST
Gold Plan
₹ 500
₹ 125
(After 75% Discount)
Per User Per Month for 10 Users
Yearly Package
Effective Price :
Rs. 15000 Per Annum
- 10 Users Login
- 5000 Customer Records
- Fully Loaded Features
- Fully Loaded Modules
- 365 Days Validity
- One-time Training of 4 Hours
- Email/ Call Support
- Rs. 1500 p.a. for every additional User License
- Rs. 500 p.a. for every additional set of 1000 customers record
- All prices are inclusive of GST
Register here for a free demo. Take a look inside the CapSavvy CRM
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Our Milestones
Since its inception, CapSavvy Group has been focussing on creating a brand, that symbolises as a most trusted and a transparent organisation. CapSavvy’s consulting division provides financial and business advisory services including debt & equity fundraising, virtual CFO services, financial restructuring and business strategy services. CapSavvy CRM is another steps towards providing value added services to businesses. CapSavvy Group has implemented various operational guidelines and systems, which meets international standards for better services experience to our clients. CapSavvy has been able to achieve few, but very important milestones in our journey so far. Few of them are listed below.
CapSavvy CRM FAQs
We’ve put together some Frequently Asked Questions (FAQs) to give you more information about CapSavvy CRM or to provide more clarity related to post sales services. If you have a question that you can’t find the answer to, please reach out to us on CRM@capsavvy.com
CapSavvy CRM is fully loaded Customer Relationship Management (CRM) software tool, which helps to streamline your company’s leads, sales, customers, support and team productivity by keeping customer as center of process. CapSavvy CRM helps you boost your company’s Sales, provide post-sales support, shorten your lead cycles, provide on-time supportetc.
CapSavvy CRM is a cloud-basedplatform, so you can access it from anywhere with ease. It is a tightly coordinated system, which covers sales, leads, customers, team and support. So, there is no need to maintain your data in multiple systems, and lots of time is saved. All the important information is available on figure tips, so you do not miss any point while making any business decision.
CapSavvy CRM has inbuilt support / ticket management module. One can easily track all support request made by your client/ customer. It enables employee to track user’s support preferences and his past support requests. At the same time with integrated knowledge management and support article management, one can save a lot of time in resolving support requests, which has occurred before with same client.
We do not provide on-site support as it is a cloud-based software where everything is stored on the internet and no physical device is installed at the customer’s premises.
Yes, we do provide support through email and telephonic calls during business day and business hours from Monday to Friday between 9.30 AM to 6.30 PM. Emails are generally responded next business day.
CapSavvy CRM support will be available during business day and business hours from Monday to Friday between 9.30 AM to 6.30 PM.
Yes, you can download all the reports in CSV format from respective sections of CapSavvy CRM.
Yes, we do provide online training sessions to all our customers & their employees. We provide 2 free sessions of two hours each and after that, every two hours online session will be charged at INR 2000.
Currently, we can bill you in Indian Rupees.
You can pay us by Credit/Debit Cards (Master or Visa) or via direct bank transfer through IMPS, UPI, NEFT, RTGS, UPI, PayTM etc., using the RazorPay enabled payment link. Alternatively, you can pay offline by direct credit to our company account maintained with HDFC Bank, Marol Branch, Mumbai, having account number 50200045989022 and IFSC Code HDFC0000592 in the name of CapSavvy Consultants Private Limited.
Yes, we do charge GST. An automated invoice will be sent to the subscriber email ID after payment confirmation.
No
No. All support and updates are included as part of subscription cost. Support would be given on call/mail/remote access during business day and business hours.
You can send email to crm@capsavvy.com for your additional requirement of users. After payment for additional users, CapSavvy team will enable additional users as per your order.
You can send email to crm@capsavvy.com for your additional requirement of customers records. After payment for additional customer records, CapSavvy team will enable additional customers as per your order.
Yes, CapSavvy CRM is mobile responsive, so you can use it on any device such as pc, laptop, tablet or mobile.
CapSavvy CRM has provided adequate security checks at various levels to ensure that customer data is comprehensively protected from internal and external threats using tools such as encrypted hypertext transmission protocol, firewall perimeter defencesetc on Amazon AWS webserver.
CapSavvy CRM is effective for all kinds of business organizations, where a sales cycle is involved,and sales process requires follow-ups. However, you can take demo, before making a purchase decision.
CapSavvy CRM offers several user friendly (MS Excel/ CSV file) import mechanisms to upload all your existing data into CapSavvy CRM software needing minimum time and effort.
Once payment is confirmed for your desired subscription plan, an automated email will be shared with you with details of your login and URL to access CapSavvy CRM platform. Alternately, you can access CapSavvy CRM anytime by visiting www.capsavvycrm.com and click on login link.
CapSavvy CRM is useful for all your business operations such as leads, sales, customers, support, backend process, tasks, projects, to-do lists, etc. So, as business entity, you can decide best suited plan as per your team size in sales or backend processes.
Admin ID (subscriber’s main ID) will have rights to create user ID and password for your team members as per eligible number of users. Hence, each user will have a separate user ID and password, through which he/she can log into the system.
You can reach to us any time through email crm@capsavvy.com or call us on 1800-210-8999 or +91 22-49712055 during business days and business hours.
Currently, CapSavvy CRM uses Amazon AWS webserver. Depending upon matters related to security, performance or maintenance, CapSavvy CRM platform may be migrated to some other equivalent server in future, without compromising any security threats.
We would always wish that you, as our esteemed user, continue to use our services. However, in case you decide to exit any time, you can deactivate your subscription any time. Before deactivation, you can download all your records and data through csv file for further use at your end. After 15 days of deactivation, your data will be deleted permanently from our server. We do not provide any refund for remaining period of your subscription; we, therefore, would request you to deactivate your subscription only after its expiry.
Before expiry of your subscription plan, CapSavvy Team will send you reminder email for renewal. In case you do not wish to renew your subscription, your data is safe with us. You can download all your records and data through csv file for further use at your end. After 15 days of expiry of your subscription, your data will be deleted permanently from our server.
You can buy CapSavvy CRM subscription plan anytime in future again. You can upload your data (which you had downloaded at the time of deactivation of expiry of your plan) into CapSavvy CRM at respective modules and you will be able to access all your data again in the same way.