Kapture is a user-friendly, mobile-first and fully-customizable Customer Relationship Management (CRM) software which enables you to grow your business exponentially by automating all your sales, marketing, customer service, distribution and collections processes effortlessly.

2. 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

3. Lead Capturing
Integrate multiple lead sources
Website
Email & SMS Social Media
Partner sites
Offline Media
1

4. 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 sources2

5. Marketing Campaigns
Plan your customer journey – from leads to conversions3
Mark
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customers
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

6. 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.

7. Sales Actions
Productivity tools for efficient management
of leads5
• 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

8. Order Management
Get a 360 degree view of all orders and track their progress
through the pipeline6
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.

9. Quotations & Invoicing
Auto generate and deliver quotations and invoices to the customer
and let your sales teams focus on the important matters7
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

10. 8Customer 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

11. 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

12. Payment & Collections
Stay updated with all payments – whether
pending or cleared10
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

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

14. Loved your Argan Oil. It is super amazing!
Customer Service
Allow your customer to send feedback and complaints
through multiple channels.12

15. Customer Service
Help your customer service team to solve issues faster12
Have all customer information on finger tips
before every interaction
Open – Assign – Resolve - Close tickets easily

16. 13Kapchat
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

17. 14Mobile App
Take business along - Everything in your mobile.