Leads slip through the cracks
Without SLA-aware follow-up stages, inquiries go cold before anyone notices.
Verticals· Paid add-on module. Service desk, CPQ, and AI copilot included once enabled.
CaptCRM
Every inquiry followed up. Every deal tracked. Nothing lost between sales and support.
CaptCRM is the sales and customer lifecycle product on Captverse: inquiries, contacts, opportunities, and customers in one governed pipeline, with SLA-enforced follow-ups, a native service desk, CPQ, and a unified omnichannel inbox, all connected natively to CaptDeals, CaptStock, CaptPay, CaptChat, and CaptVoice.
Teams across industries run their pipeline on CaptCRM.
Sales teams across consultancies, distributors, and service businesses manage their pipeline through CaptCRM today.
- Intake channels into one deduplicated pipeline
- 6Intake channels into one deduplicated pipeline
- SLA states tracked: on time, at risk, breached
- 3SLA states tracked: on time, at risk, breached
- Channels threaded per customer in the shared inbox
- 4Channels threaded per customer in the shared inbox
Pipeline discipline
Leads, contacts, and opportunities with stages your team actually follows.
SLA-aware follow-ups + service desk
Never miss a callback or a support ticket — overdue items surface before they go cold.
Automation rules built in
No-code triggers automate follow-ups, assignments, and status changes across the pipeline.
The challenge
Every missed follow-up is a deal walking out the door.
Most sales teams do not lose deals because the product is wrong. They lose deals because follow-ups slip, pipeline stages go unmanaged, and sales and support work from separate tools with no shared customer context.
Disconnected sales and support
Customer context is lost the moment a buyer becomes a support case.
Fragmented channel intake
Website, WhatsApp, phone, and walk-in inquiries land in different tools with no deduplication.
No pipeline visibility
Managers cannot see rep performance, conversion rates, or forecast accuracy without exporting to spreadsheets.
Multi-branch chaos
Leads and stock leak across locations, or get siloed into separate spreadsheets per branch.
Platform
One pipeline, every channel, zero integration glue.
CaptCRM is not a CRM bolted onto Captverse: it is built into it. Inquiries, contacts, opportunities, and customers share identity, payments, messaging, and inventory with every other Captverse module from day one. WhatsApp intake, voice qualification, payment links, and stock-aware quoting come standard, not as Zapier workarounds.
Visual pipeline
Drag leads through stages with full history — who touched what, when, and what happened next.
Unified inbox + service desk
Handle sales conversations and support tickets from the same workspace, with SLA policies on both.
Team dashboards
Rep performance, conversion rates, and SLA compliance in one view for sales managers.
Key benefits
Everything a sales pipeline should do: none of the tool sprawl.
Faster Response
SLA policies track every inquiry from creation and escalate automatically before it breaches.
Unified Customer Context
Sales and support share one customer record with a full journey timeline.
Accurate Forecasting
Configurable pipelines with win probabilities give managers a forecast they can trust.
Zero Lead Loss
WhatsApp, voice, and web-form inquiries land in the pipeline automatically, deduplicated by phone and email.
One Workspace
CRM, service desk, CPQ, automation, and inbox in a single product, no separate subscriptions.
Core features
Enterprise pipeline discipline, without the enterprise setup.
Everything you need to run inquiries, deals, and support from one workspace.
Inquiry Management
Capture, assign, and score inquiries from web, phone, referral, walk-in, WhatsApp, or voice, all in one record.
- Encrypted contact capture
- Phone & email dedup
- Branch & rep assignment
Opportunity Pipeline
Move deals through a visual Kanban board with configurable stages and win probabilities.
- Drag-and-drop stages
- Multiple pipelines
- Full stage history
Lead Conversion
One click atomically creates the customer, upserts the contact, and marks the inquiry converted.
- No duplicate customers
- Optional draft sales order
- Guaranteed data integrity
SLA Policies
Set maximum response times by source, branch, or priority, with automatic escalation on breach.
- On time / at risk / breached
- Auto-escalation
- Compliance reporting
Service Desk
Handle post-sale support tickets alongside the sales pipeline, with full customer context on every ticket.
- Priority & status tracking
- Warranty/AMC tracking
- Linked to customer record
Unified Omnichannel Inbox
WhatsApp, Instagram, Facebook, and email in one thread per customer, no more personal phones.
- Auto-created inquiries
- One thread per customer
- No app switching
Products & Quotes (CPQ)
Build and send quotes from the opportunity record, and convert accepted quotes straight to orders.
- Draft to accepted lifecycle
- Line-item pricing
- Order conversion
AI Copilot
Next-best-action recommendations and opportunity risk scoring, powered by Anthropic Claude.
- Next-best-action per inquiry
- Deal risk scoring
- Built into the pipeline view
How it works
From first inquiry to loyal customer, in four steps.
1
Capture
An inquiry arrives by web form, WhatsApp, call, or manual entry, and enters the pipeline with an SLA timer running.
2
Qualify
The rep works the inquiry with AI-suggested next actions, while follow-up reminders keep it from going cold.
3
Convert
The deal closes, and one click creates the customer record, with an optional sales order in the same transaction.
4
Support & Grow
The customer’s full journey, sales, payments, and conversations, stays visible for support, renewals, and upsell.
Integrations
Connect the sales tools you already run on.
CaptDeals (bidirectional sync for dual sales motions)CaptStock (stock-aware quoting and sales orders)CaptPay (payment links on the customer journey)CaptChat (WhatsApp, Instagram, Facebook intake)CaptVoice (outbound & inbound call qualification)CaptIdentity (SSO, RBAC, and audit, inherited automatically)Zapier / REST API
Web-to-lead capture forms and lead-source integrations (Facebook, Google, portal webhooks) are configured natively, no third-party form tool required. Zapier and the REST API cover anything not listed here.
Use cases
Built for real sales teams.
Consultancy pipeline discipline
SLA policies enforce 4-hour assignment and 24-hour follow-up on every web enquiry, tracked through to a proposal close.
Multi-branch, stock-aware selling
Reps only quote what is in stock at their branch, with purchase history informing every repeat order.
Sales and support in one record
Post-sale tickets stay linked to the customer’s full sales history, so nobody repeats themselves.
Dual sales motions
Property leads stay in CaptDeals while services inquiries run through CaptCRM, sharing identity and payments without data confusion.
WhatsApp-first intake
New WhatsApp contacts auto-create inquiries, so conversations survive rep turnover instead of living on personal phones.
Security & compliance
Enterprise-grade, by default.
AES-256-GCM encryption of customer PII (name, email, phone, notes) at the application layer.
Blind-index deduplication (phone hash, email index), no decryption needed to detect duplicates.
Role-based access with Admin, Manager, and Agent levels; agents see only their assigned inquiries.
Branch scoping enforced at the query layer, so data cannot leak across locations.
Immutable audit trail on every entity change, plus a full merge log for duplicate records.
CaptCRM provides the technical controls behind these frameworks; formal certification depends on your organization’s broader compliance program.
“We used to lose leads on personal WhatsApp numbers whenever a rep left. Now every inquiry has an SLA clock and a home, and our managers finally trust the pipeline numbers in the Monday review.”
FAQ
Frequently asked questions
Is CaptCRM included when I sign up for Captverse?
No. CaptCRM is a paid add-on module, enabled by your operator after a request and approval. CaptDeals and CaptIdentity are included at signup.
What is the difference between an Inquiry and a Lead?
CaptCRM calls sales records Inquiries; CaptDeals calls property sales records Leads. They are separate data models that can sync bidirectionally when both products are enabled.
Does CaptCRM include a helpdesk?
Yes. The Service Desk module is built in, tickets, priorities, and customer linkage, with no separate helpdesk purchase required.
How does SLA enforcement work?
Admins set maximum response times by source, branch, or priority. Each inquiry tracks its status as on time, at risk, or breached, and breaches trigger automatic escalation.
Can I use CaptCRM without CaptDeals?
Yes. CaptCRM is a standalone product for any generic sales motion. CaptDeals is only needed for property-specific sales workflows.
Part of Captverse — one spine, one login
Every app shares CaptIdentity for SSO, users, and roles. Leads, payments, and messages stay on one data spine — no duplicate records.
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