Consultancies and services
Route web enquiries to reps, enforce follow-up SLAs, and close deals with full history.
Verticals· Add-on module
Pipeline discipline for any sales motion
CaptCRM tracks leads, contacts, opportunities, and follow-ups with SLA-aware stages — plus a service desk, unified omnichannel inbox, and no-code automation rules — standalone or integrated with your vertical apps.
Leads, contacts, and opportunities with stages your team actually follows.
Never miss a callback or a support ticket — overdue items surface before they go cold.
No-code triggers automate follow-ups, assignments, and status changes across the pipeline.
Platform
See what CaptCRM looks like in your workspace.
Drag leads through stages with full history — who touched what, when, and what happened next.
Handle sales conversations and support tickets from the same workspace, with SLA policies on both.
Rep performance, conversion rates, and SLA compliance in one view for sales managers.
Use cases
Route web enquiries to reps, enforce follow-up SLAs, and close deals with full history.
Run a service desk alongside sales — tickets, SLA policies, and a unified inbox in the same workspace as your pipeline.
Keep generic CRM leads separate from property leads while sharing identity and payments.
“CaptCRM and CaptVoice together cut our response time from hours to minutes. Qualified calls land in the pipeline automatically — no manual data entry.”
Works with
Every app shares CaptIdentity for SSO, users, and roles. Leads, payments, and messages stay on one data spine — no duplicate records.
Start with the applications you need today and expand as your business grows — one identity, one data layer, one AI brain. No silos, no rip-and-replace.