Custom Dashboard
Create as many dashboards as you want with its relevant metrics (e.g sales dashboard, client dashboard, etc.)
Workflow Automation
The intelligent workflows will allow you to set up and automate your business processes. Just drag and drop and connect the nodes to build your automated process.
User Management
Create user profiles for your team and manage each user's information by assigning them in their designated departments and setting their roles in the CRM.
MyDiary
MyDiary is a page where you can view your task dashboard and create tasks and associate it with your client or team members.
Landing Pages
Choose from our intuitive and responsive templates to create landing pages that will help you drive traffic to your website and increase your online traction.
Form Builder
Forms are an essential tool for your onboarding process. It is where you create tailor-made specifications that capture only the important information of your client based on the created custom forms.
Email Marketing
Increase your lead conversion rate faster using email design templates, bulk emails, workflows, scheduler, email tracking, and more.
Campaign Management
Associate your deals and clients with a campaign so you can measure the effectiveness of your marketing efforts directed at your target audience.
Sales Pipeline
Have a visual representation of your sales process by setting up the stages of your sales pipeline. This will help you track your deals and monitor their progress.
Deals Management
Have the visibility of the movement of all your deals and know your forecasted income through the Deals Management.
Quotes Management
Generate error-free quotes by automatically filling out the right information in the right format and ensure that consistent pricing reflects your brand image as unified and reliable.
Client Management
Store your contacts and manage all the information related to your client all in one repository.
Team Chat
The Team Chat fosters collaboration, promotes team engagement and faster and effective communication among your team members.
Live Chat
Provide an instant support to your website visitors by installing your Saphyte live chat widget.
Ticketing
Enhance your customer service by having a ticketing system that helps you organize your daily workload and prioritize the most important issues you need to work on.
Request Management
Deliver high-quality level of support to your customers by responding and fulfilling their requests through a help-desk portal accessible over the internet.