Navigating Economic Uncertainty: Role of CRM in Finance and Insurance

2 min read

Finance and insurance companies face tremendous hurdles in today’s quickly changing economic landscape. Traditional techniques may fall short due to the convergence of altering customer tastes, geopolitical concerns, and global economic swings.

In this in-depth examination, we dig into the complex issues these businesses face and present strategic ideas on how they can handle economic instability and position themselves for success.

We will then explore the critical role of CRM solutions in reinforcing stability and retaining consumer loyalty during times of turmoil. Let’s get started.

How Customer Engagement Creates Loyalty and Business Stability

The foundation of stability in tumultuous times lies in agile customer engagement. CRM systems offer a comprehensive range of customer engagement tools that facilitate personalized interactions across various touchpoints.

By unifying and streamlining customer data and preferences, finance and insurance companies can develop tailor-made solutions that resonate with their diverse clientele.

This agility in engagement ensures that customer needs are met promptly and efficiently, fostering trust and loyalty even amid economic uncertainty.

Data-Driven Decisions Guide Companies Amidst Uncertainty

Data transforms into a guiding compass when economic instability prevails. CRM systems are the repository of vital customer information, empowering businesses with data-driven insights.

By analyzing customer behaviors and preferences, finance and insurance companies can proactively align their strategies and offerings with the evolving market demands.

In this data-driven approach, decisions are grounded in accurate insights rather than assumptions, allowing companies to navigate uncharted economic waters confidently.

Customer Experience’s Role in Ensuring Stability

Amidst fierce competition, customer experience emerges as a potent differentiator. CRM customization options empower businesses to tailor experiences according to individual customer journeys.

This personalization not only enhances loyalty but also positions companies as customer-centric pioneers. By embracing a holistic approach to customer interactions, finance, and insurance firms can create a lasting impact, nurturing long-term relationships even during economic uncertainty.

Predictive Analytics Act as a Compass in Turbulent Economies

The power of predictive analytics, a stand-out feature in CRM systems, comes to the forefront during economic upheavals. By harnessing historical data and analyzing market trends, finance, and insurance companies can anticipate shifts in consumer behaviors and industry dynamics.

This enables them to make proactive decisions, optimize investments, and mitigate risks. Predictive analytics empowers these companies with a compass that guides their strategies, ensuring they remain resilient and adaptable in the face of economic challenges.

Get Your CRM Now

Within the realm of CRM solutions, Saphyte shines as a beacon of stability and loyalty preservation for the finance and insurance landscapes.

Leveraging the power of predictive analytics, Saphyte equips companies with the foresight to anticipate trends and formulate resilient strategies in the face of economic turmoil. The feature of customer segmentation adds another layer of depth, enabling tailored communication strategies that resonate with individual preferences.

As the economic landscape evolves, personalized communication becomes an anchor that maintains customer loyalty even in the most turbulent times.

Want to learn more about data-driven decisions and how it can empower your business? Book a FREE demo below.

Curious how digital ecosystems can help improve your business?

Check out how digital ecosystems can boost your company performance by getting started here.

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Embracing the Evolution: Saphyte Paves the Way for the Future of Payments in the UAE

2 min read

Technology improvements and changing customer tastes have led to notable changes in the UAE’s payments scene in recent years. The future of payments is shaped by contactless payments and smartphone wallets, which have become the preferred options for tech-savvy people. 

Saphyte, a digital solutions company, continues to give its consumers a seamless, safe payment experience.

The Rise of Contactless Payments and Mobile Wallets

The UAE is embracing the convenience and security of contactless payments and mobile wallets at an accelerated pace. Contactless payments, enabled by Near Field Communication (NFC) technology, allow customers to make transactions swiftly and securely by simply tapping their cards or smartphones.

The usage of contactless payments in the UAE has witnessed significant growth, with over 50% of consumers adopting this payment method. Similarly, mobile wallets have gained popularity, enabling users to store their payment cards digitally and make seamless transactions using their smartphones.

Seamless, Secure Payment Experiences with Saphyte

Finance companies seeking to stay at the forefront of the payments industry need a robust solution that can adapt to these evolving trends. Saphyte CRM empowers finance companies to provide their customers with seamless and secure payment experiences, strengthening their position in the market.

By integrating payment gateways and leveraging Saphyte’s flexible infrastructure, businesses can offer multiple payment options, including contactless payments and mobile wallet integrations, meeting the expectations of modern consumers.

Leveraging CRM Data for Fraud Detection and Reduced Transaction Costs

Beyond facilitating smooth transactions, Saphyte CRM offers valuable insights derived from customer data that can be leveraged to enhance security measures and reduce transaction costs.

By analyzing transactional patterns and customer behavior, finance companies can identify potential fraud risks in real-time and proactively take preventive measures. This data-driven approach to fraud detection safeguards customers and protects businesses from financial losses and reputational damage.

Furthermore, CRM data enables finance companies to optimize transaction costs. Businesses can tailor targeted promotions, loyalty programs, and personalized offers by segmenting customers based on their transaction patterns, preferences, and demographics.

This enhances customer satisfaction and increases transaction volumes, driving revenue growth while minimizing unnecessary costs.


As the UAE propels forward in digital payments, Saphyte empowers finance companies to embrace the future confidently. By seamlessly integrating payment options and leveraging CRM data for fraud detection and reduced transaction costs, Saphyte enables businesses to deliver exceptional payment experiences.

Finance companies must adapt to stay relevant as the UAE witnesses a paradigm shift in payment preferences. With Saphyte CRM as their ally, they can unlock the potential of seamless, secure payments, enhance fraud detection, reduce transaction costs, and optimize payment processes. 

Want to learn more about upgrading your payment systems with CRM? Talk to our experts. Book a FREE demo below.

Curious how digital ecosystems can help improve your business?

Check out how digital ecosystems can boost your company performance by getting started here.

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The Ecosystem of the Present, Built to Future-proof Businesses

4 min read

Modern. Straightforward. Seamless. Customizable. Powerful. All the key elements used to describe Saphyte’s newest offerings.

This month saw the evolution of Saphyte from the traditional, two-dimensional CRM phase to a fully-fledged digital business ecosystem. We have built new features to boost your sales and acquisition power, refine your team’s collaboration efforts, and process data with ease.

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What transpired this month

Saphyte has been hard at work over the past months to bring you the best business solutions and tools for the digital era. These tools can help you create better user experiences and make way for bigger and better opportunities for your business this year.

We have also designed and built different tools to help you streamline your business and make way for better deals in the future.  

Quotes & Invoices 

Timing is everything. It makes your approach more human and personal and not just an automated step in your sales process. Personalization and timing are two crucial ingredients to closing more deals at present and clinging to your outdated and manual processes can greatly affect your business productivity and decrease your chances of closing more deals.

Switch to a more streamlined method in sending your quotes and invoices without the hassle. Saphyte’s Quotes and Invoices features helps businesses to become fully equipped in closing deals swiftly and getting paid faster without switching between platforms.

Using Saphyte’s Quotes and Invoices is as easy as blinking.

Click on Quotes and Invoices.

Create or personalize all you need.


No more searching for product codes and no more switching from one platform to another. Seamless solutions for Quotes and Invoices are better with Saphyte.

Explore More

Landing pages 

The customer has all the power to choose. This is the reason why choice and access are the hottest commodities for most businesses. This factor made “standing out amongst your competitors” a requirement. In order to stand out, you need a visual representation of your brand and business. This is where landing pages come into the picture.

Landing pages are great tools to help you generate more leads. The more leads you have, the more sales opportunities you can work on. Create better opportunities for your sales team this 2021 with Saphyte’s newest feature. 

Saphyte’s Landing Pages feature helps you create a visual representation of your brand, and help you generate more leads for your business even without any technical experience. It’s a walk in the park, here’s how you can do it too.

Choose from the array of templates Saphyte has on its system.


Choose a domain.

Deploy your landing page. 

Boost your Lead Gen

Survival Race

The world is left to pick up what is left of the global pandemic’s aftermath. 2021 is going to be tough, but you’re tougher, and we have your back covered.

Check out our free business hacksheet, so you can confidently navigate your way through 2021’s race to business survival.

 Our Top Picks of the Month

Saphyte 2.0 Ecosystem        

Digital transformation is driven by growth opportunities, increased competitive pressure and new regulatory standards.

Saphyte saw the opportunity to equip businesses with better and streamlined solutions for sales, marketing, and team support. Today Saphyte has evolved into an ecosystem built with tools for the modern customer as well as tech-savvy marketing and sales teams. Now is the chance for your business to create endless possibilities.                                       

Digitizing Quotes

Generating leads and opening sales opportunities is all about timing. Timing, along with personalization, are two of the indisputable factors when creating opportunities for sales representatives to work on.

At present, being quick on your feet can make all the difference in your sales process. Saphyte sees digitizing quotes as a technical and business advantage to improve and enhance your sales process by streamlining and automating your quoting system.

The more automated and personalized your quotes are, the better your chances are in closing your deals. Read more about the Quotes feature on our blog.         

Automating Invoices

Automation is a great step in digital transformation. It’s a new territory and may seem overwhelming for some. Saphyte knows that everything is moving online. Acknowledging that the ability to digitize your invoicing workflows will not only save you time and resources but will also save you a few grey hairs as well!

With that, Saphyte has designed and built an invoice generator for businesses to get paid faster and assure continuation of business. No more printing and sending it via snail mail. All you need is to input the information, edit the invoice, and send them across to your clients.

Breezy and easy-peasy. Learn more about the Invoices feature here. 

Our Corporate Profile            

Streamlining, customization, and automation are among the few things business leaders need to create better growth opportunities for their business.  

Saphyte is built with an array of features and tools, designed to improve any business processes and teams. With our technology, you can customize the CRM according to your business processes, so you won’t have to adapt to it.

Get to know us better by checking out our e-profile for other details.      

Word on the Street says our Clients are a little more than satisfied

Hear what our clients have to say about Saphyte.

“Simple to use and a really fresh, clear interface. The ability to customize the CRM to meet our needs was a really great benefit as it felt we had a CRM which worked for us rather than working around existing software. Great value for money and wonderful service and support from the team.”

Luke Manning, Sales Manager 

Dubai Creek Golf & Yacht Club

“Since we moved to Saphyte, CRM has been so simple yet effective in growing our sales. With our previous systems – two of the world’s leading CRM brands – we were left wanting with little support for smaller businesses like us, as well as needing to change our processes to fit the CRM.” 

Greg Tickner, CEO 

Panoptic Media

Ask our Sales Experts

We’re Excited to Tell you about our Upcoming Features

Get excited! Saphyte still has a lot in store for businesses this 2021. Check out how you can leverage your business with our upcoming features. Here’s what you have to look forward to in March 2021.

Drip Email Marketing

Loyalty is built from trust. Build one-on-one relationships with your potential customers with Saphyte’s upcoming Drip Marketing feature. This feature is a great way to lure in new prospects, educate existing leads and reward your loyal customers. 

Custom Landing Pages and Emails

Choice is a commodity, and standing out is no longer optional – it’s a requirement.

Having the ability to customize your communication paraphernalia gives you a competitive edge. With our upcoming hip features, you’ll have the power to tailor your marketing to the needs of your audience by building exclusive and personalized landing pages and email campaigns.


Saphyte is always hard at work to help your business move forward with ease. Keep your eyes peeled for more features and tools that our team is working on to help you build endless possibilities for your business.  

Business and Beyond: Worldwide Connection Through CRM

4 min read

Pandemic, forest fires, conflicts between nations, and the recent explosion in Lebanon. These are some of the most dreadful events in 2020 – and we are still halfway until the end of this year. 

These incidents forced small businesses and startups to convert their services and business processes online. It gives hope in boosting customer interaction and having a wider range of potential customers in spite of the circumstances.

According to Bill Gates, a technopreneur and founder of Microsoft, “If your business is not on the internet, then your business will be out of business.”. 

This remains true especially nowadays that we are experiencing a lot of unfortunate and unforeseen events.

In spite of these recent events, businesses are still thriving in their own ways. By using modern strategies and systems, you can have the power to take your business on a global scale.

May it be online marketing campaigns, sales process, increase in social media presence, and acquire real-time customer service tools.

What you need is a customer relationship management or CRM tool. CRM features a lot of functionality that can bring your business beyond the boundaries of national territories. 

The CRM Magic

Your business may be one of those businesses that still manages customer data on a traditional method like spreadsheets. While spreadsheets are a great tool for startups, we now have better and modern ways in handling businesses.

Some business has employees who work overseas or employees who work remotely. Thus, storing and handling customers’ data using spreadsheets may become harder to update.

Likewise, spreadsheets’ data may be inconsistent in terms of customer interaction. This may result in losing the opportunity to close sales due to unsynchronized data inputs and outputs between employees.

You can consolidate all your customer’s contact information, inquiries, and even interaction history into a centralized location. This way, you can efficiently interact more with your customers like it was magic with a CRM software.

Sales Automation

With the unified access of both your customer and employee’s data, CRM helps you standardized your sales process. It increases your sales productivity by constantly improving your sales methods.

Whether or not you have sales managers or sales teams, you can easily check your sales progress with CRM software. You then may focus more on customer satisfaction and let the CRM system handle your sales.

This way, you will become more efficient in handling your business’ sales and customer interaction at the same time.

Real-time Analytics

CRM is an intelligent tool that constantly provides highly important data that is relevant to your business. May it be sales, finance, marketing, and workflow, you will have access to these data right away.

It analyzes all of your data and helps you in building a sales pipeline and automate tasks. These analytics are only achievable with a customer relationship manager (CRM) system.

You can also customize all of its functions. Have all the metrics and data flow in your dashboard according to your business needs.

Secret Marketing Recipe

By integrating CRM into different platforms, it can intelligently track your potential customers through marketing campaigns and online searches. It also increases your customer retention rate with its email marketing and user-friendly contact management feature.

CRM analyzes your customer information and looks for similar profiles that might become your potential customer. It maximizes your entire data collection to efficiently do marketing campaigns.

Better Teamwork

With CRM solutions, you can foster better teamwork among your employees. No matter where they are, the collaborative tools of CRM help your team in creating established workflows. With this, your team can avoid doing redundant tasks and maximize work hours without having to constantly supervise them.

CRM also helps in creating a better communication line between employees. This way, your business will have smooth communication between teams.

We now know that CRM is a revolutionary system that can easily bring your business to greater heights. And all of the previously mentioned functionalities are just basic features of the system. With this, a smoother flow of data entry in your business is achievable only by using a CRM software.

Saphyte’s Role as Your CRM partner

Saphyte is the perfect CRM partner for your business because it is budget-friendly. Saphyte offers greater functions compared to the basic CRM and will significantly bring your business up a notch.

It has customizable CRM dashboards that let you take full control of your business without compromise. 

What are the advantages of using Saphyte as your CRM partner?

Top of the Line Sales CRM Dashboard

The system has a sales pipeline feature that allows you to set-up the stages of your sales according to your own business processes. Changing your business model is unnecessary. Rather, Saphyte’s adaptive ability will be the perfect tool for you.

The sales dashboard is designed to monitor the progress of your deals in a simplified sales pipeline. It also analyzes all the data to create your next big action in improving your sales. Aside from that, you can also add custom fields to capture relevant and highly important client information.

In line with this, Saphyte has accurate and realistic sales forecasting that helps you in making pivotal business decisions. It estimates future sales to avoid any unnecessary business pitfalls.

Marketing Automation

Saphyte is your perfect partner in creating seamless marketing campaigns. Our system has sufficient tools that will undoubtedly accelerate your marketing strategy to the next level. All of these are essentials tools for your campaign management, social media marketing, email marketing, and form building.

You can integrate all your social media platforms through Saphyte’s system. This way, you can easily track your social media campaigns and add your leads to the system. This will give you the ability to save a significant amount of time in inputting data from all your social media platforms if you use Saphyte CRM. 

While Excel and spreadsheets are great tools for sorting and inputting data, Saphyte does everything with more efficiency and powerfully.

Saphyte also does wonders when it comes to email marketing. It provides you different strategic approaches through the use of email design templates, bulk emails, email tracking, and workflows.

There is no need for you to manually send an email one by one to your clients. Instead, Saphyte allows you to send a single email to all of your clients. You can also do this by setting a specified time to send the email to your clients.

Product Catalogue

Saphyte does not only gather and manage all your data into one location, but it also allows you to consolidate all your products in one catalog. With this feature, you will have the ability to standardized all your product information across all sales platforms.

With this, you can make sure that your customers will always receive more consistent and more organized information about your products.

Powerful Team Management

Not only does Saphyte helps you in managing all your client’s data, Saphyte also has a feature to easily manage your team. You can create different users and assign them to your company’s different departments. 

With the predefined roles in the system, you can assign roles to your team which authorizes them to permit or restrict anything in the system. With this, you can seamlessly manage a team composed of different experts from all over the world.

By managing your team through Saphyte CRM, you can avoid repetitive tasks and maximizes your teams’ potential.


If you haven’t tried to use customer relationship management (CRM) software before, Saphyte CRM will evidently do wonders for you and your business. It has the ability to grow your business to a global scale while having the easiest features in managing your team and clients.

While a typical customer relationship management (CRM) system is a helpful tool, Saphyte enhances all your business processes and workflows. All of CRM’s amazing features are achievable with Saphyte CRM.

The software is built for flexibility and scalability. Thus, Saphyte grows with your business. As your business grows, Saphyte grows with you. You can never go wrong with Saphyte.

Make Saphyte your customer relationship management software today. You can call our experts for a free product demo or sign-up for a free trial.

FINTECH Embraces the Benefits of CRM

2 min read

In the present time, financial institutions are facing the same challenge today as 15 years ago. Despite the fact that everything is modernized and are transitioning to digital transformation, Fintech businesses are still trying to figure out how to obtain a 360-degree view of their customers whilst being consistent throughout all contact points of the company.

For Fintech business (Banking, Financial Services and Insurance), having a 360 view of their customers is a great priority. Why? It all boils down to having a better bottom line.

The Banking, Financial Services, and Insurance (BFSI) sectors operate at an increasingly fierce competitive pace. In order to keep up, these sectors must turn their focus on customer relationships and experience.

The challenge of having a 360-degree view of Fintech industries is just the tip of the iceberg. Underneath it all, there are plenty of challenges that the Fintech sector faces. Here are some of them.

Keeping up with consumer expectations

The market trend today focuses mostly on customer experience, and most finance businesses are feeling the pressure because of the expectation and demand on the level of service, especially when it comes to technology.

Customers demand and want their banking experience to be simple, fast and secure. This is an understandable statement, because we live in a fast-paced world and customers expect a smooth sailing experience within the finance sector.

The increasing competition from financial technology companies

Financial technology (FinTech) companies consist of start-ups that use software to make financial services more accessible, efficient and reliable. With the increasing popularity of Fintech companies over traditional banking institutions, they have disrupted the processes of the traditional way of doing financial business. That is why finance companies who still cling to the old methods of doing business need to adjust to the changing demands of consumers in order to ensure competitiveness and stability.

Regulatory pressure

Regulatory requirements are ever-changing. They continue to expand, and banks need to spend a large part of their open budget for compliance, and must build systems and processes to keep up with the escalating requirements.

All the while, constantly evaluating and improving their operations at the same time, in order to keep up with the pace of change in the financial industry today.

Why Fintech Companies are embracing the benefits of CRM?

Contact Management

CRM allows you to further nurture your leads and build customer trust along the way. In order to do that, your business must have a reliable customer information repository at its disposal. You can only do that with a reliable contact management system.

A contact management feature is responsible for storing and securing your customer database. From names, positions, lead scores, and even the nature of a lead’s business. Having the right information builds quality data. Quality data is the main driving point of customer service experience.

Plus, you won’t need to invest in hard drives, because most CRM’s are cloud-based. All your information will be stored in a secure cloud system and can only be accessed by the people inside your team.

Lead Nurturing

Customer information is a prized gem in every sales process. Most especially for the finance sector. CRM platforms are built with a powerful and reliable contact management system and enable its users to have a view of centralized information all in one place.

Most CRM’s are also built with a lead scoring algorithm, so that you can identify whether a customer is ready to convert or not. These features will help you and your team convert leads to actual clients efficiently.

Customized for Scalability and Flexibility

Having a CRM that is built around the idea of growing alongside your business can be a great help, most especially for Fintech companies. A platform where you can customize modules, tools, or processes can be a great advantage.

With a platform that allows you to become scalable and flexible, can grow along with your business and can be tailored according to your business processes, the opportunities for tailored growth are at your fingertips.


Embracing new technologies is a brave and bold move. When you decide to take that step, why not take it with someone who can guide you through the process, until you’re ready to go take the reins alone?

With Saphyte CRM, we can do just that. We understand the core needs of Fintech companies and have the tools needed to help them reach their business goals. Curious? Give us a call and together let’s make your CRM and business journey seamless as possible. Contact us now to book for a free demo.

Win Against FinTech Disruptors with FinTech CRM

3 min read

FinTech is among the fastest evolving industries at present. The finance and technology component of this industry sits right at the center of the growing world, most especially in the marketplace. 

The importance of FinTech pervades through every industry and even the personal lives of everyone. Fintech has transformed the whole financial services sector. From the traditional financial sector, like banking and insurance, to new ways of investment, payment or budgeting. The presence of Fintech can be seen everywhere.

Whilst emergent technologies are giving consumers another variety of services to choose from to satisfy their financial needs. Like any other industry, clients of the financial sector are ever more demanding a better experience from their financial service providers. 

Just like any other industry, the success of the FinTech industry is determined through their customer experience. This is where CRM comes into the picture. 

How CRM Helps Fintech Companies

In order for fintech companies to build a strong and reliable relationship with their customers, they need to invest in a good CRM tool. A Customer Relationship Management (CRM) solution can do more other than managing customer information and contact management. 

Here are some of the benefits of having a CRM with you. 

360-Degree View of Financial Services

Clients subscribe to your company for an extensive and inclusive variety of financial services. As a company, you need a comprehensive visibility of the products they use, assessed income and debt levels, credit score and other details. 

With a CRM, you can gather data into a centralized data center, and your sales team can customize the offers and marketing material for your individual clients. With a CRM, you can keep track and record conversations with your consumers, keep track of the contracts they signed and monitor any account-based tasks of your sales team.

Categorization and Householding

Categorization plays a significant role in the products and services needed. A CRM can go through your database and categorizes those with identical addresses. This type of sales-targeting strategy can predict the most relevant communications for the customer’s living 

Remember, banking and loan needs for each group will differ, and the categorization of any CRM feature will allow you to fine-tune your marketing and customer interaction.


You have plenty of sources of valuable customer data and contact information in your finance organization, but they often reside in specialty accounting and banking software. Look for a CRM offering third-party integration with your company’s preferred solutions. 

You can bring in more data for client profiles, improve visibility throughout your business and coordinate resources across multiple departments. Manual data entry can also lessen due to integration because the entire sales team works with a unified data set on a real-time basis. 

Why Saphyte is the Ideal Option for a FinTech CRM

Saphyte has CRM features that can help you streamline all of your corporate activities and integrate them into one powerful platform. Whether you’re generating leads, getting potential customers through phone calls, or implementing marketing campaigns through email marketing, Saphyte is the CRM ideal for you. 

Here are some of the prominent features of Saphyte’s CRM. 

Lead Nurturing

Customer information is a prized gem in every sales process. Saphyte is built with a powerful and reliable contact management system wherein, the system enables its users to have a view of centralized information in one place. 

With Saphyte you can categorize your leads by status and updates. There are client notes where you can take notes of the touch point history you’ve had with the client. 

The software is also built with a lead scoring algorithm, so that you can identify if a customer is ready to convert or not. These features will help you and your team convert leads to actual clients efficiently.

Sales Management, Client Onboarding

Saphyte is built with features to address your sales team needs for a seamless sales process. The CRM is built with sales forecasting and sales intelligence to provide you with real-time and accurate information for your business decisions.

Saphyte also allows its users to make use of third-party identity verification tools to smoothly take clients onboard and expedite the process. The lesser steps your sales team has to take, the better they can build customer relationships. 

Campaigns are Made Easy

Get your business into full gear and be ready to face your competition. With Saphyte, you no longer need to switch from one application into another and log-in using different accounts every time.

Your marketing campaign activities are all summarized and can be found under the Campaigns tab for easy monitoring, with tools that you can use to optimize your campaigns and increase their effectiveness.

Marketing Automation

Saphyte is armed with a good marketing automation and email marketing system. Most CRM solution software carry features that will facilitate the implementation of your marketing campaigns. Saphyte can provide tools that will help you nurture your leads and turn them into actual clients through personalized service. 

Through marketing automation, you can send out curated information to your target audience. You can also be notified when your customer has opened the email you’ve sent, downloaded an attachment, or clicked a link. With this feature, you can be able to follow on your leads and respond promptly. 

Contact Management

To further nurture your leads and build customer trust along the way, you must have reliable customer information at your disposal. To make that possible, Saphyte is designed with a good a contact management system.

A contact management system is responsible for storing a customer database. This will include names, positions, lead scores, and even the nature of a lead’s business. The contact management feature will be the driver of the customer service experience.

Plus, you won’t need to invest in hard drives, because Saphyte is a cloud-based CRM. All your information will be stored on a secured cloud system and only you and your team can have access to it.

Customized for Scalability and Flexibility

Saphyte is built around with the idea of growing alongside your business. The system can be customized according to your needs, modules, tools, or custom processes. Plus, customizable dashboards that gives you a one-page overview of all the information you want to know regarding your client, sales, marketing, and support management.

With these features, the system can grow along with your business and can be tailored according to your business processes. Saphyte adapts to you; you do not adapt to Saphyte.


On top of all these features is affordability. Saphyte has a pay-as-you-go monthly fee scheme that fits like a tee with your budget. No set-up fees, inclusive of a free demo, and a 24/7 customer support readily available in every subscription plan. 

Whether you’re a small business or an enterprise in the FinTech sector, customer satisfaction plays a key role in it. To better serve your customers, you need to invest on a reliable CRM software today. 

Start it by choosing Saphyte as your CRM partner. Contact us for a free demo or start your free trial now.