endless possibilities

Be your industry's gamechanger with our powerful tools and advanced features.

Team

Enjoy increased visibility among teams and better breakdown of tasks with our Team and Workspace tools. With Saphyte, you can promote team building while ensuring that tasks are done, and projects are moving forward

Get StartedGet Started

highlight

Customizable (Multi) Dashboard

Set the analytics you would like to see at the first glance. Saphyte lets you personalize and design your own dashboard by dragging and dropping widgets that will suit your monitoring preferences.

Features

Favorite dashboard

Select your most relevant dashboard and mark it as your favorite. Your favorite dashboard will be your default first view.

Features

Shareable dashboard

Let your team see the relevant stats by sharing your dashboard with them.

Features

Duplicate your Dashboard

You don't need to recreate your dashboard. You can duplicate an existing dashboard and tweak it according to your preference.

Features

Create Multiple Dashboards

Create multiple dashboards with its relevant metrics (e.g sales dashboard, client dashboard, etc.)

Features

Create Dashboard from Templates

Pre-defined templates contain widgets that we know are useful for your daily dashboard view.

Features

Create Dashboard from Scratch

Personalize and design your dashboard from scratch. Take control on the information you want to access the moment you open your workspace.

Drag and Drop Widgets

Easily build your dashboard by dragging and dropping the widgets and arranging it in your preferred order.

Real-Time Syncing

Your dashboard automatically refreshes every minute to sync with the data in the system.

Reporting

Reporting is designed to help you sell smarter, monitor progress to goals and quickly identify problems.

Features

Real-Time Data

Get fresh data in your report. Saphyte auto syncs real-time data whenever you generate a report.

Features

Pre-defined Reports

Reporting is easier with relevant predefined report templates that provides different angles about your business progress.

Features

Customized Reports

Need a customized report? Build a custom report by selecting the relevant data attributes and easily export it as a csv file.

Features

Export Predefined Reports

Pre-defined templates contain widgets that we know are useful for your daily dashboard view.

Workflow Automations

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.

Features

Drag and Drop Nodes to Build your Workflow

Easily visualize and build your automation process by dragging and dropping workflow nodes and connecting them to each other.

Features

Generate Forms as PDF

Generate your form submissions into PDF file. This helps your team to get a copy of the form responses and for a more organized documentation.

Features

Schedule Email Sending

Do you need to send your newsletters, promotions, etc. in a timely manner? With the schedule workflow node, you will be able to send emails on a specific date and time to your customers.

Features

Duplicate your Workflow

Easily replicate the existing automation processes that work for you. No need to go through repetitions as this button does the job.

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.

Features

Role-Based Access Control

Define how different users can access different modules in the Saphyte CRM.

Features

Invite User

Easily add users into your workspace using an invite link.

Features

Resend Invite

Save your time from sending invites manually all over again. Resending notifications for either multiple deliveries or for follow-up is possible with just a click of a button.

Features

User Documentation

Store and attach important files related to your user profiles. Share files instantly, access information quickly, and avoid any unnecessary delays.

Logs

Logs are the official record of all activities, events, updates, changes, operations, and more that took place in your CRM workspace.

Features

System Logs

See all the actions performed by every user in the system and get a detailed information on what has been executed.

Features

Emails Logs

The Email logs provide you all the specific data relating to incoming and outgoing emails to and from the system.

Features

Workflows Logs

The Workflow logs let you know if a workflow process has been successfully automated or failed at some point.

Features

Login Events

The Log-In Events log gives you all the log-in information of any user in the system such as timestamp, IP address, log-in status, etc.

Features

Lead Scoring Logs

The Lead Scoring log provides the data relating to the scores of each lead and how they acquired this score based on the conditions you have set.

Custom Fields

Custom Field provides you the flexibility to capture unique information that is tailored to your business processes.

Features

Searchable

Make the data in your custom fields searchable in the filter tabs.

Features

Required Fields

Never miss a detail. Capture all your required information with just a tick. Set mandatory fields that allows no skipping.

Features

Rearrange Layout

Drag and drop your custom fields according to the layout you prefer. This will help you group and rearrange your data and easily find the information you are looking for.

MyDiary

MyDiary is a page where you can view your task dashboard and create tasks and associate it with your client or team members.

Features

Export/Sync Appointments to Calendar

Export and sync all your appointments in your email calendar (Google, Outlook, iCal, Yahoo) so you will not miss any appointment.

Features

Sorting

Arrange your appointment based on your preference by sorting them according to time, name, type, status, and more.

Features

Associate Tasks

Add appointments and associate them with your clients and team members.

Features

Reminders

Never miss a task with a reminder option! Set up to three reminders and be reminded minutes, hours, days, or weeks before.

Features

Reschedule Tasks

Need to reschedule any unfinished workload? You can easily reschedule multiple tasks at the same time.

Features

My Diary Dashboard

Keep track of your schedule and productivity. This feature allows you to set and manage your workload in one view.

System Notifications

Receive real-time notifications and never miss out on any information by setting your notification preferences.

Features

Desktop/Email/Mobile Alerts

Get instant notifications whenever any system activity related to you has been performed through desktop, email, or mobile alerts.

Features

Watch Notifications

Watching allows you to be notified when another user makes a change to a deal, client, appointment, or other modules that you have "watched" in the system.

Features

Global Notifications

When global notifications is enabled, you will receive all the system notifications performed by all the users via desktop, mobile, or email.

System Settings

System Settings

Keep track of all the activites within the workspace.

Features Recycle Bin

An archive of all deleted items that allows users to recover and restore files deleted in the system.

Features Dark Theme

Switch mood per your preference. Toggle between our theme options.

Marketing

We want to accelerate your marketing strategy to the next epic level by providing you all the necessary tools for your campaign management, social media marketing, email marketing and more.

Get StartedGet Started

highlight

Email Marketing

Features

Email Tracking

Track the moment your email is opened, clicked, sent, or failed so you can follow up with your clients in a strategic and timely manner.

Features

Email Templates

Make your emails look professional and impressive with Saphyte's built-in email design templates.

Features

Bulk Email

Send a single email to thousands of target recipients from your client database all at once at a specified time.

Features

Custom Email Template

Set your predefined email content per your business process and make email sending as easy as your ABC.

Features

Email Sender

Sync different emails to your workspace and select which email will be its sender.

Drip Marketing

Let your customers remember you by using drip marketing. This feature helps you automate the emails sent to your customers at a certain time or certain event and keep it over time.

Features
Features

Trigger Event Conditions

Send out marketing emails based on varied trigger events such as when a form was submitted, email opened or clicked, etc.

Features

Delay Conditions

Schedule the flow of your marketing email campaign by setting the specific count, time, days, or hours before an email is delivered to your customer.

Features

Log History

Track and monitor all the contacts that are on the waiting list of your drip marketing.

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.

Features

Marketing Campaign Analytics

Measure the ROI of your marketing efforts and evaluate your marketing campaigns through various parameters and analytics.

Features

Campaign Associations

Associate your contacts and deals with your campaigns to monitor the effectiveness of your marketing reach.

Features

Multilevel Campaign Management

Manage your campaigns of different types such as email, social media, and more.

Features

Email tracking analytics (Open, clicks, sent success/failed)

Track your email activities to ensure its efficiency to improve your business process.

Features

Single Campaign

Create individual campaigns where you can track and measure the outcomes and if your goal has been achieved over a period.

Features

Group Campaign

Having a group campaign allows you to assign a parent campaign to your single campaigns. This helps monitor the outcomes of your campaigns altogether.

Features

Change Stage

Your campaign can go through different stages acrross your business process. Update its status real-time in just few clicks.

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.

Features

Publish Status

Change the publish status of your landing pages anytime you prefer. You can unpublish or republish your landing pages based on your requirement.

Features

Activity feed

Track all the activity logs performed related to your landing pages.

Features

Media Library

The Media Library is a repository for all media files uploaded to the system to be used for your landing page.

Features

Landing Page Templates

Choose from a wide variety of templates available for all business types that you can use for your landing pages.

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.

Features

Drag and Drop Form Elements to Create Form

Take control and easily modify and build your forms by dragging elements as per your preference. It is smartly engineered to view the effects of your actions instantly.

Features

Duplicate Forms

Need to copy another form? You can duplicate the forms you have created so you don't need to start from scratch again.

Features

Hide/Show Fields

Targetting a specific response? Hide or show the fields that you want the respondent to fill out based on the conditions you set.

Features

Share Link/Embed Form

Generate a form link and share it with other users or embed it on your websites or links.

Features

Form Themes

Designs do more than make things look good - it makes them work better. Style your forms with variations and give it its own professional look.

Features

UTM Tracking Link

Add a UTM code to your forms so you can easily track the performance of your campaigns and content.

Features

Import Form Submissions

Import submissions from a form using a csv file. Just upload your data and all the responses from your forms will be stored in the system.

Features

Build Forms from Templates

Choose from a variety of commonly used web forms from our templates so you no longer have to construct a form from scratch.

Features

Required Fields

Don't let your respondent miss a question when filling out your web form by enabling the "Required" field setting.

Features

Show/Hide Condition

Use conditional visibility to show or hide elements by setting Show/Hide conditions.

Features

Submit/Preview Form

Review and proofread your form prior to publishing. Get a clear picture of the content you are sending, and decide whether everything is good or whether corrections should be made.

Marketing Automation

Automate your marketing processes using uncomplicated automation tools with Saphyte. You can create and deliver personalized and highly-targeted messages to your leads and nurture them for sales readiness - all with automation!

marketing
Features

Lead Capture

Capture and store your leads in the system and assign them to your sales team automatically.

Features

Lead Segmentation

Saphyte makes it easier for you to group your leads by letting you set different conditions that will identify your leads and assign them to a specific category.

Features

Lead Nurturing

Educate your leads over time by sending automated email campaigns that will prepare them to be sales-ready

Features

Newsletters

Deliver updates and announcements to your customers by scheduling newsletters to be sent out to your customer database.

Sales

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.

Get Started

Sales Pipeline

Features

Public/Private Access

Limit who can access your sales pipeline and its projections by setting it private or making it accessible to all by setting it public.

Features

Multi-currency

Dealing with clients globally? No problem! With Saphyte you can set your pipelines in multiple currencies and get an accurate amount projection.

Features

Pipeline Color Coding

Style or set visual identification to your pipeline with our color coding option.

Features

User-Based Access

Control who can manage and edit your master pipeline by assigning managers and team members.

Features

Custom Sales Stages

Customize your pipeline according to your sales process by defining your own stages and statuses.

Features

Set Win Probability Percentage

Monitor your progress and see your projected success with your deals.

<

Sales Hierarchy

Categorize your deals according to sectors, team hierarchy, timeline, milestones, and many more to suit your business process.

Deals Management

Have the visibility of the movement of all your deals and know your forecasted income through the Deals Management.

Features

Tagging

Tags help to describe your deals using keywords so you can easily find your deals when searching for them.

Features

Color Labeling

Add color labels to each of your sales pipelines for easier visual identification.

Features

Multi-currency

Get an accurate worth of your deals using multiple currencies.

Features

Export Deals

Get instant deals report with just a click of a button and export it in CSV file.

Features

Kanban and List View

You have the flexibility to view your deals in two different ways: as a deck view or a list view.

Features

Activity feed

Clueless of what happened to your deals? No more! The deals activity feed lets you track every activity that is performed to your deals.

leading Scoring

Lead Scoring

Determine the worthiness of your leads by assigning values based on multiple attributes including how they have engaged with your website and brand.

Leading Score Multiple Lead Scoring Categories

Create multiple point-based categories in qualifying your leads (e.g. hot, warm, cold) based on your client's history of interactions.

lead-multiple Custom Lead Score Rules

Set up the right metrics to track which leads are highly qualified by setting up multiple scoring conditions.

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.

Features

Track Quote Status

Track whenever your client accepts or rejects your proposed quotation in real-time.

Features

Change Status

Be in control of what happens to your quotes by having the ability to manually change the status of your quotes.

Features

Multi-currency option

Create a quote with multi-currency options and send it to your clients from different parts of the globe.

Features

Quote Expiration Date

Set an expiration date of your quotation to signal the urgency to your client to respond to your proposed quote.

Features

Send Quote as Email

Send your quotation via email from the system and this will provide the recipient the option to either reject or accept it in just a click.

Features

Duplicate Quote

Drafting a similar quote? No problem. You can duplicate your quote so you won't need to redo creating your quote from scratch.

Features

Manage Quote Status

Have control over the status of your quotation by manually managing it.

Features

Download Quotes as PDF

Your dashboard automatically refreshes every minute to sync with the data in the system.

Features

Create Quotes from Templates

Your dashboard automatically refreshes every minute to sync with the data in the system.

Features

Associate Quotes with Deals

Easily identify if a quote has been associated with your deal -- all you must do is create a quote and associate them with your deals.

Features

Configure Quotes Calculation

Set further validations to your quotes and configure the tax, discount, and fees as inclusive or exclusive.

Features

Rename Labels

Rename the labels of discount, tax and fees depending on your process and it will be applied to the quote immediately.

Features

Share quote by link and embed code

Your dashboard automatically refreshes every minute to sync with the data in the system.

Client Management

Store your contacts and manage all the information related to your client all in one repository. In Saphyte, you will be able to automate your processes, organize your data, manage your tasks, generate your reports, and many more.

Features

Interaction History

Record your client interactions using the Notes and find all the records in one place.

Features

Client Timeline

Track how long has your client stayed as a lead or prospect until it is converted into a customer.

Features

Activity Feed

Monitor all the changes and updates made in your client information in one scrollable section.

Features

Import Client Data

Ditch the manual entry. Import your bulk contacts into your workspace in one go.

Features

Export Client Data

Export your client data as a CSV in a click of a button!

Features

Categorization & Statuses

Conveniently organize your data by grouping your clients using Categories, Statuses, and Substatuses.

Features

Lead Engine

Know your source. Set and categorize your sources and gauge its productivity..

Features

Documentation

Upload and store files like proof of identity, contracts, and other important documents in the system.

Features

Duplicates Management

Maintain unique data as the system easily recognizes duplicates and prompts you an action to either merge or replace client information.

Features

Bulk Assign

Re-assign your contacts to a manager, department, campaign or vendors in bulk.

Features

B2B Contacts

Add your company contacts in one repository to better manage your B2B relationships.

Invoice Management

You can customize your invoicing code, configure your invoice calculation, view your invoice history and add comments, download, print, associate invoices with your deals, email invoices to your clients, and more all with Saphyte's invoicing feature!

Features

Manage Invoice Status

Have control over the status of your invoice by manually managing it.

Features

Manage Invoice Versions

Edit and make changes to your invoices and track the record of every action performed on the invoice using versions.

Features

Associate Invoice with Deals

Monitor the payment status of your deals by associating invoices with your deals.

Features

Manage Invoice Number

You can customize your invoice coding and numbering and the system will automatically put it in sequence.

Product Catalogue

Have all your product listings in one place and get all the tools that will allow you to configure your product details such as pricing, product code, and other specifications with the Product Catalogue.

Features

Product List

Have one database cataloging your company’s portfolio or services and add a product listing based on the industry.

Features

Master Product List

Create a master product and add sub-products to it for a more organised product listing.

Features

Multiple F ile Attachments

Attach multiple files to your product customers to better visualise your product.

Features

Associate Products to Deals

Identify which products and services are fast and top selling by being able to associate your product with your deals.

Features

Product Availability

Keep tabs on which products are available for your customers and manage your on-shelf availability by marking your products available or unavailable.

Connect

Build a strong customer feedback loop with our Connect tools and keep yourself updated with the rapidly changing trends that may affect your customers’ purchasing decisions. With Saphyte, you can rest assured that your customers are constantly engaged.

Get Started

highlight

Team Chat

Team Chat
Features

Secure Conversations

A safe workspace with username restriction and admin transparency. Remove bad actors by adding moderators and provide admins with additional controls.

Features

File Sharing

Share different file types such as documents, images, videos, etc. with your team real-time in one space.

Features

Channels

Keep your discussions organized and streamlined by creating channels that serve organization-wide group chats.

Features

Mentions & Reactions

Get the attention of your teammates by mentioning them in a chat or reacting to their conversations using emojis.

Features

Themes

Spice up your workspace by customizing its look. You can choose from the predefined themes in the system and apply it in your workspace.

Features

Notification Preferences

Choose to be alerted via push notifications on desktop or mobile or via emails. You can also customize your notification sound and duration and receive notifications on certain triggers.

Live Chat

Provide an instant support to your website visitors by installing your Saphyte live chat widget. You can have your support team interact with your customers real-time and provide immediate solutions to them via chat.

Live Chat
Features

Easy Installation

Install your live chat widget in your website with ease by copying a ready-made code and just pasting it on your website.

Features

Customize Live Chat Widget

Customize your live chat appearance by choosing the color or theme that matches your brand identity.

Features

Offline Messaging

Make your customers know you can still be contacted even offline. Set an automated response, success message, and form even when you are offline.

Features

End of Conversation Message

Leave a closing message to your customers automatically when you end the chat so you do not have to type your response over again.

Features

Chat Real-Time Monitoring

Track the performance of your chat support with its real-time monitoring of conversions, abandoned chats, service time, and response time.

Features

Chat Analytics

Understand how you can optimize your chat support by measuring if your agents are reaching their KPIs through a real-time graphic report.

Ticketing System

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.

Ticketing
Features

Central Inbox

New tickets come in a central inbox where your reps can take the tickets they would like to work on and view the progress of each ticket.

Features

Custom Ticket Properties

Customize the validation of your ticket fields according to your support process and add custom categories to organize your tickets

Features

Ticketing Assignments

Decide who handles specific ticket type. You can distribute the tickets from the tickets inbox among your agents using automated distribution types and conditions.

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.

Request Management
Features

Customize Request Types

Drive standardization by pre-defining the type of service requests that your clients can submit.

Features

Request Logs

Keep track of all your customer's requests in one place. You can sort and filter the requests in your request logs and add notes on each requests.

Features

Customize Request Status

In Saphyte, you can set different custom statuses to label your requests that allows you to follow your own processes.

Client Portal

Establish a secure gateway of connection with your clients using client portal where you can exchange sensitive information, files, and services with your client over the internet.

Features
Features

Direct Support

This gives your clients the convenience to submit their tickets and requests from the client portal instead of calling your hotline or waiting in the queue to solve their problems.

Features

Secure Portal of Exchange

The client portal serves as a secure site where your clients can exchange sensitive information and files with you and where you can also communicate your messages to your clients real-time.

Features

Service Dashboard

Provide your client with transparency by having a dashboard of all the services and transactions that they have availed from you.

Email

There is no need to comb through your email inbox just to find a conversation with your contact. In Saphyte, you can have access to your customer interactions and email communications in one place and get the full context on your company's customer relationships.

Request Management
Features

Two-way Sync

Save time by finding the emails that you receive from your clients synced also in your workspace and in your customer timelines.

Features

Contact Attributes

Personalize your emails with the contact attributes which are programmed to pull the information of your contact into your email for an individualized feel.

Features

Email Toolbar

The built-in email tools help you compose your emails with your desired formatting.

Tools

Free tools from Saphyte that can help augment your lead generation efforts. Use these tools to your advantage in growing your contact database and nurturing your leads effectively.

Get Started

Saphyte Sync

Saphyte Sync helps you search and capture LinkedIn contacts and add them into your Saphyte workspace.

Saphyte Sync
Features

Auto-populate

Saphyte Sync allows you to capture LinkedIn contacts with auto-populated information such as Name, Company, Email Address, Country, and other details.

Features

Auto-sync

The captured LinkedIn contact will automatically be synced into your CRM. Thus, this feature provides effortless capture of contact information while increasing productivity.

Features

Free Tool

Saphyte Sync is a free web extension tool that is available for Google Chrome and Mozilla Firefox web browsers.

Saphyte Scan

Saphyte Scan allows users to detect information from business cards upon scanning and automatically migrate the scanned information into the CRM.

Saphyte Scan
Features

Auto-detect

Saphyte scan auto-detects data from the business cards, organizes them according to name, contact number, email, and other important information, and stores them into the CRM database.

Features

Free Tool

This feature is free and is available on Saphyte Mobile App, which can be downloaded from Google Play Store and the App Store.

Features

OCR-Powered

Saphyte’s Scan-and-Store feature is based on Optical Character Recognition (OCR), a technology that combines hardware and software to convert physical documents into machine-readable text.

Integrations

External applications are integrated in the system for better user experience and added functionality.

Get Started

Personal Apps

personalapps

Integrate your Google and Outlook calendar to auto-sync your tasks, reminders, and appointments from Saphyte!.

personalapps
paymentsystemprovider

Payment System Provider (PSP) Apps

paymentsystemprovider

Payment made easy with Saphyte. We have different legitimate Payment Service Providers that are integrated into our system. These PSPs accept payments worldwide such as Zotapay, Skrill, Neteller, Safecharge, SD Systems, Network, NganLuong.

livechatapps

Live Chat Apps

livechatapps

The Chat Integration feature allows you to integrate your chat apps into the CRM and automatically convert your inquiries into leads.

Identity Verification Apps

identityverificationapps

Identity verification allows the integration of IDology and GBG to help verify the identity of your clients and identify fraudulence in any information. Link your GBG and IDology accounts to Saphyte CRM and use it for your onboarding process.

identityverificationapps

Got Questions?

We’ve got 24/7 world-class support ready to help.

Start using Saphyte now !

Register for a 30-day FREE trial now. No credit card details required.

SIGN UP FOR 30-DAYS FREE TRIAL

Still not convinced? Discover all Saphyte Features

Search keywords and hit enter key to search

Try these keywords!

featurespricingmanagementmarketingsupportcrmsystemscontact
knowledge
KNOWLEDGE BASE

Discover the latest updates for our upcoming features. Watch video tutorials to enhance your knowledge about Saphyte.

Learn more
blog
BLOG

Discover the latest updates and Read through our latest upcoming features.

Learn more