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 forwardGet Started
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.
Select your most relevant dashboard and mark it as your favorite. Your favorite dashboard will be your default first view.
Let your team see the relevant stats by sharing your dashboard with them.
You don't need to recreate your dashboard. You can duplicate an existing dashboard and tweak it according to your preference.
Create multiple dashboards with its relevant metrics (e.g sales dashboard, client dashboard, etc.)
Pre-defined templates contain widgets that we know are useful for your daily dashboard view.
Personalize and design your dashboard from scratch. Take control on the information you want to access the moment you open your workspace.
Easily build your dashboard by dragging and dropping the widgets and arranging it in your preferred order.
Your dashboard automatically refreshes every minute to sync with the data in the system.
Reporting is designed to help you sell smarter, monitor progress to goals and quickly identify problems.
Get fresh data in your report. Saphyte auto syncs real-time data whenever you generate a report.
Reporting is easier with relevant predefined report templates that provides different angles about your business progress.
Need a customized report? Build a custom report by selecting the relevant data attributes and easily export it as a csv file.
Easily generate reports from templates as a PDF file..
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.
Easily visualize and build your automation process by dragging and dropping workflow nodes and connecting them to each other.
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.
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.
Easily replicate the existing automation processes that work for you. No need to go through repetitions as this button does the job.
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.
Define how different users can access different modules in the Saphyte CRM.
Easily add users into your workspace using an invite link.
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.
Store and attach important files related to your user profiles. Share files instantly, access information quickly, and avoid any unnecessary delays.
Logs are the official record of all activities, events, updates, changes, operations, and more that took place in your CRM workspace.
See all the actions performed by every user in the system and get a detailed information on what has been executed.
The Email logs provide you all the specific data relating to incoming and outgoing emails to and from the system.
The Workflow logs let you know if a workflow process has been successfully automated or failed at some point.
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.
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 Field provides you the flexibility to capture unique information that is tailored to your business processes.
Make the data in your custom fields searchable in the filter tabs.
Never miss a detail. Capture all your required information with just a tick. Set mandatory fields that allows no skipping.
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 is a page where you can view your task dashboard and create tasks and associate it with your client or team members.
Export and sync all your appointments in your email calendar (Google, Outlook, iCal, Yahoo) so you will not miss any appointment.
Arrange your appointment based on your preference by sorting them according to time, name, type, status, and more.
Add appointments and associate them with your clients and team members.
Never miss a task with a reminder option! Set up to three reminders and be reminded minutes, hours, days, or weeks before.
Need to reschedule any unfinished workload? You can easily reschedule multiple tasks at the same time.
Keep track of your schedule and productivity. This feature allows you to set and manage your workload in one view.
Receive real-time notifications and never miss out on any information by setting your notification preferences.
Get instant notifications whenever any system activity related to you has been performed through desktop, email, or mobile alerts.
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.
When global notifications is enabled, you will receive all the system notifications performed by all the users via desktop, mobile, or email.
Keep track of all the activites within the workspace.
An archive of all deleted items that allows users to recover and restore files deleted in the system.
Switch mood per your preference. Toggle between our theme options.
A simple and easy-to-use scheduling tool that automates your appointment setting and makes meetings more efficient.
Allow meetings on the timing that works best for you. Configure your schedule and let your customers book appointments only within the time that works for you.
Foster coordination by allowing meetings to be scheduled involving multiple persons in your team.
Take control of your schedule by being able to add buffer time before and after your meeting to give you allowance to prepare for the next one, or even set the interval of your schedules, or repeat the same schedule on predefined dates.
Protect your time by minimizing no-shows and cancellations using workflows. Improve attendance by automating reminders to your customers before their upcoming meeting with you.
Get rid of manual intervention in adding your invitees into your contacts. When someone booked in your calendar, Saphyte automatically captures and saves it as a contact in your CRM database.
Save the hassle to manually appoint a schedule to a team member. In Saphyte, you can automatically assign meetings or schedules among your team members in a round robin distribution depending on their availability or priority.
Not only that you can track how many appointments a customer has booked with you but also see all the related information under the customer profile. This helps you understand the customer's preference and their whole sales journey that can help you make the next sales steps.
Create event types that allow your customers to book meetings depending on the nature or purpose of the meeting or even the hosts.
Sync your appointments real-time with your email calendars such as Outlook and Gmail.
Readily share your calendar as an embed code or link so your customers can book appointments instantly whenever they want to reach out.
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 Started
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.
Make your emails look professional and impressive with Saphyte's built-in email design templates.
Send a single email to thousands of target recipients from your client database all at once at a specified time.
Set your predefined email content per your business process and make email sending as easy as your ABC.
Sync different emails to your workspace and select which email will be its sender.
Get the insight into your campaign’s engagement rate by having an overview of how campaigns perform and unravel and how your audience interacts with your messages
Create professional and responsive emails with no HTML skills. With Saphyte's smart email editor, you can easily drag and drop the elements you need to form your email template.
Track the traction of your email campaign with the click metrics by identifying which links have been clicked or not and which links have the most number of clicks.
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.
Send out marketing emails based on varied trigger events such as when a form was submitted, email opened or clicked, etc.
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.
Track and monitor all the contacts that are on the waiting list of your drip marketing.
Measure the success of your drip email campaigns and go beyond metrics like open rates and clicks and focus more on your email list value, the subscribers’ activity, and the engagement rate.
Associate your deals and clients with a campaign so you can measure the effectiveness of your marketing efforts directed at your target audience.
Measure the ROI of your marketing efforts and evaluate your marketing campaigns through various parameters and analytics.
Associate your contacts and deals with your campaigns to monitor the effectiveness of your marketing reach.
Manage your campaigns of different types such as email, social media, and more.
Track your email activities to ensure its efficiency to improve your business process.
Create individual campaigns where you can track and measure the outcomes and if your goal has been achieved over a period.
Having a group campaign allows you to assign a parent campaign to your single campaigns. This helps monitor the outcomes of your campaigns altogether.
Your campaign can go through different stages acrross your business process. Update its status real-time in just few clicks.
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.
Change the publish status of your landing pages anytime you prefer. You can unpublish or republish your landing pages based on your requirement.
Track all the activity logs performed related to your landing pages.
The Media Library is a repository for all media files uploaded to the system to be used for your landing page.
Choose from a wide variety of templates available for all business types that you can use for your landing pages.
A responsive landing page means keeping your design consistent across multiple platforms.
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.
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.
Need to copy another form? You can duplicate the forms you have created so you don't need to start from scratch again.
Targetting a specific response? Hide or show the fields that you want the respondent to fill out based on the conditions you set.
Generate a form link and share it with other users or embed it on your websites or links.
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.
Add a UTM code to your forms so you can easily track the performance of your campaigns and content.
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.
Choose from a variety of commonly used web forms from our templates so you no longer have to construct a form from scratch.
Don't let your respondent miss a question when filling out your web form by enabling the "Required" field setting.
Use conditional visibility to show or hide elements by setting Show/Hide conditions.
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.
Engage and target specific group of contacts based on different criteria and behavior by add them into a subscription list.
Automatically group contacts into a segment using logical expressions.
Manually associate contacts to a subscription list based on the specific knowledge you have about the contact.
An Audience List is a more refined list where you can segment a group of people that have agreed or subscribed to your marketing list to receive emails, and target them for a specific campaign.
You can customize how you want to give options to your contacts to opt out of a marketing list and manage their email preferences.
As part of the GDPR and Data Privacy compliance, Saphyte provides you with the functionality to add an ‘Unsubscribe’ link to your emails to give your contacts the option to opt out from marketing communications.
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!
Capture and store your leads in the system and assign them to your sales team automatically.
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.
Educate your leads over time by sending automated email campaigns that will prepare them to be sales-ready
Deliver updates and announcements to your customers by scheduling newsletters to be sent out to your customer database.
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
Categorize your deals according to sectors, team hierarchy, timeline, milestones, and many more to suit your business process
Limit who can access your sales pipeline and its projections by setting it private or making it accessible to all by setting it public.
Dealing with clients globally? No problem! With Saphyte you can set your pipelines in multiple currencies and get an accurate amount projection.
Style or set visual identification to your pipeline with our color coding option.
Control who can manage and edit your master pipeline by assigning managers and team members.
Customize your pipeline according to your sales process by defining your own stages and statuses.
Monitor your progress and see your projected success with your deals.
Have the visibility of the movement of all your deals and know your forecasted income through the Deals Management.
Tags help to describe your deals using keywords so you can easily find your deals when searching for them.
Add color labels to each of your sales pipelines for easier visual identification.
Get an accurate worth of your deals using multiple currencies.
Get instant deals report with just a click of a button and export it in CSV file.
You have the flexibility to view your deals in two different ways: as a deck view or a list view.
Clueless of what happened to your deals? No more! The deals activity feed lets you track every activity that is performed to your deals.
Determine the worthiness of your leads by assigning values based on multiple attributes including how they have engaged with your website and brand.
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.
Custom Lead Score Rules
Set up the right metrics to track which leads are highly qualified by setting up multiple scoring conditions.
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.
Track whenever your client accepts or rejects your proposed quotation in real-time.
Be in control of what happens to your quotes by having the ability to manually change the status of your quotes.
Create a quote with multi-currency options and send it to your clients from different parts of the globe.
Set an expiration date of your quotation to signal the urgency to your client to respond to your proposed quote.
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.
Drafting a similar quote? No problem. You can duplicate your quote so you won't need to redo creating your quote from scratch.
Have control over the status of your quotation by manually managing it.
Your dashboard automatically refreshes every minute to sync with the data in the system.
Your dashboard automatically refreshes every minute to sync with the data in the system.
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.
Set further validations to your quotes and configure the tax, discount, and fees as inclusive or exclusive.
Rename the labels of discount, tax and fees depending on your process and it will be applied to the quote immediately.
Your dashboard automatically refreshes every minute to sync with the data in the system.
Generate professional-looking quotes from the template gallery. Choose your style and customize it according to your preference.
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.
Record your client interactions using the Notes and find all the records in one place.
Track how long has your client stayed as a lead or prospect until it is converted into a customer.
Monitor all the changes and updates made in your client information in one scrollable section.
Ditch the manual entry. Import your bulk contacts into your workspace in one go.
Export your client data as a CSV in a click of a button!
Conveniently organize your data by grouping your clients using Categories, Statuses, and Substatuses.
Know your source. Set and categorize your sources and gauge its productivity..
Upload and store files like proof of identity, contracts, and other important documents in the system.
Maintain unique data as the system easily recognizes duplicates and prompts you an action to either merge or replace client information.
Re-assign your contacts to a manager, department, campaign or vendors in bulk.
Aggregate all your customer data across all touch points in one single database and have a 360-degree customer view of their sales journey and preferences.
Add your company contacts in one repository to better manage your B2B relationships.
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!
Have control over the status of your invoice by manually managing it.
Edit and make changes to your invoices and track the record of every action performed on the invoice using versions.
Monitor the payment status of your deals by associating invoices with your deals.
Make your invoice number unique by structuring it with a prefix, number, and suffix (alphanumeric characters).
Saphyte pulls up the information from your contacts database and populates it into your invoice recipient field.
Configure the email address that you use to send out your invoices to your customers.
Send your invoice in different currencies for your customers around the globe.
Add extra information to your invoice using the custom field.
Apply tailored calculations for your invoice using the tax, fees, and discount fields and you can even rename these labels!
Create, customize, and send professional invoice using our invoice templates. Choose from among the hundreds of professionally designed templates to represent your company brand.
There is no need to re-create your invoice. Saphyte pulls up the information from the quote you have sent to your client and generate it as an editable invoice.
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.
Have one database cataloging your company’s portfolio or services and add a product listing based on the industry.
Create a master product and add sub-products to it for a more organised product listing.
Attach multiple files to your product customers to better visualise your product.
Identify which products and services are fast and top selling by being able to associate your product with your deals.
Keep tabs on which products are available for your customers and manage your on-shelf availability by marking your products available or unavailable.
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
A safe workspace with username restriction and admin transparency. Remove bad actors by adding moderators and provide admins with additional controls.
Share different file types such as documents, images, videos, etc. with your team real-time in one space.
Keep your discussions organized and streamlined by creating channels that serve organization-wide group chats.
Get the attention of your teammates by mentioning them in a chat or reacting to their conversations using emojis.
Spice up your workspace by customizing its look. You can choose from the predefined themes in the system and apply it in your workspace.
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.
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.
Install your live chat widget in your website with ease by copying a ready-made code and just pasting it on your website.
Customize your live chat appearance by choosing the color or theme that matches your brand identity.
Make your customers know you can still be contacted even offline. Set an automated response, success message, and form even when you are offline.
Leave a closing message to your customers automatically when you end the chat so you do not have to type your response over again.
Track the performance of your chat support with its real-time monitoring of conversions, abandoned chats, service time, and response time.
Understand how you can optimize your chat support by measuring if your agents are reaching their KPIs through a real-time graphic report.
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.
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.
Customize the validation of your ticket fields according to your support process and add custom categories to organize your tickets
Decide who handles specific ticket type. You can distribute the tickets from the tickets inbox among your agents using automated distribution types and conditions.
Deliver high-quality level of support to your customers by responding and fulfilling their requests through a help-desk portal accessible over the internet.
Drive standardization by pre-defining the type of service requests that your clients can submit.
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.
In Saphyte, you can set different custom statuses to label your requests that allows you to follow your own processes.
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.
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.
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.
Provide your client with transparency by having a dashboard of all the services and transactions that they have availed from you.
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.
Save time by finding the emails that you receive from your clients synced also in your workspace and in your customer timelines.
Personalize your emails with the contact attributes which are programmed to pull the information of your contact into your email for an individualized feel.
The built-in email tools help you compose your emails with your desired formatting.
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 helps you search and capture LinkedIn contacts and add them into your Saphyte workspace.
Saphyte Sync allows you to capture LinkedIn contacts with auto-populated information such as Name, Company, Email Address, Country, and other details.
The captured LinkedIn contact will automatically be synced into your CRM. Thus, this feature provides effortless capture of contact information while increasing productivity.
Saphyte Sync is a free web extension tool that is available for Google Chrome and Mozilla Firefox web browsers.
Saphyte Scan allows users to detect information from business cards upon scanning and automatically migrate the scanned information into the CRM.
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.
This feature is free and is available on Saphyte Mobile App, which can be downloaded from Google Play Store and the App Store.
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.
External applications are integrated in the system for better user experience and added functionality.Get Started
Integrate your Google and Outlook calendar to auto-sync your tasks, reminders, and appointments from Saphyte!.
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.
The Chat Integration feature allows you to integrate your chat apps into the CRM and automatically convert your inquiries into leads.
Seamlessly connect phone system apps so you can track calls made by your sales teams and analyze data that you have managed to accumulate during calls to increase efficiency
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.