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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
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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.
Favorite dashboard
Select your most relevant dashboard and mark it as your favorite. Your favorite dashboard will be your default first view.
Shareable dashboard
Let your team see the relevant stats by sharing your dashboard with them.
Duplicate your Dashboard
You don't need to recreate your dashboard. You can duplicate an existing dashboard and tweak it according to your preference.
Create Multiple Dashboards (No limits)
Create as many dashboards as you want with its relevant metrics (e.g sales dashboard, client dashboard, etc.)
Create Dashboard from Templates
Pre-defined templates contain widgets that we know are useful for your daily dashboard view.
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
Track whenever your client accepts or rejects your proposed quotation in real-time.
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.
Real-Time Data
Get fresh data in your report. Saphyte auto syncs real-time data whenever you generate a report.
Pre-defined Reports
Reporting is easier with relevant predefined report templates that provides different angles about your business progress.
Customized Reports
Need a customized report? Build a custom report by selecting the relevant data attributes and easily export it as a csv file.
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.
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.
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.
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.
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.
Role-Based Access Control
Implement authorization and restriction for each role and apply it to each user depending on their roles or department.
Invite User
Easily add users into your workspace using an invite link.
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.
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.
System Logs
See all the actions performed by every user in the system and get a detailed information on what has been executed.
Emails Logs
The Email logs provide you all the specific data relating to incoming and outgoing emails to and from the system.
Workflows Logs
The Workflow logs let you know if a workflow process has been successfully automated or failed at some point.
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.
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.
Searchable
Make the data in your custom fields searchable in the filter tabs.
Unlimited Entries
Add custom fields as much as you need without worrying about the limit.
Required Fields
Never miss a detail. Capture all your required information with just a tick. Set mandatory fields that allows no skipping.
Rearrange Layout
Drag and drop your custom fields according to the layout you prefer. This well 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.
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.
Sorting
Arrange your appointment based on your preference by sorting them according to time, name, type, status, and more.
Associate Tasks
Add appointments and associate them with your clients and team members.
Reminders
Never miss a task with a reminder option! Set up to three reminders and be reminded minutes, hours, days, or weeks before.
Reschedule Tasks
Need to reschedule any unfinished workload? You can easily reschedule multiple tasks at the same time.
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.
Desktop/Email/Mobile Alerts
Get instant notifications whenever any system activity related to you has been performed through desktop, email, or mobile alerts.
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.
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
Keep track of all the activites within the workspace.
Recycle Bin:
An archive of all deleted items that allows users to recover and restore files deleted in the system.
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.
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Email Marketing
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.
Email Templates
Make your emails look professional and impressive with Saphyte's built-in email design templates.
Bulk Email
Send a single email to thousands of target recipients from your client database all at once at a specified time.
Custom Email Template
Set your predefined email content per your business process and make email sending as easy as your ABC.
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.
Trigger Event Conditions
Send out marketing emails based on varied trigger events such as when a form was submitted, email opened or clicked, etc.
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.
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.
Marketing Campaign Analytics
Measure the ROI of your marketing efforts and evaluate your marketing campaigns through various parameters and analytics.
Campaign Associations
Associate your contacts and deals with your campaigns to monitor the effectiveness of your marketing reach.
Multilevel Campaign Management
Manage your campaigns of different types such as email, social media, and more.
Email tracking analytics (Open, clicks, sent success/failed)
Track your email activities to ensure its efficiency to improve your business process.
Single Campaign
Create individual campaigns where you can track and measure the outcomes and if your goal has been achieved over a period.
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.
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.
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.
Activity feed
Track all the activity logs performed related to your landing pages.
Media Library
The Media Library is a repository for all media files uploaded to the system to be used for your landing page.
Track Total Views
Check your landing page analytics and metrics and see how many total views you received from your published page.
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.
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.
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.
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.
Share Link/Embed Form
Generate a form link and share it with other users or embed it on your websites or links.
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.
UTM Tracking Link
Add a UTM code to your forms so you can easily track the performance of your campaigns and content.
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.
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.
Required Fields
Don't let your respondent miss a question when filling out your web form by enabling the "Required" field setting.
Show/Hide Condition
Use conditional visibility to show or hide elements by setting Show/Hide conditions.
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!
Lead Capture
Capture and store your leads in the system and assign them to your sales team automatically.
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.
Lead Nurturing
Educate your leads over time by sending automated email campaigns that will prepare them to be sales-ready
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 seting up the stages of your sales pipeline. This will help you track your deals and monitor their progress.
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Sales Pipeline
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.
Multi-currency
Dealing with clients globally? No problem! With Saphyte you can set your pipelines in multiple currencies and get an accurate amount projection.
Pipeline Color Coding
Style or set visual identification to your pipeline with our color coding option.
User-Based Access
Control who can manage and edit your master pipeline by assigning managers and team members.
Custom Sales Stages
Customize your pipeline according to your sales process by defining your own stages and statuses.
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.
Tagging
Tags help to describe your deals using keywords so you can easily find your deals when searching for them.
Color Labeling
Add color labels to your each of your sales pipeline for easier visual identification.
Multi-currency
Get an accurate worth of your deals using multiple currencies.
Export Deals
Get instant deals report with just a click of a button and export it in CSV file.
Kanban and List View
You have the flexibility to view your deals in two different ways: as a deck view or a list view.
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.
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.
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.
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.
Track Quote Status
Easily build your dashboard by dragging and dropping the widgets and arranging it in your preferred order.
Change Status
Be in control of what happens to your quotes by having the ability to manually change the status of your quotes.
Multi-currency option
Create a quote with multi-currency options and send it to your clients from different parts of the globe.
Quote Expiration Date
Set an expiration date of your quotation to signal the urgency to your client to respond to your proposed quote.
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.
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.
Manage Quote Status
Have control over the status of your quotation by manually managing it.
Download Quotes as PDF
Your dashboard automatically refreshes every minute to sync with the data in the system.
Create Quotes from Templates
Your dashboard automatically refreshes every minute to sync with the data in the system.
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.
Configure Quotes Calculation
Set further validations to your quotes and configure the tax, discount, and fees as inclusive or exclusive.
Rename Labels
Rename the labels of discount, tax and fees depending on your process and it will be applied to the quote immediately.
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.
Interaction History
Record your client interactions using the Notes and find all the records in one place.
Client Timeline
ack how long has your client stayed as a lead or prospect until it is converted into a customer.
Activity Feed
Monitor all the changes and updates made in your client information in one scrollable section.
Import Client Data
Ditch the manual entry. Import your bulk contacts in into your workspace in one go.
Export Client Data
Export your client data as a CSV in a click of a button!
Categorization & Statuses
Conveniently organize your data by grouping your clients using Categories, Statuses, and Substatuses.
Lead Engine
Know your source. Set and categorize your sources and gauge its productivity..
Documentation
Upload and store files like proof of identity, contracts, and other important documents in the system.
Duplicates Management
Maintain unique data as the system easily recognizes duplicates and prompts you an action to either merge or replace client information.
Bulk Assign
Re-assign your contacts to a manager, department, campaign or vendors in bulk.
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!
Manage Invoice Status
Have control over the status of your invoice by manually managing it.
Manage Invoice Versions
Edit and make changes to your invoices and track the record of every action performed on the invoice using versions.
Import Invoice
Import invoices from another platform by uploading your data in the correct format and matching the fields as required by the template.
Refund Invoice
Credits that belong to a customer can be applied to an invoice that you've raised for the same customer and can be offset against future purchases.
Associate Invoice with Deals
Monitor the payment status of your deals by associating invoices with your deals.
Manage Invoice Number
You can customize your invoice coding and numbering and the system will automatically put it in sequence.
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.
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Team Chat
Secure Conversations
A safe workspace with username restriction and admin transparency. Remove bad actors by adding moderators and provide admins with additional controls.
File Sharing
Share different file types such as documents, images, videos, etc. with your team real-time in one space.
Channels
Keep your discussions organized and streamlined by creating channels that serve organization-wide group chats.
Mentions & Reactions
Get the attention of your teammates by mentioning them in a chat or reacting to their conversations using emojis.
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.
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.
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.
Customize Live Chat Widget
Customize your live chat appearance by choosing the color or theme that matches your brand identity.
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.
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.
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.
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.
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.
Custom Ticket Properties
Customize the validation of your ticket fields according to your support process and add custom categories to organize your tickets
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.
Customize Request Types
Drive standardization by pre-defining the type of service requests that your clients can submit.
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.
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.
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.
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.
Service Dashboard
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.
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.
Contact Attributes
Personalize your emails with the contact attributes which is programmed to pull the information of your contact into your email for n individualized feel.
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.
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Saphyte Sync
Saphyte Sync helps you search and capture LinkedIn contacts and add them into your Saphyte workspace.
Auto-populate
Saphyte Sync allows you to capture LinkedIn contacts with auto-populated information such as Name, Company, Email Address, Country, and other details.
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.
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.
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.
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.
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.
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Personal Apps
Integrate your Google and Outlook calendar to auto-sync your tasks, reminders, and appointments from Saphyte!.
Payment System Provider (PSP) Apps
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.
Live Chat Apps
The Chat Integration feature allows you to integrate your chat apps into the CRM and automatically convert your inquiries into leads.
Identity Verification Apps
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.
