Client Management

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Client Management

Lead & Client Management

Effectively and efficiently manage your contacts database through our Lead and Client Management tab:
automate your processes, organize your data, manage your tasks, generate your reports,
and more valuable features.

My Diary

The MyDiary feature allows you to set up meetings, calls, and reminders and associate it with a specific client. This tool makes sure that your team will never miss any tasks, meetings, and other important events.

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Categorization, Status and Updates

Conveniently organize your data by grouping your clients using Categories. Saphyte adapts to your business processes by providing you with the ability to set custom statuses and sub-statuses (for example New, Contacted, Working, Waiting for Response, Not Interested, etc.) for easier categorization of your clients.

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Import and Export Data

Ditch the need for manual work of inputting your customer data one by one into Saphyte. Seamlessly import all your data by filling out a data sheet template and uploading it into the system, as easy as that! Meanwhile, you can export all your CRM data as a CSV file in just a click.

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Vendors

Find your external sources in one place under the Vendors tab. Here is where you can see the profiles of all your manufacturers, resellers, suppliers and all the details related to them.

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Documentation

Onboard your clients with complete documentation. Add files like proof of identity, proof of residence, and other important documents required for your own onboarding process.

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Duplicates

Saphyte is sensitive about duplicate entries. We have an intelligent build that only allows one unique data per client. Should there be any duplicates, the system easily recognizes this and prompts you an action to either merge or replace client information.

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Country Risk Management

Make your onboarding process more secure through the use of Country
Risk Management. This feature allows you to label specific countries such as blacklist, whitelist, etc. that
will help you filter risks among your clients.

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Notes

Saphyte knows the importance of the records of all your client interactions. Checking the history of all your client's interactions with your team in one place under the Notes tab will save you time and effort.

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Companies

Create a complete profile of your B2B clients under the Companies tab. You can find all your B2B clients in one place and you can link them to a specific campaign, manager, and more.

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