Client Managemant

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Client Management

Client Management

Is your data all over the place? Store your contacts and manage all the information related to your client all
in one repository using Saphyte’s Client Management tools. With this, you will be able to automate your processes, organize
your data, manage your tasks, generate your reports, and nurture your client relationships.

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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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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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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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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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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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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Got Questions?

We’ve got 24/7 world-class support ready to help.
Our #1 core value is customer service.

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Free 30-day trial. A complete toolkit for your customer relationship management. No credit card required.

Still not convinced? Discover all Saphyte Features


Want to learn more about Saphyte? We are more than happy to provide you a demo of how Saphyte can help you grow in your business!

You can easily book a demo by selecting your desired date and time. Once we have successfully received your booking, one of our Sales Managers will be in touch with you.


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Book a schedule for the demo presentation. Choose your preferred date, time, and duration of the meeting.

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Any Personal Data that we have sourced from readily available public sources or given to us by you will be treated with the utmost care and security. It will not be used in ways to which you have not consented or ways which do not fall in with our stated 'Reasons/purposes for processing information' and 'Type/classes of information processed' in our entry in the Data Protection Register'.

We will only use the information you provide to us to communicate with you about our products and services or for the purpose for which such information was provided. Users may opt-out of receiving mailings from us by clicking the link in the footer of email communications.

We may log communications between you and us for the purposes described earlier in this statement. We may also record telephone calls you make to us for quality and training purposes.

Saphyte does not share your Personal Data with third parties. We may use collective identified customer data and statistics for internal analysis and external marketing purposes.

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

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

Learn more