Captua CRM: Features

	Brand the system as your own
	Personalise Captua by adding a company logo
	Secure Integrated Login
	Shared login services for all Captua services, including Captua Mobile.
	User Management
	Captua's user management solution enables companies to centrally administer, manage and control system users and roles.

	Data Import Wizard
	Import CSV data files directly into most system objects, including accounts, outlets and contacts. Users will enjoy the built-in data integration capabilities while freeing your IT group from bothersome support requests.

	Custom E-Mail Agents
	Configure your own SMTP server and customise all messages delivered from the system
	Instant Contact
	E-mail or SMS your company's users with the click of your mouse

	Definable Price Points
	Assign multiple price points to individual products, making multi-buy and promotions a breeze
	On-Site Ordering
	With Captua Mobile, orders can be placed on-site, submitted over the air or stored for later completion
	Order Management
	View and process orders received by handheld devices. Export fully customisable PDF reports.
	Product Management
	Apply custom fields to products to allow profiling from Captua Mobile handhelds. Clear down the data each time the rep opens the call or provide the old data as a reference point.

	CSV Reports
	Captua automatically generates all reports as CSV. The exported ASCII Comma Separated files are easily imported into spreadsheets and other web applications.
	Custom Report Wizard
	This utility allows you to create bespoke parameterised reports from many different data types within Captua. A simple wizard will walk you through the steps of creating PDF, CSV and Excel reports with little or no database knowledge.
	Dashboard Reporting
	Provides administrators with top level graphical dashboards for an at-a-glance overview of performance
	Individual Survey Results
	Download individual response sheets for offline analysis. Give respondents or customers a copy of their feedback or results.
	KPI Reporting
	User-definable KPIs mean complex data can be interprated at a glance.
	Microsoft Excel Reports
	Using the report generator, you can export formatted data directly to Microsoft Excel for analysis and reporting. An Excel-readable XML file reduces the need to format data after import. Just click the Export to Excel button to view the data directly in Microsoft Excel.
	PDF Reports
	Summary reports can be build, saved, rerun and printed by Captua. PDF Reports are formatted with your branding and look great. Plus, the reports obey the user-selected filter, search and sort criteria, so what you see is what you get.
	Report Browsers
	Access and recall your stored reports complete with stored parameters.

	Internal Ticketing System
	Create and manage support tickets received by the handheld or create them directly on CRM.
	Website Ticket System
	Quickly and easily install a support ticketing system to your clients. Listen to what users have to say and keep them involved in the support conversation directly from the familiar CRM interface. Read More

	Mobile Device Tracking
	This feature allows administrators to have an ‘at a glance’ view of staff whereabouts at any time via GPS and mobile phone mast. Read Blog Post: Captua Mobile: Tracking Edition

	Customisation
	Customise accounts with logos for a better reporting experience
	Export
	Export accounts and associated outlets to spreadsheet to analyse your customer data and custom fields.
	Full Account Management
	Track all accounts and related contacts, opportunities, tickets, and other details from a common base.
	Note Management
	Track note history of outlets for clear visiblilty of contact history
	Notifications
	Optionally receive notifications by E-mail or SMS (UK only) when information is added to an account note or ticket
	Store Management
	Specify children for your accounts and their stores, subsidiaries or divisions
	Territory & Channel Management
	Configure channels and territories for your company for use in reporting and visit assignment.
	Ticket Management
	Employees can create or view support tickets, check the status of existing tickets and update account profile information. Captua Surveys can even be sent to gage customer satisfaction.
	TomTom Integration
	Create TomTom POI files for distribution to your field team or customers
	View & Filtering Options
	Display all, prospective, current and ceased accounts and filter by channel

	File and Document Hosting
	Upload files of any size or type and access them not only via Captua CRM, but via a public web link. Read more

	Handheld Alerts
	View statistics, errors and alerts from field users.

	Embed on Your Webpage
	Use a pre-formatted link to paste directly into your webpage.

	Contact Storage
	Track all contacts and related from a common repository.

	Automatically Send a Survey when a Support Ticket Closes
	If you have both Captua® CRM and Captua® Survey installed on your environment, you can do this with ease. What's more, you can customise the body of your e-mail depending on the account the ticket is assigned to. Read more
	Response Actions
	Create a record on CRM based on results from specific fields from respondants mobile or web surveys. Great for adding new contacts to the system. Read More

	Custom Fields
	Add/remove custom fields for use throughout the system on products and outlets
	Customisable Settings
	Force sync updates, specify invoice text and mass data setting tools