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Caction is a CRM software that helps you manage customer data and more, with tools like job scheduling, digital forms, automated workflows, and reports to support a positive customer journey at every step.
Rated 4.9 on Google Reviews
CRM is more than customer profiles and data — it helps teams manage the whole customer experience.
CRM software not only stores all customer details, past interactions, and service history, but also builds a solid foundation by guiding work with clear digital checklists, keeping everyone informed with real-time updates, and providing simple reports so teams can quickly see what’s going on.
Sales, operations, and management manage to stay aligned and deliver consistent service throughout your customer’s journey. For example, when a customer raises an issue, teams can see past notes, service history, and follow-ups in one place, so everyone responds with the same understanding.
A Clear View of the Customer
Client details are kept in one system, providing an easy overview of the entire customer journey.
Live Visibility as Work Happens
See job updates in real time, so everyone stays aware and can respond quickly.
Digitalise Your Operations
Customer data is kept in digital records and updated in real time so you don’t have to look through messy paperwork or spreadsheets.
Consistent Processes Across Teams
Everyone follows the same digital checklist, with clear step-by-step guidelines on what to do.
Structure That Scales With You
Customer information stays organised as teams and customers increase.
Single Source Of Truth
When information is in one place, creating reports and pulling out data is much simpler.
Early Visibility Into Customer Situations
Real-time updates help teams notice problems and respond faster.
Context Before Complaints
Work history shows warning signs such as repeated machine issues so you can take proactive steps before customers escalate.
Visibility Without Micromanaging
Leaders stay informed without chasing updates or people.
Follow-Ups Don’t Get Missed
All jobs are recorded in one system and tracked to reflect the latest status, so teams know what’s been done, what’s next, and who’s responsible.
No Missing Documents
Keep records digital and organised, so important customer information isn’t lost, misplaced, or dependent on individual memory.
Faster Response
Teams respond clearly without checking multiple tools or people.
Clear View of Ongoing Deals
Sales activities and follow-ups are easier to see and understand in one platform.
Less Guesswork in Forecasts
When pipeline updates happen during daily work, teams gain clearer insights into progress and next steps.
Better Insight Into Opportunities
Generate charts to identify where opportunities are coming from and how sales efforts are spread.
A Clear View of the Customer
Client details are kept in one system, providing an easy overview of the entire customer journey.
Live Visibility as Work Happens
See job updates in real time, so everyone stays aware and can respond quickly.
Digitalise Your Operations
Customer data is kept in digital records and updated in real time so you don’t have to look through messy paperwork or spreadsheets.
Consistent Processes Across Teams
Everyone follows the same digital checklist, with clear step-by-step guidelines on what to do.
Structure That Scales With You
Customer information stays organised as teams and customers increase.
Single Source Of Truth
When information is in one place, creating reports and pulling out data is much simpler.
Early Visibility Into Customer Situations
Real-time updates help teams notice problems and respond faster.
Context Before Complaints
Work history shows warning signs such as repeated machine issues so you can take proactive steps before customers escalate.
Visibility Without Micromanaging
Leaders stay informed without chasing updates or people.
Follow-Ups Don’t Get Missed
All jobs are recorded in one system and tracked to reflect the latest status, so teams know what’s been done, what’s next, and who’s responsible.
No Missing Documents
Keep records digital and organised, so important customer information isn’t lost, misplaced, or dependent on individual memory.
Faster Response
Teams respond clearly without checking multiple tools or people.
Clear View of Ongoing Deals
Sales activities and follow-ups are easier to see and understand in one platform.
Less Guesswork in Forecasts
When pipeline updates happen during daily work, teams gain clearer insights into progress and next steps.
Better Insight Into Opportunities
Generate charts to identify where opportunities are coming from and how sales efforts are spread.
"Caction has given me visibility into our customer database and operations across different branches. Before customers even reach out, we’re already aware of potential issues and act quickly to resolve them, resulting in satisfied clients."
Trusted by hundreds of companies and organisations, Caction is an all-in-one platform that helps teams deliver a consistent customer experience wherever work happens.
Caction is also one of the few CRM systems built with Microsoft’s advanced technologies, providing clear, easy-to-understand charts and dashboards that offer insight into team performance, sales pipeline, job distribution, and job status—so leaders can immediately benefit from advanced and AI capabilities without needing a team of technical experts.
26
Countries
400,000+
Equipment
60,000+
Jobs Monthly
20 Industries,
300k Users
1.5M+ Hrs
Saved
