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Monitor sales and service team activities, with job updates, GPS-based check-in, reports and business insights for pipeline tracking.
Rated 4.9 on Google Reviews
Our CRM is built for B2B companies that need stronger customer visibility,
smarter deal tracking, and faster conversions—combining relationship management with operational data to uncover insights, strengthen client retention, and drive sustainable growth.
Caction integrates advanced Microsoft analytics tools and AI that turn everyday work data into insights that benefit everyone.
Task Planning & Allocation
Everyone sees all scheduled jobs at a glance, with every detail neatly organised under the job folder.
Unified Records
View complete customer history, including past work, reports, and notes — all in one place.
Smooth Transitions Between Teams
Close deals and hand over effortlessly with complete context carried forward automatically.
Customisable Forms And Fields
Personalise forms and sheets to suit your requirements and needs.
Built Around Your Processes
Configure workflows to mirror your operations, not generic software standards.
Tailor-Made To-Do List
Teams follow a step-by-step checklist, with required check-ins on site and before-and-after photos before a job can be closed.
See What’s Happening On The Ground
Access insights on jobs, sites, and customers through easy-to-understand charts.
Easily Track Machine History
Proper job records allow you to spot machine trends and weaknesses over time.
Confident, Data-Driven Decisions
Make strategic moves based on accurate forecasts, not outdated spreadsheets.
Always Know The Customer Story
Access all past jobs, meetings, and notes in one customer profile — no more searching through chats or spreadsheets.
Personalised And Timely Responses
Monitor job status and respond with speed and relevance by knowing full context instantly.
No More Missed Follow-Ups
Clear job schedules ensure every follow-up is planned, tracked, and completed on time.
Track Deals With Precision
Manage pipelines with clear visibility into opportunities, priorities, and next steps.
Predictive Service Management
Using past data and monitoring service activities in real time, you can predict when critical equipment is likely to require servicing.
Increase Win Rates And Retention
Equip teams with the insights they need to close and grow accounts.
Task Planning & Allocation
Everyone sees all scheduled jobs at a glance, with every detail neatly organised under the job folder.
Unified Records
View complete customer history, including past work, reports, and notes — all in one place.
Smooth Transitions Between Teams
Close deals and hand over effortlessly with complete context carried forward automatically.
Customisable Forms And Fields
Personalise forms and sheets to suit your requirements and needs.
Built Around Your Processes
Configure workflows to mirror your operations, not generic software standards.
Tailor-Made To-Do List
Teams follow a step-by-step checklist, with required check-ins on site and before-and-after photos before a job can be closed.
See What’s Happening On The Ground
Access insights on jobs, sites, and customers through easy-to-understand charts.
Easily Track Machine History
Proper job records allow you to spot machine trends and weaknesses over time.
Confident, Data-Driven Decisions
Make strategic moves based on accurate forecasts, not outdated spreadsheets.
Always Know The Customer Story
Access all past jobs, meetings, and notes in one customer profile — no more searching through chats or spreadsheets.
Personalised And Timely Responses
Monitor job status and respond with speed and relevance by knowing full context instantly.
No More Missed Follow-Ups
Clear job schedules ensure every follow-up is planned, tracked, and completed on time.
Track Deals With Precision
Manage pipelines with clear visibility into opportunities, priorities, and next steps.
Predictive Service Management
Using past data and monitoring service activities in real time, you can predict when critical equipment is likely to require servicing.
Increase Win Rates And Retention
Equip teams with the insights they need to close and grow accounts.
26
Countries
400,000+
Equipment
60,000+
Jobs Monthly
20 Industries,
300k Users
1.5M+ Hrs
Saved
"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."
“Our team productivity and communication have significantly improved. It gave us a better grasp in managing our business and ... has also improved our teams' performance in their daily work as the system becomes our personal assistant in planning out our work and assisting us with reminders if anything is overlooked”
“Caction helped us improve our supervision in sales and the performance of our managers as well. The system is great for ... work planning and payment follow up. Also, we have more than 40 sites to control and the system has made it convenient and easy to manage all of that”
“Caction has been a great help to us in tracking our sales data and observing our sales team. We have experienced excellent ... support on the technical parts of the system and also a very good response time from Caction”
“Using Caction has significantly has improved our work efficiency. We can easily find the information we need at any ... time. It also boosts our efficiency and reduces our working hours. It’s amazing, absolutely fantastic!
“Good response by the team members on queries”
“It has been easy to extract information of previous sales. We are also able to schedule the delivery of the products and ... prevent careless mistakes like omission of deliveries from happening ever since we started using Caction”
Ease Team Collaboration
Everyone can view all jobs, live updates, and statuses simultaneously, ensuring seamless teamwork.
Ensure Job Consistency
Design and adapt workflows with built-in SOPs, ensuring flexibility, compliance, and consistent results every time.
No Overdue Jobs
Assign tasks, set reminders, and track follow-ups to ensure every commitment is delivered on time.
Fast Client Approvals
Generate digital forms and quotations instantly, capturing client details and securing sign-offs seamlessly.
See Customer Overview
Accesss complete client data and records, from the first deal to the latest activities, all in one place.
Get Instant Insights
Accesss live dashboards that track sales performance, pipeline progress, and key metrics instantly
Manage Machines Well
Track all your assets by QR codes, capturing history, location, and condition instantly.
See Machine Issues Quickly
Know service durations, repair times, and issues to improve efficiency.
Generate Digital Reports
Instantly generate reports that deliver clear insights, supporting smarter strategies and data-driven decisions
Caction partners with leading organizations to advance digital transformation. It is an MD Status company, recognised under MDEC’s program.
The company has also been awarded the MDAG-AI Grant by MDEC for the year 2025.
Being a Registered Microsoft Partner, Caction joins Microsoft in initiatives that advance technology adoption and operational excellence across industries.
