FAQ

Caction is a highly sophisticated team management and sales system that can automate business management and maximise your sales productivity and efficiency.

We help you in identifying untapped sales opportunities, automating daily tasks, simplifying processes, and eliminating unnecessary reporting through the power of technology.

We give businesses such as yours an opportunity to bridge and strengthen communication between field operatives and stationary office members to develop greater team synergy, allowing a more streamlined focus on your business.

No you don’t need any extra hardware for our system. All you need is your own smart phone, and a desktop/laptop computer.

It serves the purpose of CRM but it’s more than that. It’s a system that’s meant to help improve your team productivity while simplifying processes for them such as mileage claims, retracing steps and leads, customer engagement reports and many more!

Our rates are based on per user per month according to the plan you’ve subscribed to.

Contact us for a discussion on our available plans.

Yes! You can toggle on/off between the features available to suit your business best. You may refer to our Features page for more details on what the available features.

No. Our system is in English, however it does accept Chinese characters being typed in.

Our system gives you the ability to streamline your team in performing efficiently and provide clear instructions and goals to everyone.

For instance, managers would be able to have a wider view on their team members, allowing them to help each other out while keeping everyone in the loop on what’s happening.

The main goal of our system is to improve your team productivity up to 20% while keeping track on untapped sales opportunities from existing customers.

Imagine that everyone on your team is busy with a lot of tasks already delegated to them. It can be very difficult to remember who’s working on what all the time and to delegate new tasks. With our system however, you’ll be able to easily identify who in your team is able to help and assign the task to them efficiently.

Instead of requiring your team to manually report to you on where they are and what they are doing, our system will assist them in automating their reports to you while they’re out in the field, saving them time and effort.

Our system will also make it easier for your team to retrace their steps when meeting potential leads or customers while recording their mileage and travel expenses.

This system easily allows you to check their reports from the tip of your fingers instead of having back-to-back meetings or one-on-one sessions with your entire team.

The details in our reporting system is concise and simple to use, making the report process a breeze for your team and YOU!

Ever had emergency customers calling you up for immediate assistance, but have no clue on which of your team members are closest to them? With our system, you’d be able to eliminate that difficulty through location sharing, which gives you visibility on where your team is.

This greatly helps in terms of coordinating your team and business.

Of course, the location sharing will not disrupt your team’s privacy as it will only work during the operating hours set by you within the system. Your employees can also turn on/off the location sharing any time from their side as well (with you being informed on this).

We are continuously improving the system to further help businesses and teams such as yours thrive to success. Having said that, we are looking into more features that can be added in that will be beneficial to our users. Keep an eye out for this!

The system can be used with a desktop/laptop as an admin. If you wish to access the system via laptop, you can go to this link to log in!

You will receive notifications on your phone as well as an email regarding the update or report so you wouldn’t miss out on anything!

We take data safety and security very seriously. We utilise the Amazon data centre and follow closely to international data security standards. All communication between the servers and client (your device) is encrypted, so the data travelling over the public internet cannot be intercepted and read. Hence, we can ensure you that the data is legally yours, and that only you can access your company customer data.

For smartphone, Android users need to go to the Play Store and search for Caction or click this link to install the application while for iOS users, head to the Apple App Store and search for Caction or click this link to install.

For web version, there is no software to install. You can access the system by opening your internet browser and go to this link or type www.caction.com and login to your admin account. For optimisation purposes, we encourage our users to use the system with Google Chrome as the internet browser.

Follow our easy guides and video tutorials available when you’ve created and logged into your account.

Not unless you choose to share it with them. We understand that some businesses may have sensitive information they do not want to share out openly, which is why there are settings within our system that allows you to prevent unnecessary information from being seen by your team.

No worries! Your data is stored at the server and it will not disappear even though you’ve uninstalled the application. If you’d like us to remove your data completely, you may contact us to do so.

Yes! Our system will continuously expand and upgrade to meet your needs!

No, your data will still be stored in our server. If you’d like us to remove your data completely, you may contact us to do so. .

Yes, you can track back the past record by using the filter function in the report page of the system. Most importantly, you can print out all the reports in a more detailed and organized form!

You can check the user status in the ‘User Management’ setting. If the user has already activated their account, it will show ‘Activated’ under their details.

You can do this under the ‘User Management’ setting to remove or edit the user details.

No, they can only see the tasks that are assigned to them.

Yes, you can edit or delete the activity and your staff will get notified if there is any update in the activity

We are continuously improving the system to further help businesses and teams such as yours thrive to success. Having said that, we are looking into more features that can be added in that will be beneficial to our users. Keep an eye out for this!

Simply click on the ‘Forgot Password’ button in the login page and you will receive an e-mail with a new password inside.

You’re a very busy person and we understand what you go through day-to-day. Which is why with our system, you’d be able to easily retrace your steps from back-to-back meetings and recall details of all your customer engagement to help you on closing more sales.

You can also update your team members on the status immediately through our report feature and get support from your team anywhere, anytime.

You could easily make reports via mobile without travelling back to the office to write it up on a computer. Our system simplifies this process and cuts down on the amount of time you spend on writing reports.

The system also helps your business in coordinating you and your team members and increase your business opportunities.

You could even store important customer information through the system and access it anytime via mobile.

One of our aims is to reduce or eliminate your required manual reporting by automating it, saving you on time to close more deals and meet new potential leads!

Not unless your or your admin shares it. Your admin will have access to all your customer data that you’ve registered within the system.

Not at all! We’ve made sure that the app uses the bare minimum of your phone battery and data.

You just need to activate your account using the phone number that your company’s admin sent the invite to. Download the app and tap on ‘ACTIVATE ACCOUNT’.

As a normal user, no you won’t be able to. Only Admins have web access.

No, the application will run in background and will notify you whenever there have update from admin or users. However, we encourage our users to allow the application to run on background (this can be done through either the application manager or battery menu of your phone, depending on the mobile device brand).

Certain features can still be used without mobile data, however we encourage you to turn on your mobile data or connect with a WiFi to fully utilise the system features.

You can open the main menu of the system on your phone and tap on ‘Contact Support’.

Your customer data is saved on your account, so you just need to reactivate your account on your new phone and your customer data will be there once it is successfully activated.

The system will only share your location during the operating hours set by your admin. You can also choose to turn on/off the location sharing yourself.

Not at all! It is a very simple and efficient system to use that will help you on getting your daily tasks done faster; helping you reduce or eliminate off-hours spent completing your daily tasks.

For a detailed step-by step instruction on how to use the app, you can tap the question mark icon on the upper right of the pages inside the application.

Whenever the admin assigns task to you, you will receive the notification in your phone’s notification bar and email. You can also check the notifications in the notification tab inside the application!

You can comment or mark the activity as complete in the activity details and your manager will get notified immediately.