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Sales data don’t have to live in silos - it should be a two-way street where data flows seamlessly across every team.
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.
Task Planning & Allocation
Everyone gains a clear overview of all scheduled jobs and accesses every job detail in one place.
Unified Records
Customer information and history are curated and organized, flowing seamlessly across teams for full visibility, collaboration, and zero duplication.
Smooth Transitions Between Teams
Close deals and hand over effortlessly with complete context carried forward automatically.
Customizable Forms And Fields
Generate forms instantly on the go, capturing accurate data and sharing insights anytime, anywhere.
Built Around Your Processes
Configure workflows to mirror your operations, not generic software standards.
Flexible Dashboards And Reports
Adapt insights as business priorities shift, without complex IT projects.
Live Metrics At Your Fingertips
Monitor performance across departments through continuously updated dashboards.
Early Risk Detection
Spot delays, stalled deals, or service gaps before they impact results.
Confident, Data-Driven Decisions
Make strategic moves based on accurate forecasts, not outdated spreadsheets.
Always Know The Customer Story
Every interaction and request is stored for easy team access.
Personalized And Timely Responses
Monitor job status and respond with speed and relevance by knowing full context instantly.
Long-Term Loyalty And Trust
Consistent follow-up turns satisfied customers into committed, repeat partners.
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 gains a clear overview of all scheduled jobs and accesses every job detail in one place.
Unified Records
Customer information and history are curated and organized, flowing seamlessly across teams for full visibility, collaboration, and zero duplication.
Smooth Transitions Between Teams
Close deals and hand over effortlessly with complete context carried forward automatically.
Customizable Forms And Fields
Generate forms instantly on the go, capturing accurate data and sharing insights anytime, anywhere.
Built Around Your Processes
Configure workflows to mirror your operations, not generic software standards.
Flexible Dashboards And Reports
Adapt insights as business priorities shift, without complex IT projects.
Live Metrics At Your Fingertips
Monitor performance across departments through continuously updated dashboards.
Early Risk Detection
Spot delays, stalled deals, or service gaps before they impact results.
Confident, Data-Driven Decisions
Make strategic moves based on accurate forecasts, not outdated spreadsheets.
Always Know The Customer Story
Every interaction and request is stored for easy team access.
Personalized And Timely Responses
Monitor job status and respond with speed and relevance by knowing full context instantly.
Long-Term Loyalty And Trust
Consistent follow-up turns satisfied customers into committed, repeat partners.
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”
Team Collaboration Hub
Everyone can view all jobs, live updates, and statuses simultaneously, ensuring seamless teamwork.
Digital SOPs & Workflows
Design and adapt workflows with built-in SOPs, ensuring flexibility, compliance, and consistent results every time.
Task & Follow-Ups
Assign tasks, set reminders, and track follow-ups to ensure every commitment is delivered on time.
Customised Forms
Generate digital forms and quotations instantly, capturing client details and securing sign-offs seamlessly.
Customer 360 View
Accesss complete client data and records, from the first deal to the latest activities, all in one place.
Real-Time Dashboards
Accesss live dashboards that track sales performance, pipeline progress, and key metrics instantly
Asset Management
Track all your assets by QR codes, capturing history, location, and condition instantly.
Performance Metrics
Know service durations, repair times, and issues to improve efficiency.
Business 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 a 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.
