Instantly access organized customer data, from contacts to sales and service records. Empower your team with the insights they need to deliver exceptional customer service every time.
Assign team members to clients and schedule appointments easily. Keep your team aligned while improving customer satisfaction with real-time updates.
Automate reminders for overdue jobs, follow-ups, appointments, contract renewals, payments, important milestones, and more.
“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”
“Our team has greatly benefited from the Contact List and Reminder features. We can easily store and organise ... different contact data and control access to them. Caction also helped us improve our customer service quality and retention rate as well. Truly, it’s like having a personal assistant”
“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”
Customers can sign documents and leave feedback remotely
Stay organized with automated reminders for tasks, follow-ups, approvals, and more
Track deals, profits, and team productivity for data-driven decision making
Send personalized promotions, reminders, or greetings to nurture customer relationships
Stay updated with live updates of your team’s job/task progress
Update tasks without internet access-syncs automatically when back online
Track statuses of issues and items directly through comments
Share custom QR codes for service requests, feedback, and inquiries
