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For Intake CRM, the following are essential features, and you should therefore expect to see a check in every box in this section.
A core feature of marketing automation software and many intake and CRM tools is the ability to automate workflows like follow-up emails after a potential client inquiry, pre-consult questionnaires, new client onboarding, and more.
With appointment scheduling, you can connect your calendar and let potential clients pick consultation slots right from your website.
Sync up your calendar so you can see associated appointments when viewing a potential client's record.
Building out your marketing workflows is quicker and easier if you have templates to work from.
Sync up your email account so you can see emails sent or received when viewing a potential client's record.
While email is a fairly standard part of most software, your clients may prefer text messaging. If so, you'll want to keep track of them in your software so you can see your conversations associated with potential clients.
When it comes to intake questionnaires or engagement letters, a template can help get you up and running with your software more easily.
Allow clients to sign and return documents quickly, using their computer or phone—but not a printer.
See reports like the number of clients in each stage of your marketing or intake process, or the return on investment from your various marketing investments.
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Integrated e-sign. You will not need a subscription with DocuSign, AdobeSign, or any other third party system in order to take advantage of this CRM’s e-sign capabilities, as it is completely built-in and will automatically save signed documents into your database upon completion.
Office 365 Integration. The Captorra CRM software is built on top of a Microsoft Dynamics 365 platform. Which means that it generally works and plays well with Office 365 products, and should continue to do so into the future. However, at this time, the Integration is not a full sync. Although events and emails can be created from the system, Captorra will not import any actions taken outside of the software automatically. For example, when a response is received from an email sent through Captorra, a user will need to manually input into the system.
Pricing. Captorra offers two pricing options: Captorra Ready, and Captorra Enterprise. Ready, is generally a turn-key solution that requires very little set-up and has workflows, templates, and multiple systems already created. Enterprise, on the other hand, allows for more customization and has a few more features than Ready.
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