Designed by market professionals, who understand the specific needs of the industry, Captec CRM has been developed with the user in mind. The system is built using the latest technologies, combined with a simple and intuitive user interface.
Captec CRM enables you to communicate with investors more effectively.
Capture client data quickly. Access and manage information more easily.
Record all your client activity efficiently.
Fast, intuitive and user-friendly.
Flexible and simple. Add and edit different data fields to manage bespoke information and workflows that are specific to you.
Take the manual work out of organizing roadshows. Automate many time-consuming processes. Coordinate with on-screen maps and event planners.
Create professional mail distributions. Watermarking and senior sign off. Report on who is reading your mailing. Compliance control and reporting.
Operate on any device including laptops, tablets and smartphone. Fully functional App gives you connectivity to CRM on the move.
Integrate with Microsoft Outlook to enable communication across systems. Also integrate with Mac, iPhone, Android and Corporate Gmail.
Create different user groups to ring-fence sets of data across sales teams and business roles. Effectively manage information by responsibilities.
Consolidate your data into simple, useful information. Reduce time and effort by ‘save and schedule’ report delivery to your inbox.
Tier 1 security across the Captec technology platform.
Institutional compliance functionality and controls.
Ring-fence and protect your system data with institutional grade dedicated servers. Bring the system into
your own infrastructure with our internal
Monitor and track mail distributions. Customise functions across jurisdictions. Ensure user-level access to key data sets. Set rules and controls. Full reporting suite.
Extract your data any time. Daily back-up and 7 year storage aligns your regulatory demands. Full fail-over functions ensure continual up-time.
Latest security encryption technologies applied dynamically and at rest. Secure access and log-in methodologies including two-factor authentication.