Saphyte

Unified CRM with automation for sales, marketing, and support workflows
5 
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Open your dashboard and move from first touch to closed deal without switching tools. Start by importing contacts, mapping fields, and tagging segments so your team can target by role, industry, or intent. Connect email, calendar, and your dedicated phone line to log every interaction automatically. Define your pipeline stages, set probabilities, and assign territories so new opportunities land with the right owner. Add your product catalog with pricing and bundles, upload standard proposal templates, and save approval paths. If you need special fields or objects for your industry, tailor them in minutes and keep everything synced with other systems via real-time data connections.

Selling day to day, you’ll capture leads from forms, chat, calls, and social in one queue. Lead scoring surfaces the hottest prospects, while routing rules distribute work across your team. The AI assistant analyzes your deals, flags stalled opportunities, and drafts context-rich emails you can send as-is or refine. One click schedules follow-ups, attaches documents from your library, and logs the call when you hang up. Build quotes directly from the catalog, generate multi-version proposals, and track approvals. Convert won deals to orders and hand them to operations with all details intact. Collaboration tools keep notes, mentions, and files tied to each record, so managers, reps, and finance always see the latest version. more

Review summary

Features

  • AI Assistant
  • Advanced Automation
  • Omnichannel Customer Engagement
  • Predictive Analytics
  • IoT Integration
  • Customization
  • Quotes (Proposals)
  • Customer Support
  • Marketing Automation
  • Lead Scoring
  • Product Catalog
  • Call Logging
  • Contact Management
  • Real-time Data Sync
  • Dedicated Phone Line Integration
  • Customer Segmentation
  • Opportunity Management
  • Sales Force Automation
  • Territory Management
  • Reporting (Analytics)
  • Order Management
  • Collaboration Tools
  • Lead Management
  • List Management
  • Referral Tracking
  • Project Management
  • Document Management

How It’s Used

  • B2B sales team qualifying leads, routing by territory, and closing with quotes
  • E-commerce brand segmenting customers and running automated email/SMS journeys
  • Account managers managing renewals, upsells, and proactive success playbooks
  • Inside sales logging calls via dedicated lines with automatic notes and outcomes
  • Field service triggering support tickets from IoT device alerts
  • Agencies managing multi-client lists, campaigns, and ROI reporting
  • Manufacturers creating multi-version proposals from a shared product catalog
  • Franchises tracking territory performance and pipeline health by region
  • SaaS teams coordinating onboarding tasks with project management and automation
  • Referral programs attributing sourced deals and rewarding partners

Plans & Pricing

Free

Free

Dashboard
Role-Based Access
Deals
Sales Pipeline
Bulk Emails
Documents
Notes
Duplicate Management
Lead & Client Management
Meeting, call, and reminder scheduler
Basic Support
Mobile App

Basic

$15.00 per user / month

Includes Free plan features, plus
System Logs
Custom Fields
Departments
Vendor Database
Predefined Reports
Campaigns
Company

Advanced

$50.00 per user / month

Includes Basic plan features, plus
Form Builder
Workflow Automation
Email Templates
Email Marketing
Email Sender
Email Integration

Enterprise

$99.00 per user / month

Includes Advanced plan features, plus
Custom Reports
PSP Integration
Live Chat Integration
Identity Verification Integration
Best Practices

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