Capacity CRM is an integrated customer relationship management solution designed to help organizations track interactions, understand customer journeys, and connect data across support, sales, and marketing. It enables smarter, more personalized engagement by combining account and contact management with campaign tools, analytics, and proactive support features—all within the Capacity platform.

Features

• Accounts & Contacts: Natively store account and contact data alongside support interactions like tickets, chats, and SMS. Import/export data, manage via API, and apply custom fields.
• Targeted Campaigns: Launch single or multi-message omnichannel campaigns to segmented customer lists. Route responses into one-on-one conversations.
• Customer Lists: Organize contacts into lists for targeted engagement. Add contacts via search, filters, imports, or directly from Accounts.
• Custom Fields: Configure custom fields for Accounts and Contacts to track and analyze specific data relevant to your business.
• Proactive Support: Identify at-risk customers based on support history and proactively offer assistance to reduce churn and improve loyalty.
• Analytics Dashboards: Monitor campaign performance, customer engagement, and behavioral trends with built-in analytics.
• Security & Compliance: Protect customer data with Role-Based Access Controls, SSO, SOC II, and HIPAA compliance.

Benefits

• Deeper Customer Relationships: Understand and personalize every customer journey with unified data and targeted outreach.
• Increased Conversions: Segment and engage customers with relevant campaigns that drive higher response and conversion rates.
• Reduced Churn: Proactively support at-risk customers to improve satisfaction and retention.
• Streamlined Workflows: Manage contacts, campaigns, and support interactions from a single platform.
• Flexible Data Management: Customize fields and sync with external CRMs to fit your organization’s needs.
• Actionable Insights: Use real-time analytics to optimize engagement strategies and improve performance.