Capantra
SolutionCapantraSalesDemo ready

A purpose-built sales solution — designed for agents, not CRMs.

CapantraSales is an add-on solution accessed through CapantraOne, supporting field and telesales teams with structured daily workflows and clear visibility into activity, performance and outcomes.
Note: CapantraSales requires an active CapantraOne admin licence. Calls are included. Minimum purchase is 2 agent licences plus one CapantraOne admin licence. CapantraSales is currently available for demos. Compliance, payroll and regulatory obligations remain the responsibility of the operator.
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Built for sales operators

Track what actually matters: activity → outcomes → cost → profitability, per agent and per team.

Field entriesEmployee insightsContractor insightsAgent KPIsLeaderboardsCost & marginOnboarding

What it is

CapantraSales is built for speed and clarity, helping operators focus on execution instead of managing disconnected tools. It connects sales activity directly to cost and results so teams can optimize based on operational reality.

Agent-first workflows

Designed around daily agent activity and structured capture — not abstract pipeline stages.

Field + telesales support

Capture field entries and telesales outcomes in one consistent operating model.
Core focus areas
  • Agent activity and outcome tracking
  • In-depth employee and contractor insights
  • KPI measurement by role and program
  • Leaderboards for performance visibility
  • Cost attribution per agent
  • Profitability by team or campaign
Diagrams

Visualise the operating model.

These diagrams are conceptual — meant to show the rhythm of CapantraSales: capture → measure → improve → profitability.

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Agent flow
How field and telesales activity becomes structured entries, QA, next actions, and outcomes.
Diagram
Field / Phone activity
Visits, calls, follow-ups
Structured capture
Entries captured consistently
QA + rules
Checks, exceptions, approvals
Next actions
Tasks + reminders + handover
Outcome logged
Results recorded for reporting
Outcome: consistent capture + less ambiguity, which makes KPIs and profitability measurable.
KPI loop
KPIs are only useful when they close a loop: measure → coach → improve → repeat.
Diagram
Loop
Measure → Coach → Improve

KPI tracking is most useful when it closes a loop: consistent capture feeds reporting, which drives coaching and playbook improvement.

•Activity KPIs: volume + consistency
•Quality KPIs: QA scores + rule exceptions
•Outcome KPIs: conversion + revenue
Activity
Calls, visits, follow-ups
KPIs
Conversion, show, quality
Coaching
QA + feedback loop
Playbook updates
Scripts + steps refined
Output

Improved execution standards, better predictability, and a clearer view of true performance.

Outcome: execution standards improve over time, and operators get predictable performance signals.
Cost → profit map
Profitability requires connecting costs and constraints to outcomes — at agent and team level.
Diagram
Costs
Wages, travel, tools, overhead allocation
Capacity
Hours, coverage, route density (field)
Constraints
Territory, compliance rules, QA gates
Activity capture
What happened, where, when, result
Outcomes
Appointments, closes, revenue, uplift
Quality
QA results, exceptions, rework rate
Margin
Revenue minus cost, per agent / team
Profitability
True unit economics, trend + variance
Operator view
Decisions: staffing, territories, programs
Outcome: true unit economics (cost per outcome, margin per agent/team) to guide staffing and programs.

KPI tracking

Measure agent performance using activity-linked KPIs rather than vanity pipeline metrics.

Cost & profitability

Attribute cost at agent and team level to understand true unit economics.

Structured onboarding

Formalise onboarding, role expectations, and execution standards.
Built for operator decisions

CapantraSales is designed to answer: “Which agent models are profitable, and why?”

  • KPI + quality signals connected to actual outcomes.
  • Cost attribution to avoid ‘invisible’ margin leakage.
  • Operator view designed for staffing and program decisions.
Onboarding that sticks

Structured onboarding reduces variance and makes coaching measurable.

  • Role expectations and playbook standards.
  • Structured capture reduces ‘free text chaos’.
  • QA + coaching loop to improve execution.
Packaging

CapantraSales with CapantraOne

CapantraSales is an agent-first add-on (field + telesales) with profitability-grade tracking. CapantraOne is the required platform layer for workflows and team operations across functions.

CapantraSales
Field reps + telesales teams that need KPI + profitability visibility.
Agent-first
Access posture
Requires CapantraOne platform access (commercial terms via briefing/demo)
  • Field entries + activity capture
  • KPI tracking + coaching loop
  • Cost + margin + profitability views
  • Minimum 2 agent licences + 1 CapantraOne admin licence
  • Agent onboarding and standards
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CapantraOne
Teams standardising workflows, forms, operations and governance across programs.
Operating layer
Access posture
Required platform licence (commercial terms via briefing/demo)
  • Workflow + form standardisation
  • Team operations + controls
  • Oversight cadence + reporting surfaces
  • Composable with Dial/Data/Sales
View CapantraOne
Comparison
CapantraSales
CapantraOne
Primary user
Field reps + telesales agents
Ops leaders + teams (workflow owners)
Core outcome
Agent performance + unit economics
Repeatable delivery + governance
Data captured
Field entries, activity, costs, outcomes
Workflows, forms, ops records
Reporting focus
KPI, profitability, cost per outcome
Ops reporting + oversight cadence
Onboarding
Agent onboarding built-in
Team/process onboarding patterns
Recommended buying path
Start with CapantraOne (required)
  • •CapantraOne is the required platform licence.
  • •Set workflows, forms and governance at the platform level first.
  • •Minimum baseline for Sales is 1 CapantraOne admin licence + 2 agent licences.
Add CapantraSales when
  • •Your primary users are agents (field or telesales).
  • •You care about cost per outcome and profitability.
  • •You need structured onboarding and performance loops (calls included).
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Request a briefing/demo — CapantraSales

Share your context and our sales team will schedule a solution-specific briefing/demo.

Built with operational control in mind.

CapantraSales includes governance cues and documentation to support oversight and procurement review.

Role boundariesAudit-friendlyTrust Center

Governance artefacts and scope statements available via Trust Center.

Designed for least-privilege access and operational oversight.