ALPACA CRM

ALPACA CRM is a customer relationship management solution developed by BTSOFT, purpose-built for laboratory environments. It enables labs to store client contracts and customer data, create quotes, manage marketing materials, and maintain a complete view of customer relationships — all from a single, centralized platform.

Designed to be both client-driven and user-focused, ALPACA CRM helps laboratory businesses build stronger customer connections, streamline communications, and gain better visibility into their financial and sales pipelines.

Core CRM Capabilities

• Record management: Track leads, opportunities, and clients alongside receivables, payables, and income data from one unified location, reducing the risk of lost data or missed business opportunities.
• Automated communication tracking: Every customer interaction is automatically recorded, ensuring a complete history of outreach. Users can easily schedule follow-ups to keep client relationships active and timely.
• Custom dashboards: Design personalized dashboards tailored to individual user needs, providing quick access to the most critical information such as invoices, business payments, and marketing materials.
• Quote creation: Generate and manage quotes directly within the platform to support the sales process.
• Marketing material management: Upload and download marketing materials within the system for easy access and distribution.

Key Functional Areas

• Sales pipeline visibility: Monitor the full journey from initial lead through to client status, keeping teams informed at every stage.
• Financial tracking: Manage receivables, payables, and income data alongside customer records for a holistic view of business performance.
• Client contract storage: Securely store and retrieve client contracts and associated customer data within the platform.

Implementation, Training, and Support Services

• Personalized implementation: BTSOFT works directly with each organization to adapt and integrate ALPACA CRM into existing laboratory workflows, with every implementation tailored to the specific needs of the organization.
• Comprehensive training: Training is available both on-site and virtually, ensuring that teams develop a thorough understanding of the system.
• Ongoing support: The BTSOFT support team is available Monday through Friday, 9 A.M. to 5 P.M. CST, and offers virtual screen-sharing sessions for both training and troubleshooting purposes.

ALPACA CRM is offered by BTSOFT, headquartered in Houston, TX. Organizations interested in the platform can schedule a free virtual demo to explore how the solution can be tailored to their laboratory's customer relationship management needs.