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OKi CRM has proven to be a valuable tool for optimizing company portfolios and streamlining invoicing processes. Users have found that the …
Overview
What is OKi CRM?
OKi CRM is a customer relationship management solution that aims to help businesses build lasting relationships with customers. According to the vendor, this software is specifically designed for small to medium-sized businesses and is utilized by sales teams, marketing teams, customer support teams,...
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Product Details
- About
- Tech Details
What is OKi CRM?
OKi CRM is a customer relationship management solution that aims to help businesses build lasting relationships with customers. According to the vendor, this software is specifically designed for small to medium-sized businesses and is utilized by sales teams, marketing teams, customer support teams, as well as service-based and e-commerce businesses. OKi CRM offers features to efficiently manage leads, projects, tasks, invoices, support tickets, expenses, and more, with the goal of streamlining operations and enhancing customer satisfaction.
Key Features
Leads Management: According to the vendor, OKi CRM allows users to easily input new leads and clients, ensuring that important details are not forgotten.
Tasks Flow: The vendor claims that OKi CRM provides a streamlined task management system with clear deadlines and progress statistics, facilitating better organization and goal achievement.
Project Management: OKi CRM offers an intuitive workspace for organizing tasks, which can be personalized to suit individual working preferences, potentially enhancing productivity and collaboration.
Tickets System: According to the vendor, OKi CRM includes a superfast ticket system for efficient problem reporting and resolution, providing quick access to help and support.
Opportunities: OKi CRM aims to help businesses efficiently organize and manage leads, enabling them to track, build, and maintain relationships with potential customers.
Proposals: Users can send estimates to clients based on their requests or services provided, and convert estimates into projects and invoices, as per the vendor's claims.
Invoices: OKi CRM allows users to create custom invoices and send them to clients with attached PDFs, supporting different currencies and multiple taxes, according to the vendor.
Contracts: The vendor states that OKi CRM provides a feature to store and manage contracts with clients, helping users keep track of important details and deadlines.
Project Management: OKi CRM enables users to monitor team members' tasks and track time, facilitating efficient project management and seamless invoicing and payment processes, according to the vendor.
OKi CRM Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based |
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
OKi CRM has proven to be a valuable tool for optimizing company portfolios and streamlining invoicing processes. Users have found that the software effectively combines these important aspects into one easily accessible platform, allowing for efficient management of information. By reducing the need for manual paperwork, OKi CRM has given users more time to focus on their work and other critical tasks. This has resulted in a smooth and efficient experience for customers, with processes being streamlined and operations becoming more organized.
Reviewers have highlighted the successful integration of various elements within a business with the use of OKi CRM. This centralized system has provided users with a more organized approach to managing their company's portfolios, resulting in increased satisfaction and productivity. The software has successfully eliminated the need for disparate systems and manual data entry, making it an ideal solution for companies looking to streamline their operations and improve overall efficiency. With OKi CRM, users can confidently manage their company's portfolios effectively while maximizing their time and resources.
User-Friendly Interface: Many users have praised the UI of OKi CRM, stating that it is great and easy to adopt. They appreciate the software's intuitive design and find it easy to navigate. This positive feedback indicates that OKi CRM has a user-friendly interface that allows users to quickly adapt and start using it effectively.
Efficient Implementation: Several reviewers have mentioned that the implementation process of OKi CRM was quick and simple. They found the setup process efficient, requiring minimal time and effort. This suggests that businesses can easily integrate OKi CRM into their existing systems without experiencing significant delays or complications.
Robust Project Management Features: The project management and tasking features of OKi CRM were highly praised by users. They value the software's ability to track project statuses, keep teams organized, and improve efficiency. This positive feedback highlights the robustness of OKi CRM's project management capabilities, making it easier for organizations to manage their projects effectively.
Lag Issues: Some users have experienced occasional lags while using OKi CRM, which may be attributed to internet connectivity issues.
Limited Integration Options: A few users expressed their desire for the software to integrate with their Gmail account in order to conveniently pull through emails.
No Other Negative Aspects Mentioned: Aside from the aforementioned cons, no other negative aspects were mentioned by the users in the current context.