Okout CRM

Okout CRM is a suite of business software tools designed to assist small and medium businesses in improving efficiency and facilitating growth. According to the vendor, the software aims to simplify everyday tasks and provide user-friendly solutions. It offers a cloud-based software solution that can be easily accessed and utilized without extensive training. The vendor claims that Okout CRM can reduce training costs and mitigate staff turnover by providing a straightforward interface.

Key Features

Intuitive, easy to use cloud-based software: According to the vendor, Okout CRM provides a cloud-based software solution that is designed to be intuitive and user-friendly. The software allows businesses to quickly start using it without extensive training, potentially reducing training costs and mitigating staff turnover.

Distribution & Van Sales: Okout CRM offers a solution for outdoor sales and distribution, claiming to provide faster and more accurate sales tracking. The software enables businesses to capture geographic information to keep track of sales in real-time. It also provides routing functionality to simplify operations and ensure efficient training of sales personnel, potentially reducing errors and increasing profitability.

Self Storage & Property Rental: According to the vendor, Okout CRM is suitable for managing self-storage and property rental businesses. It facilitates tracking of rental contracts and invoicing in various payment plans. For self-storage companies, the software offers features and reports specifically designed for their needs. It integrates with dimensional accounting to determine profitability per unit size and site. Additionally, it provides an API for businesses to build their own website and integrate directly for unit availability, booking, and payments.

Retail: Okout CRM is claimed to be suitable for retailers of any size, including restaurants, supermarkets, salons, and boutiques. The cloud-based POS system supports an unlimited number of sales points. It includes features such as named or unnamed customer sales, stock and non-stock items, multiple printers, and more. The software also offers self-checkout solutions and a virtual supermarket feature.

Contracts: Okout CRM allows businesses to manage multi-party contracts according to their needs and schedules. The software covers parties involved, products, documentation, events, meetings, warehouses, purchasing, and invoicing. It is applicable to various industries, including construction, maintenance, service, and trading.

Document Management: According to the vendor, Okout CRM provides a robust document management feature for sharing files between employees, sub-contractors, and third parties. It allows secure sharing and version control of documents, including memos, drawings, spreadsheets, and more. The software integrates with popular task management software for seamless project management.

Accounting & Finance: Okout CRM simplifies day-to-day accounting tasks by presenting information in a user-friendly manner, according to the vendor. It maps operational transactions to accounting transactions, reducing manual data entry. The software supports multi-dimensional chart of accounts, enabling reporting on specific areas of the business. It provides profit center and focus area statements without extra effort.

CRM on the Go: Okout CRM is designed to improve sales performance for organizations of any size. It offers basic CRM functionality, opportunity management, and sales planning features. The mobile app allows salespeople to register new contacts and meetings on the go, leveraging geographic information for efficient recording.

An end-to-end Business Solution: According to the vendor, Okout CRM offers a suite of modules that work together to fit the needs of businesses. It provides multiple sales and purchase modules, allowing businesses to define and deliver products and services. The software supports different warehouses, work centers, and service agents for comprehensive documentation and financial management.

Wide Horizons: Okout CRM supports multi-warehouse, multi-currency, and multi-company operations, according to the vendor. It accommodates businesses of all sizes and can scale with them. The system allows for easy expansion without compromising functionality.