Oscar

Oscar CRM is a business management solution specifically designed for small-to-medium-sized businesses (SMBs) in the UK. According to the vendor, this CRM software offers a range of features to streamline operations, enhance customer relationships, and drive sales growth. It caters to various professions and industries, including sales and marketing professionals, customer service representatives, event and club managers, business owners and entrepreneurs, as well as service and support teams.

Key Features

Contacts & Marketing: Users can easily track and categorize customers and prospects, target marketing based on location, share contacts with all staff, and import existing contacts with ease.

Tracking Communication: Users can keep a comprehensive record of conversations and emails with customers and prospects, set sales follow-ups, save documents and notes against conversations, monitor team activities, and send letters and emails effortlessly.

Quotes, Orders & Invoices: Users can quickly generate quotes, issue order confirmations and invoices, email quotes directly from OscarOnline, gain insights by reporting on outstanding quotes and conversion rates, apply business terms and conditions to quotes, and effectively track what hasn't been invoiced while monitoring profit margins.

Direct Marketing: Users can seamlessly send emails directly from OscarOnline, ensure compliance with single-click email opt-out, target emails based on specific filters, track open rates, and maintain a comprehensive history of sent emails without relying on third-party systems.

Products & Stock: Users can efficiently manage and track stock levels, dispatch products from anywhere, easily purchase new stock, assign courier tracking codes and email them to customers, and display detailed product descriptions on quotes and invoices.

Service Management: Users can effectively schedule and manage service contracts, organize supported equipment and track work done, streamline invoicing by tracking service tickets, and efficiently remind about membership renewals while effectively managing time.

Club Management: Users can streamline membership details and communications, schedule and send emails to members, maximize renewal fees, and ensure important tasks are never forgotten.

Event Management: Users can organize and manage events, seminars, and training classes effortlessly, schedule and send event-related emails, effectively remind about event preparation tasks, and handle personalized stationery and certificates seamlessly.

Bookkeeping: Users can manage a full set of accounts efficiently, chase payments and produce reports, reconcile bank statements, and organize all financial information in one secure space.

VoIP & Internet: Users can benefit from a full VoIP telephone service, seamlessly bring existing phone numbers to the system, access the system from anywhere with an internet connection, conveniently use laptops and mobile phones, and prepare for the 2025 deadline to switch from traditional lines to VoIP.