Name: OKi CRM
Author: OKI CRM

Help Desk

Web and Video Conferencing

Customer Support

Kubernetes Monitoring

Development

Career Center

Education

Association Management

Barcode

Business Intelligence (BI)

Business Process Management (BPM)

Calibration Management

Collaboration

Corporate Performance Management (CPM)

Interactive Voice Response (IVR)

Project Portfolio Management

Unified Communications as a Service (UCaaS)

Enterprise

Accounting

FinTech

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

Credentialing

HR Management

International Payroll

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Change Management

Cloud Storage

Complex Event Processing

File Sync and Share

Fraud Detection

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

Modular Storage Area Network (SAN)

Network Access Control (NAC)

Network Performance Monitoring

Remote Desktop

Routers

SSL Certificate

Telecom Expense Management (TEM)

Unified Endpoint Management (UEM)

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Conversion Rate Optimization

Customer Success

Digital Signage

Email Marketing

Employee Advocacy

Graphics

Marketing Automation

Presentation

Search Marketing Intelligence

Social Login

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Field Sales Software

Sales Pipeline

Sales

Data Loss Prevention

Security

Automotive

Awards Management

Car Rental

Emergency Notification

Legal Research

PCB Design

Real Estate Property Management

Vertical-Specific

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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.


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.

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.

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

OKi CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

OKI CRM

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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OKi CRM

Overview

What is OKi CRM?