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.