Name: Okout CRM
Price: 17 USD
Author: Solaripe General Trading

Help Desk

Web and Video Conferencing

Customer Support

Interactive Application Security Testing (IAST)

Software Repositories

WebOps

Development

Board Management

Business Intelligence (BI)

Collaboration

Corporate Social Responsibility (CSR)

Document Management

Enterprise Asset Management

Environmental Health and Safety (EHS)

Policy Management

Enterprise

Accounting

Expense Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

Employee Recognition

HR Management

Payroll

Recruitment Marketing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Delivery Controllers (ADC)

Cloud Cost Management

Cloud Storage

Content Delivery Networks (CDN)

Data Center Outsourcing (USA)

Data Mapping

Firewall Security Management

Fraud Detection

Hosted Virtual Desktop

Integration Platform as a Service (iPaaS)

MLOps

Network Performance Monitoring

Platform-as-a-Service (PaaS)

Product Implementation Services

Software Defined Networking (SDN)

Workload Automation

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

All-in-One Marketing

Click Fraud

Content Management

Data Cleansing

Email Marketing

Event Management

Gamification

Marketing Automation

Social Media Management

Survey & Forms Building

Text to Speech

Virtual Event

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Headless eCommerce

Sales

Database Security

GDPR Compliance

Video Surveillance

Security

Civil Engineering

Hotel Management

InsurTech

Lease Management

Multiple Listing Service (MLS)

Oil and Gas

Pharmacy

Public Transportation

Scholarship Management

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Vertical-Specific

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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.

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Okout 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.

Solaripe General Trading

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.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

Okout CRM

Overview

What is Okout CRM?