Oomph CRM

Oomph CRM is a customer relationship management software designed to assist businesses in managing their contacts, automating administrative tasks, boosting team productivity, and analyzing business performance. According to the vendor, this software is aimed at small to medium-sized businesses and is utilized by various professions and industries, including sales teams, marketing teams, customer service teams, professional services, and e-commerce businesses.

Key Features

Contact Management: According to the vendor, Oomph CRM allows users to filter, segment, and prioritize contacts using custom fields. Users can also record contact interactions, multiple locations, and attach key documents. The software enables users to keep supplier contacts separate from customer contacts.

Email Marketing: The vendor states that Oomph CRM provides users with the ability to design and send targeted email campaigns to different segments of contacts. Users can also create automated campaign sequences for efficient and personalized communication.

Secure Data Protection: According to the vendor, Oomph CRM implements best-in-class data protection practices to ensure the safety and confidentiality of sensitive contact information.

Automate admin to save time - Quotes & Invoices: Oomph CRM allows users to generate professional quotes and invoices using pre-populated data. Users can customize discounts, VAT rates, due dates, and payment terms. The vendor claims that users can send quotes and invoices directly to customers and track their status.

Products: The vendor states that users can add business products or services and create product bundles using Oomph CRM. Users can also set custom VAT rates for accurate pricing and taxation.

File Manager: According to the vendor, Oomph CRM allows users to upload and organize important attachments such as images and PDFs. Users can create custom file categories for better organization and retrieval.

Enquiries: Oomph CRM enables users to connect website lead forms to manage and respond to enquiries in one central location. According to the vendor, users can quickly convert these enquiries into new customers with prompt follow-ups.

Boost team productivity and reach your goals - User Management: Users can store user information and allocate custom permission groups using Oomph CRM. According to the vendor, this feature allows users to control the level of access each user has to the CRM.

Calendars: Oomph CRM provides users with personal and company calendars to plan and visualize agendas, aiming to ensure efficient time management and scheduling.

Activities: According to the vendor, Oomph CRM allows users to record interactions with contacts and assign time-sensitive activities. Users can create custom checklists for tasks and set due dates to stay organized and meet deadlines.