Name: Oomph CRM
Price: 30 USD
Author: Go Media Ltd (Oomph Works)

Help Desk

Web and Video Conferencing

Customer Support

AI Code Generation

Accessibility Testing

Development

Classroom Management

Virtual Classroom

Education

Business Intelligence (BI)

Collaboration

Data Extraction

Emissions Management

Integrated Workplace Management (IWMS)

Intellectual Property (IP) Management

Risk Management

Enterprise

Accounting

Digital Banking

Nonprofit Accounting

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

Authorization

Cloud Storage

Configuration Management

Data Collaboration

Fraud Detection

Game Engine

IP Address Management (IPAM)

Integration Platform as a Service (iPaaS)

IoT Security

LAN Switches

License Management

Network Performance Monitoring

Network Security

Open-Source Database

Operating Systems

SOA Governance

Service Desk Outsourcing

Single Sign-On

Vendor Risk Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Audience Intelligence

Content Experience

Content Management

Customer Journey Mapping

Email Marketing

Influencer Marketing

Market Research

Marketing Automation

Social Media Management

Survey & Forms Building

Text to Speech

Video

Video Marketing

Web Analytics

Marketing

Meeting Room Booking

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Performance Management

Social Commerce

Sales

Virtualization Security

Security

Agriculture

Banking

Donor Management

Equipment Rental

Rental Property Management

Vertical-Specific

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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.

Oomph Works is a full service creative agency based in Wakefield that specialises in the development of bespoke business systems such as CRM, Job Management, and ERP systems as well as bespoke websites and ticketing systems. Alongside bespoke solutions, Go Media (or Oomph Works) offer a SaaS CRM platform called ‘Oomph’. Priced at upwards of £25 per month, Oomph provides businesses with automation tools for business processes, and getting organised. It can be tried free  for 14-days.

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CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

Go Media Ltd (Oomph Works)

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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Oomph CRM

Overview

What is Oomph CRM?