Last Updated
Overview
OKi CRM provides an all-in-one platform to help small businesses manage leads and projects efficiently. While it currently lacks a direct Gmail integration, its user-friendly interface and comprehensive features offer excellent value. Overall, OKi CRM is a compelling choice for streamlining operations and improving customer relationships.
Overall Rating
Based on 3 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
OKi CRM Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is OKi CRM?
OKi CRM is an all-in-one customer relationship management (CRM) solution designed to help small and medium-sized businesses streamline their operations and foster growth. It provides a centralized platform to manage the entire customer journey, from lead acquisition to project completion. The comprehensive OKi CRM features empower teams to efficiently track opportunities, organize tasks, and manage client communications, ultimately saving time and helping to convert more leads into lasting business relationships.
OKi CRM Pricing
The OKi CRM pricing is straightforward, designed for simplicity and accessibility. Its plans’ details are:
- Simple & Easy – £9/user/month
- Training – Custom price
Disclaimer: The pricing is subject to change.
OKi CRM Integrations
The software supports integration with multiple systems and platforms, such as:
- Stripe
- PayPal
- Paytm
Who Is OKi CRM For?
OKi CRM is ideal for a wide range of industries and sectors, including:
- Healthcare
- Logistics and supply chain
- Staffing and recruiting
- Health, wellness and fitness
- Music
Is OKi CRM Right For You?
OKi CRM is an excellent fit for small to medium-sized businesses and startups seeking a powerful, all-in-one solution. Its standout advantage is its remarkable value, combining comprehensive project management, invoicing, and lead tracking into one affordable package. User reviews praise its simplicity and user-friendly interface, highlighting how quickly teams can adopt the system and begin streamlining processes to improve customer service and profitability.
Are you still not sure about the platform and need expert advice to make an informed decision? Reach out to us at (661) 384-7070 now.
OKi CRM Features
Monitor all tasks related to a project and track the time your team members spend on them. This module of the OKi CRM software allows you to easily generate timesheets, send project-specific invoices, and get paid online by clients.
Create and send professional estimates to clients for requested services. Clients can view and approve estimates directly through the portal, after which you can instantly convert the approved estimate into a new project or a final invoice for billing.
Add detailed tasks within your projects and assign them to specific team members. You can set deadlines, check task statuses, and attach relevant files. Team members can collaborate by commenting and mentioning others to ensure seamless communication and progress tracking.
Generate and send custom invoices to your clients with PDF attachments. The system supports multiple currencies to accommodate a global client base and allows you to apply different taxes as needed, while also tracking all invoice records by their status.
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