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
Projects
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.
Estimates
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.
Tasks
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.
Invoices
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.
Pros And Cons of OKi CRM
Pros
Streamlines and improves business processes
Helpful project management and tasking
Cons
Lacks direct Gmail integration feature
Experiences minor lags at times
OKi CRM Reviews
Total 3 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Hospital & Health Care, N/A employees
Less than 6 months
“All in one solution!”
Pros
The user interface is really great and it was easy to get the hang of. The implementation was fast and simple which made getting started a easy. I didn't run into any issues and it didn't take much time at all to set up.
Cons
I haven't come across anything to complain about yet. So far, everything has been working great and I honestly can't fault it at this point.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Logistics and Supply Chain, N/A employees
Less than 6 months
“Very efficient tool”
Pros
It is really easy to use and makes integrating all the information systems we need to run our supply chain management so much more efficient. It's definitely good value for money and will save us a lot of costs down the line. Plus, it's helped us avoid spending big on outsourcing which is a huge plus.
Cons
No drawbacks so far for how we're using it. Everything seems to be running smoothly and it's been pretty much perfect for our needs.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Staffing and Recruiting, N/A employees
Less than 6 months
“My go to CRM”
Pros
The OKi CRM system has really helped us build stronger, positive relationships with our customers. It's also streamlined our processes which has led to increased sales, better customer service and overall higher profitability. It's made a big difference in how we operate.
Cons
A lot of software solutions out there fall into one or more CRM categories which can get confusing. But It's really simple and easy to use.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
9
Frequently Asked Questions
Does OKi CRM offer an API?
OKi CRM software does not offer an API.
Does OKi CRM have a mobile application?
OKi CRM does not have a dedicated mobile application.
What language does OKi CRM support?
The software is primarily available in English.
Who are the typical users of OKi CRM?
The platform is ideal for various industries and sectors, including healthcare, health, wellness and fitness, logistics and supply chain, music, and staffing and recruiting.
What other apps does OKi CRM integrate with?
The platform supports integration with various platforms and systems, including PayPal, Paytm, and Stripe.
What types of pricing plans does OKi CRM offer?
The software offers two pricing plans: the ‘Simple & Easy’ plan is priced at £9/user/month, while the ‘Training’ plan is available at a custom price. Additionally, the platform provides a 7-day free trial. You can also request a personalized OKi CRM price quote now.
What level of support does OKi CRM offer?
OKi CRM offers a help center, an FAQs forum, and email support.