O2 CRM


Features

 

Dashboards + Reports

Create reports with ease. Customise dashboards and graphs. Create Home dashboards. Automate reports for daily reporting tasks. Over 30 reports available plus more.

support automationHelpDesk + Portal  + Knowledgebase

Self Service Helpdesk to track service and support from start to end. Automated help desk that loads support issues directly from email. Time tracking, Escalation reports.

Bulk SMS + Bulk Emails+ Fax

Bulk Email SMS ability for marketing campaigns. Workflow enabled SMS and Email automation. Track SMS delivery. Fax Integration request as optional add-on to CRM

Campaigns + Leads + Opportunities

Sales tools provide sales teams with the ability to capture, validate, and nurture potentials through the sales process, improving forecasting and enhancing success rates

Cloud Based + Backups+ security

Oxygen CRM is a cloud solution.  Access your CRM from any device and any location. Backups are done on a daily basis. SSL security certificates are available on request.

lead managementUser Management + Roles+ Audit Trail

Track data changes, login history and source. Full user access control with field level permissions. Assign cases, sales, leads,opportunities and customers to users etc.

Tablets + Ipad+ Galaxy

Complete a full sales cycle from lead to sales order on you favorite tablet. All quotes are in PDF format with the ability to sign directly on the tablet. Adobe reader.

Invoicing + Quotes + Sales  Orders

Quotes to sales order  with a click of a button. Create multiple sales orders or quote  templates in PDF with separate details or terms and conditions. Quote stages and more.

Save Time  + Save Money

Complete a full sales cycle from lead to sales order on you favorite tablet. All quotes are in PDF format with the ability to sign directly on the tablet. Adobe powered.

Facebook + Leads + Web Integration

Capture leads from marketing campaigns, websites and Facebook directly into CRM. Easy system wide import functions to obtain data from marketing csv/excel sheets. + More