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OKi CRM

OKi CRM delivers a comprehensive solution designed to assist small businesses in effectively managing both leads and projects. Although it does not yet include...

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OKi CRM delivers a comprehensive solution designed to assist small businesses in effectively managing both leads and projects. Although it does not yet include...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

OKi CRM delivers a comprehensive solution designed to assist small businesses in effectively managing both leads and projects. Although it does not yet include a direct integration with Gmail, its intuitive interface combined with a wide range of features presents significant value. In summary, OKi CRM stands out as an attractive option for enhancing operational efficiency and fostering better customer connections.

Product Details

What Is OKi CRM?

OKi CRM serves as a comprehensive customer relationship management (CRM) platform tailored specifically for small to medium-sized enterprises. Its primary goal is to assist businesses in optimizing their operations and driving growth. With a centralized hub, users can oversee the entire customer experience, from acquiring leads to finalizing projects. The robust features of OKi CRM enable teams to effectively monitor opportunities, organize their tasks, and handle client communications, ultimately enhancing efficiency and converting more prospects into long-term business partnerships.

OKi CRM Pricing

The pricing structure for OKi CRM is designed with clarity and accessibility in mind. The available plans are as follows:

  • Simple & Easy – £9/user/month

  • Training – Custom price

A 7-day free trial is also available. For a personalized quote regarding OKi CRM pricing, please contact us.

Note: Pricing may vary over time.

OKi CRM Integrations

This software seamlessly integrates with various systems and platforms, including:

  • Stripe

  • PayPal

  • Paytm

To explore more about the functionalities of this software, schedule a free demo of OKi CRM today.

Who Is OKi CRM For?

OKi CRM caters to a diverse array of industries and sectors, such as:

  • Healthcare

  • Logistics and supply chain

  • Staffing and recruiting

  • Health, wellness and fitness

  • Music

Is OKi CRM Right For You?

This platform is particularly well-suited for small to medium-sized businesses and startups looking for a robust all-in-one solution. Its key advantage lies in its exceptional value, merging extensive project management capabilities, invoicing features, and lead tracking into one cost-effective package. Users often commend its straightforward design and ease of use, noting how rapidly teams can adapt to the system to enhance customer service and boost profitability.

If you're still uncertain about whether this platform meets your needs and require professional guidance to make the right choice, please reach out to us at info@softwareseekers.com.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✘ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✔ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✘ email integration
✘ fundraising tools
✘ project templates
✘ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✔ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✘ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✘ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✔ opportunity management
✘ performance management
✘ sales enablement tools
✔ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✔ customer servicesupport
✔ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Streamlines and improves business processes
  • ✔ Helpful project management and tasking

Cons

  • ✘ Lacks direct Gmail integration feature
  • ✘ Experiences minor lags at times

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

OKi CRM software does not offer an API.

OKi CRM does not have a dedicated mobile application.

The software is primarily available in English.

The platform is ideal for various industries and sectors, including healthcare, health, wellness and fitness, logistics and supply chain, music, and staffing and recruiting.

The platform supports integration with various platforms and systems, including PayPal, Paytm, and Stripe.

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.

OKi CRM offers a help center, an FAQs forum, and email support.