| Small Business |
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 My Zone |
 Sales |
 Customers |
 Billing |
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One system solution for your small business
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For the small business operator, one tool to manage your business: Small Business.
OI CRM Small Business 360 guarantees streamlined process-centric management of your sales, billing and expenses and customer services at cost effective prices. In addition to the above, Also provides free up gradation services without any additional costs incurred for the management of your flexible website. OI CRM small business 360 tools are easy to incorporate into your already existing organizational structure.
OI CRM Sales go along way in: tracking your leads, having a follow up of your specific tasks for each lead, maintaining an individual customer profile with all the relevant information regarding the sales contract, cases and communication details. The presence of a sales dashboard keeps the focus of sales and inventory issues always in sight.
OI CRM Customer service, enables higher interaction of customer details to be tracked in a systematic manner. Due to the streamlined approach of collecting the vital customer information, duplication is simply impossible.
OI CRM Billing and expense management, facilitate the payment details, discounts, sales tax, tax policies, invoice specific for individual customers, recording all their transactions anytime anywhere in a professional manner without any prior accounting knowledge.
Price per month: $39.99
Over 20% Discount for Annual Subscription: $380
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Small Business Features:
| Sales |
 Track leads, customers, contacts |
| Schedule lead follow-up and create tasks specific to each lead |
| Maintain a comprehensive profile of each customer, tracking cases, contracts and communication |
| Keep your sales in focus with the Sales Dashboard |
| All sales data is fully searchable and actionable |
| Manage an inventory list, tracking your products and services |
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| Customer Service |
| Create, track customer inquiries after the initial sale |
| Create, manage a searchable knowledge base |
| Generate detailed reports, tracking post-sale customer satisfaction |
| Fully integrated with the sales module; never re-enter data |
| Streamline customer service, storing notes, documents and email |
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| Billing and Expense Management |
| Track your expenses quickly and easily without any accounting background |
| Generate and Email invoices directly to your customer from the application and accept credit card payment for your services |
Create customized billing templates for your different customers. Manage payment terms, discounts and sales tax with easy
billing profiles |
| Record notes and invoice-specific customer messages on each recorded invoice |
| Enter and generate recurring invoices |
| View and sort expenses using pre-set reports or create custom reporting views |
| Produce Adobe Acrobat versions of your invoices |
| Record your expenses from anywhere, keeping your expenses up-to-date as they happen |
| Streamline record-keeping by attaching expense-related documents to your records |
| Be prepared for taxes. Let your accountant or another third party look over your finances for free |
| Track expenses the way that makes the most sense to you by defining own expense categories |
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Value for Small Busines
Up to now, small businesses have relied on a patchwork of email, accounting software, contact managers and databases to manage customers, sales and bookkeeping,. Each tool worked, but they didn't share data between software, and you were responsible for the software and the hardware, and for the maintenance. OI CRM has combined these tools into a single solution: Small Business.
Small Business will save your business time and money. Since every feature uses the same data, you'll never have to import and export data between software. You won't have to buy hardware or manage software: OI CRM manages backups, software upgrades for you. And the OI CRM foundation adds free, poweful communication and collaboration tools to your business software, so your business software comes with productivity software built in. All you need is a PC with a web browser and an Internet connection. That's Small Business: Big Business Power. For Small Business. |
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