How Ooctal supports this need
Ooctal CRM workflows include customers, leads, activities, quotations, tickets and contracts. Review the stages, fields and team access your sales process requires.
Ooctal Business Operating System
CRM software for small business
A small business CRM should help the team keep customer details, leads, conversations and next steps organized. Ooctal includes customer and lead records, activities, quotations, tickets and contracts. Map your real sales process to the product and confirm which CRM modules are enabled for your plan.
What to validate for your business
Software features and availability can depend on the plan, configuration and country. Use your own processes to validate product fit before making a decision.
Compare the workflows that matter
| Business need | Ooctal workflow |
|---|---|
| Customer and lead records | Maintain customer and lead information for the teams that work with them. |
| Sales follow-up | Use available activities and quotation workflows to support customer follow-up. |
| Service context | Review related ticket and contract workflows if they are part of your customer process. |
Questions to ask in your evaluation
- Bring examples of your lead stages, customer fields and sales activities.
- Test handoff from a lead to a customer and quotation.
- Check access rules and the customer information each role should see.
Ooctal Business Platform
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