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Practical guides and answers for using Ooctal.
Guides
Crm
CRM & Customers
Customers and contacts
Create customer records, contacts, addresses, terms, and balances.
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Customer activities and follow-up
Keep sales conversations, tasks, reminders, and files connected to the customer.
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Capture and convert leads
Turn an initial enquiry into a qualified customer opportunity.
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Customer groups and segments
Organize customers for pricing, communication, and reporting.
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Customer credit and payment terms
Set credit limits and payment rules before issuing sales documents.
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Customer statements and aging
Explain what a customer owes and how long it has been outstanding.
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CRM tasks and reminders
Keep customer follow-up assigned, dated, and visible.
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