Lead management
Keep prospective customer information and sales context organized.
Ooctal Business Platform • CRM
CRM
Organize customer relationship management in one workflow, from lead information and activities to quotations and follow-up. CRM capabilities depend on plan and configuration.
Workflows in this module
Available workflows depend on your subscription, configuration and local requirements. Review each process with your team before rollout.
Contact and activity tracking
Review customer records, interactions and follow-up activity.
Sales handoffs
Connect customer work with quotations and related sales records.
Before you choose
- Confirm the modules and reports available in your subscription.
- Test the workflow with your own records, roles and business rules.
- Validate country-specific tax, payroll or regulatory requirements with a local specialist.
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Ooctal Business Platform
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