Customer and lead records
Organize the customer and prospective customer information used by your teams.
Ooctal Business Platform • CRM & Customers
CRM & Customers
Looking for CRM software to organize customer relationships, leads and sales follow-ups? Keep customer details and sales conversations connected with the work that follows. Ooctal CRM includes customer and lead records, activities, quotations, tickets and contracts, with access depending on your plan.
Workflows in this module
Available workflows depend on your subscription, configuration and local requirements. Review each process with your team before rollout.
Activities and follow-up
Review customer activities and follow-up work in one shared workflow.
Quotes and service context
Connect customer records with quotations, tickets and contracts where enabled.
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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