Ooctal ERP
Home / Solutions / CRM & Sales Operating System
Ooctal Business Operating System • CRM & Sales Operating System

CRM & Sales Operating System

Know your customer and close your deal: a sales pipeline board, a complete record per customer, and quotes that become invoices in one click, with delivery and receivables tracking.

14-Day Free Trial No credit card required
Tailored Package
Corporate Starter
Ready to Use
Core Capabilities:
Activities and follow-up tasks per customer
Support tickets and customer contracts
CSV import and export of customers
Email or WhatsApp a Customer from Their Record
Starting From 29 USD / Month
Get Started
Industry Specialized Features

Engineered For Your Daily Workflow

Everything your business needs to manage operations, sales, inventory and customers.

Sales Pipeline Board

Move leads between stages and convert them to customers in one click, with pipeline value drawn from quotes.

Complete Customer Record

Invoices, quotes, activities, tickets, contracts and WhatsApp and social conversations in one place.

Quote to Invoice

Convert an approved quote into an invoice in one click with no re-entry, with a professional PDF carrying a QR code, and credit notes.

Delivery & Receivables

Delivery notes and price lists, plus a receivables aging report showing who is late paying, with CSV export.

Simple, Transparent Pricing

Tailored Package For Your Industry

Includes all necessary modules for this sector with zero hidden costs.

Recommended Package
Company

Corporate Starter

Essential Corporate operations for small teams getting started.

29.00 USD / Month
Users
3
Monthly Invoices
250
Branches
1
Storage
1 GB
Included Modules (10):
CRM Customers Sales Accounting Finance Expenses Payments Reports Invoices Settings
Other Solutions

Explore More Industry Solutions

Discover how Ooctal OS powers businesses across different industries.

Restaurant & Cafe Operating System

Run your restaurant with a digital QR menu, dine-in, delivery and pickup orders, a kitchen display screen, a POS, and recipes that deduct stock automatically.

View Solution

Workshops & Service Centers Operating System

Manage customers, quotes, spare parts stock and invoicing for workshops and service centers, with supplier purchasing and clear accounts.

View Solution

Bookstores & Stationery Operating System

A POS, barcode-based stock, supplier purchasing and accounting for bookstores and stationery shops.

View Solution

Retail & Commerce Operating System

A POS, multi-warehouse inventory, a complete purchasing cycle and accounting fed automatically by every sale and purchase.

View Solution

Events & Ticketing Operating System

Sell tickets, register visitors and admit them with a QR scan in the Event Gate app, with revenue posted to accounting automatically.

View Solution

Clinics & Healthcare Operating System

Appointments with a live waiting-room queue, patient files and electronic medical records, and e-prescriptions you can print.

View Solution

Manufacturing & Contracting Operating System

Control raw-material and finished-goods stock across warehouses, purchase from suppliers, quote and invoice customers, and keep costs and accounts in one ledger.

View Solution

Schools & Education Operating System

Manage fee invoices and receipts, payroll for teachers and staff, and school accounting, and reach parents by WhatsApp and email.

View Solution

WhatsApp & Email Campaigns

Turn messages into sales: launch WhatsApp and email campaigns from inside your system to current and potential customers, and track opens, clicks and unsubscribes.

View Solution

Accounting & Finance System

Accounting you can trust: a chart of accounts, controlled journal entries, financial statements, bank reconciliation and multi-currency, with every sale, purchase and expense turned into an accounting entry.

View Solution

Ooctal AI: Artificial Intelligence for Your Business

Ask your company and get answers from its own numbers: an AI that reads your reports, answers from your data, prepares invoices, quotes and posts for approval, and leaves the final decision to you.

View Solution
Ready to Start?

Run Your Business Better With Ooctal OS

Join businesses managing their daily sales, inventory, and operations with simplicity.