Customer Relationship Management (CRM)
Turn your prospects into opportunities and opportunities into sales. Every customer's meeting, quote and sales history on a single card; your sales team always knows what's where.
CRM
360° customer card
Contact, meeting, quote and sales history gathered on a single screen.
Sales opportunities & pipeline
Manage opportunities by stage with drag-and-drop; see the probability of winning.
Activity & task tracking
Plan calls, meetings and follow-up tasks, and never forget a customer.
Quote management
Prepare and send quotes, and once approved, turn them into an order/invoice in one click.
Communication history
Email and call notes accumulate on the customer card; the team works from the same information.
Segmentation
Split customers by tag and category, and reach out with targeted communication.
Concrete benefits that touch your daily work
This module doesn't just keep records; it speeds up your work and reduces errors.
- Never miss an opportunity, and never miss the moment to follow up.
- Your sales team works from a single truth, on the same screen.
- See and improve your rate of turning quotes into sales.
- CRM talks to accounting: quote → order → invoice, seamlessly.
CRM
Yes. Once a quote you prepare in CRM is approved, it turns into an order and an invoice in one click; the customer card is the same entity as the current account.
Move your business accounting to Okkabaz today
Try every feature free for 14 days. We don't ask for a credit card, and there's no setup fee.