OakTree Designs Presents
The CRM
Customer Relationship Management (CRM) software will take your business to the next level
MEET YOUR NEW ASSISTANT – The CRM

Keep everything you need to not just run your business, but fly your business. A CRM will help you organize the processes your business uses in sales, marketing and services. If you haven’t yet, check out our blog post about the power of a CRM for your business HERE. You never want to lose a customer to a competitor because you couldn’t find their contact information. Keep billing straight by always knowing what’s coming in and what’s going out. Do your work from anywhere. Your CRM lives in the cloud so you can live the way you want. Don’t want to be at the office tomorrow? Work from home. All you need is to login. 

RIGHT WHERE YOU NEED IT

Organize your leads, your customers, your everything. Having everything in one location can save time, save resources and save money. Add leads into the system and easily convert them into a new customer and manage that new relationship from a multifaceted program. Book an appointment with your new customer and have a Google Meet meeting with them from the comfort of your home office and manage your calendar, to-do lists and entire business with one program. 

MISSION ACCOMPLISHED 

Manage any project with ease. With project integration, you can delegate to your team members, log time, add tasks to be completed and have a complete view of the project from a comprehensive dashboard. Set SMART goals and milestones inside a project to keep everyone on track, focused and motivated.

REACH NO LIMITS

Everything is connected. That lead that got converted into a customer was sent a proposal that they accepted and now it’s time to pay the bill. Invoice your customers from the project you created to include the hours worked if that’s what you’re into or with a fixed rate. The flexibility this software has to offer has a little bit for any business. It automatically comes with PayPal and Stripe payment gateway integration. Once everything is paid, take care of your payments and expenses in your connected accounting software like Quickbooks™ Online and Sage™. 

SHOW THEM YOU CARE

Integrated support for your customers like a trouble ticket system, articles or manuals you can add to a knowledge base to help them when they’re in need and the professionalism and ease to do business with you will have them telling all their friends. A customer login area for your own customers to pay their bills, view important information, schedule an appointment with you and much more.

Additional CRM Modules are 

Available!

The versatility of our CRM software is unmatched. Check out the list below for the great additional features we have available. No two businesses are created equally, so why should your business software? New modules are being created constantly so check back regularly or let us know if you’re looking some something specific.

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Appointment Manager

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Zoom™ Meeting Manager

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Live Chat

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Sales Commissions Program

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Team White Board

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Flow Charts & Diagrams

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Loyalty & Memberships

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Google™ Analytics

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Facebook™ Pixel

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Timesheets & Leave

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SAGE™ Accounting

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QuickBooks™ Online

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Custom JavaScript

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Recruitment Management

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Business Process Modelling

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Supplier Management

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Purchase Management

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Inventory Management

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