Build your customer database, manage business processes, analyse potential deal success rate, and track sales with the essential features of CRM software: Contacts, Deal Opportunities, Tasks, Web-to-Lead Form and Communication history.
Adjust onlyoffice crm software to your needs: add new contacts types, tasks, categories, and special user fields. Describe your business process using customizable opportunity stages.
Embed onlyoffice web-to-lead form in your website and information on new leads will automatically transfer to your crm software database.
Create an invoice right in onlyoffice by selecting required consignees from your crm database and linking it with a required deal opportunity.
Add email contacts to your database, send messages and invoices, and view all correspondence with clients in crm. Organize mass mailing directly in onlyoffice crm.
Make and answer customer calls directly from CRM thanks to the onlyoffice Twilio integration.