This is what the task tracker looks like in OkoCRM

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Joywtome231
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Joined: Sun Dec 22, 2024 4:02 am

This is what the task tracker looks like in OkoCRM

Post by Joywtome231 »

OkoCRM is a universal CRM system for companies with sales departments and teams, No. 1 in the rating of CRM solutions for SMEs by the Komputerra magazine. OkoCRM has all the main modules for working with clients and team interaction.

OkoCRM collects requests from Telegram, VKontakte, the website, Avito and mail, all of them fall into the "Chats with clients" section. Here, employees communicate with potential buyers, create deal cards from dialogues.


All requests in one window is a big plus when working with a flow of leads. All the best CRMs for business should be able to do this
In the "Deals" section, managers conduct the request for the conclusion of the deal. Employees can delegate part of the work to OkoCRM if you set up automation. In the settings, you can build a sequence of actions for clients, starting with the first contact and ending with the conclusion of the deal.

Then the algorithm itself will send an SMS, draw up a contract, send it for signature. OkoCRM will do mechanical, routine actions instead of people. The manager will connect when it is necessary to agree on something or convince the client. All the best CRMs for small businesses offer similar automation capabilities.


This is one of the most convenient tools for working with clients in CRM. Everything nepal phone number list is in plain sight here: the cards contain conversation records, chats with clients, tasks
OkoCRM has a replacement for Trello. In the "Projects" section, you can manage any internal tasks or work on projects on a Kanban board, track tasks, add checklists to them, and store files.


OkoCRM also has:

a knowledge base that makes it easy to train newbies, store guides, and lessons for the team;
team chat - for interaction between employees on transactions and other issues;
analytics - to control the sales plan, analyze advertising channels;
accounts - to track financial movements;
OkoStore — for connecting integrations: telephony, mailing or analytics service, transaction sources.
It is these functions that have secured OkoCRM a place in the top 10 CRM systems in Russia.


A mobile application that makes it convenient to respond to clients or sign contracts from your phone
LPTracker
Features: voice robot, widgets, end-to-end analytics, corporate telephony, user capture

For whom: a universal option - for IT teams, agencies, training centers, retail

Price: from 13 ₽ per day per person

LPTracker is one of the best CRM systems for sales in our selection. It has an auto funnel that allows you to automatically manage sales processes at different stages. The algorithm will create a call between the manager and the client, send a commercial offer by email, fill out a contract, send it for signature.
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