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Or-be CRM

Like a self-driving car, Or-be CRM can intelligently drive your business processes

Or-Be CRM can intelligently drive your business processes, keep things on track for you and forecast the future. The system focuses on your clients, updating itself with every client interaction, saving you much needed time.

Through a series of key steps and milestones, it’s easy to configure and ensure the CRM is in line with your companies business processes. You can automatically track and have important client information at the tip of your fingers. As each business has it’s own structure, our CRM allows the creation of custom lead statuses that give insights into the steps towards converting a lead into a paying customer. Our CRM is designed to make lead management easy.

Or-be CRM

Group Privileges

Users can be segmented into a variety of custom statuses or departments.

Depending on the privileges that have been assigned to a user, they can access any module at any time.

Group Privileges

Collaboration

Individual or clustered roles

Easily manage environments, collaborators, billing, and access with in individual or clustered roles and organisations.

Collaboration

Realtime results

Keep track of client communications

Log all client touch points, emails, and communication history automatically and take the pain out of keeping track of client communication.

Realtime results

Custom Filtering

Filtering contacts makes it easier for sales teams to focus their efforts on a specific segment of customers.

Set custom filters and sort search returns alphabetically, by last added, last activity or date added. Teams can create custom fields for deals, contacts and leads to aid in future searches.

Custom Filtering

Intelligent Workflows

Our workflows are automated tools that initiate business processes based on pre-set conditions.

You have the flexibility needed to set workflows for the conditions set by a user (eg: Automatically convert an email to a ticket, send an email, and create a query-based-lead all in one process). The triggers allow users to add the information needed in order to release the automatic action based on business processes. Plus, users can easily add any custom fields that meets the desired needs.

Intelligent Workflows

Intelligent Form Builder

Create customised lead capture forms easily.

No coding, no fuss, just easy custom fields to tailor a lead capture form and make it effective. Or-be CRM also provides real-time notifications as soon as a web form is filled out because everything is tracked. Or-be CRM’s lead capture form wires any website directly to it.

There is no complex setup. Just copy one snippet of code, add it to a website, or app and a Lead Capture Form (linked to an Or-be Account) will automatically be generated and displayed on the portal. Qualified leads are funnelled into an account to follow up on. Lead management with Or-be CRM means having a system in place that facilitates follow-ups with leads in a timely manner so that they can be qualified quickly.

Intelligent Form Builder

Integrated team schedules

One centralised system let everyone know who is meeting who and when.

Easily keep track of schedules and meetings, and manage priorities and easily. The system automatically updates in real time, reflecting any inevitable schedule changes.

Integrated team schedules

Tracking

Or-be CRM lead tracking provides the step-by-step process needed to understand where a lead stands at every stage of the sales process.

Or-be CRM also offers a new level of granularity through automatic communication tracking. Each layer of Or-be CRM’s Lead Tracking solutions aim to optimize the quality of leads coming in so that sales users can drive them forward with greater efficiency.

Tracking

Intelligent Reporting

Ensuring that you can see what you want, when you want.

Reports and data can be augmented in any fashion that you desire too.

Intelligent Reporting

Email Builder

Marketing Automation

Enables a marketeer to make their own email, and send out to a campaign, with a complete schedule.

Email Builder
Or-be CRM

Request a Demo

For questions about Or-be CRM, and the systems that we build.