Or-be CRM

Much like CMS, CRM has been somewhat left behind while other industries and areas have seen huge technological advancement, to the point that self-driving cars are in the very near distance, and CRM is still where it was some time ago, at least it was, until now. 

What we have developed with Or-be CRM is something not entirely different to a self-driving car, in that our CRM can intelligently drive your business processes, alert you if things are going off track, forecast the future, and navigate hurdles and obstacles to ensure you never get lost or stuck again. 

What is Or-be CRM?

CRM stands for customer relationship management, and refers to the practices and strategies, as well as the technologies, used to manage and analyse customer interactions to improve business-client relationships.

Or-be CRM lets users focus their attention on their clients, while it takes care of the behind-the-scenes details. Every time anyone in a company interacts with a client, Or-be CRM updates itself, saving time, helping to build relationships with customers, freeing staff up to concentrate on their jobs, thus improving efficiency, and building the confidence that comes with knowing what’s happening within your business at all times. 

Admins can easily ensure that Or-be CRM is in line with a company’s business processes and workflows by easily configuring a series of key steps or milestones, resulting in users being prompted to update fields, enter information, or automatically send out alerts to other members of a team or clients. 

How is Or-be CRM different?

Most CRMs are built to sell widgets, but they can be so much more than that. In the current digital landscape, services require a more consultative approach to a relationship, and Or-be CRM is built to deliver just that, making it easier than ever before to manage a high-value relationship with a client. 

Admins can easily ensure that Or-be CRM is in line with a company’s business processes and workflows by easily configuring a series of key steps or milestones, resulting in users being prompted to update fields, enter information, or automatically send out alerts to other members of a team or clients. 

By automatically tracking e-mails, users can keep important client information constantly at their fingertips without having to manually update CRM. If the necessary privileges have been assigned to a user, they can access client-related communication at any time, from anywhere. 

Additionally, users can compartmentalise leads into a variety of custom statuses or segments, with each group inheriting a templated e-mail, or specific method of communication to ensure they are easily identifiable and simple to locate. By having contacts organised in this way, companies can follow up with clients with ease by utilising the simple and efficient navigation offered by the segmented groups. 

Why Choose Or-be CRM?

A huge positive with Or-be CRM is a universal search box, delivering real-time, plain text search results across everything in the portal. This allows users to immediately locate any information about company clients. Users can automatically log all client touch points, e-mails, and communication history, making it substantially easier to keep track of client communication[s]. Or-be CRM indexes e-mail conversations, creating an activity stream that allows easy access to all client e-mail interactions as they relate to a sale, project, client, or issue, making it simpler for teams to stay constantly and comprehensively updated on all client-related conversations. E-mail attachments are automatically tracked next to their relevant client record, meaning teams can easily share, store, and collaborate on any pertinent attachments. 

By capturing all of a team’s relevant business e-mails, managers can create a single, virtual space in which to share, and collaborate, giving complete visibility into the team’s client-related work and allowing managers to keep updated with exactly what is going on in the organisation. 

Or-be CRM provides complete and immediate visibility into all changes within a team, company, or organisation’s central address book, allowing users to be constantly updated with information on who has responded to a client, to prevent the possibility of issues such as multiple follow-ups to the same e-mail. 

Obviously, we understand that there is a need for privacy at times, and Or-be CRM has detailed privacy and confidentiality controls, this means it is possible to arrange for high-profile conversations, e-mails, and information to never be shared with the team, where necessary.

Or-be Systems

Systems

Or-be Systems and core products allow for a more efficient, quality output by allowing staff to concentrate on their jobs without the finnicky processes.

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Or-be CMS

Our CMS provides total freedom to users, they can create the unique content models, they can then decide on what content is managed and by whom.

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Or-be Broker Modules

Or-be Systems broker module provide abstract functionality with platform integration to allow brokers to control the infrastructure of online acquisitions.

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Or-be Lead Engine

Or-be Lead Engine is a Customer Acquisition Platform, designed to plug in with your Lead Engine or paid media activity to deliver actual ROI in real time.

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