Sales Pipe Line
How OS iCRM Works
Fully automate your entire sales cycle, eliminate scattered emails and complex spreadsheets, centralize data, and boost efficiency, accountability, and transparency.
Enable your customers to submit RFPs directly into your Opportunity Folder. From there, you can invite your team to collaborate on the opportunity or convert it into a quote, input the necessary data, and then submit it back to your customer for review and approval.
Easy to Use
OrcaSmart iCRM distinguishes itself with a strong dedication to user-friendliness. Its meticulously crafted interface boasts intuitive navigation and straightforward menus, empowering users to effortlessly access the essential tools they need. This thoughtful design significantly reduces the learning curve, enabling users to become proficient without the need for extensive training.
Interactive
When you add a customer to your iCRM, you gain the immediate ability to interact with them seamlessly. This includes features like real-time communication and secure data sharing, allowing you to collaborate efficiently and effectively.
Collaboration
Competing on price alone is not sustainable. Differentiate by delivering premium services with our integrated iCRM. Collaborate seamlessly with customers, share ideas and files, and provide real-time order insights to enhance satisfaction and build lasting relationships.
Automation
Our interactive collaboration features empower you to completely automate both your sales and operational cycles. With customers initiating RFPs, the rest is streamlined to a single click for entering or modifying essential information. This not only enhances your team's work efficiency but also significantly reduces errors caused by misunderstandings in scattered emails and Excel sheets.