Features | Oki CRM

Projects

OKi CRM makes project management much easier. Monitor the tasks of different team members, track time on each tasks and get timesheet. Send invoices for the projects to your clients and get payment online.

Tasks

Add tasks for your projects, assign to team members and add multiple collaborators. Set deadlines, check status and activity logs. Team members can comment and attach files. Mention users in comments and get instant notifications.

Estimates

Send estimates to your clients based on their estimate request or the service you provide for them. Send estimate email with pdf and get approval from your clients. Create projects from the estimates and convert the estimates into invoices.

Invoices

Add your custom invoices and send email with attached invoice pdf to your clients. It supports different currency for different clients. Get records of your invoices and filter by different statuses.Set multiple taxes in the invoices.

Payments

It support online payments via Stripe, PayPal and Paytm. You can enable or disable the partial payments option. It generates payment confirmation notification and mark the invoice paid automatically.

Clients

Manage your customers and the contacts of the customers. You can allow to register customers or add your customers manually. Get the detail information about contacts, projects, invoices, payments, estimates, estimate requests, support tickets, essential files, events and notes for each clients.

Leads

Manage potential customers and followup their status. Auto collect leads form public estimate request. Add notes, files and events, easily convert leads into customer with all existing information.

Support tickets

Let your clients to create support tickets and get notifications by web and email. Auto generate tickets from customer emails. Assign tickets to team members, reply comments with attachment. Mange customer support in one place.

Expenses

Track all your expenses and get projects and team members cost overview. Check expenses of different categories and compare income vs expenses. See income expenses chart of different time periods.

Knowledge base

Create knowledge base articles for you clients and mange custom support more efficiently. Create different categories for knowledge base and let the customers solve their problems without asking for support.

Help articles

Create internal knowledge base for your team members. Add different articles for different types of rules and information. Only team members can access the help articles.

Team management

Add your team members and set different roles for different members. Manage their accounts and get overall information at a place. All team members can access their dashboard based on their permissions.

Notes

Store your private notes and attach files. Add useful tags with notes and find easily. Create public notes for projects and let access to the project members.

Announcements

Create announcements for your team members and clients and publish on their dashboard. It helps to inform about any notice easily with others.

Leaves

Manage your team members leave applications. Check total numbers of leave taken by each team members. Add different leave categories. Approve or reject leave applications. Set supervisors for different team or team members.

Personal todo list

Create your personal todo list and manage your work more efficiently. Don’t forget to do any important task and stay focused on daily work. Each team members and clients can add their personal todo list.

Notifications

Get notifications for all important actions including task creation, comments, tickets, messaging etc. There are 2 types of notification. You can get the notification in the application and also in email.

Multiple dashboard

Add multiple dashboard using many predefined widgets. There are different types of useful widgets which you can use for your different types of dashboards. Design your own dashboard layout by drag & drop the widgets.

Feature customization

Enable/disable the modules according to your needs. There are lots of features and you may will not be interested to use all of them. You can easily disable the unnecessary features.

Custom email templates

Update all email templates and add your custom design and content. Easily change the text from editor or full source code.

Custom fields

Add custom fields with clients, Clients, contacts, leads, projects, tasks, team members, tickets, invoices, events, expenses and estimates and save more information according to your need.

Activity logs

Get the details about team members activities in different projects. Monitor everything what your team members doing and stay up to date.

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