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Features

OctoCrm Features

Interaction Analysis – Customer Focus

  • Customer Interaction Timeline
  • Customer Engagement
  • Email Engagement
  • SMS Engagement
  • WhatsApp Engagement
  • PBX Engagement
  • Phone Call Analysis
  • Customer Interaction Frequency
  • Customer Interaction Duration
  • Customer Interaction Quality
  • Customer Interaction Volume
  • Customer Interaction Channel Preference
  • Customer Interaction Peak Time
  • Customer Interaction Trend
  • Customer Interaction Seasonality
  • Customer Interaction Sentiment Analysis
  • Customer Interaction Topic Analysis
  • Customer Interaction Conversion Rate
  • Customer Interaction Retention Rate
  • Customer Interaction Attrition Rate
  • Customer Interaction Satisfaction Score
  • Customer Interaction Net Promoter Score
  • Customer Interaction Effort Score
  • Customer Interaction First Contact Resolution Rate
  • Customer Interaction Average Handling Time
  • Customer Interaction Abandon Rate
  • Customer Interaction Repeat Contact Rate
  • Customer Interaction Escalation Rate
  • Customer Interaction Backlog

Interaction Analysis – Supplier Focus

  • Supplier Interaction Timeline
  • Supplier Engagement
  • Supplier Interaction Frequency
  • Supplier Interaction Duration
  • Supplier Interaction Quality
  • Supplier Interaction Volume
  • Supplier Interaction Channel Preference
  • Supplier Interaction Peak Time
  • Supplier Interaction Trend
  • Supplier Interaction Seasonality
  • Supplier Interaction Sentiment Analysis
  • Supplier Interaction Topic Analysis
  • Supplier Interaction Conversion Rate
  • Supplier Interaction Retention Rate
  • Supplier Interaction Attrition Rate
  • Supplier Interaction Satisfaction Score
  • Supplier Interaction Net Promoter Score
  • Supplier Interaction Effort Score
  • Supplier Interaction First Contact Resolution Rate
  • Supplier Interaction Average Handling Time
  • Supplier Interaction Abandon Rate
  • Supplier Interaction Repeat Contact Rate
  • Supplier Interaction Escalation Rate
  • Supplier Interaction Backlog

Sales and Acquisition

  •  Sales Performance
  • Customer Acquisition
  • Supplier Acquisition
  • Cross-Sell Opportunities
  • Up-Sell Opportunities
  •  Sales Forecast
  • Revenue Forecast
  • Customer Growth
  • Supplier Growth
  • Marketing Campaign Performance
  • Sales Channel Performance
  • Competitive Analysis

Performance and Value Analysis

  • Customer Retention
  • Supplier Performance
  • Customer Lifetime Value
  •  Supplier Lifetime Value
  • Customer Segmentation
  • Supplier Segmentation
  • Customer Loyalty
  • Supplier Loyalty
  • Product Performance
  • Service Performance
  • Operational Efficiency
  •  Profitability
  • Cost Analysis
  • Return on Investment
  • Customer Experience
  • Supplier Experience

Risk and Opportunity Assessment

  • Risk Assessment
  • Opportunity Assessment
  • Fleet Management Integration
  • Supplier Trend
  • Customer Churn
  • Supplier Churn
  • Customer Behavior
  • Supplier Behavior
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Our Process

01

No Manual Entry Required

With just a few clicks, all your data streams come together automatically—no manual input needed!

  • Zero User Input
  • All-In-One
  • Secure Connection
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02

Analyze Effectively

Turn those numbers into simple, understandable insights. Think of it like reading a summary instead of a long, complicated report.

  • Instant Insights
  • Easy-to-Read Reports
  • Trustworthy Analysis

03

Predict Smartly

See what’s coming next for your business. It’s like having a weather forecast, but for your sales and growth.

  • Future Trends
  • Sales Forecasting
  • Risk Assessment
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04

Visualize Clearly

Get a picture of your business health. Imagine turning pages of spreadsheets into one simple chart or graph.

  • At-a-Glance Dashboards
  • Easy Charts
  • Quick Interpretation

05

Automate Smoothly

Let the system do the hard work for you. It’s like having an extra employee who works 24/7, without breaks.

  • Time-Saving Tasks
  • Automated Alerts
  • Hands-Off Monitoring
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Comprehensive Customer Interaction History

Improved Customer Understanding

Gain a deeper understanding of each customer’s journey.

Enhanced Customer Experience

Tailor interactions based on past history to improve the customer experience.

Informed Decision Making

Use historical data to make strategic decisions.

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Efficient Customer Engagement

OctoCRM offers advanced automation modules for superior engagement, automating repetitive tasks and focusing more on strategic customer engagement activities.

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Increased Efficiency

Automate routine tasks to save time and resources.

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Customer Satisfaction

Provide timely and relevant responses to enhance customer satisfaction.

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Strategic Focus

Free up resources to focus on strategic customer engagement activities.

Effective Sales Tracking

OctoCRM integrates with sales logs, providing a clear and detailed view of all sales activities.

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Sales Forecasting

Use sales data to predict future sales trends.

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Informed Decision Making

Make data-driven decisions to improve sales performance.

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Performance Tracking

Monitor the effectiveness of sales strategies and initiatives.

Efficient Fleet Management

OctoCRM integrates with fleet management logs, helping companies to effectively manage their fleet.

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Cost Reduction

Efficient fleet management can lead to significant cost savings.

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Improved Service Delivery

Ensure timely delivery of products or services.

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Increased Efficiency

Use fleet data to optimize routes and schedules.

Actionable Business Insights

OctoCRM provides business intelligence reports and insights, helping companies understand their performance and make data-driven decisions.

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Performance Measurement

Track key performance indicators to measure success.

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Opportunity Identification

Use insights to identify opportunities for improvement.

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Data-Driven Decision Making

Make strategic decisions based on data, not guesswork.

What is OctoCRM?

OctoCRM is a comprehensive customer relationship management solution that offers full interaction timelines and advanced automation modules for superior engagement. It integrates with various logs to provide a complete view of your company’s interactions with customers and suppliers.

What kind of logs does OctoCRM integrate with?

OctoCRM integrates with any system database, including but not limited to PBX logs, WhatsApp logs, phone logs, SMS logs, email logs, sales logs, and fleet management logs. This allows for a comprehensive view of all interactions with customers and suppliers.

How does OctoCRM help with customer engagement?

OctoCRM offers advanced automation modules that allow for superior customer engagement. It enables you to automate repetitive tasks, freeing up resources to focus on strategic customer engagement activities.

Can OctoCRM help with sales tracking?

Yes, OctoCRM integrates with sales logs, providing a clear and detailed view of all sales activities. This can help in identifying trends, forecasting sales, and making informed decisions.

How does OctoCRM assist with fleet management?

OctoCRM integrates with fleet management logs, helping companies to effectively manage their fleet. This can lead to improved efficiency, reduced costs, and better service delivery.

What kind of insights does OctoCRM provide?

OctoCRM provides business intelligence reports and insights. These insights can help companies understand their performance, identify opportunities for improvement, and make data-driven decisions.

How does OctoCRM improve the customer experience?

By providing a full visual map of the interaction timeline, OctoCRM allows companies to understand each customer’s journey. This understanding can be used to improve the customer experience by tailoring interactions based on past history.

Is OctoCRM suitable for my business?

OctoCRM is designed to be a comprehensive partner for data-centric success. It is suitable for any business that wants to leverage cutting-edge tools for predictive insights, real-time situation awareness, and task automation.

How can I get started with OctoCRM?

You can get started with OctoCRM by contacting our sales team. They will guide you through the process of setting up OctoCRM for your business.

What kind of support does OctoCRM offer?

OctoCRM offers comprehensive support to ensure your success. Our support team is available to assist with any issues or questions you may have.

PRICING

Simple and Transparent Pricing

$ 300 / month

Feedback System

OctoCrm

  • Internal Reports
  • Unlimited KPIs
  • Push Notifications
  • Mobile App
  • External Sources
  • AI Integration

$ 500 / month

Premium

OctoCrm Prime

  • Internal Reports
  • Unlimited KPIs
  • Push Notifications
  • Mobile App
  • External Sources
  • AI Integration