Recurring invoices
Subscriptions and maintenance bill themselves automatically, on a fixed day, sent by email. More about invoicing →
Solution · Automation & AI
Repetitive work runs itself. You do what matters.
Recurring invoices issue themselves. Reminders send themselves. The bot replies by itself. The AI assistant writes the first draft. That's what "Less hassle. More focus." means.
What can you automate with oCRM?
With oCRM you automate all the repetitive admin: issuing recurring invoices, payment reminders, client notifications by email and WhatsApp, contract expiry alerts, replies to common questions via the bot, and periodic reports. A realistic estimate: 5–10 hours a week won back for a small business.
Payment reminders
Before the due date, on the due date, after the due date — consistent messages that collect without you losing your temper.
Automatic notifications
Your client learns on their own when the quote is ready, the invoice is issued or the contract is waiting to be signed — by email and WhatsApp.
WhatsApp bot
Answers common questions based on keywords, even at night and on weekends. No enquiry gets lost.
AI writing assistant
Emails, quotes and replies drafted by AI (OpenAI) in seconds. You just adjust the tone and send.
Expiry dates and deadlines
Contracts to renew, tasks coming due, scheduled follow-ups — oCRM remembers everything, so you don't have to.
A typical week, before and after oCRM
| Task | Manually | With oCRM |
|---|---|---|
| Issuing monthly subscription invoices | ~2 hours | 0 — they issue themselves |
| Chasing unpaid invoices | ~1 hour + discomfort | 0 — automatic reminders |
| Answering repetitive questions | ~3 hours | ~30 min — the bot filters |
| Writing quotes and emails | ~4 hours | ~1 hour — AI writes the draft |
| Keeping records in Excel | ~2 hours | 0 — the reports are live |
The result: around 10 hours a week back — time to sell, to deliver, or simply to breathe.
Frequently asked questions about automation
How does the AI in oCRM help me?
The oCRM AI assistant (powered by OpenAI) drafts emails, quote texts and client replies for you, from just a few pointers. You review, personalise and send — writing time drops from 20 minutes to 2.
Does automation depersonalise my client relationships?
Not if you automate the right things: the admin side (invoices, reminders, confirmations), not the important conversations. Clients receive timely, consistent and accurate messages, and you keep your time for the discussions that genuinely need you.
Is it hard to set up?
No. The standard automations (recurring invoices, reminders, notifications) are switched on from settings, in plain language. You don't need technical knowledge or complicated "scenarios".
Win back the hours you lose on admin
Turn on the automations in your free account and let the platform work for you.
Create a free account