Clients & contacts
A complete record per client: billing details, multiple contacts, and the full history of quotes, invoices, projects and conversations. Custom fields for whatever makes your business unique.
oCRM features, short and to the point
One subscription, every tool a small business needs: from the first lead to the paid invoice.
oCRM includes: client and lead management with a visual pipeline, quotes and proposals with online acceptance, contracts with electronic signature, invoices and recurring invoices, UBL e-invoicing, online payments, projects with tasks and time tracking, support tickets, a knowledge base, surveys, WhatsApp integration, lead import from Google Maps, an AI assistant and automation.
CRM & sales
Leads on a kanban pipeline
See every opportunity at a glance: customisable statuses and sources, assignment to teammates, notes, reminders and one-click conversion to client.
Lead import from Google Maps
Search for "accountants in Berlin" and import the businesses you find, with their public contact details, straight into your pipeline. More about lead generation →
Web-to-lead forms
Put a form on your website and enquiries land straight in your pipeline, with your team notified instantly.
Quotes & online proposals
Elegant documents with line items, taxes and discounts; your client accepts or comments online, and you get notified instantly.
Sales goals
Set monthly targets per team or per teammate and track progress automatically.
Invoicing & finance
Invoices & recurring invoices
Issue invoices in seconds, with your own series, taxes and discounts. Client subscriptions bill themselves, month after month.
Automatic payment reminders
oCRM tracks due dates and sends polite reminders on your behalf, until the invoice gets paid. More about invoicing →
UBL e-invoicing
Generate electronic invoices in UBL format, ready for European e-invoicing systems.
Online payments
Clients pay by card straight from the invoice (Stripe, iDEAL), and the payment is recorded automatically.
Expenses & credit notes
Record expenses (including recurring and billable ones), issue credit notes and keep your books tidy.
Financial reports
Sales, payments, overdue items, taxes — clear charts for fast decisions.
Contracts & documents
Contracts with electronic signature
Send the contract via a secure link, your client signs it in the browser, and both parties receive the signed PDF. More about electronic signature →
Reusable templates
Contract and proposal templates with dynamic fields — you only fill in what changes.
Expiry dates tracked automatically
Get notified before contracts expire, so you renew on time.
Projects & operations
Projects & tasks
Milestones, dependencies, Gantt charts, checklists and task discussions. Every project linked to its client.
Time tracking
Track the time you work on tasks and turn it into an invoice in two clicks.
Calendar & reminders
Deadlines, meetings and due dates in a single calendar, with automatic notifications.
Roles & permissions
Granular control over what each team member can see and do.
Custom fields
Add the fields that matter to your business — on clients, leads, invoices and projects.
Export & backup
Your data is yours: export it at any time, while the platform runs regular backups.
Support & communication
WhatsApp built in
Campaigns to client lists, an auto-reply bot, message templates and automatic notifications. More about WhatsApp CRM →
Support tickets
A helpdesk with departments, priorities, canned replies and clear SLAs for happy clients.
Client portal
Your clients see their quotes, contracts, invoices and tickets in their own elegant portal.
Knowledge base
Publish help articles and answers to common questions — fewer repetitive queries.
Surveys
Measure client satisfaction with surveys sent straight from the platform.
Email templates
Every notification — customisable, in your brand, in English or any of 25+ other languages.
AI & automation
AI assistant
The OpenAI integration helps you write emails, quotes and replies faster and better.
Automation
Recurring invoices, payment reminders, expiry notifications, follow-ups — they run themselves, around the clock. More about automation →
Secure SaaS platform
Your own account on your own subdomain, an isolated database per company, HTTPS and backups included.
Frequently asked questions
Can I give my clients access to oCRM?
Yes. oCRM includes a dedicated client portal where your clients see their quotes, contracts, invoices, projects and support tickets, and can accept or sign documents online.
Can I import my existing data?
Yes. Clients and leads can be imported from CSV/Excel files, and the Google Lead Finder module finds and imports businesses straight from Google Maps, complete with their public contact details.
What languages is the interface available in?
oCRM speaks your language — and if your teammates speak others, each user can pick their own from the 25+ languages available, including English, German, French, Spanish, Italian and Romanian.
See it all live, in your free account
No video tour beats 5 minutes of testing with your own real data.
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