Visualise your data using dashboards and custom reports. Boost productivity by recording and assigning activities to your team.
Create and assign activities to staff or teams, including detailed checklists when needed.
Create and export reports using quick filters or customise with the Custom Report tool.
Manage your day with personal calendars or track business events with shared calendars.
Every action is logged, allowing you to trace any event, including deleted files.
Organise users into teams and assign items to entire teams within the CRM.
Permissions control every action, restrict access to specific activities and areas.
Activities have an Intuitive traffic light system that helps you prioritise activities that are overdue. You can also use a variety of quick filters to view activities by staff member, or an entire team.
Get an insight into what’s happening in your business Use shared calendars to view company-wide activities or use the personal calendar to manage your own diary.
Use permissions to set highly detailed permission sets for every action across every module in the CRM.
Oomph CRM goes beyond basic functionality to offer advanced features that truly enhance your business operations.
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