OkoCRM and SIGMA messaging: a complete guide to the system's functionality
It is quite easy to get lost in the modern CRM systems market. How to choose the solution that will be the most effective and convenient for your company? To answer this question, we tested the OkoCRM service . What happened - we will tell and show below.About the OkoCRM system in detail
About registration and authorization
The first thing that attracts attention is the simplicity of registration in the system. Enter the user name, e-mail and phone number, and then receive an SMS with a four-digit code - and you can use the product.
When registering, the platform gives the opportunity to automatically configure a subdomain, which can be easily changed. For example, the system gave us , and we replaced it with
Registration form on the OkoCRM website
The entrance to the profile is also well thought out. The authorization functions are presented in two options:
Enter your login and password along with the subdomain in the address bar
authorization by entering login and password if a subdomain is specified in the address
About functionality
Not every CRM can boast an intuitive interface and easy navigation. In the case of OkoCRM, everything is extremely simple and clear. Our managers easily mastered all the functions and assessed how their work efficiency was growing. The system can structure information, set tasks, track progress and control the fulfillment of sales department goals.
For example, this is what a sales funnel looks like - it is a standard kanban with stages that a deal goes through. The company can automate each stage - set up sending messages, generating documents, creating invoices, etc.
Module "Deals" in OkoCRM
OkoCRM also has conveniently organized deal cards. They present a complete history of interaction with clients — this simplifies and structures the sales process. Inside the card are tasks and files, correspondence and conversation records, contracts, invoices and everything that will help identify the client. Directly from the card, the company can write to the user in the required channel.
Deal card in OkoCRM
The platform is designed in such a way that it is [url=https://www.onpagefix.com]on page seo service[/url] physically impossible to create a duplicate card. Any of the two fields - phone number and e-mail - will be unique, and if the system finds a match, it will immediately signal and combine them into one.
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Another thing worth noting: communication with the client occurs in a "single window" mode. All messages from different messengers, social networks, chat on the website or the same "Avito" are sent to the incoming leads of the general CRM chat, so not a single one will be missed.
Chat with clients in OkoCRM
Another convenient function of OkoCRM is creating templates for letters, instant messages, documents and SMS. This helps to reduce the time spent on manual input of the same information. Macros can be inserted into templates - variables that are replaced by the client's data in the text. In addition, due to this functionality, it is easy to automate the communication process: if you want to send a message or document, the system itself will fill in the template and send it to the client.
Setting up a message template in OkoCRM
To promptly resolve any issues and coordinate the work of the department, OkoCRM has a corporate chat. The process of exchanging messages in it is built as conveniently as possible - it is impossible to miss a message or ignore it. Inside there are familiar threads, group chats and personal dialogues. An important addition is the ability to discuss deals with colleagues directly in the card.
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