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OkoCRM is a cloud-based CRM and business management platform for organizing sales, customer relationships, team communication, and project workflows in one workspace. It helps businesses manage leads, contacts, companies, deals, tasks, and customer interactions while maintaining a complete history of calls, messages, documents, notes, and activities.
Key features include sales pipeline automation, omnichannel messaging, website chat, lead capture forms, chatbots, task and project management, team chat, customer databases, sales analytics, customizable filters, message and document templates, notifications, user roles, and access controls. OkoCRM also supports integrations with messaging platforms, social networks, telephony services, websites, marketing tools, and other business applications. Its AI tools can transcribe calls, generate conversation summaries, and assist with updating deal records. A mobile app enables users to manage customers, sales activities, and team workflows from different devices.
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