Customer Relationship Management Software

Customer Relationship Management

Managing customer information is a core function of business management software. Whereas, relationship in “CRM” is by far the most important part of the acronym because it is the bridge between your business offerings and your customers’ needs. CRM captures customer information, including the customer’s name, address, contact information, next of kin/emergency contact details, and more.

The goal of digitized CRM is to keep all pertinent customer records in a single place allowing you to manage your customers efficiently for a smooth enterprise operation. Otawise searchable database keeps everything systematically organized, up-to-date and easily accessible.


Key features of Customer Relationship Management include

Contact Management:

Store and organize customer contact information, communication history, and interactions in a centralized database.

Lead Management:

Capture, track, and nurture leads throughout the sales pipeline, from initial contact to conversion

Sales Pipeline Management:

Visualize and manage the sales process by tracking deals, stages, and progress through the pipeline.

Reporting and Analytics:

Generate customizable reports and dashboards to analyze sales performance, track KPIs, and identify trends for informed decision-making.

Integration Capabilities:

 Integrate with other business tools and systems, such as marketing automation, accounting software, and customer support platforms, for seamless data exchange and workflow integration.

The benefits of Using Customer Relationship Management include

Improved Customer Relationships:

Customer relationship management software centralized customer data, enabling businesses to better understand their customers’ needs, preferences, and interactions. This leads to more personalized communication, stronger relationships, and increased customer satisfaction.

Enhanced Sales Efficiency:

Customer relationship management software streamlines the sales process by automating tasks, such as lead assignment, follow-ups, and pipeline management. This improves sales team productivity, accelerates deal closures, and boosts overall sales performance.

Data-Driven Decision Making:

Customer relationship management software serves as a centralized repository for customer data, eliminating the need for disparate spreadsheets or manual records. This ensures data accuracy, consistency, and accessibility, enabling informed decision-making and improved business intelligence.

Enhanced Collaboration:

Customer relationship management software facilitates collaboration and communication among team members by providing a centralized platform for sharing information, tracking activities, and managing tasks. This fosters teamwork, alignment, and efficiency across departments.

How Customer Relationship Management Works

CRM (Customer Relationship Management) features work by centralizing and organizing customer data, interactions, and activities to help businesses manage and improve their relationships with customers. Here’s how Otawise CRM typically works:


CRM software typically involves guiding users through the various features and functionalities available within the platform. Here’s a simplified walkthrough:


  • Dashboard: The dashboard is the main landing page of the Customer relationship management software and provides an overview of key metrics, activities, and tasks. Users can customize their dashboard to display relevant information such as sales pipeline, recent activities, upcoming tasks, and performance metrics.


  • Leads Management: In this section, users can view and manage leads databases. They can add new leads, categorize leads into different segments, and track lead status and interactions.


  • Sales Pipeline Management: This section allows users to track and manage their sales pipeline. Users can view opportunities in various stages of the sales process, update deal status, assign tasks, set reminders, and forecast revenue.


  • Activities and Tasks: Users can schedule and track their activities and tasks. This includes emails, meetings, follow-ups, and other interactions with leads. Users can set reminders, assign tasks to team members, and log activity details for future reference.


  • Email Integration: integrating with email streamlines communication and tracks email interactions. Users can send and receive emails directly from the platform, sync email correspondence with leads, and view email history within contact records.


  • Reports and Analytics: The reporting and analytics section provides users with insights into their sales performance, marketing effectiveness, and overall business operations. Users can generate customizable reports, dashboards, and charts to analyze key metrics, track KPIs, and identify trends. This helps users make data-driven decisions and optimize their strategies.


  • Settings and Customization: Users can customize their Customer relationship management experience by adjusting settings, preferences, and configurations to suit their needs. This includes setting up user permissions, configuring email templates, creating custom fields, and defining workflow rules. Users can also integrate with third-party applications and tools to extend the functionality of the CRM software.

Unlock the perfect blend of value and affordability with our software pricing plans, tailored to fit your needs and budgets

Discover the ideal balance of value and affordability with our diverse range of Otawise pricing plans, meticulously crafted to cater to your unique requirements and financial constraints. Whether you’re a small startup or a large enterprise, our flexible pricing options ensure that you can access the features and functionality you need without breaking the bank. From basic packages designed for simplicity to comprehensive plans offering advanced capabilities, we have the perfect solution to meet your needs and budgetary considerations.

Experience the freedom to choose the plan that best aligns with your goals and scale your software usage effortlessly as your business grows. With our tailored pricing plans, achieving success with our software has never been more accessible or cost-effective.

Get Started with Otawise.

Signing up and onboarding with Otawise typically involves several steps to ensure a smooth transition and familiarity with the platform.

Here’s a guide to the process:

Begin by visiting our website and locating the pricing page. Click on the signup or trial button then provide the required information, such as your name, email address, and company details to create an account.

● Account Verification:

Otawise requires email verification to confirm your identity and activate your account. Check your email inbox for a verification link or code and follow the instructions to complete the verification process.

● Profile Setup:

After verifying your account, you may be prompted to complete your profile by providing additional details such as your role, company name, and profile picture. This information helps personalize your experience and allows Otawise to tailor features to your needs.

● Welcome Email or Onboarding Guide:

Upon successful registration, you will receive a welcome email or be directed to an onboarding guide within our software. This guide typically provides an overview of key features, tips for getting started, and links to tutorials or help resources.

● Tour of Features: Explore our interface and familiarize yourself with its features and functionalities. Take a guided tour to understand how it works.

● Customization:

You will have the option to customize settings and preferences to suit your workflow. Configure settings such as notifications, language preferences, and layout options to optimize your experience.

● Tutorials:

Take advantage of the tutorials provided to deepen your understanding of the platform.

● Integration Setup:

configure integrations to streamline workflows and data exchange. Follow the instructions provided to connect with your existing systems.

● Support Resources: Familiarize yourself with our support resources, such as help documentation, FAQs, and customer support channels. These resources can assist if you encounter any challenges or have questions during the onboarding process.

● Feedback and Follow-Up:

As you navigate, provide feedback about your experience and any suggestions for improvement. Additionally, stay engaged with updates and communications to stay informed about new features and enhancements to the software.

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Frequently asked questions

Do you offer a free trial?

Otawise provides a free trial for 90 days. After your trial ends and if you did not cancel, you will be charged based on the plan you selected during your trial period.

How much does your plan cost?

We have different subscription plans from monthly to annual plans. Please check our pricing page for more details.

What support is included?

Otawise provides access to knowledgebase content which include “How to” manuals with step-by-step guide and videos. Brand owners with paid subscriptions can also schedule In Person and remote trainings for a fee.

Do I need to be Tech-savvy to use Otawise software?

Otawise platform is very easy to setup and use. Our intuitive user experience doesn’t require you to be technologically savvy to be operational on the platform.

Can I access Otawise from different locations?

Yes, you can!
The Otawise platform is set up on cloud, which allows you to access the platform, anytime, anywhere! However, Brand Owners may limit access from multiple locations with Otawise IP restrictions.

Can I add more users to my account?

Based on your subscription, you can add up to 12 users at this time. Please email contact@otawise.com to request a quote for more than 12 users.

Can I set up my business to collect payment online?

You can receive payment from clients using our 3rd party integration with stripe. Integrate your stripe account and payment is made easier. We can also integrate other payment systems based on a separate agreement.