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The CRM for Marketing and Sales

All the Features Required to Boost Sales, Optimize Marketing, and Increase Customer Satisfaction

Customer Relationship Management means knowing your customers inside and out, while being able to anticipate future needs. Whether you’re looking for a sales CRM, a marketing CRM, or something in between, our CRM tools will help put your business on the path to success.

Accounts and Contacts Management CRM

Accounts and Contacts Management

OroCRM gives you complete control over the way you manage your customers. With its comprehensive but easy-to-use interface, you can view and manage all of your accounts, customer interactions, and information in one place. OroCRM will also automatically sync and update customer profiles, merge accounts, and associate customer information across multiple channels, meaning you won’t have to deal with duplicate information.

Leads and Opportunities Management

Capturing and nurturing prospects through your sales process, converting them into leads, and closing opportunities are some of the most important activities for productive sales and marketing teams. Leads and opportunities management tools in OroCRM help gather detailed information across all stages of the sales funnel so you can forecast pipelines and ensure sales and marketing goals are on track.

Leads and Opportunities Management for sales and marketing

360° View of Your Customer CRM

360° View of Your Customer

OroCRM lets you capture data from every customer interaction, including products views, email responses, support tickets, and more. In addition, everything is tracked across multiple touchpoints, such as online B2B and B2C stores, social channels, POS systems, and email campaigns, giving you a holistic 360° view of your customers.

Sales and Marketing Performance Dashboards

OroCRM dashboards drive strategic actions by giving you comprehensive insight into business performance and KPIs. Sales CRM and marketing CRM features include configurable dashboards that can track performance in segmented campaigns, email marketing conversions, and opportunity close rates, to name a few.

Sales and Marketing Performance Dashboards

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crm for marketing and sales chart

Reporting and Analytics

OroCRM comes out of the box with more CRM features than anyone else, including a powerful reporting engine that helps you gain unparalleled insights into your business. Easily generate reports that track everything from website revenues, sales force pipelines, conversion rates, and more.

Recency, Frequency, and Monetary (RFM) Analysis

RFM analysis is the CRM tool of choice for marketing teams. Use it to quantitatively identify who your top customers are based on how recently they purchased, how often they purchase, and how much they spend when they purchase. Afterwards, this customer relationship management information can be used to create segments for targeted marketing campaigns.

Recency, Frequency, and Monetary (RFM) Analysis

sales and marketing tools for every business

Workflows and Productivity Tools for Every Business

Build multiple workflows in order to optimize organizational best practices and manage specific sales processes, marketing activities, and more. In addition, email and Google Hangout integrations let you automatically upload and track emails, contacts, and calendar events, as well as easily communicate with customers and prospects. All this helps you improve productivity and focus on growing your business.

Integration With 3rd-Party Platforms

OroCRM integrates with Oro's marketplace management and B2B digital commerce tools out of the box. If you can't find the right ​online marketplace features, there's a marketplace of integrations to connect with your preferred eCommerce platform, marketing tools, customer service system, and more.

CRM Integration With 3rd-Party Platforms

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