All products CUSTOMER RELATIONSHIP MANAGEMENT

Turn customer conversations into lasting relationships.

Keep leads, customer details, sales activities, follow-ups and marketing communication organised in one workspace—so your team can focus on the next useful action.

Discuss CRM for your business Explore capabilities

Lead and customer records Sales follow-ups Email and social marketing

Business team discussing customer and sales activities

CUSTOMER RELATIONSHIPSOne organised view

SALES ACTIVITYKnow the next step

FROM FIRST ENQUIRY TO FOLLOW-UP

Leads·Customers·Sales pipeline·Campaigns·Reporting

THE CRM WORKSPACE

Make every customer interaction easier to follow.

When enquiries arrive through different channels and follow-ups depend on individual reminders, opportunities can be missed. A CRM gives the team a structured place to keep prospect and customer details, record conversations, track sales progress and plan the next action.

ONEI-S CRM also supports marketing workflows, including email marketing with a sending limit of up to 500 emails per day and social media marketing coordination. Your team can discuss the right setup based on its sales process and campaign needs.

Email volume is subject to the stated daily limit, account configuration and applicable provider policies. Confirm any specific integration or campaign requirement with our team.

CRM CAPABILITIES

From lead management to marketing follow-through.

Explore the core capability areas that help organise customer-facing work.

CAPABILITY 01

Lead capture and customer records

Keep prospect and customer details organised so your team can understand who they are speaking with and what has happened so far.

Create and maintain lead and customer profiles
Record contact details, notes, interaction history and next actions
Organise records by status, source, owner or other available fields

CAPABILITY 02

Sales pipeline and follow-up management

Make the progress of potential business easier to see, from first enquiry through ongoing discussions and the next agreed action.

Track lead or opportunity status through your sales process
Plan calls, meetings, tasks and follow-up reminders
Help team members identify overdue or unattended prospects

CAPABILITY 03

Email marketing and campaign communication

Coordinate email marketing activity to communicate offers, updates and useful information to your audience.

Prepare and organise email marketing campaigns
Manage recipient lists and campaign communication workflows
Email sending is limited to up to 500 emails per day; confirm account configuration and applicable sending policies

CAPABILITY 04

Social media marketing and activity visibility

Keep social media marketing work more organised and connect campaign activity to the wider customer engagement process.

Organise social media marketing activities and campaign planning
Keep marketing tasks and responsibilities visible to the team
Review customer engagement activity alongside sales follow-ups

CAPABILITY 05

Team coordination and performance review

Give managers and team members a more structured view of current work and customer engagement priorities.

Review assigned activities and follow-up priorities
Use available summaries to monitor work in progress
Apply role-based access and reporting according to the configured system

HOW CRM FITS INTO YOUR DAY

A practical rhythm for customer-focused teams.

CRM works best when everyone follows a consistent process for recording interactions and deciding what happens next.

Capture

Add a lead or customer and keep the essential contact information in one place.

Qualify and organise

Record the requirement, sales status, conversations and relevant next steps.

Follow up

Schedule calls, meetings or tasks so opportunities receive timely attention.

Engage and review

Coordinate marketing communication and review available activity summaries to guide your next actions.

WHO IT HELPS

Built around the way your team serves customers.

Sales teams

Keep prospects, opportunities, assigned activities and follow-up dates visible.

Marketing teams

Organise email and social media marketing activity around your audience and campaign goals.

Growing businesses

Build a more consistent customer record and reduce reliance on scattered notes and spreadsheets.

Managers

Review available sales activity and help teams prioritise the next steps.

LET'S DISCUSS YOUR CRM

Make customer follow-up part of your process.

Tell us how you capture enquiries, manage sales and communicate with customers. We'll help you review the relevant CRM capabilities and implementation requirements.

Talk to our team Explore CRM platform