Save time and boost productivity with the complete customer relationship management system.
All your contacts, in one place This is the heartbeat of your CRM where everything from contact details and interactions, to enquiries and quotes is stored. Oomph keeps your supplier and customer contacts separate, allowing your teams to focus on which contact types matter to them. Contacts can also be prioritised and segmented in a way that makes sense to you; whether you refer to their account status as prospects, suspects, leads, or something else - the choice is yours.
Easily create & send quotes and invoices Oomph pre-populates fields using existing data from within your system to generate professional quotes and invoices quickly and accurately. Add in your own custom discounts, VAT rates, due dates, payment terms and sit back whilst the grand total is automatically calculated for you. Send quotes and invoices directly to customers and update the status to gain visibility on which quotes have been accepted or rejected, and which invoices have been paid or not.
Stay on task with Activities and Checklists Activities can be assigned to other users with a custom checklist of tasks within an activity to break larger task down into digestible chunks. You can set due dates, attach files, and define the level of urgency as well as choosing whether the activity appears in the user's calendar or not. Activities can also be used to record interactions with contacts and in the same way, you timestamp time/date for the event, categorise it, write a description, attach files, and specify it's level of urgency.
Report on every detail Use quick filters throughout the system to quickly find the information you're looking for whilst advanced filters allow you to dive deeper and use a combination of filter groups to find highly specific data sets. All reports can also be exported as CSV or PDF files.
Oomph CRM + Xero
Users of Oomph CRM can generate Invoices from within the CRM which will then automatically be sent to Xero. Oomph CRM will also synchronise your TAX rates with Xero so when you create an Invoice, you can select an applicable TAX rate from Xero.
To get started, all you need to do is connect your Xero account to Oomph CRM via our Registration page. Once you have registered via Xero, you can choose to Login with Xero via our login page which will automatically log you in once you have logged in to Xero.