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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 not only means knowing your customers inside and out, but being able to anticipate their 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

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.


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.

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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.


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

Our Marketplace gives full insight into your sales, marketing, and support efforts by integrating with your preferred eCommerce platform, marketing tools, customer service system, and more. The Magento Abandoned Cart extension, for instance, will reduce the number of customers who leave without making a purchase, while the ZenDesk integration will enhance your customer service. Whatever tool your business uses, our CRM platform can connect with it.