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ease
features
design
support

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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Having collaborated with countless customers, we understand what truly matters to you. We prioritize your time by ensuring that purchasing and setting up OA is a seamless experience. With decades of insights from our users, OA has evolved to be user-friendly and exceptionally dependable. For nearly three decades, we have provided complimentary customer support based in the USA, and we continue to do so. In contrast to other cloud services, we guarantee that your data will never be sold, leased, or shared with anyone else; it remains your invaluable asset, and we protect it diligently. OA represents the simplest solution for managing prospects directly from your smartphone and desktop. Many clients have compared the ease of getting started with OA to that of their ride-share applications. Take full advantage of your smartphone investment with the first prospect management system tailored specifically for a mobile lifestyle. Revolutionize your sales approach with an organized system that ensures none of your important prospects slip through the cracks, making your workflow both efficient and effective. With OA, you can focus on building relationships while we handle the organization.

Description

Boost your deal closing rate by delivering highly personalized offers to potential clients through a customized microsite, allowing you to effectively group the content for greater influence, engage in direct conversations with prospects, send tailored email reminders, and much more. The initial interaction is the starting point of your personalized connection with each prospect, which evolves from the proposal stage to the signing phase, and ultimately transitions into onboarding. Envivo serves as your comprehensive solution for managing all client-related activities. It allows you to address inquiries, present offers, share important documents, and oversee contracts and onboarding processes seamlessly. With Envivo, you engage in meaningful dialogue with both customers and prospects, who can conveniently access your offers from any device, whether it be a smartphone, tablet, or laptop. This innovative platform consolidates all your sales activities, eliminating the need for endless emails, phone calls, and scattered documents, and ensures that the entire sales process occurs within a single digital environment. As a result, you can focus on building stronger relationships with your clients while streamlining your operations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Box
Dropbox
Dropbox Sign
ForgeRock
Freshsales
Google Pay
HubSpot CRM
HubSpot Customer Platform
Infor CRM
LinkedIn
LoginRadius
Microsoft Dynamics 365
NetSuite
Okta
PandaDoc
PayPal
Pipedrive
Sage CRM
Signal
Zoho CRM

Integrations

Box
Dropbox
Dropbox Sign
ForgeRock
Freshsales
Google Pay
HubSpot CRM
HubSpot Customer Platform
Infor CRM
LinkedIn
LoginRadius
Microsoft Dynamics 365
NetSuite
Okta
PandaDoc
PayPal
Pipedrive
Sage CRM
Signal
Zoho CRM

Pricing Details

$75 per user per month
Free Trial
Free Version

Pricing Details

€19 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Baseline Data Systems

Founded

1990

Country

United States

Website

www.oamobile.com

Vendor Details

Company Name

envivo.io

Founded

2012

Country

Germany

Website

www.envivo.io

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

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