Octawire CRM

Venago Innovations

About this app

Octawire CRM is a secure and productivity-focused customer relationship management application designed to help organizations manage contacts, track deals, assign tasks, and collaborate efficiently within the same organization.

The application enables teams to manage customer interactions, monitor activities, and stay informed through real-time and scheduled notifications.

Contact Management:

- Create and manage contacts with complete details
- Track every activity performed on a contact in a clear activity timeline

Contact Transfer & Collaboration:

- Transfer contacts between CRM users within the organization
- Maintain complete contact transfer history for transparency and tracking

Deal Tracking:

- Create and manage deals associated with contacts
- Track deal progress across different stages

Task Management & Reminders:

- Create tasks linked to contacts
- Receive scheduled notifications for upcoming tasks

Activity Tracking & Notes:

- Track all actions performed on contacts, including updates and transfers
- Maintain a complete activity log for accountability
- Add multiple notes to each contact to record important information

Notifications:

- Receive real-time notifications for important events and updates
- Get task reminder notifications based on scheduled timelines

Role-Based Access Control:

- Role-based access is applied across all application modules
- Roles and permissions are managed by an administrator
- Access to contacts, deals, tasks, and other features is controlled based on user roles

Built for Teams & Organizations:

Octawire CRM is ideal for organizations that require structured customer management, controlled user access, and efficient collaboration. With role-based permissions, activity tracking, and notification support, the app helps teams stay aligned and productive.

Whether managing contacts, tracking deals, assigning tasks, or monitoring activity history, Octawire CRM provides a reliable solution for managing customer relationships effectively.

What’s new

What's New
Bug Fixes: Resolved reported issues and improved overall app stability.
Default Task Status: Added a default status for newly created tasks.
Quotation Editing: Added the ability to edit approved or converted quotations.