Oasis CRM For QuickBooks and QuickBooks Enterprise
If you've considered spending $5,000 or more on accounting software to meet your company's growing needs but want to keep using QuickBooks for accounting, Oasis CRM may be the solution you've been looking for!
Oasis-CRM™ includes all of the features designed to automate your most challenging business processes. Oasis-CRM™ is designed as a "Total Business Solution", which means that all of the integrated modules 
you need to automate your business are included. Every department in your organization uses Oasis-CRM to share and process customer information in an easy to use, highly customizable environment. Oasis-CRM™ allows your business to grow by capturing lost revenue, optimizing efficiency and organizing business workflow.
Oasis CRM fills key gaps in QuickBooks functionality that often drive businesses to spend much more than they should on costly solutions such as SAP and Netsuite. Oasis CRM does this by working with your QuickBooks software to address shortcomings in Inventory control, service management, customer service, estimating, sales, shipping, manufacturing and project management.
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Overview
Oasis CRM Includes:
- Real-Time Integration To QuickBooks Enterprise Solutions
- Marketing Lead Capture Web Portal (Unlimited License)
- Web Based Employee Access Client (Per Seat License)
- Customer Self-Service Portal (Unlimited License)
- Integrated E-Commerce Shopping Cart
- Microsoft Exchange Server Integration
- InSight Business Rule Monitor
- Customizable Source-Code Included
Sales Force Automation
Oasis CRM’s sales force automation (SFA) solution provides small to medium sized businesses the critical sales data to increase your close ratio and do so with less effort. With it’s easy to use navigation and customizable workflow, companies find that managing both sales resources and opportunities easier than ever within OASIS CRM. With OASIS CRM, your find that your sales reps will spend more time closing deals and less time on data entry.
Comprehensive On-Demand or On-Premise SFA
- Marketing Lead Capture Web Portal (Unlimited License)
- Web Based Employee Access Client (Per Seat License)
Automated Features of Oasis CRM
Small to Medium Sized business owners need to empower sales reps with tools that will assist them with simplifying the laborous administrative functions of their jobs. Oasis CRM provides a “best of breed” solution that assists with automating complex tasks which in turn will empower your sales reps with the ability to close more business. This coupled with Real-Time integrations to both Microsoft Exchange Server and a multitude of “back office solution,” helps to define OASIS CRM as a truly unparalleled solution. Recenlty highlighted in BusinessWeek Magazine, Oasis CRM is the one SFA solution every sales rep will find easy to adopt and use.
Sales Manager Benefits
Managers need the ability to view the activities of their reps and gain further insight into where they stand with their pipelines. Oasis CRM provides powerful opportunity management, reporting and forecasting functionality so that sales managers can have the fullest confidence in their teams as well as their pipeline accuracy.
Owners in Mind
A key to business success is having accurate data available for the executives of your company. Oasis CRM, coupled with your current accounting solution will further insure that your company has all the critical sales data they need to make educated and concise decisions. Having bi-directional real-time integrations to financial packages such as QuickBooks Pro, Premier , Enterprise and Sages BusinessVision will further insure that your decisions today are taking your business to the next level tomorrow.
Marketing
A Solution That Embraces The Customer Lifecycle
As a market leader in providing customer relationship management (CRM), Oasis CRM understands the demand and overall importance of having integrated solutions. Oasis CRM will empower your businees with the ability to manage detailed marketing campaigns and provide complete tracking of its efforts to your sales reps. Oasis CRM embraces strong lead capturing through our customizable web registration pages. Having these proceese automated will further ensure that every opportunity is capitilized upon.
Comprehensive On-Demand Marketing Tools
- Integrated “contact us” page that allows new opportunities to request more information via your current website.
- Bulk Email capabilities with click thru response and opt-out tracking.
- Campaign analysis to display your expenses versus your potential/closed revenue.
Maximize Your Brand Without the Cost
Oasis CRM offers powerful email and lead campaign management capabilities, which will allow you to maximize your branding without the costs. To insure compliancy with FCC regulations, OASIS CRM also will autogenerate opt-out URLS that can be embedded into your emailer/newsletter and insure your companies image remains the upmost.
Capture Opportunities Via Your Website
Increase your website effectiveness with an integrated lead capture form for new prospect registrations. In allowing you to automatically track marketing campaign success rates with integrated analytics that track everything from hit ratios, responses, daily lead reports, as well as quoted and closed deals.
Service and Support
Superior Support Automation
The saying that the easiest sale is to someone you have already sold is truly embraced within the OASIS CRM service and support features. Building customer loyalty is imperative for any small business and having the tools at your hands to insure that any and all issues are handled in an expedited fashion insures that your business will not just sell new accounts but keep the ones you have already.
- Developed by a Service Based Business For Service Companies
- Revolutionary Customizable Customer Self-Service Portal
- Customizable Service Automation Engines
- Empowering Businesses Owner with Choices, On-demand or On-premise, the choice is yours...
Service Notifications
The key for all business owners is to automate service processes in order to keep costs low and client retainment high. As such, Oasis CRM’s InSight Engine will provide automated notifications that will empower technicians/ support managers/ owners with the knowledge of when service issues are not being addressed expeditiously.
Service Contracts
Keeping track of service agreements/ warranties has always been a challenge for most small business owners. Oasis CRM’s Contract Center capabilites empowers business owners with the knowledge of the cost associated with servicing a customer as well as monitor the coverages any given client has. With real-time reporting at your finger tips, you can monitor what contracts are about to expire as well as see what contracts are the most profitable for your business.
IncorTech provides CRM Software consutling, CRM Implementation, CRM training and CRM integration with QuickBooks. CRM or Customer Relationship Management software can be the most significant upgrade you make to your quickbooks software and your business! We can show you how a significant return on your investment can be achieved quickly versus investments in more costly accounting packages. Oasis CRM is the best CRM product we have found for QuickBooks users because it was built to fill functional gaps in QuickBooks that traditionally have required large investments in new accounting software.
Frequently Asked Questions
How does OASIS CRM integrate with Intuit QuickBooks Pro, Premier & Enterprise Editions?
OASIS CRM integrates with the US editions of QuickBooks Pro, Premier and Enterprise 2005 and higher. OASIS CRM reads current customers, vendors, item lists, and inventory from QuickBooks, and transmits invoices and inventory allocations to QuickBooks automatically. OASIS CRM assumes responsibility for your front office activities, such as adding new accounts, sales operations, invoicing customers, supporting customers, and daily interactions with clients.
What makes OASIS CRM different from other CRM software?
OASIS CRM software was designed to include all the necessary functionality of everyday business needs in a single integrated package. Everything from marketing/ lead management to automated billing for support, we truly encompass it all. In addition, you don't need to sacrifice having your company's data offsite, with OASIS CRM you can have the best of both worlds, an internet application that you host internally. Keeping your data safe and secure.
Do I have to buy additional modules, such as the QuickBooks integration, etc?
No. All integrated modules are included in the OASIS CRM base price. OASIS CRM prides itself on being an all encompassing solution at one standard price.
Can I have the system hosted offsite?
Oasis CRM is offered in both and "On Premise" as well as an "On Demand" model. The product can be installed and hosted onsite or can be hosted by KnowTia Corporation via dedicated data servers.
