| OI Collaboration |
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Manage and share documents, tasks, notes, links and contacts among team members and members from other organizations |
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Manage personal working agenda and share with team members using the calendar share feature |
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Share items automatically with particular team members using autoshare |
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Create blogs to discuss different topics within your team or outside clients |
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Manage personal tasks and monitor team task progress collaboration |
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Manage your team members, consultants and contractors |
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Give team individuals a right to collaborate with users from other organizations |
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Prioritize and tag mail and other items with different icon features |
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Convert email information into a document, note, appointment, project task, case, and lead using OI Business mail |
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Hold conferences and collaborate with the team and other clients using team messenger |
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Keep informed with company wide messages on bulletin board |
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Make phone calls to your contacts, customers and leads using one click |
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Get real-time updates and team status with the Desktop Dashboard |
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Receive notification for specific items created by your self or by your team members via alert or via email |
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Manage multiple POP3 mail accounts |
| OI Sales |
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True Sales Force Automation (SFA) |
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Track leads, customers, opportunities, contacts |
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Schedule lead follow-up and create tasks specific to each lead |
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Maintain a comprehensive profile of each customer, tracking cases, contracts and communication |
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Generate reports on key performance metrics |
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Create and manage contracts |
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Keep your sales in focus with the Sales Dashboard |
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Track and categorize sales leads |
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All sales data is fully searchable and actionable. |
| OI Customer Service |
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Create, track customer inquiries after the initial sale |
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Versatile, flexible interface allows precise case management |
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Create, manage a searchable knowledge base |
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Generate detailed reports, tracking post-sale customer satisfaction |
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Customer case management |
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Fully integrated with the OI sales module; never re-enter data |
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Streamline customer service, storing notes, documents and email |
| OI Marketing |
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Get an instant snapshot of your marketing campaigns using the Marketing Dashboard |
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Set up and track individual marketing campaigns; track marketing expenses and budgets |
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Streamline marketing campaign management, saving documents, emails and activity records into each tracked campaign |
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View marketing reports, tracking lead conversion and won opportunities |
| OI Billing & Expense |
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Generate and Email invoices directly to your customer from the application and accept credit card payment for your services |
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Create customized billing templates for your different customers. Manage payment terms, discounts and sales tax with easy billing profiles |
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Record notes and invoice-specific customer messages on each recorded invoice |
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Enter and generate recurring invoices |
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View and sort expenses using pre-set reports or create custom reporting views |
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Produce Adobe Acrobat versions of your invoices |
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Track your expenses quickly and easily without any accounting background |
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Record your expenses from anywhere, keeping your expenses up-to-date as they happen. |
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Streamline record-keeping by attaching expense-related documents to your records |
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Be prepared for taxes. Let your accountant or another third party look over your finances for free |
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Track expenses the way that makes the most sense to you by defining own expense categories |
| OI HR |
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Be able to track your employees, add new, edit and add their photo |
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Have complete access to an Employee's Notes, Resume, Leave and Call History |
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Have a Candidates page and information for interview handy at al times |
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Be able to view Employees calendar at selected days |
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