Offorte

Offorte

Offorte is a customer relationship management (CRM) software designed for small businesses. It includes features like contact management, pipeline tracking, task management, and sales analytics.
Offorte image
crm contact-management sales

Offorte: CRM Software for Small Businessess

Offorte is a customer relationship management (CRM) software designed for small businesses. It includes features like contact management, pipeline tracking, task management, and sales analytics.

What is Offorte?

Offorte is a cloud-based customer relationship management (CRM) platform tailored for small and medium-sized businesses. It aims to provide an intuitive interface to manage key sales and marketing activities.

Key features of Offorte CRM include:

  • Contact Management - Store all customer and lead details in one place. Track interactions, deals, documents.
  • Pipeline Tracking - Visualize your sales pipeline by stage. Forecast revenue and monitor deal progress.
  • Task Management - Create tasks and to-do lists for you and your team. Set reminders for important follow-ups.
  • Email Integration - Sync emails from Gmail, Outlook, Yahoo etc. Log emails as activities.
  • Sales Analytics - Analyze pipeline trends, revenue forecasts, sales performance through dashboards and reports.
  • Mobile Access - Access contacts, activities, pipeline on-the-go through Android and iOS apps.
  • Custom Fields & Layouts - Personalize Offorte as per your sales process requirements.
  • Third-Party Integrations - Connect Offorte to other business applications like QuickBooks, Zapier, Slack etc.

Key strengths of Offorte include its intuitive interface, flexible customization, affordable pricing tiers for SMBs, and regular feature updates based on user feedback.

Offorte Features

Features

  1. Contact management
  2. Lead and deal tracking
  3. Email integration
  4. Calendar and activity tracking
  5. Sales pipeline management
  6. Task management
  7. Reporting and analytics

Pricing

  • Freemium
  • Subscription-Based

Pros

Easy to use interface

Affordable pricing

Good for small businesses

Mobile app available

Integrates with Gmail and Office 365

Cons

Limited customization options

Lacks some advanced CRM features

Mobile app lacks some functionality

Support could be better


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