OK MANAGER CRMBook Demo

Dedicated Feature Page

Detailed capability view for your sales and onboarding flow.

Use this page when prospects want module-level clarity before rollout.

Complete module breakdown

Structured by real daily workflows your team performs in the app.

Customer + Service Management

  • Customer profiles with contact and address details
  • Service schedule tracking with status lifecycle
  • Map-based customer visibility for field operations

Payments, Ledger, and EMI Tracking

  • Given/received entries with running balance
  • EMI setup with due-date handling
  • Attachment-enabled records for proofs and notes

Lead Pipeline

  • Lead creation and status progression
  • Activity timeline and follow-up reminders
  • One-step lead conversion to customer records

Supplier Operations

  • Supplier profile management
  • Supplier ledger for payable/advance balance tracking
  • Daily payables visibility for purchasing workflows

Authentication + Onboarding

  • OTP-based login flow
  • Owner profile setup on first login
  • Session-based access to app modules

Language + Communication

  • English and Hindi language support
  • Direct call/WhatsApp quick actions
  • Permission-driven notifications and reminders