oClient

If your day starts with scattered spreadsheets and ends with missed follow-ups, plug oClient into your routine and run the client lifecycle from one screen. Bring prospects in by import or quick entry, sync them from your CRM, then assign owners and score intent. Drop records into email-and-call cadences; oClient builds prioritized call lists, schedules touches, and logs activity in the unified inbox. As replies land, stages update, tasks fire, and your pipeline stays clean without manual work.

Ready to pitch? Open the doc workspace, choose an offer or contract template, and auto-merge data from the client profile. Adjust pricing and terms, export a crisp PDF, and send it via tracked email or text. The file is saved to the account instantly. Use the same flow for billing: create an itemized invoice, apply your branding, and issue a PDF in minutes. When needed, invite the client into a shared view to exchange files and keep negotiations moving.

Keep momentum with the integrated calendar. Add discovery calls, demos, or site visits; link them to the right account; and auto-create prep and follow-up tasks. Reminders go out by email or SMS, and calls can be recorded and monitored where policy permits. Cadences advance as outcomes are logged, so reps always know the next step. With the inbox connected, messages and attachments sit beside the timeline, giving the team the same context. more