Keep the conversation
moving forward.
CRM and follow-up software for managing customer relationships. Organize leads, conversations, appointments and follow-ups in one platform.
in view.
After the inquiry,
make the next step easier.
A CRM is a customer relationship management system. OBM Software helps you organize customer information and the actions that come next, so following up doesn’t depend on scattered notes and inboxes.
Conversation.
Next step.
- Lead management
- Follow-up automation
- Appointments & reporting
Lead management & pipelines
Keep customer information organized and track leads through your sales process.
Follow-ups & conversations
Use text and email communication, automated follow-ups and missed-call text-back tools.
Appointments & reminders
Manage scheduling and appointment reminders as part of your workflow.
Reviews & reputation
Request and manage customer reviews through the platform.
Reporting & analytics
Review business activity and marketing performance to understand what needs attention.
Manage it yourself.
Or get help managing it.
OBM offers software access as well as a managed experience with platform setup and ongoing workflow support. We’ll discuss how your team works and which approach fits your needs.
Make the website and follow-up work together.
Your website helps people inquire. OBM Software helps organize what happens after that inquiry. They serve different parts of the same customer journey.
Explore website designBefore we get started.
Is OBM Software a website service?
It is primarily a platform for customer relationships and business workflows. Website design is a separate service; we can discuss how the two work together.
Can you help with setup?
Yes. The managed offering includes platform setup and workflow management. The exact scope should be discussed for your business.
How do I see whether it fits my business?
Contact us with a short description of how you currently handle leads, scheduling and follow-ups. We can discuss the tools relevant to your workflow.
Let’s simplify your follow-up.
Tell us where inquiries arrive and what happens after someone contacts your business.
Request a Quote