Unlimited Users.
One Platform for Your Entire Business.
Trusted by Industry Leaders and Enterprises Worldwide
Beyond CRM: A Unified Enterprise Platform
Unlike standalone CRMs, Office24by7 comes with native Cloud telephony, IVR, marketing, and support solutions to give your teams one seamless workspace.
Interactive Voice Response
Cloud Telephony
Click–to–Call
Chatbot
WebRTC
WhatsApp Bot
Virtual Number
Companies
Contacts
Leads
Deals
Activities
Quotes
Mobile CRM
Appointments
Subscription
SMS
Voice OBD
Marketing Automation
Visitor Tracking
Push Notifications
RCS
ROI Tracker
Ticketing
Chatbot
WhatsApp Bot
Documents
Surveys
Knowledge Base
Flexibility and Calling, Built Right Into Your CRM
A CRM built to deliver, not overpromise.
Unlimited Users:
Add unlimited users, teams, or departments, at no extra cost. Scale without seat-based restrictions. While other CRMs penalize growth, Office24by7 supports it.
Dynamic CRM Development:
Design workflows that mirror your enterprise sales process. Drag-and-drop modules and custom fields give you complete, no-code control over complex pipelines.
Unified Omnichannel Communication:
Engage customers through unified omnichannel communication, right from your CRM. Switch seamlessly between voice, WhatsApp, SMS, and email in one workspace platform.
CRM With Built-in Cloud Telephony:
Unlike other CRMs with complex integrations with third-party systems, Office24by7 comes with native cloud telephony with IVR, click-to-call, and call analytics.
Built for Every Industry, Engineered for Scale
Turn every conversation into an opportunity for sales. Tap into Office24by7 Cloud Telephony for lossless communication.
Real Estate
Streamlining Property Sales, Service, and Site Visits with CRM-Lead Automation in Real Estate .
- Property Listings : Track property details, status, pricing, and availability.
- Site Visits : Schedule, assign, and record outcomes of property viewings.
- Buyer Enquiries : Capture and qualify interest based on location, budget, type.
- Agent Activities : Monitor sales team performance, tasks, and follow-ups.
Healthcare
Simplifying Patient Engagement, Appointment Scheduling, and Follow-Ups with CRM-Driven Workflows in Healthcare.
- Patient Records : Maintain personal details, medical history, and visit logs.
- Appointment Scheduling : Manage scheduling, rescheduling, and reminders.
- Doctor/Staff Management : Configure shifts, specializations, and consultation slots.
- Post-Treatment Follow-ups : Track recovery status, medications, and next visits.
Banking & Finance
Accelerating Lead Management, Loan Processing, and Client Servicing with Secure CRM Automation in BFSI.
- Loan Applications : Record applicant details, documents, and status updates.
- KYC Verifications : Track verification stages and flag missing info.
- Lead Referrals : Manage broker or partner-referred leads with incentive rules.
- Financial Products : Catalog offerings like savings, credit cards, insurance, etc.
Hospitality
Enhancing Guest Experiences, Booking Coordination, and Post-Stay Engagement with CRM-Backed Hospitality Automation.
- Guest Profiles : Maintain stay history, preferences, and feedback.
- Room Bookings : Manage bookings, cancellations, and upgrades.
- Event Requests : Handle banquet or conference hall enquiries.
- Service Requests : Track room service, maintenance, or concierge requests.
E-Commerce
Optimizing Customer Loyalty, Inventory Alerts, and Sales Campaigns with CRM-Powered Retail Operations.
- Store Inventory : Track SKUs, availability, restocking, and transfers.
- Customer Orders : Manage order details, delivery status, and returns.
- Promotional Campaigns : Execute targeted offers and seasonal promotions.
- Loyalty Members : Maintain reward tiers, points, and redemption logs.
Education
Managing Enquiries, Admissions, and Student Communication through Automated CRM Workflows in Education.
- Student Applications : Track course interests, qualification checks, and status.
- Course Enrolments : Map students to classes, batches, or programs.
- Fee Schedules : Configure installments, payment status, and reminders.
- Counselling Sessions : Schedule sessions and record interactions.
Automotive
Boosting Test Drive Scheduling, Lead Nurturing, and Service Reminders with CRM Automation in Automotive Sales.
- Vehicle Models : Manage variants, features, and pricing for each make.
- Test Drive Requests : Track schedules, feedback, and follow-up actions.
- Service Appointments : Log service types, parts used, and mechanic assigned.
- Dealer Leads : Monitor regional dealer inquiries and closures.
Food & Beverages
Streamlining Outlet Operations, Franchise Coordination, and Customer Feedback with Automated CRM Tools.
- Franchise Locations : Manage store data, performance, and compliance.
- Order Feedback : Collect ratings on delivery time, taste, and service.
- Menu Variants : Track item availability, pricing, and ingredients.
- Promotional Campaigns : Schedule offers and track redemptions.
Logistics
Tracking Shipments, Managing Client Requests, and Streamlining Operations with Workflow-Driven CRM for Logistics.
- Shipment Requests : Capture pick-up and delivery details with status updates.
- Fleet Availability : Track vehicles, drivers, and maintenance records.
- Route Plans : Define preferred routes, timings, and cost estimates.
- Client Contracts : Manage service agreements and renewal alerts.
Pharmaceutical
Coordinating Field Force Activities, Doctor Engagement, and Sample Requests with CRM Automation in Pharma Sales.
- Doctor Visits : Log field reps' meetings with HCPs and engagement notes.
- Product Samples : Track distribution, approvals, and reorders.
- Medical Reps : Manage territories, activities, and targets.
- Chemist Feedback : Collect pharmacy-level product movement data.
Event Management
Automating Registrations, Attendee Engagement, and Post-Event Communication with CRM for Seamless Event Execution.
- Event Registrations : Capture attendee details, interest areas, and confirmations.
- Booth Enquiries : Track stall bookings, layout preferences, and payments.
- Vendor Coordination : Manage supplier tasks and deadlines.
- Agenda Planning : Schedule sessions, speakers, and logistics.
Digital Marketing
Managing Campaign Leads, Client Pipelines, and Performance Tracking with a Centralized CRM for Agencies.
- Campaign Briefs : Collect and approve client campaign requirements.
- Content Calendar : Plan and assign creatives, captions, and publish dates.
- Lead Funnels : Monitor source-wise leads and conversion metrics.
- Client Reporting : Automate report sharing and approval cycles.
SaaS
Simplifying Onboarding, Trial-to-Paid Conversions, and User Engagement with CRM-Powered SaaS Workflows.
- Trial Sign-ups : Track new user onboarding and usage stats.
- Plan Upgrades : Manage billing transitions and feature access.
- Churn Tracking : Identify cancellation reasons and retention actions.
- Customer Tickets : Handle feature requests, bugs, and queries.
Manufacturing
Managing Distributor Networks, Order Pipelines, and Production Workflows with Process-Driven CRM in Manufacturing.
- Work Orders : Manage production requests, timelines, and approvals.
- Distributor Orders : Manage billing transitions and feature access.
- Quality Checks : Record inspection reports, compliance status.
- Raw Material Stock : Track procurement, usage, and inventory levels.
Professional Services
Tracking Client Projects, Contracts, and Communication Touchpoints with a Customizable CRM for Service Firms.
- Client Onboarding : Track document collection, contract signing, and kickoff.
- Task Allocations : Assign consultants, track progress and hours logged.
- Retainer Plans : Manage billing cycles, renewals, and deliverables.
- Engagement Logs : Record touchpoints, discussions, and outcomes.
Essential Sales Tools. Unified. Enterprise-Ready.
Every tool you need, right where you need it.
Contact Management
Centralize every conversation and detail. Build rich, enterprise-wide customer profiles accessible across teams.
Company Management
Link multiple contacts under one account for 360° visibility, empowering account-based sales strategies.
Lead Management
Capture leads automatically from calls, campaigns, and forms. Score, qualify, and auto-assign without delays.
Deal Management
Track deals visually with drag-and-drop pipelines. Forecast revenue with confidence at every stage.
Activity Management
Log calls, meetings, and tasks instantly. Get automated reminders so follow-ups never slip.
Subscription Management
Control recurring billing and plans from one place. Track renewals, upgrades, and cancellations to secure long-term revenue.
Quotation Management
Generate precise, enterprise-grade quotes in minutes. Share proposals with eSign to accelerate approvals.
Appointment Management
Schedule client meetings without calendar chaos. Sync appointments to CRM activities so teams stay aligned.
Mobile CRM
Control recurring billing and plans from one place. Track renewals, upgrades, and cancellations to secure long-term revenue.
Enterprise Features. Smarter Selling.
Automations, rules, and collaboration designed to help teams close more, faster.
Multiple Field Types
Capture data your way with standard, custom, application, system, and formula fields.
Pipeline Reports
Get clear visibility into deal stages and conversion trends.
Automations
Eliminate repetitive work with workflows that run on autopilot.
Rules
Enforce conditions and validations to keep your data accurate.
Reminders & Notifications
Stay on top of calls, tasks, and follow-ups with smart alerts.
Collaboration
Share notes, updates, and comments with your team in real time.
Task Management
Assign, prioritize, and track tasks for better accountability.
WebRTC Calling
Make browser-based calls directly from your CRM.
Click-to-Call
Dial leads instantly without leaving your dashboard.
Integrations
Connect with calendars, ads, payment gateways, and more.
Reports
Measure performance with ready-to-use reports.
Dashboards
Track KPIs with customizable visual dashboards.
What Industry Leaders Are Saying
Office24by7 provides what many others cannot which is “ease of use, ease of deploying and flexibility” - it has it all and then more. The functionality is much better than the competitors.
Excellent support team..
Nikhilesh
CRM Head | MedPlus
My previous software was frustrating to use with calls getting dropped every time. But ever since I switched to Office24by7, we haven't dropped a call and I replaced my CRM too with Office24by7.
Stephen Doss
VP - Operations | Payswiff
Office24by7's CRM solutions have completely transformed how we handle prospects! The seamless integration of their tools has significantly improved our lead nurturing process. Our sales team now has improved control over their daily tasks.
Satish Kota
Marketing Manager | Kansas Overseas Careers
Switching to Office24by7’s cloud telephony during the pandemic was a game-changer for our remote support team. With performance tracking metrics, call quality assessment reports, and features like call recording, managing the team became effortless!
