A customer relationship management system designed by KnowTia.


The key to reducing operating costs and increasing revenue potential within your business is ýtotal business automationý. Capturing information from the marketing level and automating the customer life-cycle allows your business to grow with less resources needed to obtain your goals. CRM (Customer Relationship Management) software is much more than just sales automation or contact management. To obtain the maximum return on your software investment, a CRM software system must incorporate all aspects of your business to automate key business processes to produce an efficient workflow within your company. The rewards for implementing a CRM system include capturing lost revenue, better information management and increased customer loyalty.

Oasis-CRM for Intuit QuickBooks® is the only true ýTotal Business Solutioný which leverages your existing accounting investment. By incorporating Sales Force and Customer Service Automation, Oasis-CRM" automates your entire customer life-cycle and eliminates duplicate data entry within your company.

Many companies rely on disconnected software systems to handle SFA (Sales Force Automation), Customer Service, Fulfillment and accounting. This results in process bottlenecks within a company prohibiting growth, increases the chance for error and increases your overall operations cost. Oasis-CRM" was designed to eliminate these bottlenecks and provide a structured, easy to use system where information is entered once and flows automatically through the various stages of your company, including accounting!

Put simply, the most efficient companies in the world know that the key to growth and customer satisfaction require internal business processes which are connected and automated for efficiency. Oasis-CRM" software was specifically designed for QuickBooks® customers that are looking to improve efficiency and eliminate the bottlenecks of growth.

Customer Service Management

Features Include:

  • Automated Ticket Generation (Via Email or Web Portal)
  • Time/Parts & Supplies Billing
  • Complete Contract Tracking
  • Work Order Management
  • Multi-Resource Scheduling

Sales Force Automation

Features Include:

  • Pipeline & Forecast Management
  • Estimate & Order Management
  • Follow Up & Task Management
  • Integrated Payment Processing
  • Comprehensive Commissions Tracking
  • Automated Billing

Web Presence

Features Include:

  • E-Commerce Store
  • Customer Self-Service

Product Overview

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