ClientLogix

ClientLogix

UNAPEN
OxyCRM

OxyCRM

OxyCloud
+
+

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About

One solution that is built to handle the very distinct differences in the types of relationships, distribution channels, interested parties and intermediaries in each of these lines of business. One central portal to quickly find all client, prospect and 3rd party information, streamlined portfolio setup and maintenance with a bi-directional interface to many portfolio accounting systems, plus flexible import from sponsor platforms. Heads-up CRM data and document library keeps you informed without leaving Outlook, quickly set up meetings, review/take meeting notes, view history and reminders and much more. User adoption soars when people can arrange the interface to meet their personal preferences, both in the office and on their mobile devices. Insight into social interaction helps drive client relationships and referrals.

About

OxyCRM is a UK-focused AI-powered customer relationship management system designed for businesses needing smarter lead handling, customer engagement, and sales forecasting. It enables lead capture across multiple channels, including web enquiries, landing pages, live chat, social media, referrals, events, and email, and integrates these in one central system. Using generative AI, it offers features such as intelligent lead scoring based on engagement, demographics, and intent; automated follow-ups, reminders, and email drip campaigns for nurturing leads; and dynamic sales forecasts. Sales teams can customize workflows, assign leads by region, product line, or team, share notes and documents in real time, and manage tasks like calls, emails, or meetings through a timeline on each lead. Interactive dashboards allow users to track pipeline value, conversion rates, team performance, and ROI by lead source.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies in need of an CRM solution

Audience

Enterprise sales teams searching for a tool to automate and prioritize lead management, nurture relationships, and gain actionable insights without compromising data safety

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

UNAPEN
Founded: 1991
United States
unapen.com

Company Information

OxyCloud
Founded: 2025
United Kingdom
oxycloud.co.uk/OxyCRM.html

Alternatives

Heads-up

Heads-up

WattsNet

Alternatives

CVenture

CVenture

Chamunda Tech-Net Service
CRMPlus

CRMPlus

DailyMails
CompanyHub CRM

CompanyHub CRM

CompanyHub
PipeCycle

PipeCycle

CustomerSquare.com

Categories

CRM

Categories

CRM

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

No info available.

Integrations

No info available.
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