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Productivity Collaboration: Collaboration & Productivity Suite

Sales: Sales Management & Sales Force Automation

Customers: Customer Service & Customer Data Central

Marketing: Ad Campaign Tracking & Management

Billing & Expense: Invoice & Expense Management

HR: Resource & Recruitment Management

Project Management: Project Tracking & Management

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		Per user	Per month

0% Discount for 1 to 5 users 10% Discount for 6 to 20 users 15% Discount for 21 to 50 users
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Product Bundle:

OI Small Business

OI CRM

OI 360

OI Advantage

Collaboration+

Sales

Customers

Marketing

Billing

Project management

User Friendly

	Requires minimal or no training. If you can shop online, you can use OI
	Animated help files
	User-defined features
	Customizable fields and view
	Simple and intuitive navigation
	Drag & Drop options
	Accessible anytime/anywhere, on-demand

Reliable

	Runs on the worlds #1 rated network
	24/7 network security monitoring
	90-day Complementary Support and Setup Assistance
	Secure 128-bit SSL encrypted login
	Location based user access permission
	World Class Data Center with Redundant Connectivity and Power Backup

Affordable

	Reduced Total Cost of Ownership (TCO)
	Reduces the need to purchase additional software to run the entire business
	Requires no additional investment on new version upgrades
	No in-house IT assets or personnel required for installation, maintenance, back-up, etc.
	Zero down-time and threat of data loss from PC virus, crash, etc.

Collaboration

The collaboration module is the only module that we require you to purchase. The module is central to Office Interactive because it allows all the members of a business or business team to stay on that same page. By allowing users to easily communicate, discuss, share, and plan, OI Collaboration is an essential tool for your organization's day-to-day activities. The module includes:

A customizable dashboard displaying a summary of all the day's essential information, including the availability of team members, unread emails, upcoming appointments, and more.
A built-in email client allowing for consolidation of POP3 email accounts and synchronization with Microsoft Outlook. The client includes an intelligent spam-filtering system that allows users to create “Safe Lists” of familiar email addresses. Also, since small businesses often rely heavily on email to learn about new customers, Office Interactive allows information in email messages to be automatically converted into customer information. Email message tagging is also available.
A calendar feature allowing users to view each other's calendars so that business teams can collaborate more efficiently.
A task feature that allows tasks to be assigned and progress to be monitored.
A document manager that allows documents as large as 40 MB to uploaded, shared, and universally edited.
A blogging feature for facilitating ongoing discussions.
An optional “desktop dashboard” that provides a summary of all business activity. Stationed securely on your computer's desktop, the dashboard supplies a user with continuous information even when his or her web browser is not logged on to Office Interactive. Also, the dashboard provides unobtrusive pop-ups whenever a user receives a new email or new customer information.
A built-in instance messenger program allowing business teams to chat only with each other, but not with non-work related individuals.
A place to store and share contacts, links, and notes.

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Sales

The sales module offers businesses a total sales solution that is easy to use. More so than other “Sales Force Automation” (SFA) services, our SFA cuts down on the amount of time your business spends on data entry, thanks to Office Interactive's unique ability to automatically convert email and web submissions into sales data. Essentially, our simple and salesperson-friendly module replaces the need for pen and paper, with features such as:

A customizable dashboard with graphs displaying the statuses of leads, opportunities, quotas, and more.
A tagging feature that allows users to categorize leads based on priority or status (i.e. open leads, time sensitive leads, qualified leads, etc.).
An email history feature that automatically keeps track of all email sent to or received from individual leads.
A call history feature that allows you to keep track of all phone contact made with a lead or customer.
The ability to customize your list of leads so that you only see the information you need.
The ability to create your own field entries, so that you can store lead information that is specific to your business.
Advanced search capabilities that allow you to base lead searches around criteria of your choosing.
A lead assignment feature that allows administrators to assign specific leads to individual salespersons.

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Customer Service

The customer service module offers you a 360º view of your customers. It makes it easy to keep track of both customer information and customer service issues. By making it easier to serve your customers, the module allows you to earn the customer loyalty needed to sustain a successful business. The module's features include:

A dashboard that displays the most urgent customer service issues the minute you enter the module.
A case management system allowing you to keep track of and collaborate on all of your customers' problems. The system allows you to record each case's owner, type, priority, subject, status, assignment, and description. You can also attach external files to individual cases.
A customer management system that allows for detailed records of each of your customers. You can keep track of their contact information, financial information, transaction history, email and call history, customer service history, amount of money owed, and much more.
A knowledge base feature that allows team members to add articles and share solutions regarding past customer service issues. This prevents customer service representatives from wasting time trying to figure out a problem that's already been solved by someone else.

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Marketing

The marketing module offers a full picture of how marketing campaigns are affecting your business. The module can easily keep track of which campaigns are supplying the most leads and generating the greatest return on investment. Customer tracking can begin with marketing and continue all the way to the closing of a deal. The module's features include:

A customizable dashboard displaying graphs that offer colorful breakdowns of topics such as campaign types, lead conversion rates, forecasted campaign revenue, expected response times, and more.
A campaign manager that can keep track of a campaign's owner, type, status, cost, and activity.
E-mail Marketing capabilities that allow you to send e-mail newsletters and promotions to your customers, leads, opportunities, contacts, and external mailing lists.
Mail merge capabilities that that allow you to write emails and then have Office Interactive automatically fill in certain variables, such as individuals' names and addresses.

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Billing & Expense

The billing and expenses module allows you to simplify your invoice and expense tracking needs. Requiring no prior knowledge of accounting or advanced software, the module is an extremely user-friendly financial management solution. Its features include:

A customizable dashboard displaying graphs that offer colorful breakdowns of topics such as expenses by day, total expenses, top five expenses, profit margins, top five clients, unpaid invoices, and expected income.
A billing component that allows you to keep detailed lists of items, services, payment terms, taxes, and sales representatives. The information stored in these lists can then be quickly and easily plugged into invoices, which can then be set to automatically recur daily, weekly, monthly, quarterly, half yearly, or yearly.
An expenses component that can organize your business's expenses according to categories, subcategories, and time periods. Logged expenses can then be compared to your company budget to see if you are spending more or less than you planned.
The ability to set up an online merchant account so that you can easily and securing accept credit card payments from your customers.

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Human Resources

The HR module gives you the ability to centrally manage and organize your workforce, giving you a full picture of the makeup of your organization. Features include:

An employee management system allowing you to organize workers according to their names, addresses, employment types, primary and secondary skills, job titles, salaries, hourly rates, sick days, vacation schedules, resumes, or any other field you create.
A candidate management system allowing you to keep track of potential employees' contact information, skill set, correspondences, requested position, resume, and more.

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Project Management

The project management module allows project managers, team members, consultants, and business managers to collaborate on projects in real-time. Whether you're managing an internal project for your organization or an external project for a customer, our project management module simplifies every step of the process. Its features include:

A customizable dashboard displaying your essential project information, including the month's current projects, the progress of top projects, gnatt charts, and more.
A project manager that allows you to keep track of a project's start date, end date, description, estimated total hours, budget allocations, and human resource allocations.
A file upload feature that allows for centralized sharing of relevant files among project participants.
The ability to break a project into tasks and assign those tasks to various members of a team.
The ability to create task templates, so that common tasks can be quickly assigned.
A place for project participants to easily keep track of all activities, appointments, notes, and emails related to the task.

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1-800-975-6199

Collaboration

Sales

Customer Service

Marketing

Billing & Expense

Human Resources

Project Management