Unlock the power of relationships with Oversee CRM
Discover the power of Oversee CRM – your All-in-One Solution. Elevate your business with AI-trained tools, streamline lead tracking, manage transactions seamlessly, and unlock hidden potential.
A CRM with unlimited potential.
A Powerful CRM Built for Everyone
Efficiently capture, nurture, and close sales.
Efficiently manage your workflow and sales pipeline with our built-in Pipeline Management feature, effortlessly tracking lead progression through the sales funnel.
- 100% Customizable Pipeline
- Lead Tracking
- Stage Visualization
- Workflow Management
- Sales Forecasting
- Customizable Settings
Streamline communication with customers.
Overse CRM is your all-in-one solution, consolidating calling, texting, and emailing in a unified hub for streamlined communication. With seamless integration with social platforms, businesses can manage social interactions effortlessly.
- IVR System
- Phone System
- Text Messaging
- Two-Way Email and Email Marketing
- Social Media Messaging (Facebook, Instagram, LinkedIn)
- Google Business Messaging and Appointments
- Chat Widget
Take payments, create products, send invoices and more.
Create and automatically send products, invoices, contracts, and integrate it with a payment processor to take payments in person or online. Oversee CRM simplifies payment processes with automated tools, ensuring timely and accurate transactions.
- Effortless Invoice/Proposal Creation
- Subscriptions and Products
- Automatic Payment Reminders
- Customer Value/Revenue Tracking
- Detailed Reporting
- Payment Gateways: Stripe, PayPal, NMi, and Authorize.net
- Integrations: Quickbooks and more!
Automatically improve your reputation and online presence.
Automating review requests and replies makes reputation management effortless. This not only influences potential customers but also improves SEO performance, increasing visibility and organic traffic.
- Automatically Send Review Requests
- Respond to Facebook and Google Reviews
- AI Review Replies
- Track Progress
- Review Website Widgets
Get comprehensive reporting and analytics.
Oversee CRM provides robust analytics and reporting functionalities. Monitor KPIs, track lead attribution, and listen to calls to enhance overall efficiency. Gain valuable insights into customer interactions, empowering data-driven decisions and optimizing marketing strategies for increased engagement.
- Google Ads Reporting
- Facebook Ads Reporting
- Attribution Reporting
- Call Reporting
- Agent Reporting
- Appointment Reporting
The Possibilities are Endless.
✦ Chatbot Development
✦ Individual Focus
✦ Strategic Planning
✦ AI Integration
✦ AI-Powered Automation
✦ Internal Chat
✦ AI Design and Development
✦Machine Learning
01
AI Agents
Get an AI Agents that instantly answers questions, books appointments, and converts customers. Whether you’re looking to book appointments, give product recommendations, or just chat about the weather, OverseeAI is trained on your business, your websites, how you speak, and on any other relevant information to meet your business goals.
02
AI Writer
Craft perfect content effortlessly. Whether you're drafting an email, writing a blog post, or working on a novel, our AI Writer provides intelligent suggestions and completes your sentences with precision and style. Coming Soon.
03
AI Images
Generate high qualtity images for social media posts. A months worth of social posts that used to take weeks can now be done in a few hours. Create eye-catching graphics for your social media campaign or simply experiment with different design concepts.
Seamless Integrations with thousands of Apps.
Oversee CRM has both native and 3rd party integrations. Natively integrate with Google, Facebook, Instagram, TikTok and more! Tap into the power of Zapier to unlock integrations with thousands of apps.
Thousands of Integrations
Choose a Plan
Save 10% on Yearly Plans
| Services |
|---|
| 24-Hour Support |
| Unlimited Users |
| Phone System |
| Texting System |
| Email System |
| Social Media Planner |
| Appointment System |
| Review System |
| Integrations |
| Workflow Automations |
| Forms and Surveys |
| Transactions |
| Chat Widget |
| Communities |
| Dedicated Sending IP |
| AI Generated Content |
| Trained AI Team |
| HIPPA Compliance |
| Services |
|---|
| 24-Hour Support |
| Unlimited Users |
| Phone System |
| Texting System |
| Email System |
| Social Media Planner |
| Appointment System |
| Review System |
| Integrations |
| Workflow Automations |
| Forms and Surveys |
| Transactions |
| Chat Widget |
| Communities |
| Dedicated Sending IP |
| AI Generated Content |
| Trained AI Team |
| HIPPA Compliance |
See how we help our customers
Oversee CRM customer success stories
Experience the power of supercharged sales and marketing firsthand. But don't just take our word for it—listen to the success stories from small business owners who have achieved remarkable results leveraging our technology, tools, and services.
App Reviews
"Overse CRM is intuitive and comprehensive, keeping me organized with its lead management tools. The support team is fantastic, making it a highly recommended choice."
Sarah J.
Small Business Owner
"Overse CRM's clean interface and seamless integrations have helped streamline our sales process and boost productivity. It's one of the best CRM platforms I've used."
John M.
Sales Manager
"Overse CRM has transformed our customer service interactions with its contact management and appointment scheduling features. Highly recommended for any customer service team."
David H.
Small Business Owner
Frequently Asked Questions
Oversee CRM is a comprehensive Customer Relationship Management (CRM) platform designed to streamline and automate various aspects of customer interactions and business operations. It offers tools for managing leads, tracking sales activities, organizing customer data, and facilitating communication.
Oversee CRM offers a range of features including lead management, contact management, sales pipeline tracking, task automation, email marketing, SMS marketing, appointment scheduling, reporting and analytics, and integrations with other business tools.
Oversee CRM helps businesses by centralizing customer data, streamlining sales processes, automating repetitive tasks, improving communication with customers, and providing insights through analytics. It ultimately leads to increased efficiency, better customer relationships, and improved sales performance.
Yes, Oversee CRM is suitable for small businesses as well as medium and large enterprises. It offers scalability, customizable features, and pricing plans tailored to the needs and budgets of businesses of all sizes.
Yes, Oversee CRM offers integrations with a variety of third-party software and tools commonly used in businesses, such as email marketing platforms, accounting software, project management tools, and more. This enables seamless data exchange and enhanced functionality.
Yes, Oversee CRM is designed with user-friendliness in mind. Its intuitive interface, customizable dashboards, and straightforward navigation make it easy for users to adapt to the platform quickly and efficiently.
Yes, Oversee CRM provides 24-hour customer support through various channels including email, live chat, zoom, and knowledge base resources. Their support team is dedicated to assisting users with any questions, issues, or concerns they may have.
Yes, Oversee CRM prioritizes the security of customer data. It employs industry-standard security measures such as encryption, role-based access controls, data backups, and regular security updates to ensure the confidentiality, integrity, and availability of user information. Oversee CRM also features HIPPA Compliance options.
Yes, Oversee CRM is a cloud-based platform, which means it can be accessed from anywhere with an internet connection and compatible device. This flexibility enables users to manage their business operations and customer relationships remotely -- it can be accessed through the online portal, Apple app, or Android App.
Get started today with a free 30-Day trial!
For a limited time get a 30-day free trial with Oversee CRM. And download our app to access your leads and communicate with contacts all from one spot. See how it can transform your business.
Post to social media accounts from one spot.
Boost your social media strategy with our powerful posting tool! Schedule, customize, and post to Facebook, Instagram, TikTok, LinkedIn, and Google Business. Then Engage in real-time and see your social presence grow!
See how it works
Check out this illustrated demo on how Oversee CRM can get your social media growing.