Customer & Sales
Elevate customer relationship management and sales processes with CRM on Origami Collaboration Platform
A system for storing and managing all contact company information, including customers, vendors, and suppliers.
Origami CRM is an enterprise customer and partner relationship management system that centralizes Customer, Supplier, and Partner data along with sales processes. It transforms scattered data into easily accessible insights, giving organizations a comprehensive view of business relationships, sales status tracking, and more precise operational planning.
The system supports Sales Pipeline management from Lead generation, Account & Contact management, Task & Activity planning, to post-sale Project management. It helps reduce manual steps, minimizes the chance of missing important tasks, and connects Sales, Marketing, and Service teams to work together efficiently.
Customer & Partner → Sales Pipeline → Project → Customer Success
Comprehensive data in every dimension • Track every sales opportunity • Connect every team in a single platform
Consolidate customer information, contact history, contracts, activities, and projects in one place. This helps teams quickly understand the context and needs of each customer, allowing them to use the data for planning and creating great experiences across all touchpoints.
Track sales status from Lead to deal closing, helping the sales team visualize the progress of each opportunity, identify tasks that need follow-up, and support Sales Forecasting so management can plan business effectively.
Bring related information and activities together on a single platform, enabling Sales, Marketing, and Service teams to work continuously together, share Task, Activity, and Skoop information, reduce communication gaps, and keep all teams moving in the same direction.
Plan appointments, schedule customer follow-up activities, and assign tasks to teams clearly. Track status and receive notifications to help prevent missed important tasks and increase customer care efficiency.
Manage Supplier and Partner data alongside customer information, giving organizations a well-rounded view of business partner relationships and supporting systematic coordination among stakeholders.
Customize workflows, data fields, and approval structures to align with organizational work patterns, supporting diverse business needs and future organizational growth.
A single set of business relationship data connected to every workflow process
Origami CRM aggregates customer, partner, activity, and sales opportunity data so each team can access relevant information and continuously leverage it for operations.
CRM ↔ Customer & Contact
Consolidates customer, contact, and relationship history data to allow teams to access key information from a single center.
CRM ↔ Sales Pipeline & Quotation
Connects sales opportunities with the quotation process, helping track deal progress and supporting sales management.
CRM ↔ Task & Activity
Links activities, appointments, and customer follow-up tasks so teams can see what needs to be done and track work systematically.
CRM ↔ Project
Builds on data from the sales process to post-sale project management, supporting work delivery and continuous customer care.
Transform scattered customer and partner data into a connected business relationship hub, empowering all teams to see a 360-degree view, accurately manage sales opportunities, and build long-term relationships with customers and business partners.
