Manage your sales journey from lead to closing.
Never lose a follow-up.
Olivo CRM helps you efficiently manage relationships with customers while streamlining procedures to increase profitability. Record leads, convert them into opportunities and track every meeting, call and task, all inside OlivoERP.
- ✓ Sales dashboard & sales funnel
- ✓ Convert leads into opportunities
- ✓ Meetings, calls & tasks per opportunity
- ✓ Automatic activity emails
From lead to closing, in one place
Customers, contacts and activities are managed in one place, and each opportunity moves through a clear workflow until the sale is made.
Record
Record leads or contacts as soon as an enquiry comes in.
Convert
Convert promising leads into opportunities.
Engage
Log meetings, calls and tasks against each opportunity.
Quote
Raise a quotation that drives the rest of the sales process.
Close
Move to sales order, delivery note and invoice in OlivoERP.
Everything your sales team needs
CRM is included in every OlivoERP plan: Professional, Premium and Enterprise.
Sales Dashboard
See your sales activity and performance at a glance from one dashboard.
Sales Funnel
Track how leads progress through each stage of your sales funnel.
Leads & Contacts
Record leads or contacts and keep their details in one central list.
Lead to Opportunity
Convert qualified leads into opportunities with a single step.
Meetings, Calls & Tasks
Log meetings, calls and tasks for each opportunity so follow-ups are never missed.
Automatic Emails
Send automatic emails for activities, such as introductory and after-sale emails.
Opportunity Workflow
A default opportunity workflow moves every deal through clear stages.
Customers in One Place
Manage customers, contacts and activities together, with each customer's documents attached.
From quotation to payment, without re-entry
Olivo CRM connects directly to OlivoERP Sales Management. A single entry in Quotation helps you complete the entire sales process.
- ✓Complete sales cycleQuotation, sales order, delivery note and invoice, for both products and services.
- ✓Receipts & receivablesCustomer payment receipts against each invoice, advance payments settled against invoices, and receivable statements.
- ✓ZATCA e-invoicing Phase 2E-invoices are available in ZATCA's FATOORA Portal through integration.
- ✓Profit analysisAnalyse profit per customer and per product, with full sales reports.
Smart ERP solutions for Saudi Arabia & GCC
Olivo has delivered business software since 2010, for small, medium and large businesses.
Industry based products
Regional offices
Global presence
Common questions
Is CRM included in every OlivoERP plan?
Yes. CRM is part of all three OlivoERP plans: Professional, Premium and Enterprise. See ERP pricing.
Does the CRM connect to sales and accounts?
Yes. Won opportunities move into OlivoERP Sales Management, which covers quotation, sales order, delivery note, invoice, customer receipts and receivables.
Is OlivoERP ready for ZATCA e-invoicing?
Yes. ZATCA e-invoicing Phase 2 is ready in OlivoERP, with e-invoices available in ZATCA's FATOORA Portal through integration.
Can I use it on my phone?
Yes. Stay up to date with real-time information right from your phone using the OlivoERP app on the App Store and Google Play.
Where is Olivo based?
Olivo is headquartered in Riyadh, Saudi Arabia, with regional offices in Riyadh, Jeddah, Dammam, Bahrain, UAE and Libya.
Get ERP trial for Free
Talk to our team on +966 506 195 881 or sales@olivotech.com, or request a quote online.