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Office Automation

A cloud-based office suite that helps businesses manage their day-to-day operations, from following up sales leads to making sure every task gets done on time.

Enquire about Office Automation See features
  • i. Sale Lead — Turn more enquiries into customers.
  • ii. Task — Consistent productivity, without distractions.
A team working together on laptops around a shared table
Fig. 1 — Office Automation

§ 01 Overview

Being on time leads to higher productivity. An all-in-one solution that provides more of everything to run your business at ease.

Office Automation is a cloud-based office suite that helps businesses manage their day-to-day operations. Sales leads and tasks are managed in one shared workspace.

It has two modules: Sale Lead, for identifying and converting potential customers, and Task, for assigning and tracking work.

§ 02 Modules

Sale Lead & Task

Office Automation modules in detail: features, benefits and how they work.

01

Office Automation module

Sale Lead

Identify, qualify and nurture potential customers, then convert prospects into buying customers, with every lead and follow-up tracked in one dashboard.

Lead capturePipelineFollow-upsReports
Enquire about Sale Lead
Two people shaking hands to close a business deal

Key features

  • Lead assignment. Assign leads to sales executives by region and source.
  • One sales dashboard. Assigned leads, progress, status and follow-ups at a glance.
  • Pending leads list. Keep pending leads visible so no opportunity is missed.
  • Converted prospects. Track converted prospects for ongoing customer engagement.
  • Call scheduling. Schedule calls for demos and follow-ups.
  • Facebook & Instagram capture. API integration captures leads automatically.
  • Real-time reports. Actionable reports, instant notifications, lead priorities, filters and performance summaries.

Benefits

  • Close more deals. A clear lead management process improves conversion rates.
  • Smarter follow-up. Sales executives follow leads and convert them into prospects.
  • Predictable conversions. Administrators see which leads are valid conversion opportunities.
  1. I.

    Lead generation

    Identify potential customers through marketing, cold calling and networking.

  2. II.

    Lead qualification

    Assess each prospect's needs, budget and timeline.

  3. III.

    Lead nurturing

    Provide product information and build the relationship.

  4. IV.

    Closing the sale

    Send a formal proposal, negotiate the price and secure the deal.

02

Office Automation module

Task

Create and track tasks, assign them to team members and set deadlines, for consistent productivity without distractions.

AssignDeadlinesDiscussNotifications
Enquire about Task
A team planning work with sticky notes on a wall

Key features

  • Assign with notes & deadlines. Assign tasks to any colleague with task notes and a defined deadline.
  • Owned & assigned dashboard. One dashboard for the tasks you own and the tasks you've assigned.
  • Real-time status. Status updates on assigned tasks as they happen.
  • Individual logins. Each employee has their own login to follow up their tasks.
  • Telegram notifications. Instant task notifications through Telegram.
  • Comments & file sharing. Discuss tasks and share files and documents on each task.
  • Priorities, filters & access. Set priorities and due dates, filter tasks and control who can view or edit them.
  • Summary reports. Reports on owned and assigned tasks.

Benefits

  • Enhanced productivity. Organised tasks and progress tracking.
  • Improved focus. Fewer work distractions.
  • Stronger collaboration. Shared updates across the team.
  • Less stress. Organised task management and control.

§ 03 Features

Key features

Office Automation · 6 features

  1. Cloud-based, nothing to install

    Work from any browser, with sales leads and tasks kept together in one shared online workspace.

  2. One dashboard for leads and tasks

    See assigned leads and follow-ups alongside the tasks you own and the tasks you've assigned, at a glance.

  3. Automatic lead capture

    Leads from Facebook and Instagram come in automatically, ready to assign to sales executives by region and source.

  4. Instant notifications

    Real-time alerts on new leads and task updates, including task notifications through Telegram.

  5. Individual logins & access control

    Every employee has their own login, and you decide who can view or edit each task.

  6. Real-time reports

    Sales performance summaries and reports on owned and assigned tasks, for faster, better decisions.

§ Benefits

What Office Automation does for your business.

  1. 01

    Increased productivity

    Save time by automating tasks and managing all work in one central place.

  2. 02

    Improved collaboration

    A shared workspace for sales leads, tasks and follow-ups.

  3. 03

    Reduced costs

    A cost-effective solution that helps you save money on office supplies.

  4. 04

    Increased security

    The latest security features protect your data.

§ FAQ

Questions, answered.

Can't find yours? Ask us directly.

Q.01Which modules does Office Automation include?

Two modules: Sale Lead and Task.

Q.02Is Office Automation cloud-based?

Yes. Office Automation is a cloud-based office suite, so there's no software to install.