OKi CRM is an online CRM product built for business growth and customer relationship management. It emphasizes covering multiple stages of the customer journey, including leads, customers, quotes, contracts, projects, tickets, and invoicing. Its positioning is closer to a “low-cost all-in-one business management system” than a pure sales CRM, as it also includes project delivery, support services, and internal team management.
Based on the captured content, OKi CRM has a fairly broad feature set. On the sales side, it supports leads, customers, opportunities, website form lead capture, quotes/estimates, contracts, and invoices. On the delivery side, it includes projects, tasks, time tracking, activity logs, file attachments, and customer access to project status. For service operations, it supports tickets, automatic ticket creation from emails, a knowledge base, and help articles. On the management side, it also offers expenses, leave requests, announcements, personal to-dos, multiple dashboards, custom fields, email templates, and module enable/disable controls. For team collaboration, the system supports team members, role-based permissions, task assignment, collaborators, comments, @mentions, and web/email notifications, which should cover the day-to-day collaboration needs of small teams.
The pricing page shows a plan called “Simple & Easy” at £9/user/month, including Full Access, 24/7 Support, and security-related commitments. A 7-day free trial is also available, with no credit card required. However, the homepage also mentions “full access for only £5,” which conflicts with the pricing page. Before purchasing, it is worth confirming the actual price, billing cycle, taxes, and refund policy with the vendor. The terms indicate that subscription fees are prepaid and non-refundable.
The main advantages are broad feature coverage, a low entry price, and built-in Stripe, PayPal, and Paytm payment collection, making it suitable for small businesses that want to manage sales, projects, invoicing, and customer support in one system. Custom fields, email templates, and module toggles also improve adaptability. The downsides are that public materials do not disclose an API, Webhooks, developer documentation, self-hosting options, SLA, backup policy, data center locations, or compliance certifications. Security is described only in general terms. The product also presents itself as relatively new, so its maturity and ecosystem should be evaluated carefully.
OKi CRM is best suited to small service companies, sales teams, and digital marketing teams with limited budgets, relatively standard workflows, and a need to quickly launch CRM plus project, ticketing, and invoicing capabilities. It is less suitable for mid-sized and large organizations with strong requirements around compliance, complex integrations, enterprise-grade auditing, or localized ecosystems. The captured text does not provide information about access from China, so this remains unknown. For cross-border use, teams should also test network stability and the availability of payment options such as Stripe and PayPal, and compare alternatives such as Zoho CRM, HubSpot, Pipedrive, as well as Chinese options like 纷享销客 and 销售易.
⚠ This review is compiled from public sources and does not constitute a purchase recommendation. Verify all facts on the vendor's official site. Verify on okicrm.pro official site.
okicrm.pro is an Unknown SaaS Tools provider. TG4G tracks its product information, an overall rating of 5.0/10, and a China-accessibility score of Workable. Click "Visit Official Site" to reach okicrm.pro directly.