Oxygen CRM is a cloud-based CRM that connects customer data across teams for better service. It integrates with Office 365 for easy access to customer documents. Oxygen CRM allows tracking of contacts, accounts, opportunities, tasks and documents to provide customers with seamless service and boost revenue. It provides searchable access to customer information from any device to facilitate collaboration.

1. Oxygen CRM
Join the dots between employees, information and customers

2. Build better relationships
• Tie all your information together to provide the best service to
customers and grow your business. When your sales and
marketing teams are using tools that don’t connect with the rest
of your IT environment, misunderstandings and
miscommunications happen easily.
• Oxygen CRM provides a cloud-based CRM that gives your
colleagues customer data in a secure platform, anytime access
from any device, and the ability to quickly find notes, emails and
relationships.
• Because Oxygen CRM is built on Office 365, all your company
data, documents and processes can easily be integrated into the
tool. This helps the business work together more fluidly to
provide customers with better service, spot trends effectively
and, ultimately, boost revenue.
Oxygen
CRM
Collaboration
Security
ScalabilityUsability
Consistency

3. Your customers, in a familiar place
Accessible straight
from your Office 365
App Launcher, via
your usual login,
Oxygen CRM gives
you instant access to
all your customer
related documents
and information
Cases
Simple
Navigation
Companies
Contacts Tasks
Documents
Consistent User
Experience
Opportunities
Searchable
notes and
activity

4. Contacts Database
A single place to store, search and manage all your company
contacts. Capture all the usual information, including phone
numbers, address and social media links.
Categorise contacts by type to help you filter and search your
list as well as segment your data for marketing purposes.
Need to capture and track specific information? No problem.
ISAAC can customise your contacts list to add extra fields for you
as part of your configuration and customisation.
• Centrally managing all
your company contacts
• Finding contact
information quickly
with powerful search
and filtering
• View contacts by type,
category, area and/or
company
Great for:
Easy access
Powerful Search
Detailed forms

5. Company & Account Records
Create company or account records to manage all your
prospective, active and inactive customers. Groups
contacts together and create associated tasks, service
cases and new deal opportunities.
Record notes and activity against account record to build
an informative narrative of your relationship.
• Grouping business contacts
together
• Managing account information
• Segmenting customers and
reporting on activity
Great for:
Detailed forms
Associated tasks
Grouped Contacts

6. Opportunity and Case Management
Create case records to manage customer service issues
and sales opportunities and track their progress quickly
and easily.
Key stages of your business process can be defined to
help standardise your business workflows.
Automated triggers can be set to alert team members at
key stages in your process, or spot sticking points to help
drive opportunities forward
• Managing potential deals
or customer service cases
• Tracking case progress
through a defined
process
• Easily spotting stalling
points to help drive
activity
Great for:
CloseNegotiateQuoteDiscussQualify

7. Task and Activity Management
Create and manage tasks associated with contacts, accounts or
specific cases and opportunities. Tasks or Actions can be categorised
by task type and also current status.
Manage your own tasks and activity as well as assigning tasks to
colleagues for their action and easily track progress
Tasks can be used to record completed activity as well as log a
required action with or without a due date.
Manage upcoming tasks in timeline or Gantt views to aid productivity.
• Logging completed activity
and associated notes and
information
• Managing your workload, by
creating a note of a required
action and it’s due date
• Assigning actions to other
colleagues and/or teams
and track their progress
Great for:

8. Automated Document Management
• New client and case folders are created,
automatically, at point of record creation,
standardising your document
management structure
• Categorise documents by type; eg:
Contract, Invoice, Order etc
• Add useful metadata, such as document
date, comments and annotations, to help
with document identification and
discovery
• Standardise document creation by
creating embedded document templates
for letterhead, quotes and contracts etc
• See client documents right next to their
account record, or browse using the
SharePoint library experience or intuitive
ISAAC app for Outlook
Easily navigate
back to client or
case record via
automated link

9. Powerful Search
Use SharePoint’s powerful search capabilities to
return results from your enter CRM data
collection.
Use intuitive search terms and easily browse and
filter results to pinpoint the information you need,
quickly
• Providing fast access to
client documents and
searching by document
type
• Quickly sifting through
large collections of
information
• See related results from
multiple lists and
libraries
Great for:
Search all content;
title, author, client
name, document copy,
associated metadata
Filter results
Feature rich previews to
help pinpoint the content
you’re looking for

10. Campaign Tracking
Record marketing campaigns and events with
associated notes, start dates and end dates.
Create new contacts, companies and opportunities
straight from a campaign record to help track the
source of your business and monitor the success of
your marketing activity
• Tracking marketing
activity and success
• Easily seeing when
your business
comes from
• Driving business
development
Great for:Create
campaign
Record
Activity
Create
Opportunity