Contacts, leads and history
Records, tags, smart lists, custom fields and conversation history.
CRM, marketing, automation and AI features
Ocliq is a CRM, sales automation and AI platform for service businesses. It centralizes leads, customers, pipelines, communications, appointments, marketing and follow-up. Fields, stages and automations are configured around how each industry sells and maintains client relationships. Connect Ocliq directly to ChatGPT or Claude through MCP. Look up contacts, review your pipeline and ask your assistant to create tasks, add notes or update your CRM.
One shared CRM and automation platform
Pipelines and opportunities
Configurable stages, owners and next actions for your sales process.
SMS, email and conversations
Centralize conversations and trigger follow-ups according to enabled channels and permissions.
Appointments and calendars
Booking, availability, confirmations and reminders with connected calendars.
Automation and follow-up
Triggers, delays, tasks, notifications and sequences tailored to each stage.
Campaigns and newsletters
Targeted email, newsletters, segmentation and social post scheduling.
Forms and lead capture
Forms, funnels, pages, chat widgets and QR codes.
Reviews and retention
Review requests, relationship follow-up and reactivation of past contacts.
AI and qualification
AI agents for initial inquiries, qualification and booking according to configuration.
Reporting and sales visibility
Track activity, sales stages and campaign performance.
Connections and tools
Calendars, marketing accounts, APIs and webhooks according to available options and permissions.
CRM connected to your AI assistant
Connect Ocliq directly to ChatGPT or Claude through MCP. Look up contacts, review your pipeline and ask your assistant to create tasks, add notes or update your CRM.
Start with your required workflow
Choose a lead source, a pipeline stage and a next action. During the demo, check the trigger, message, owner and stop condition, rather than relying on a feature checklist alone.
Explore workflows by industryStart with your real workflow
Bring your lead sources, stages and tools. We define the configuration and scope before implementation.
Plan a demo