OIT logo with a color gradient
OIT logo with a color gradient

LiveCX

OIT's CRM System

Live CX. Anything but a standard CRM

Live CX integrates sales, customer relationships, and operational workflows into a single system. Don’t adapt your processes to a CRM—adapt Live CX to your processes. Customized, integrated, and automated, from the first point of contact to well beyond the close of the deal.

Customized Processes

Custom pipelines, fields, rules, roles, and approvals reflect real-world business processes.

Illustration of a digital Kanban board with three columns and color-coded tasks in each column, displayed on a stylized computer screen.

Connecting Systems

Microsoft 365, WordPress, WHMCS, email marketing, Mattermost, and custom applications become part of the customer process.

The central blue icon is connected by lines to symbols representing Office, WordPress, email, the cloud, and a database, illustrating the integration of various platforms.

Automate Processes

Assignments, tasks, reminders, sequences, and follow-up processes are triggered based on rules.

Four rectangular buttons with icons for Play, Email, Checkmark, and Calendar, connected by colored dots on the left side.

From Offer to Acceptance

Create, send, and track quotes, and have them accepted digitally—including signatures.

Illustration of a digital document with a signature and a purple "Send" icon on an abstract blue-purple background.

Develop Existing Customers

Contracts, MRR, and product coverage make cross-selling and upselling systematically manageable.

An abstract user interface featuring icons for "Document," "Review," "Security," and "Complete" on a digital map with blue and green accents.

Everything in a work context

Contacts, tasks, documents, quotes, history, and next steps all remain linked.

An abstract, symbolic illustration of a modern, glowing user interface featuring menu and list elements, as well as four icons: code, document, checkmark, and clock.

Safety built in.

Roles and permissions, two-factor authentication, logging, API access, and controlled data processes are all part of Live CX.

Two-Factor Authentication

Logging

API Access

Controlled Data Processes

Live CX. Made to be used.

Not a bloated, run-of-the-mill CRM, but exactly the features you need to get your work done every day. Live CX maps out processes in an easy-to-understand way, highlights the next steps, and improves workflows from day one.

Screenshot of a CRM software interface featuring a navigation bar, a list of leads, filter options, and buttons for creating leads and deals. The design is bright and modern.
CRM dashboard with a vertical menu on the left and deals in various categories displayed as cards in the main view.
CRM dashboard interface with navigation on the left, a task overview, daily planning, and buttons for new leads or deals; minimalist, modern design.
Screenshot of CRM software showing a forecast and deal overview, with navigation on the left and key metrics and tables for sales forecasting in the center.
Screenshot of a CRM software interface showing automation rules, lead scoring, and navigation elements on the left side, in German.
The CRM user interface displays a list of four leads, including their names, email addresses, status, rating, source, interests, and assigned contact, as well as various navigation options in the side menu.
CRM software dashboard with an overview of tasks, contacts, and the calendar, and navigation on the left side. Today's view shows no open tasks or scheduled events.
User interface of a CRM system displaying information about a deal, client company, quote status, product items, prices, and a menu on the left-hand side.
CRM dashboard with a navigation bar on the left, a search bar at the top, and a list of quotes with details such as number, date, company, status, and prices in the main area.
CRM software interface with a navigation menu on the left, deal details and quote items in the main area, blue and orange buttons, and various information fields for the current order.
User interface of a CRM system featuring a mailing tool, filter options, a recipient list, and buttons for sending, downloading, and saving contact lists.
The CRM user interface displays the mailing page with a sidebar, a search bar, the „October Newsletter“ draft, and buttons for „Lead,“ „Deal,“ and „Select Recipients.“.
Dashboard of a CRM system featuring a customer overview, filter options, and a table displaying customer data, contracts, and sales figures. On the left is a navigation bar for various modules.
The CRM dashboard displays a product overview showing groups, number of customers, contracts, monthly revenue, and coverage in bar charts. The navigation bar on the left contains various menu items.
CRM user interface for sales support, featuring playbooks, text blocks, and input fields for sales activities, as well as navigation on the left side.
CRM software interface with navigation on the left side, a „Custom Fields“ section for companies, contacts, leads, and deals, and fields for creating and filtering data.
Screenshot of CRM software with duplicate checking; no duplicates found. Navigation on the left with menu items such as Leads, Deals, Companies, and Documents.
User interface of a CRM system featuring user and team management, account creation, email and billing options, as well as a sidebar for navigation and tasks.
Screenshot of a CRM software interface featuring a search bar, a navigation menu on the left, search results for „hansa,“ and various statistics and tasks.

FAQs

What sets OIT CRM apart from traditional CRM systems?

OIT CRM adapts to your company’s processes—not the other way around. Pipelines, fields, rules, automations, and interfaces can be customized to fit your existing workflows. This ensures that you don’t end up with yet another data silo, but rather a CRM that becomes an integral part of your business processes.

Yes. OIT CRM is designed to integrate with existing applications rather than replace them outright. Microsoft 365, WordPress, WHMCS, email systems, Mattermost, or custom applications can be connected to the CRM via existing or custom-developed interfaces.

OIT CRM can automatically trigger the next step in a process: assigning leads, creating tasks, sending reminders, launching email sequences, tracking quotes, or initiating follow-up processes after a deal is closed. So the CRM doesn't just document work— It takes on the work.

Additional features, interfaces, and custom workflows can be developed if standard features are not sufficient for a business process. This allows the CRM to continue to grow alongside the company's needs.

OIT CRM is specifically designed for SMEs and medium-sized companies, which require more than just standardized contact and sales management. It is particularly useful for companies with customized sales processes, multiple existing systems, or recurring workflows that need to be automated and integrated.

Applications:

Sales & Leads

Centralize the tracking of leads, sales opportunities, and activities, and develop them in a targeted manner.

Customer Service

Consolidate inquiries, cases, and customer histories and make them available to employees.

Marketing & Communications

Link contacts, campaigns, and customer activities together.

ERP & Processes

Synchronize customer, order, and master data across systems.

Case studies

AI verifies 15,000 emails/hour for mid-sized companies

ZeroTrust Mail combines proven mail security with AI-powered analysis – for automated, traceable, and reliable defense against spam, phishing, and other email threats in the enterprise environment.
More – Oit ki verifies 15,000 emails per day for small and medium-sized businesses

Track & Trace for pharmacy network

Plan routes, track drivers live, and document deliveries digitally – centrally on one platform.
More – Track and trace for a pharmacy chain

Self-service customer portal

How OIT gives managed hosting customers full visibility and complete control over their virtual machines – without tickets, without wait times.
More – Self-service customer portal
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