Oblio for
CRM

Automated and simple solutions that are fast to set up and easy to use for teams and businesses of all sizes.

Oblio Business Operating System

Customer Acquisition & Retention

Use AI generated automation templates to customize for B2C, B2B solutions for CRM.

Oblio Business Framework

Identify

Discover customer and sales opportunities with simple audience building solutions.

Oblio Marketing Framework

Action

Attribute and assign sales and marketing activities across teams automatically.

Oblio Sales Framework

Aquire

Find more leads, convert more opportunities and retain more customers.

Business Management

Integrate with major CRMs and take advantage of complex features fast.

Make business management easier with a CRM System that includes lead and account management software that is simple, scalable, and standardized.

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Audiences, Campaigns & Content

ABM and CRM marketing platform with solutions for B2C, B2B content marketing and more

Access templates for B2B marketing strategy, customer personas, and attribution models for advertising, content and sales.

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CRM Data & App Integrations

Data and app integrations with CRMs, Ad networks and all the other services you use.

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Data
management

Use data cleaning and enrichment to improve CRM data.

Get a unified customer data platform with lead and customer tracking to capture data with sales pipeline attribution and account targeting.

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Reports, Forecasting & Goals

Automated actionable customer insights, reports and analytics.

Get customer intelligence and AI generated CRM Dashboards and Customer Dashboards.

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Data Security & Compliance

For CRM users who need easy to implement solutions to data security and data regulatory compliance.


Security and regulations
for data

Customer identity management solutions to keep contacts data up to date, and other data regulations.

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Performance, Productivity & Optimization

AI powered tasks, and sales pipeline assignments to track and optimize business.

Optimize and automate complex business processes easily and increase productivity.

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Strategy, Planning & Processes

Implement B2C or B2B Digital Marketing CRM Strategy quickly with automated lead and pipeline management.

Including solutions for account planning (ABM Marketing) and leading planning.

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Make 
CRM 
easier.

Register now for early access to Oblio a way to quickly implement CRM software; standalone or integrated.