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OA Mobile

by Baseline Data Systems · Since 1990
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ActiveAvailable globallyCloud
Quick facts
VendorBaseline Data Systems
Year launched1990
StatusActive
Location3655 Torrance Blvd., Suite 255, Torrance, CA 90503, US
Countries servedGlobal
Languages9
Integrations11+
Free tier
Free trialYES
Contact sales

About OA Mobile

OA Mobile is a CRM software from Baseline Data Systems that supports small business management. It includes features such as Get Organized, Communication Made Easy, and Small Business Success so users can manage their operations effectively. The platform helps businesses simplify processes, improve communication, and stay organized. With OA Mobile, users can easily access essential tools and resources on the go, facilitating better decision-making and improved productivity. Key capabilities: Get Organized Communication Made Easy Small Business Success Mobile Access User-Friendly Interface Best for: small business owners that need a comprehensive tool for managing client relationships and daily operations.

OA Mobile by Baseline Data Systems presents itself as a streamlined, easy-to-use CRM software tailored specifically for small businesses that need an efficient way to organize their sales activities, manage leads, and maintain customer relationships without the complexities of enterprise-grade systems. Established in 1990, the software has a long-standing presence in the market, which speaks to its stability and the experience of the development team. The core promise of OA Mobile is simplicity—an intuitive platform that doesn’t require users to overhaul their existing workflows, but rather integrates smoothly into how small businesses already operate. This is particularly valuable for business owners and sales teams that rely heavily on mobility and need access to contact and lead information while in the field, on calls, or between meetings. From a usability standpoint, OA Mobile seems to prioritize a no-frills interface that gets straight to the point. The text underscores ease of use and setup, suggesting that even users unfamiliar with CRM systems can be onboarded quickly.

Pros & Cons

What users like
  • +Excellent for business operations, including task management, document management, and communication
  • +Easy to use, especially on mobile devices
  • +Strong email marketing and lead generation capabilities
  • +Highly effective contact management, allowing users to store and track large amounts of data
  • +Customer service is responsive and readily available
  • +Strong personal support from company founders
  • +Great value for the price
What users flag
  • Social media integration could provide more data capture features
  • Steep learning curve, and layout could be optimized for better usability
  • Some redundancy in navigation and workflow setup
  • Pricing has increased significantly over the years

Features

Key features

Easy to Get Started and Use
OA Mobile emphasizes a quick and simple onboarding process that doesn't require significant financial investment or time commitment, making it accessible for small businesses. It also focuses on user-friendliness, aiming to simplify CRM usage rather than complicate it.
Integration with Existing Practices
The software is designed to work with a small business's current processes, minimizing the need for drastic changes in how they operate. This suggests a flexible system that adapts to existing workflows.
Centralized Contact and Prospect Management
OA Mobile helps consolidate contact and prospect information that might be scattered across multiple locations, providing a single source of truth for customer data. This addresses the common issue of data silos in small businesses.
Activity Tracking and Logging
The software enables users to accurately track and log their business activities, providing valuable insights into sales processes and customer interactions. This helps in understanding what's working and identifying areas for improvement.
Lead and Prospect Management
OA Mobile helps users keep track of new leads and prospects, ensuring that potential sales opportunities are not lost. This is crucial for business growth and maintaining a healthy sales pipeline.
Mobile Accessibility
The software is designed for use on smartphones, acknowledging the importance of mobile devices in conducting modern business. This allows users to manage their CRM data and tasks on the go.

Additional features

Easy to Get Started
OA Mobile is designed for a quick and hassle-free initial setup without significant cost or time investment.
Easy to Use
The software prioritizes user-friendliness to avoid the complexities often associated with other CRM systems.
Works with Existing Practices
OA Mobile aims to integrate with a business's current workflows rather than requiring a complete overhaul.
Contact Management
The system helps users manage their contacts in a centralized location.
Prospect Management
OA Mobile provides tools to manage and track potential customers or leads.
Centralized Information
The software consolidates contact and prospect data from multiple places into a single system.
Spreadsheet Alternative
OA Mobile offers a more efficient solution for managing prospects compared to using spreadsheets.
Direct Sales Support
The CRM is designed to support businesses that directly contact people to close sales.
Activity Tracking
The system allows users to track and record their business activities.
Activity Logging
OA Mobile enables users to log details of their interactions and tasks.
Lead Tracking
The software helps users monitor and manage new leads as they come in.
Prospect Tracking
OA Mobile assists in following the progress of potential customers.
Contact Follow-up Management
The system helps users regularly stay in touch with their contacts.
Mobile Use
OA Mobile is accessible and functional on smartphones for business on the go.
Team Support
The software is suitable for businesses with multiple people involved in prospecting and sales.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Only

USD 75

Countries & Languages

Global
Countries served
9
Interface languages
10
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseChineseJapaneseKorean

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇳CNY🇮🇳INR🇦🇪AED🇲🇽MXN

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