Introducing Oavio
A Smarter Way to Manage Your Business
Introducing Oavio, a CRM platform developed by MyDBucket to help service-based businesses manage their customer relationships and everyday operations more efficiently. From tracking leads and sales opportunities to managing quotations, invoices and projects, Oavio brings essential business activities together in one organised platform.
Designed to give teams better visibility and greater control, Oavio helps simplify workflows, keep information organised and support smoother business management.
One Platform for Everyday Business Operations
Oavio brings key customer, sales, billing and delivery workflows into one organised system. Feature descriptions below are based on the official Oavio website.
Lead Management
Capture leads, assign them to team members and track activity so opportunities are less likely to be missed.
Deals & Sales Pipeline
Move deals through pipeline stages and see what is open, progressing or going quiet.
Quotations & Proposals
Create professional quotations and proposals, then move approved work forward into invoicing.
Invoicing & Accounts
Create quotations, proforma invoices, tax invoices and payment receipts; monitor payment status and outstanding amounts.
Projects & Tasks
Create projects, assign tasks and deadlines, track progress, and link projects to deals or clients.
Reports & Analytics
View business indicators such as revenue, deals, team performance and pipeline forecasts.
Workflow Automation
Use background reminders, renewal alerts and automatic lead assignments to help keep routine workflows moving.
Role-Based Access
Give Super Admins, Admins, Sales Managers and Sales Team members access appropriate to their role.
Mobile Access
Use Oavio on mobile to log deals, create quotations and invoices, and check key business information while away from a desk.
LPO & Credit Note Tracking
Track purchase orders against invoices and record credit notes while preserving the original invoice record.
Calendar & Booking Tools
Professional plans include a booking page and Google Calendar sync; available options depend on the selected plan.
Customization & Integrations
Higher-tier plans include options such as custom fields and pipelines, document building, API access and custom integrations.
Discover Oavio
Explore the platform, discover its features and find the right solution for your business.