One customer graph for sales, service, and marketing — powered by AI.
Manage customers, leads, accounts, opportunities, and the full lifecycle of every relationship on one unified customer graph.
Everything OveerCRM does, in detail.
Built for revenue teams that outgrew spreadsheets and generic CRMs. OveerCRM is opinionated about pipeline hygiene, but flexible enough for B2B, retail, and services — all on one customer graph shared with the rest of the Oveersea suite.
Unified customer graph
One record per person and per account, enriched from every touchpoint your business already has.
- Automatic dedup with fuzzy matching across email, phone, and NIK
- Household and account hierarchy up to 6 levels deep
- Interaction timeline covering sales, service, POS, and marketing
Configurable pipelines & forecasting
Model any sales motion — inside, field, channel, or subscription — without custom code.
- Weighted, category, and AI-projected forecasts side by side
- Territory, product, and rep-level rollups with drill-down
- Playbooks that surface the next best action per stage
Omni-channel capture
Never lose a lead again — no matter which channel it arrives on.
- Native connectors to WhatsApp Business, Instagram, Tokopedia, Shopee, TikTok Shop
- Web-to-lead forms with progressive profiling
- Round-robin, geo, and skill-based routing rules
AI sales assistant
An always-on analyst that reads every deal and tells you what to do next.
- Account summaries and meeting briefs generated on demand
- Deal risk scoring with plain-language explanations
- Auto-draft follow-ups in Bahasa Indonesia and English
Why OveerCRM is different.
Not a feature list — but business outcomes you can defend to the board.
One customer database for the entire company
Sales, marketing, service, and operations work from the same customer profile — no duplicates, no parallel spreadsheets, no conflicting data.
Faster lead response, higher conversion
Auto-routing and AI scoring send leads to the right sales rep within seconds, with full context before the rep even picks up the phone.
Monthly forecasts the board can trust
Weighted forecast, AI projected forecast, and territory roll-ups give the CFO one number that holds up in board meetings.
Marketing that is truly segmented
Dynamic segments based on behavior, transactions, and lifecycle — not manual tags — ready to activate in WhatsApp, email, and ads.
High team adoption without being forced
Mobile-first UI, native WhatsApp integration, and AI that drafts follow-ups automatically make sales reps actually use it every day.
49+ features, grouped by category.
Everything OveerCRM does, laid out transparently here — so you never have to ask "does it have feature X?".
Customer Data & 360° Profile
One definitive record per person and per account.
- Fuzzy-matching deduplication across email, phone, national ID, and tax ID
- Account hierarchy up to 6 levels (parent–child, branch, group)
- Complete interaction timeline: email, calls, WhatsApp, POS, tickets, visits
- Unlimited custom fields + custom objects for industry-specific data
- Automatic enrichment from domain, LinkedIn, and company directories
- GDPR / Indonesia PDP consent tracking and right-to-be-forgotten workflow
- Merge & split records with full audit trail
Lead Capture & Qualification
No lead falls between the channels.
- Drag-and-drop web form builder with progressive profiling
- Native connectors: WhatsApp Business, Instagram DM, Tokopedia, Shopee, TikTok Shop
- Landing page builder with built-in A/B testing
- Rule-based lead scoring + AI predictive score
- Auto-routing: round-robin, geo, skill-based, and account-based
- Per-stage SLA timers with automatic escalation
- Duplicate lead detection before leads enter the pipeline
Sales Pipeline & Forecasting
Shape the pipeline the way your team sells.
- Multiple pipelines per team / product / segment with no custom code
- Kanban, table, timeline, and calendar views for deals
- Weighted, category, and AI-projected forecast side by side
- Territory management with automatic overlay
- Quote-to-cash: proposal, quotation, contract, invoice all linked
- Mandatory win/loss analysis on deal close
- Per-stage playbook: checklist, documents, email templates
- Commission tracking and sales incentive calculator
Marketing & Segmentation
Audiences ready to execute, not just tags.
- Dynamic segmentation (RFM, lifecycle, behavior, transactions)
- Native email campaigns with drag-and-drop templates
- WhatsApp broadcast campaigns with approved WABA templates
- Multi-step, cross-channel journey builder
- Automatic UTM tracking and first / last / multi-touch attribution
- Loyalty program: tiers, points, vouchers, referrals
- Audience sync to Meta Ads and Google Ads
Service & Post-sale
Customers stay connected after closing.
- Ticketing with SLA, priority routing, and CSAT surveys
- Internal knowledge base + self-service customer portal
- Automatic contract, renewal, and retention alerts
- Customer health score (usage, NPS, tickets, invoices)
- Onboarding playbook for new customers
- Multi-tier escalation matrix
AI Assistant & Automation
AI that does the admin work, not just summarizes.
- Automatic account briefs (English + Bahasa) before meetings
- Draft email and WhatsApp replies based on deal history
- Deal risk score with plain-language explanation
- Next best action recommendation per stage
- Auto-log activity from email, calendar, and calls
- No-code workflow builder with 40+ triggers and actions
- Internal AI chat to query CRM data (e.g. 'who are our top 10 Q3 customers?')
Admin, Security & Governance
Audit-ready, enterprise-ready.
- Granular role-based access control down to field level
- Multi-company, multi-currency, multi-language
- SSO SAML/OIDC + SCIM provisioning
- Full audit log for every data change
- Indonesian data residency (AWS Jakarta) compliant with UU PDP
- REST API + webhooks + native connectors to the entire Oveersuite
- Sandbox environment to validate configuration before go-live
Need a specific feature that's not listed? Our solutions team can confirm availability or add it to the roadmap.
Every capability, built in.
One record per person and account with fuzzy dedup across email, phone, and NIK.
Weighted, category, and AI-projected forecasts side by side with territory rollups.
Native WhatsApp Business, Instagram, Tokopedia, Shopee, and TikTok Shop connectors.
Account summaries, deal risk scoring, and auto-drafted follow-ups on demand.
Dynamic segments from behavior and transactions — ready for WhatsApp, email, and ads.
Sales, service, POS, and marketing touchpoints unified per customer.
From setup to scale, in four steps.
Leads from web, ads, WhatsApp, and marketplaces land in one inbox.
Auto-scoring and AI enrichment route each lead to the right rep in seconds.
Configurable pipelines, weighted forecasts, and playbooks close the deal.
Post-sale timeline, tickets, and loyalty tied to the customer record.
"Dalam 90 hari, kami menutup 12 sistem terpisah dan semua tim akhirnya bekerja dari data pelanggan yang sama. Forecast bulanan kami sekarang meleset kurang dari 8%."
Plans that scale with your business.
Compare tiers side by side. Every plan includes core modules — pick the tier that fits your team.
Prices in IDR. Annual billing saves 15%. All plans include SSL, backups, and platform updates.
Pay only for what you need.
Pick the modules, add-ons, and team size that fit your operation. We'll send a tailored proposal.
1. Choose modules
2 selected2. Team size & billing
3. Add-ons (optional)
Plays nice with your stack.
Enterprise-grade, out of the box.
Questions, answered.
How long does OveerCRM implementation take?+
Standard onboarding is 2–4 weeks for a single-entity rollout, 6–10 weeks for multi-branch or migration from legacy systems. A dedicated implementation manager runs the plan with your team.
Can we migrate our existing data?+
Yes — every plan includes assisted migration from spreadsheets or third-party tools. Our team handles field mapping, cleansing, and a staged cut-over with parallel-run validation.
Does it work offline?+
Field and floor operations (POS, warehouse scanning, attendance) work fully offline and sync when connectivity returns. Back-office modules require connectivity.
How does pricing scale?+
Pricing is per seat / terminal / warehouse depending on the module, billed annually with multi-module and volume discounts. Public-sector and education pricing available on request.
Do you offer API access?+
Yes — a fully documented REST + webhook API, plus native connectors to the rest of the Oveersea suite. No extra charge on Growth plans and above.
Ready to try OveerCRM?
Start a free trial, book a demo, or build a custom quote — whichever fits how you buy.
