MEET OWY / YOUR BUSINESS, CONNECTED

Your customers.
Your way of working.
One intelligent CRM.

Manage leads, sales and customer service in one place. Configure OWY around your processes, automate the follow-ups, and let AI help your team take the next step.

See how OWY works ↗

CRM+Configuration+Automation+AI

OWY / CONNECTED INTELLIGENCE

A closer look at your CRM ↓

01 / CONNECT

Sales. Service. Marketing.
Connected around your customer.

OWY is a customer relationship management platform. It brings leads, contacts, accounts, opportunities, activities and cases together so every team can work from one customer view.

LeadsAccountsContactsOpportunitiesActivitiesCasesCampaignsProducts & transactionsInsights

360°

The context your
next decision needs.

See OWY in action ↗

OWY customer record with connected lead, company and activity information

02 / HOW OWY WORKS

From a new enquiry
to a customer you know.

Choose a step to see the work your team does in OWY, the information they use, and what happens next.

01 / CAPTURE & QUALIFY

Give every enquiry
a clear next step.

Record who contacted you, their company, what they need and where they came from. Qualify the lead using your business’s criteria.

Your team does: Captures the enquiry and assigns an owner.
OWY brings together: Contact details, company, lead source, score and stage.
The result: A lead with context and someone responsible for the next action.

INSIDE OWY / LEAD RECORD

OWY lead record for Arjun Sharma with company, lead source, score, owner and qualification stage

One place for the enquiry, relationship and sales stage.

03 / YOUR BUSINESS GUIDE

The right context.
A clear next action.

OWY helps your team navigate daily work: find a customer, review an opportunity, plan a follow-up or resolve an issue. The AI Navigator makes that information easier to reach.

Meet the intelligent interface ↓

Customer context→What needs attention→Your next action

04 / NAVIGATE NATURALLY

Ask naturally.
Get to the CRM action you need.

Ask a question. Find the relevant context. Move to the right CRM action. AI belongs inside the way you work.

OWY SALESCustomer context, connected

OWY Sales record providing customer context for AI navigation

You→AI Navigator→CRM context→Next action

✧ OWY NavigatorInteractive demo

✧

Your next step starts here.

What would you like to do today?

Illustrative experience with sample data. No live CRM actions.

05 / CONFIGURE

Configure how OWY works.
Keep the platform core intact.

Choose the modules, fields, forms, views and rules your business needs. OWY uses that configuration to run the CRM experience, so your processes can evolve on the same core.

START WITH A BUSINESS REQUIREMENT

“We need a CRM
for property enquiries.”

Choose what your team needs. See the workspace respond.

Budget range Preferred location Site visit date

CONFIGURATIONRuntime preview · Illustrative

REAL ESTATE / ENQUIRY

Jatin Sharma

Property enquiry

✧

One connected core

Metadata-driven. Built to adapt.

Requirement→Configuration→Metadata→Working CRM experience

Configure modules, fields, forms, views, dashboards, relationships, business rules, buttons, actions, security and processes.

06 / EXTEND

One foundation.
Built for your world.

Introduce industry modules, configurations and packages on the OWY core. Find the experience that fits your business.

01 / SALES

Turn connections into customers.

OWY PRODUCT WALKTHROUGH

THE REAL ESTATE JOURNEY, CONNECTED

Property → Project → Site visit → Buyer → Broker → Booking → Inventory → Payment → Possession

One platform. Industry-specific possibilities.

Real estate · Education · Healthcare · Manufacturing · Financial services · Retail · Logistics · Professional services

07 / AUTOMATE

When this happens,
OWY moves work forward.

Turn the rules of your business into consistent actions, timely reminders and guided processes.

ILLUSTRATIVE AUTOMATION

CONDITION

↓

RULE

↓

ACTION

OUTCOME

08 / SEE WORK GET DONE

A customer journey.
From start to next step.

Walk through a sample sales workflow. Each step keeps the customer context connected.

OWY Sales record underlying the sample lead-to-customer workflow

GUIDED PRODUCT MOMENT · SAMPLE DATA

Create lead
Qualify
Open opportunity
Follow up
Connect customer

01 / LEAD CAPTURED

A new conversation starts.

Arjun Sharma’s enquiry, company and contact details are together in OWY.

YOUR BUSINESS WILL EVOLVE. YOUR CRM SHOULD TOO.

Build the CRM around
your business.

Not your business around the CRM.

Explore your OWY ↗

Configured OWY Real Estate product experience

One platform. One connected customer view.
Configured for your business. Enhanced by AI.

Your customers.
Your way of working.
One intelligent CRM.

Sales. Service. Marketing.
Connected around your customer.