Oculory by Xardas ยท first release, taking early customers

A CRM that sees every quote through

For firms that live on quotes: distributors, manufacturers, engineering suppliers, trade services. Clean company records, a pipeline you can trust, quotes on your own letterhead accepted online, and your existing spreadsheet or CRM moved across. One price, on a server you own.

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Oculory: the morning briefing
Oculory morning briefing: the figures in one strip, what needs somebody written as sentences, pipeline by stage, your tasks and the deals closing soon

What is in it

Built in the order a sales team needs it

Every part below is in the first release. Early customers get their data migrated first and a say in what the next update does.

Built

Records

Companies with aliases, multi-site addresses, brand tags, owner and tier. Contacts with roles and a consent log. VAT numbers checked as they are typed (UK and EU), Companies House lookup and autofill, duplicate warnings and a merge.

Built

Pipeline

Stages you configure with probabilities and time limits, a board and a list, a forecast by close month, stuck-deal alerts, win and loss reasons, products on deals and saved views.

Built

Quotes

A product catalogue and free-text lines, line and header discounts, multi-currency with the rate stamped, per-brand PDF templates and numbering, versions with a diff, approval rules, and a customer page where the quote is read and accepted online.

Built

Activity

Notes, a call log, tasks with reminders and email from templates, all on the record in one timeline. A deal that goes quiet gets a follow-up task by itself.

Built

Reporting and control

A report library with a drill-down behind every number, dashboards per role, CSV, Excel and PDF exports, scheduled emailed reports, an API with keys, a field-by-field history of every change and hourly backups.

Built

Migration kit

CSV and Excel import with dedupe, company names checked against Companies House, a dry run you sign off before anything is loaded, a dated cutover checklist and a freeze window for the switch. Microsoft 365 sign-in, mail and calendar follow in the first update.

A look inside

The screens the team lives in

Taken from the first release on a demo firm. The tour walks through each one.

Oculory pipeline board A deal: the open deals, the thread and the facts side by side Quotes by state A quote with net, VAT, total and staff-only margin The quote page the customer sees A company record: the list, the thread and the facts Company details with Companies House lookup Notes, calls, tasks and email on a deal, in date order Find or do: Ctrl K finds any record Tasks: overdue, due today and upcoming The report library: win rate by rep The migration kit

Click a thumbnail to view it above. Double-click any image for full size.

Why another CRM

Because the big ones are rented, and the cheap ones cannot quote

Most small firms end up on a subscription CRM they use a tenth of, with quoting done in Word and the real pipeline in someone's head. Oculory is built around the quote: the record is clean enough to trust, the quote comes off the record on your own template, the customer accepts it on a page with no login, and the pipeline is what the quotes say it is.

It is bought the way Milkware is bought. One price for the software, a setup that includes the server and the migration, and an optional monthly plan. Stop paying and it keeps running.

Sold on fit, not costNo per-seat rentYour data on your serverDeveloper you can ring
Customer quote page
The quote page a customer sees: lines, total, PDF and an Accept button

Early customers

Your data moved first

We are taking a small number of early customers for the first release. You get your spreadsheets or old CRM migrated by us, a guided walkthrough on your own data, and a direct line to the people writing it. Tell us how you quote today and what gets in the way.

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Quoting should not be the slow part

Tell us what you sell and how you quote it now. We will show you Oculory on a copy of your own data.

Talk to us
Ring
07394 848972
Write
hello@supercrank.tech
Find us
Newstead Village, Nottingham