OBD CRM — The Simple CRM Built for Ocala Businesses
Track customers, follow-ups, and relationships in a simple CRM built specifically for local businesses — fully connected to reviews, offers, events, and AI marketing.
Part of the Ocala Business Directory Premium Apps Suite
💬 Your Customer Information — Organized, Accessible, And Actually Useful
Most local businesses don’t need complex pipelines or enterprise dashboards.
They need a clean, reliable place to store customer information, track follow-ups, and stay organized as they grow.
The OBD CRM was built for exactly that.
Everything You Need To Know About Your Customers — In One Place
Store customer names, emails, phone numbers, addresses, companies, and notes in a clean, easy-to-use interface designed for real local business workflows. Quickly understand who your customers are, where they’re coming from, and what matters most — without digging through cluttered screens or complex menus.
Use tags and statuses to organize contacts as leads, customers, VIPs, or follow-ups, and instantly filter to find exactly who you need. Built-in follow-up tracking highlights overdue, today, and upcoming tasks at a glance, helping you stay responsive, organized, and consistent with every customer relationship.
No Clutter. No Confusion. Just The Essentials Local Businesses Actually Use.
⚙️ More Than A CRM — The Data Hub That Connects Your Entire Business
When a customer is added to OBD CRM, they instantly become usable across other OBD Premium Apps — from review requests and promotions to event follow-ups and engagement tracking. Instead of juggling disconnected tools, OBD CRM keeps every interaction in one place, connecting AI content, customer outreach, and real results into a single, local-first system.
OBD CRM connects directly with the tools you already use inside the OBD ecosystem.
Review Request Automation
Select customers directly from CRM when sending review requests — no re-entry, no exports.
Reputation Dashboard
CRM contacts serve as the source of review activity, helping you understand which relationships drive your reputation.
Offers & Promotions Builder
Target promotions based on real customer tags like VIPs, leads, or follow-ups.
Event Campaign Builder
Invite contacts to events and track post-event follow-ups in one connected workflow.
Central Customer Data Hub
OBD CRM is the central source for customer data, keeping contacts organized and consistent across the platform.
AI Help Desk
Shared business context ensures smarter, business-aware AI responses tied to real customer data.
OBD CRM turns marketing activity into measurable relationships — not disconnected campaigns.
🔄 Designed For Ocala Businesses — Not Enterprise Sales Teams
Most CRMs are built for large sales teams with complex workflows. Local businesses work differently — and shouldn’t have to adapt just to use software. OBD CRM is designed specifically for local business owners who want clarity, organization, and real-world usefulness without complexity.
What OBD CRM Is
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A simple, organized way to manage customer relationships
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A central hub connected to reviews, offers, events, and AI tools
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Built specifically for local business workflows
What OBD CRM Is Not
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A bloated enterprise CRM
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A confusing sales pipeline tool
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A disconnected third-party system
Your audit can feed your Review Automation, Reputation Dashboard, and Brand Kit Builder workflow.
🔄 Everything You Need To Manage Customer Relationships — Available Now
OBD CRM is fully built, live, and ready to use inside the OBD Premium Apps dashboard. Every feature included today is designed to help local businesses stay organized, responsive, and connected — without unnecessary complexity.
Customer Contact Management
Store and manage customer names, emails, phone numbers, addresses, companies, and notes in one organized system.
Tags And Statuses
Label contacts as leads, customers, VIPs, or follow-ups, then filter instantly to find the right people.
Follow-Up Tracking
Track overdue, today, and upcoming follow-ups so important customer conversations never get missed.
Secure, Business-Scoped Data
All CRM data is safely scoped to your business with no cross-account visibility.
OBD Ecosystem Integration
Use CRM contacts across reviews, offers, events, reputation tracking, and AI-powered tools.
Clean, Intuitive Interface
Built into the OBD Premium Apps dashboard with light and dark mode support.
No setup headaches. No forced workflows. Just what local businesses need.
Hover Over Image to Scroll
📈 Designed To Grow With Your Business
OBD CRM is intentionally simple today — but built on a foundation that supports future automation, insights, and deeper workflows as your business grows.
All future enhancements are optional and designed to layer on — not replace — how you work today.
CSV Import And Export
Easily bring existing contacts into OBD CRM or export your data when needed.
Advanced Segments
Create saved customer groups like VIPs, repeat customers, or follow-up reminders.
Contact Activity Timeline
See reviews requested, promotions sent, and engagement history for each contact.
Automation Triggers
Automatically connect CRM actions to review requests, promotions, and events.
Scheduler And Booking Integration
Create or update CRM contacts automatically when appointments are booked.
AI-Assisted Insights
Identify customers who need follow-up and understand which relationships drive the most value.
New features are added intentionally — without turning OBD CRM into bloated software.
🏪 Everything Works Better When Your Business Is Verified
Every OBD Premium App — including OBD CRM — works best when connected to a verified Ocala Business Directory profile. Your business profile acts as the foundation that connects customer data, reviews, offers, events, and AI tools into one complete system.
Free To Claim • Required For Full Suite Integration • Takes Just Minutes
❓ OBD CRM FAQ's
Quick answers to common questions about how OBD CRM works.
⭐ FAQ GROUP — OBD CRM
Everything You Need to Know About OBD CRM
What Is OBD CRM, Exactly?
OBD CRM is a lightweight customer relationship manager built specifically for local businesses using the Ocala Business Directory Premium Apps. It helps you organize customer contacts, track follow-ups, and connect customer data to other OBD tools.
Is OBD CRM Included With OBD Premium?
OBD CRM is part of the OBD Premium Apps suite. Availability and access may depend on your selected plan.
Is OBD CRM A Full Enterprise CRM?
No. OBD CRM is intentionally not a large enterprise or sales-pipeline CRM. It focuses on the core customer management features local businesses actually use, without unnecessary complexity and features most business will never use.
Who Is OBD CRM Designed For?
OBD CRM is designed for local business owners who want a simple, organized way to manage customer relationships and connect them to reviews, promotions, events, and AI tools within OBD.
What Information Can I Store In OBD CRM?
You can store customer names, emails, phone numbers, addresses, company names, notes, tags, statuses, and follow-up reminders — all scoped securely to your business.
Can I Track Customer Follow-Ups?
Yes. OBD CRM includes built-in follow-up tracking so you can see overdue, upcoming, and completed follow-ups at a glance and stay consistent with customer communication.
How Does OBD CRM Work With Other OBD Apps?
OBD CRM acts as a central data hub. Customer contacts can be used across other OBD Premium Apps such as Review Request Automation, Reputation Dashboard, Offers & Promotions, Event Campaign Builder, and AI Help Desk.
Is My Customer Data Secure?
Yes. All CRM data is business-scoped and protected within OBD’s multi-tenant architecture. Your contacts are only accessible to your authenticated business account.
Do I Need To Use Other Premium Apps To Use OBD CRM?
No. OBD CRM works on its own. However, it becomes more powerful when used alongside other OBD Premium Apps that rely on customer data.
Can I Import Or Export Contacts?
CSV import and export are planned features but are not included in the current V3 release. These enhancements are part of the upcoming roadmap.
Does OBD CRM Include Automation?
Not yet. OBD CRM is intentionally manual in V3. Automation features — such as triggering review requests or promotions — are planned as optional future enhancements.
Will OBD CRM Replace My Existing CRM?
For many local businesses, yes. Others may choose to use OBD CRM alongside an existing system to keep OBD marketing, reviews, and customer data connected.
💬 FAQ GROUP — Support
How do I contact OBD for help?
Visit the Contact Page and our team will assist you promptly.
Your CRM Is Stronger When It’s Part Of A Bigger System
Your Google Business Profile influences first impressions every single day. Manage it as part of a connected system built to support visibility, trust, and long-term growth.
Built for Ocala Businesses • Part of the OBD Premium Apps