OctopusPro Key Features
Dashboard
View your sales cycle and pipeline, allowing you to identify trends, spot opportunities, improve conversion rates and reduce costs.
Inquiries
Hold all information related to customer inquiries about your products or services in one place and get the most from new inquiries and keep track of old ones.
Bookings
Show all of the information related to bookings made, and allow your users to keep track of all bookings at each stage of the process.
Estimates
Show information of quotes created in response to customer inquiries where headings describe the ones will be shown under each one.
Invoices
Hold invoices information to manage payments and refunds where headings describe the invoices that will be shown under each one.
Customers
lists of all customers which allow you to find duplicate customers. You can filter each list by type of customer by choosing a customer type
Complaints
Manage your customer complaints. It will help you to ensure that all complaints are resolved promptly and professionally.
Calendar
Maximize bookings and speeds up the booking process by viewing and managing the availability of field workers using integrated live calendars.
Fieldworkers
View users who are assigned Fieldworker roles besides to view and update their details and communicate with one or multiple Fieldworkers instantly.
