Built-in CRM

Manage the customer journey in a way that fosters lifelong business relationships

OctopusPro stores all of your important client history and billing information. It allows all of your client’s past jobs, quotes, invoices, complaints and payments to be easily searchable. Access your data anywhere there is internet, or with our iOS and Android Apps.

How does it work?

In order to successfully delight your customers, you need to have a comprehensive view of your account and customer relationships. OctopusPro’s customer relationship management solutions ensure that you have the arsenal you need to both obtain and retain customers. Through embedded communication tracking, automation, and forecasting, it allows you to manage your leads, prospects and customers in a strategic manner and remove the burden of manual administrative tasks.

CRM cycle service support quality sales

Key features

  • Easily search through and find customers
  • Easily view all job and contact history of clients
  • Service your customers faster and respond quickly to emergencies
  • Beat your competition to prospects
  • Provide historical record of customer email and SMS interactions
  • Make service calls more efficient
  • Setup automated reminders and newsletters
  • Provide more accurate arrival time estimates to clients
  • Enables your customers to rate your services and workers
  • Enables your customers to track their booked workers from your website or using your app
  • Detect and merge duplicate customers
  • Set charges depending on customer type and location
  • Connects all customer enquiries, quotes, bookings, invoices, complaints & payments together
CRM strategy for growth and retention

CRM features that help you grow your business

mobile workforce social and accounting integrations

Ratings and reviews

Allow customers to rate your staff and service so you are better aware of the quality of your team’s work.

One Connected Workflow

OctopusPro links your customer enquiries, quotes, bookings, invoices & complaints together so it’s easy to manage an entire workflow for each client.

Organised customer history

Keep all your important customer history organized and in one place for quick and easy access at anytime.

Keep Detailed Records

Keep accurate and detailed records of all quotes, jobs, visits, invoices and billing history of your clients.

Import and export
customer lists

Import your existing client list into OctopusPro and get started scheduling and invoicing right away. You can also export your lists so you can use them for other purposes when needed.

Merge duplicate customers

Detect duplicate customers and merge them for better customer grouping and record management with a set of automated tools and features.

Customer facing app

Allow your customers to manage their own bookings using our customer facing app, saving you on costs and catering for a wider range of customers, giving you advantage over your competition.

Customer reminders

Remind your clients you’re coming with automatic email reminders, remind them when their next booking should be due, and send them offers, specials and newsletters.

Custom fields and tags

Custom fields and tags allow you to segment and quickly sort through your clients.

Search mail history

Easily access the entire mail history between your business and your client with one click.

Advanced customer search

Quickly search through your clients, jobs, invoices and custom fields to find the client information you need.

Field worker tracking

OctopusPro’ GPS vehicle tracking makes fleet customer service easy. With a GPS tracking system, you can respond to customer needs with more accuracy and at a faster rate. Save valuable company time, improve your team work and increase customer satisfaction. Respond faster to customer needs by using our vehicle tracking to make sure that workers complete their jobs quickly and on-time.

Manage multiple properties

Manage multiple properties / jobs per client, making it easy to subcontract your work, and work with builders and property management companies.

Business benefits

  • Win customers 24/7 with real time availability
  • Centralise information for staff efficiency
  • Access your system anywhere with internet and a browser
  • Offline access for your site workers using their app
  • Manage thousands of clients effortlessly
  • Capture data for business analytics, operational optimisation and marketing
  • Better compete with prices using custom pricing
  • Meet your customers desired availability
social CRM features
lead conversion estimate booking invoice

OctopusPro mobile workforce booking management system is an integrated online solution for service based businesses of all sizes, with connectivity and integration with leading CRMs and accounting systems.

OctopusPro is designed as the ideal management tool for all mobile or field services, from cleaning, to gardening, mowing, locksmiths, pool care, plumbing, antennas, dog washing, baby sitting, car detailing, removals, skip bins, private tutoring, security, painting, tiling, heating & cooling, solar system installations, pest control, or whatever it may be that your business offers as a service to it’s clients. OctopusPro is also ideal for real estate agents & builders to manage contractors that work on properties they manage.

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