Octexo
Small & Growing BusinessesOne connected system for sales, operations and finance as you grow. Law Firms & Legal TeamsHearings, audit files, matters and firm activity, organised. Field Service & InstallersLeads, technicians, jobs and invoicing for teams that work on site. Print Shops & SignageQuotes, job tickets and a live production board for printers. Ecommerce & Shopify BrandsConnect your Shopify store to your CRM, stock and books. Retail & DistributionInventory, orders, suppliers and customers across locations. ManufacturingOrders, materials, suppliers and production visibility. Healthcare & ClinicsPatient records, appointments and billing, connected. Education & TrainingAdmissions, fees, staff and communication in one place.
All solutions by industry
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About Octexo

We build the systems businesses depend on.

Built for Operations

A business software ecosystem designed to simplify operations without adding complexity.

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Our story

Instead of building isolated software, Octexo creates *connected* systems. CRM, ERP, mobile and desktop apps, Shopify, WordPress and automation, brought together on *one* unified platform, so customers, operations, content, commerce and workflows work together *seamlessly.*

0Unified ecosystem
0Powerful products
0Industries served
0Core principles
Why we exist

Our mission & vision.
The reason behind every product.

Our mission

To simplify how businesses run by connecting the systems they depend on.

We build software that removes busywork instead of adding it. Every Octexo product shares one foundation, so teams spend less time re-typing, chasing and reconciling, and more time growing.

  • Connected, not isolated
  • Simple by default
  • Built with real businesses
Our vision

A world where every business runs on one intelligent, connected ecosystem.

From a five-person print shop to a multi-branch enterprise, we see every business operating on systems that talk to each other, share one real-time picture and grow without limits.

  • Operations
  • People
  • Growth
What we build

Seven products.
One ecosystem.

Every product runs on the Octexo Core Platform, sharing one real-time data graph, so nothing lives in a silo.

CRM Octexo CRM
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CRM

Customers, pipelines, deals and every conversation in one place.

  • Leads, deals and pipelines
  • Full customer timeline
  • Follow-up reminders
Explore CRM
ERP Octexo ERP
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ERP

Finance, inventory, HR and orders connected in real time.

  • Inventory & purchasing
  • Orders linked to finance
  • HR and operations
Explore ERP
Mobile Apps Octexo Mobile Apps
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Mobile Apps

Native iOS and Android apps built on the same core.

  • Native iOS & Android
  • Works on the go
  • Same data as the office
Explore Mobile Apps
Desktop Apps Octexo Desktop Apps
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Desktop Apps

Powerful desktop tools for advanced workflows and deep integrations.

  • Advanced workflows
  • Deep integrations
  • Built for power users
Explore Desktop Apps
Shopify Octexo Shopify
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Shopify

Orders, customers and inventory synced with your store.

  • Orders synced automatically
  • Inventory stays aligned
  • Customers in your CRM
Explore Shopify
WordPress Octexo WordPress
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WordPress

Websites, blogs and content managed beside your business data.

  • Websites & blogs
  • Forms become leads
  • Content beside your data
Explore WordPress
Automation Octexo Automation
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Automation

Visual workflows that connect everything, no code required.

  • Visual, no-code workflows
  • Connects every product
  • Removes repetitive work
Explore Automation
What we believe

Four principles.
Every product.

01

Speed

Fast, real-time interactions. Every change shows up everywhere, instantly.

02

Control

Advanced permissions and audit trails. Know who changed what, and when.

03

Scale

Infrastructure that grows from a small team to thousands of users.

04

Automation

Flexible workflows that take repetitive work off your team’s plate.

How we work

From isolated tools
to connected systems.

Whether you are a small team or thousands of users, the path is the same: connect what you have, automate what repeats, and grow on a platform built to scale.

Step 01

Connect

We bring CRM, ERP, apps, commerce and content onto one platform, linked by a real-time data graph.

Step 02

Automate

Visual workflows turn repeated tasks into systems: a new order creates a CRM entry, updates stock and notifies the team.

Step 03

Grow

One dashboard shows revenue, customers, orders and workflows, so decisions are faster and growth is simpler.

HealthcareRetailEducationEcommerceHospitalityManufacturing HealthcareRetailEducationEcommerceHospitalityManufacturing
HealthcareRetailEducationEcommerceHospitalityManufacturing HealthcareRetailEducationEcommerceHospitalityManufacturing
00

Octexo

One ecosystem · Seven products

Business software without business complexity.

01

Connected

Not isolated

CRM, ERP, mobile, desktop, Shopify, WordPress and automation. One unified platform your business depends on.

02

The Core

CRM meets ERP

Customers, pipelines and deals on one side. Finance, inventory, HR and orders on the other. Connected in real time.

03

Everywhere

Mobile · Desktop · Commerce

Native iOS and Android, deep desktop workflows, and Shopify and WordPress kept in sync with your core.

04

Automate

Workflows without code

A new order becomes a CRM entry, an inventory update and a notification. Nobody lifts a finger.

05

The Graph

Everything, linked

Customers, orders, payments, suppliers, employees and websites form one intelligent, real-time network.

06

Scale

Speed · Control · Automation

Permissions, audit trails and infrastructure built for a small team or thousands of users, from healthcare to retail.

07

Summit

Build smarter

One ecosystem. Seven powerful products. Ready for the future of digital growth.

Octexo / Ecosystem
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FAQ

Questions about
Octexo.

Can’t find what you’re looking for? Talk to us

Octexo is a business software ecosystem. We build connected products, including CRM, ERP, accounting, industry CRMs and Shopify apps, that share one foundation so your business runs on systems, not silos.

Small and growing businesses, specialist firms and multi-branch teams across healthcare, retail, education, ecommerce, hospitality, manufacturing, legal, field service and print.

No. Start with the one product you need today. When you add another, it already knows your customers, orders and team.

Yes. Alongside our core platform we build industry-specific products, and fields, workflows and roles can be adapted to how your business works.

Every product uses modern authentication, encrypted connections, role-based access and activity logs. Your data is only visible to the people you allow.

We help import your existing data, set up users and roles, and train your team, so you are productive from the first week.

Use the Get Started button or any demo form on a product page. A real person from Octexo will get back to you.

Operations · People · Growth

Build smarter with Octexo.

One ecosystem, seven products and a connected platform to prepare your business for the future of digital growth.

Get Started Explore the platform
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