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.
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Work with a partner

Get expert help to launch Octexo the right way.

Octexo partners help you set up, migrate, customise and train your team. Tell us what you need and we will match you with the right partner or our own team.

Find my partner Become a partner
What partners help with

Everything around
a smooth rollout.

01

Setup & configuration

Your workspace configured around your processes, roles and approvals.

02

Data migration

Customers, products, balances and history moved safely from your old tools.

03

Training

Hands-on sessions so every team knows exactly how to work in Octexo.

04

Custom workflows

Industry-specific fields, stages and automations built for you.

05

Integrations

Octexo connected to your store, website and the tools you already use.

06

Ongoing support

A local contact for questions, changes and new modules as you grow.

Is a partner right for you?

When working with
a partner helps most.

Many teams get started with Octexo directly. A partner is worth it when your rollout is bigger or more specialised.

You are moving from several tools

A partner plans the migration so nothing is lost on the way.

You have unique processes

Specialist industries often need tailored setup and workflows.

Your team needs training

Adoption is faster with in-person or live guided training.

You prefer local support

Work with someone in your region and time zone.

How matching works

Three steps to
the right partner.

01

Tell us your needs

Your industry, team size, location and the products you are interested in.

02

We match you

We connect you with a partner who fits, or with the Octexo team directly.

03

Start your rollout

Agree the plan and go live with expert help every step of the way.

Get matched

Find the right
partner for you.

Share a few details about your business and what you need help with. We will get back to you with the best way forward.

  • 01You tell us about your business and what slows you down.
  • 02We get back to you to understand your workflow.
  • 03You see a tailored walkthrough and decide at your own pace.

We only use your details to reply to this request.

Thank you, we’ve got it.

Someone from the Octexo team will be in touch soon. In the meantime, feel free to keep exploring.

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