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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From the blog

Latest guides
& insights.

Guides · 7 min

Moving your business off spreadsheets: a practical guide

 Guides · 6 min

CRM vs ERP: what does your business actually need?

 Product Tips · 4 min

5 CRM habits that keep deals from going cold
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