Octexo for SMEs

Run your whole business from one place, not twelve apps.

Growth usually means more tools, more spreadsheets and more things falling through the cracks. Octexo gives growing businesses one connected system for customers, operations and money, so you can scale without scaling the chaos.

Book a free demo See the solution

One family of products, one connected platform

OctexoOC 360 OctexoOC Finance OctexoOC Lead OctexoOC Legal OctexoOC Inventory OctexoOC Travel OctexoOC Campus OctexoOC Retail

The challenge

We know what slows
smes down.

Too many disconnected tools

Customer data in one app, stock in another and invoices somewhere else.

Manual re-typing

Hours every week copying the same information between systems.

No single view of the business

You find out how last month went… next month.

Processes live in people’s heads

When someone is away, work stops.

The Octexo solution

Your stack for
Small & Growing Businesses.

OC 360

Clients, projects, tasks, employees and attendance in one connected workspace.

Client Management
Project Management
Task Management

OC Finance

Simple accounting with expenses, journals, invoices and reports.

Chart of Accounts
Expenses
Cash in Hand

OC Inventory

Products, purchases, suppliers, stock and sales without complicated software.

Product Catalogue
Stock Levels
Purchases

A day with Octexo

What a normal day
starts to look like.

9:00

A new lead arrives

It lands in the CRM with its source, ready for follow-up.

11:30

The deal closes

An order is created and stock is reserved automatically.

15:00

Invoice goes out

The order becomes an invoice with one click.

18:00

You check the numbers

Revenue, pipeline and cash on one live dashboard.

What changes

Less chasing.
More running the business.

Tools to log intoOne

Customer recordShared by every team

Month-end reportingAlready done

New hiresProductive faster

Questions

Good questions.
Straight answers.

No. Start with just the modules you need, even one, and add more as you grow.

Yes. We help import your customers, products and open transactions.

Most teams are live within days. We help import your data, set up users and roles, and train your team.

Yes. Fields, stages, roles and workflows can be tailored to how your business already works.

It depends on your team size and the products you need. Book a demo for a clear quote.

Every product uses modern authentication, encrypted connections, role-based access and activity logs.

Book a demo

See Octexo for Small & Growing Businesses
with your own data.

Tell us a little about your business and we will walk you through how Octexo for Small & Growing Businesses fits the way you already work. No pressure, no hard sell.

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.

Other industries

Explore more
solutions.

All solutions

Law Firms & Legal Teams

Hearings, audit files, matters and firm activity, organised.

Field Service & Installers

Leads, technicians, jobs and invoicing for teams that work on site.

Print Shops & Signage

Quotes, job tickets and a live production board for printers.

Ecommerce & Shopify Brands

Connect your Shopify store to your CRM, stock and books.

Retail & Distribution

Inventory, orders, suppliers and customers across locations.

Manufacturing

Orders, materials, suppliers and production visibility.

Healthcare & Clinics

Patient records, appointments and billing, connected.

Education & Training

Admissions, fees, staff and communication in one place.

All products

Run your whole business from one place, not twelve apps.