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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Frequently asked questions

33 answers
Most teams are up and running within days. We help you import your existing data, set up users and roles, and walk your team through the essentials.
Yes. We import customers, records and open transactions from spreadsheets or your current software as part of onboarding, so you do not start from zero.
Pricing depends on your team size and the modules you need. Book a demo and we will give you a clear quote with no hidden extras.
Yes. Fields, stages, roles and workflows can be adapted to how your business already works, and we can build specific requirements on request.
Yes. Every Octexo product shares the same foundation, so customers, orders and records flow between them without re-typing.
Your data is protected with modern authentication, encrypted connections, role-based access and activity logs. Only the people you allow can see what they need.
Yes. Octexo runs in the browser on desktop, tablet and phone, so your team can work from the office or on the go.
You talk to real people who know the product. We help with setup, training and any questions as your business grows.
OC 360 brings clients, projects, tasks, employees, attendance and reports into one business management system, so your whole team works from the same place.
Yes. Staff check in and out, managers see daily attendance and late arrivals, and attendance feeds straight into your employee records and reports.
Create projects for each client, break them into tasks, assign team members with due dates and follow progress on boards and lists.
Chart of accounts, journal entries, expenses, invoices, ledgers and financial reports such as P&L and balance sheet.
No. OC Finance is built for small businesses: entries are simple to post, and reports are generated for you automatically.
Yes. We can import your accounts and opening balances during onboarding so your books continue where they left off.
Service businesses such as installers, repair and maintenance teams that receive inquiries, book jobs and send technicians on site.
Yes. Technicians see their assigned jobs, update status on site and the office sees changes in real time.
Yes. Completed jobs turn into invoices, payments are recorded against them and you can see profitability per job and technician.
Yes. Website forms and other lead sources can create leads in OC Lead automatically so no inquiry is missed.
Clients, cases, hearings, documents, compliance deadlines, billing and a client portal for law firms and legal teams.
Yes. Hearings and deadlines appear on the calendar and the assigned lawyers are reminded before each date.
Yes. The client portal lets clients view case updates, shared documents and invoices without calling your office.
Products, purchases, suppliers, stock levels and sales, so you always know what you have and what to reorder.
Yes. Set a minimum level per product and OC Inventory flags items that need restocking.
Yes. Products, opening stock and suppliers can be imported from a spreadsheet during setup.
Travel agencies that sell tickets, visas and packages and need to track inventory, sales and profit in one place.
Yes. Cost and sale price are recorded on every ticket, visa or package, so profit is calculated per booking and per agent.
Yes. Receivables from customers and payables to airlines and suppliers are kept in ledgers with full history.
Students, classes, academics, attendance, fees and parent communication for schools and education institutes.
Yes. Parents get access to their child's attendance, results and fee status.
Yes. Generate fee vouchers, record payments and see outstanding balances by class or student.
POS, inventory, barcodes, batches, purchases, multiple branches and profitability reports in one retail system.
Yes. Scan products at the counter for fast billing, and print barcode labels for your stock.
Yes. Each branch has its own stock and sales, while owners see combined reports across all branches.

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