CRM & Customers
Keep customer and lead records, activities, quotations and follow-up work together.
About Ooctal
A connected platform for the work behind your business
Ooctal brings everyday business processes into one configurable workspace, connecting customer records, sales, finance, inventory and team operations through dedicated modules.
The Ooctal approach
Business software should follow the way work moves
A customer request can lead to a quotation, an order, an invoice and a payment. That work may also depend on available products, purchasing and accurate financial records.
Ooctal is organized around these connected activities. Teams can use the modules that fit their processes and bring related records together, with availability shaped by the selected plan, enabled modules and configuration.
One business workspace
The core areas your teams work in
Explore the main Ooctal modules and see how each area supports everyday business workflows.
Sales
Manage quotations, orders, invoices and the day-to-day steps of the sales process.
Finance & Accounting
Work with accounting entries, expenses, payments, reconciliation and financial reports.
Inventory
Follow products, stock levels, inventory movements and warehouse transfers.
Purchasing
Connect supplier records and purchase orders with receiving and stock workflows.
Point of sale
Support checkout, sales and payments alongside product and inventory workflows.
HR & Employees
Organize employee records and the people operations available to your team.
Operations
Bring daily processes across customers, sales, purchasing and inventory into view.
Getting started
Start with your process, then choose the modules
A practical evaluation begins with the work your team needs to manage and the requirements your business must meet.
Map the work
Identify the records, approvals and handoffs involved in your current process.
Review the modules
Explore the Ooctal modules that support those activities and confirm what your plan includes.
Validate your setup
Try representative workflows with your team, configuration and local business requirements.
A modular platform for different workflows
Businesses can focus on the Ooctal areas relevant to their operations, from customer management and finance to point of sale and inventory. Module access and available features depend on the subscription and configuration.
Plan for your market and requirements
Tax, payroll, reporting and operational requirements can vary by country and organization. Review your local obligations and confirm that the selected modules and configuration support the workflows you need.
Ooctal Business Platform
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Ready to grow your business?
Start your free trial and bring your business workflows together in Ooctal.