CRM
CRM software for managing contacts, leads, sales activities and customer follow-ups.
Explore module guideExplore the Ooctal modules for customers, sales, finance, inventory, purchasing and daily operations. Choose the workflows your business needs and confirm the modules available in your plan.
Browse the Ooctal business modules and open a dedicated guide for each area of your business.
CRM software for managing contacts, leads, sales activities and customer follow-ups.
Explore module guideOrganize customer records, contacts and customer activity with connected customer management software.
Explore module guideManage supplier records, purchasing relationships and incoming goods workflows.
Explore module guideManage product records used by sales, purchasing, inventory and point of sale workflows.
Explore module guideTrack products, stock levels, inventory movements, warehouse transfers and purchasing with inventory management software.
Explore module guideManage warehouse records, stock levels and inventory movements between locations.
Explore module guideManage supported social content and customer conversations with connected social workflows.
Explore module guideConnect supported advertising accounts and review campaign activity and performance data.
Explore module guideCreate and manage purchase orders, receiving and supplier invoice workflows.
Explore module guideManage sales leads, quotations, customer orders, invoices and payment workflows in connected sales software.
Explore module guidePoint of sale software connecting checkout, products, orders and inventory workflows.
Explore module guideCoordinate restaurant orders, menus and point of sale workflows in one business system.
Explore module guideManage restaurant menu information connected with ordering and point of sale workflows.
Explore module guideTrack business orders and connect order records with sales, checkout and inventory workflows.
Explore module guideManage accounting entries and review financial records with business accounting software.
Explore module guideConnect invoices, payments, expenses and accounting workflows for business finance management.
Explore module guideRecord and review business expenses with connected accounting and payment workflows.
Explore module guideManage payment records connected with invoices, purchases and accounting workflows.
Explore module guideReview business performance through available sales, accounting and inventory reports.
Explore module guideOrganize employee records and supported human resources workflows in one system.
Explore module guideManage employee records and related HR workflows with employee management software.
Explore module guideOrganize events, registrations, attendees and related event operations.
Explore module guideOrganize event tickets and attendee registration through supported ticketing workflows.
Explore module guidePrepare customer quotations and connect proposals with sales and invoice workflows.
Explore module guideCreate and manage business invoices and connect billing with payments and accounting.
Explore module guideConfigure company settings used by enabled business modules and daily workflows.
Explore module guideOrganize clinic workflows and related healthcare administration records.
Explore module guideManage clinic operations and electronic medical record workflows available in your setup.
Explore module guideUse the configured AI assistant to support questions and workflows across business operations.
Explore module guideManage business accounts and account records alongside customer, sales and finance workflows.
Explore module guideCreate reusable business document templates and support consistent communication workflows.
Explore module guide