Account records
Maintain account details used by your company workflows.
Ooctal Business Platform • Accounts
Accounts
Keep account information organized and connected with the customer and business records your team uses. The available account workflows depend on your company setup.
Workflows in this module
Available workflows depend on your subscription, configuration and local requirements. Review each process with your team before rollout.
Customer context
Connect business account information with relevant customer and sales activity.
Connected operations
Use account records alongside the modules enabled for your business.
Before you choose
- Confirm the modules and reports available in your subscription.
- Test the workflow with your own records, roles and business rules.
- Validate country-specific tax, payroll or regulatory requirements with a local specialist.
Explore other platform modules
Ooctal Business Platform
Start Free Trial
Ready to grow your business?
Start your free trial and bring your business workflows together in Ooctal.