OctopusPro Key Features

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OctopusPro Key Features

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Dashboard

View your sales cycle and pipeline, allowing you to identify trends, spot opportunities, improve conversion rates and reduce costs.

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Inquiries

Hold all information related to customer inquiries about your products or services in one place and get the most from new inquiries and keep track of old ones.

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Bookings

Show all of the information related to bookings made, and allow your users to keep track of all bookings at each stage of the process.

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Estimates

Show information of quotes created in response to customer inquiries where headings describe the ones will be shown under each one.

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Invoices

 Hold invoices information to manage payments and refunds where headings describe the invoices that will be shown under each one.

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Customers

lists of all customers which allow you to find duplicate customers. You can filter each list by type of customer by choosing a customer type

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Complaints

Manage your customer complaints. It will help you to ensure that all complaints are resolved promptly and professionally.

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Calendar

Maximize bookings and speeds up the booking process by viewing and managing the availability of field workers using integrated live calendars.

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Fieldworkers

View users who are assigned Fieldworker roles besides to view and update their details and communicate with one or multiple Fieldworkers instantly.

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Reports

Run a live report and  view all of your saved reports whenever you like.

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Emails

View both local and external emails.

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