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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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