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Octozy

Octozy

Overview

What is Octozy?

Octozy Business Cloud is a business solution designed to streamline enterprise digital transformation. This platform caters to businesses of all sizes, including small startups and large enterprises. It is utilized by various professions and industries such as associations, sporting organizations,...

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Pricing

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Basic

$150

Cloud
per month

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Details

What is Octozy?

Octozy Business Cloud is a business solution designed to streamline enterprise digital transformation. This platform caters to businesses of all sizes, including small startups and large enterprises. It is utilized by various professions and industries such as associations, sporting organizations, enterprises, memberships, and professional institutions.

Key Features

Customer Relationship Management: According to Octozy Technologies, Octozy Business Cloud offers a process for managing customer relationships. It provides a 360-degree view of constituents, including members, non-members, stakeholders, vendors, affiliates, and organizations. This feature aims to drive member retention and engagement through tracking and management of sign-ups, renewals, income distribution, member communications, and more.

Membership Management: Octozy Business Cloud allows businesses to manage memberships by providing a 360-degree view of constituents. This includes members, non-members, stakeholders, vendors, affiliates, and organizations. The platform aims to drive member retention and engagement through personalized experiences and facilitates tracking and management of sign-ups, renewals, member communications, and more.

Supply Chain: Octozy Business Cloud leverages its platform APIs to integrate with third-party applications, ensuring data management and security. By centralizing critical data, it aims to automate workflows and tasks dependent on multiple applications. Additionally, it offers cloud-based backups for data protection.

Product & Inventory: This feature enables businesses to manage assets, service products, real-time inventory, and customer-centric transactions across multiple channels. Octozy Business Cloud allows for the creation of quotes and job management on the field. It also provides features for managing orders, billing, and dispatching goods and services, facilitating communication and collaboration between teams.

Events & Training: Octozy Business Cloud aims to enable efficient event and training management. It offers features for communication, performance tracking, cost planning, and attendee management. Businesses can create and manage events, sessions, surveys, and more, enhancing customer experience through personalized engagement and networking opportunities.

Fleet & On Field Services: With Octozy Business Cloud, businesses gain a 360-degree view of constituents, including members, non-members, stakeholders, vendors, affiliates, and organizations. The platform streamlines on-field quotes and job management processes, facilitating communication and collaboration between schedulers, field staff, and customers. It also offers features for job scheduling, skill matching, onsite billing, and inventory access.

Web Portals & Mobile Apps: Octozy Business Cloud empowers customers and stakeholders with web portals, mobile apps, and digital documents. It enhances customer experience through self-service portals and mobile apps, providing access to personalized information and services.

Analytics & Business Insights: Octozy Business Cloud provides data visualization tools for graphical representation of business data. By incorporating AI and analytics, it aims to uncover insights and opportunities. The platform offers descriptive, predictive, and prescriptive analytics for data-driven decision-making. It also enables smart visual cues, chatbots, and critical business reporting.

Integrations & Automation: Octozy Business Cloud seamlessly integrates with third-party applications using its platform APIs. By centralizing critical data, it aims to enable efficient data management and security. The platform automates workflows and tasks, increasing efficiency through seamless integration of multiple applications.

Marketing & Communication: Octozy Business Cloud enables marketing automation and structured workflows. It facilitates personalized and targeted communication through email marketing and analysis tools. The platform enhances customer engagement and retention through advanced marketing features. It also provides tools for customer tracking, segmentation, and communication automation.

Octozy Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based, Android, iPhone
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