OctopusPro Reviews and Ratings

Use Cases and Deployment Scope

OctopusPro is a cloud-based service management software with the features and tools you need to manage and grow your business. It helps us manage leads, bookings, quotes, staff, payments, and client reviews with ease. OctopusPro enables everyone in your organization to participate streamlining the entire workflow. With reliable cloud hosting and 24/7 support, we’ve improved client satisfaction and cut admin costs significantly.

Likelihood to Recommend

Job scheduling and team assignments are now fully automated. Clients receive confirmations and reminders, and we can track progress and feedback all in one place. The ability to invoice and take payments instantly is a big plus.

Use Cases and Deployment Scope

OctopusPro is a cloud-based service management software with all the features and tools you need to manage and grow your business. Our software team now runs smoothly from scheduling to payment collection. The ability to handle field worker dispatch and customer communication in one place is a game changer. Highly Impressive

Likelihood to Recommend

OctopusPro is a cloud-based service management software that really helped us take control of our growing operations. From handling quotes and bookings to managing reviews and feedback, the system makes our service delivery faster and more efficient. Some UI improvements would be appreciated. It's helped reduce admin costs and boost repeat business.

Use Cases and Deployment Scope

The workflow engine allows visual programming of business rules without coding. We created custom statuses (like "Awaiting Parts") and automated approval chains. The white-labeling options let us match our brand colors perfectly. Excellent flexibility but needs more consistent customization across modules. Live location sharing helped us dynamically reassign jobs during emergencies. Mention notifications work reliably across devices.

Likelihood to Recommend

The team chat (with file sharing) integrated directly with work orders eliminates SMS/WhatsApp dependency. Live location sharing helped us dynamically reassign jobs during emergencies. Mention notifications work reliably across devices. Transformed our field communication but needs richer messaging features. The compliance dashboard helps prepare for ISO 9001 audits. Impressive!

Use Cases and Deployment Scope

Octopuspro's great pipeline visibility, which enables real-time tracking of each step in the sales process, is something I adore. It is simple to track developments and identify bottlenecks thanks to the dashboards' customisable features. Workflows are further made more efficient by the simple interaction with other apps, which guarantees a uniform picture of customer data. Productivity is significantly increased when visibility and app connectivity are combined.

Likelihood to Recommend

We used Octopuspro for many purposes when I was working as a subject matter expert in task us. This tool is so user friendly and easy to understand still very strong Our Customers support chat data was completely stored and handled using Octopuspro only and my quality team used the same to navigate through the chat to do the audits this tool is very well designed and super efficient

Use Cases and Deployment Scope

It allows me to generate a different and varied email sequence depending on the user's profile. In a completely automatic way, I only have to configure the texts and the sequence order. I also have AI assistance to generate entire templates according to my needs, which is completely phenomenal. It's Impressive

Likelihood to Recommend

Beyond the program for organizing email lists, I appreciate the added support through the content optimizer and email templates. Regaring email lists for various marketing campaigns, creating groups is very user friendly to reach niche target audiences. The way the metrics are mapped out (opens, clicks, sales conversions) also makes it easy to track the success of our campaigns. Therefore, it is highly recommended.

Use Cases and Deployment Scope

OctopusPro has been a game-changer for me in terms of staying in touch with my fans. It makes it easy for me to keep in touch with folks and monitor their participation. The tool is user-friendly and has greatly simplified the management of my interactions. OctopusPro is the best option if you're looking for a dependable method to communicate with your audience.

Likelihood to Recommend

OctopusPro has all the features a small firm needs to work together on sales activities. It's quite simple to use and intuitive. In my current position, I utilize it daily. In OctopusPro, there are a lot of different ways to complete the same activity, which is great, but it can get confusing and make it challenging to establish routine procedures with our team. Due to the numerous functions, there is a slight learning curve. Because it is so configurable, it did take some time to set up, but the work was well worth it.

Use Cases and Deployment Scope

The best CRM products enable you to capture all aspects of a Sale, before, during and after the close. For example, attaching actual Orders and Terms documents, negotiated after the Close. OctopusPro makes these tasks simple and easy. OctopusPro has really pleased me, especially with the abundance of educational materials it offers. As a rookie to the corporate world with limited CRM knowledge, I've found the webinars and friendly staff to be invaluable. Their knowledge has made it simple for me to get past every challenge I've encountered.

With its clear and easy-to-use display, the interface is incredibly user-friendly and ideal for pipeline management, marketing tracking, and customer follow-ups. All things considered, OctopusPro has beyond my expectations, and I can't wait to use more of its capabilities.

Likelihood to Recommend

This program is used by the nonprofit organization where I work to keep track of and follow up with individuals who are curious about what we do. It's really straightforward to use once you know what functions are available. I spend the entire day on and off OctopusPro, and occasionally I have to train my teammates on its use. When someone new enters your pipeline, the automations make it simple to get in touch with your network. That relieves me of one task while maintaining a personal touch with the recipient of the email or text.

Use Cases and Deployment Scope

Everything that wasn't really necessary was removed. This CRM is for a sales team that wants to work quickly and combine phone, email, and SMS. It only takes a few seconds to update a lead or enter a new one. This is something I've never seen a CRM do! I'm leaving Zoho, which is excellent, but slow, slow, slow. Octopuspro provided me with all I needed, and I wasn't even using 1% of what Zoho has to offer. Additionally, prompt customer service when I need it!

Likelihood to Recommend

I adore their power dialer and telemarketing features in general, first and foremost. Close is, in my opinion, the greatest CRM in this division. Its simple customization allowed us to precisely tailor it to our requirements. We have successfully integrated it with all other applications to date, and even our offline touchpoints are now close.

We use it every day, and in the event that we ran into an issue, the customer service personnel promptly solved it.

Use Cases and Deployment Scope

I appreciate how easy it is to utilize the software. I initially utilized it to essentially keep all of our contact information so that the sales team could get in touch with us. Later, it started to sync with our website, where we also uploaded some stuff from Salesforce. What I appreciate about it is the variety of the software and how it simplifies our life.

Likelihood to Recommend

This feature centralizes all customer and lead information, providing a complete view of interactions and helping sales teams nurture relationships more effectively. I enjoy the ability to build in-depth reports for campaigns, and the integration with other platforms is an essential part of providing all the data I need in one place.