Every customer and every deal in one place

The busy parts, handled

• Before: Customer details spread across phones and notebooks. With Octabiz: One record with history, notes and tags.
• Before: Deals forgotten after the first call. With Octabiz: A pipeline that shows every deal and its stage.
• Before: Quotes typed up by hand. With Octabiz: Quotes built from your products and turned into orders.

Everything in customers

Contacts

One record per customer with every conversation, note and tag.

• Full history
• Notes and tags
• Your own fields

Sales pipeline

Drag deals from stage to stage and see what is likely to close.

• Your own stages
• Drag and drop
• Chance of closing

Email campaigns

Email a chosen group of customers and see who opened and clicked.

• Groups made for you
• Opens and clicks
• Targeted lists

Quotes

Build a quote from your product list and turn it into an order.

• Built from your products
• Ready to send
• Turns into an order

Lead scoring

New leads get a score, so you call the best ones first.

• How they engage
• Company size
• Your own rules

Sales reports

See win rates, how fast deals move and how each person is doing.

• Win rates
• Deal speed
• Team results

Up and running in 4 steps

1. Bring in your contacts: Upload your customer list from a spreadsheet.
2. Name your stages: Set the steps a deal goes through.
3. Work the deals: Log calls, send quotes and move deals along.
4. Follow up: Campaigns and reports show who to talk to next.

Customers works with the rest of Octabiz

• Booking: Every visit saved on the customer record
• Point of sale: Purchases show on the customer record
• Business email: Campaigns sent from your own address
• Invoices: Accepted quotes become orders

Businesses using customers

• Hotels: Rooms, reservations, front desk and housekeeping
• Yoga and fitness studios: Classes, memberships, check-ins and instructors
• Rug cleaners: Pickups, rug tags, the wash floor and invoices
• Rug dealers: Every rug's size, origin, photos and price
• Antique dealers: Provenance, photos, valuations and restoration

Questions about customers

Can I add my own fields?

Yes. Add your own fields and tags to fit how you work.

Can a quote become an order?

Yes. Turn an accepted quote into an order in one step, with the same items and prices.

Can I see who opened a campaign?

Yes. Each campaign shows who opened it and who clicked.

See your customers and deals in Octabiz

A 30-minute call with someone from our team. We set it up with your own details so you can see how it would work for you.

Book a demo