You can embed a lead form in your website. When a new inquiry fills in the lead form on your website, a new project is automatically created in Octoa. All the information from the further inquiry is directly stored inside the project.

Need help with the implementation of the lead form?

Please send us an email at hello@octoa.com. Octoa will contact you by email as soon as we receive your request. Research and implementation will start once we have all the relevant information. After installation, all new inquiries will go directly into your Octoa account, and you can manage them immediately.

You can create predefined proposals that can be used in a new project. A proposal can consist of deliverables and option items that let your client choose items to add to the proposal.

You can create predefined invoices that can be used in a project.

You can create predefined contracts that can be used in each proposal you create within a project.

You can create predefined products that can be selected in your proposal and invoice.

You can create predefined emails that can be used within each project. You can use tokens that the actual content will replace. For example, the token @clientFirstName will be replaced by the client's first name. You can create emails for each language you have activated in your settings.

You can create predefined questionnaires that can be used within each project. Questionnaires can be sent to a client to receive additional information. When the client submits the questionnaire, answers will be stored inside the project.

You can create workflows to improve productivity and create more structure in managing your clients. Workflows consist of actions which are things you send out to your clients. Actions can be an email, proposal, or questionnaire, and you can choose to send out actions automatically if needed. Tasks are things you should not forget to do within each new project.

You can create as many templates as you need.