OctoCRM

About OctoCRM

Octo CRM Mobile is a mobile app for managing service businesses (beauty salons, barbershops, studios, and other appointment-based businesses).
With the app, you can manage key processes directly from your smartphone: employee schedules, client appointments, services, payments, expenses, and inventory operations.
Key Features
Records and Calendar
• Employee schedule by day and week
• Record statuses, comments, and quick view of details
• Workload control and workday planning
Clients
• Client card with contacts and notes
• Visit history and quick search
• Convenient navigation through the client database
Services and Prices
• Service and price list customization
• Category grouping and structure
• Correct cost display
Branches and Team
• Work across branches and organizations
• Employee and parameter management
• Unified processes for different locations
Roles and Access
• Access levels: owner, manager, employee
• Application sections are displayed depending on the role
• Financial data is available only to authorized users
Warehouse
• Receipts, write-offs, and movement of goods
• Current balances by item
• Warehouse transaction accounting
Cash and Accounting
• Revenue, expenses, and summary indicators
• Reports and basic analytics by day and period
Salaries and Payments
• Calculation of accruals for a period
• Control Payments
• Totals for each employee
Notifications
• Push notifications about important events (if enabled in settings)
Integrations (optional)
Integrations (for example, a chatbot for communications and notifications) may be available in some organizations. Availability depends on the organization's settings.
Access and Security
The application is accessible after authorization and linking to an organization. Access to data is limited by user roles and permissions.