The apps
41 apps. One for each need.
Pick the ones that help you today. The others stay visible, ready the day you need them, and they all share your customers, your products and your team.
Finance5 apps
Invoice, get paid, reimburse, forecast and keep the books.
Sales & customers6 apps
Find customers, welcome them, serve them and bring them back.
People6 apps
Run your team, from hiring to payroll preparation.
Collaboration7 apps
Talk, share, sign and decide together.
Operations7 apps
Run projects, manage inventory, buy, deliver and work on site.
- Projects & tasksBoards, deadlines and owners
- Inventory & warehouses (WMS)Sites, locations, transfers and stock counts
- PurchasingSuppliers and purchase orders
- TimesheetsTime spent per project and client
- Field serviceWork orders and technicians
- Deliveries & routesRoutes and proof of delivery
- Fleet & equipmentVehicles and assigned equipment
Marketing & web6 apps
Show up online, sell on the web and bring people in.
Insights & AI4 apps
Follow the numbers, automate and ask Claude.
Where to go to…
Say what you want to do, Octyo tells you where.
- Create a quote, an invoice or a credit note, bill monthly, track a customer orderInvoicing
- Get paid by card or direct debit, send a payment linkPayments
- Know how much I’ll have in the bank in three monthsCash flow & forecast
- File a supplier bill, prepare VAT or sales tax, share the books with my accountantAccounting
- Get paid back for an expense I coveredExpenses
- Track a sales opportunityCRM
- Answer a customer (email, website chat), publish my FAQCustomer service
- Ring up sales at the counter or at the tablePoint of sale
- Let my customers book a serviceBookings
- Decide who works whenShift planning
- Record when I clock in and outTime clock
- Request time offTime off
- Prepare this month’s payrollPayroll preparation
- Welcome a new hire, handle a departureEmployees
- Hire someone, run annual reviewsRecruiting & reviews
- Set up a meetingCalendar
- Store and share a fileDrive
- Get a document signed, check a signed documentE-signature
- Get an internal request approvedApprovals
- Write a procedure for the teamWiki & procedures
- Create a questionnaire or a surveyForms & surveys
- Run a project as tasks, with deadlines and ownersProjects & tasks
- Know what I have left in stock, and whereInventory & warehouses (WMS)
- Order from a supplier, receive the goodsPurchasing
- Log time spent on a project or for a clientTimesheets
- Send a technician to a customerField service
- Get a website for my businessWebsite
- Sell my products onlineE-commerce
- Make a catalog of my products, with photos and prices, as a PDF or onlineCatalogs
- Send a newsletter or a promotion by emailEmail marketing
- Sell tickets for a dateEvents
- See my numbers, build a reportDashboards & reports
- Ask about my data in plain language, from ClaudeOctyo in Claude
- See my sites live: who’s in, vehicles, racks, transfersImmersive view
- Add a field, automate a task, connect another toolStudio
Neighboring apps
Two apps look alike? Here is what sets them apart.
Shift planning, Calendar or Timesheets?
Shift planning says when everyone works, the Calendar when you meet, and Timesheets what the time was spent on.
Time clock, Timesheets or Payroll preparation?
Time clock records attendance, Timesheets show what the hours went to, and Payroll preparation gathers the month’s payroll variables.
Time off or Shift planning?
Absences are requested and approved in Time off; Shift planning takes them into account when scheduling work.
Recruiting & reviews or Employees?
Recruiting & reviews finds the right person and runs annual reviews; Employees keeps their record and organizes their arrival and departure.
Invoicing or Accounting?
Invoicing faces your customers; Accounting keeps the company’s books for your accountant and the tax authorities.
Invoicing subscriptions or Payments?
A subscription in Invoicing decides when and how much to bill your customer; Payments collects each installment, by direct debit or payment link.
Payments, Point of sale or Cash flow?
Payments and Point of sale bring the money in, remotely or at the counter; Cash flow forecasts what will be left in your accounts.
Expenses, Purchasing or Accounting?
An employee paid for something: Expenses. The company orders from a supplier: Purchasing. A bill received to approve and archive: the documents in Accounting.
CRM, Customer portal or Customer service?
The CRM tracks your sales until the deal is signed, Customer service answers customer requests, and the Customer portal gives customers one place to find everything.
CRM activity or Projects task?
A call, email or meeting with a customer: a CRM activity. Work to deliver within a project: a task in Projects & tasks.
Loyalty, E-commerce promotions or Events codes?
Loyalty rewards customers over time, in store and online; E-commerce and Events promo codes only work in their own app.
Drive, Accounting or Wiki & procedures?
Drive stores and shares your files, Accounting’s documents get bills and receipts approved and archived, and the Wiki captures the team’s know-how.
Wiki & procedures or Customer service FAQ?
The Wiki keeps the team’s know-how internal; the Customer service FAQ answers your customers in public.
Chat, Customer service or Email marketing?
Chat to talk with coworkers, Customer service to answer a customer who writes to you, Email marketing to send a campaign to your customers.
Calendar, Bookings or Events?
The Calendar organizes your team’s time, Bookings lets customers book a service, and Events sells seats for a specific date.
Approvals or E-signature?
Approvals collects an internal decision through a workflow; E-signature gets a PDF signed, with a certificate of evidence.
Projects & tasks, Field service or Customer service?
Work spanning several tasks and weeks: Projects & tasks. A visit to the customer’s site: Field service. A request to handle: Customer service.
Inventory & warehouses (WMS), Purchasing or Deliveries & routes?
Inventory tracks what you have, Purchasing brings goods in, and Deliveries takes them to your customers with your own drivers.
Fleet & equipment, Inventory or Field service?
Fleet tracks the assets assigned to your teams, Inventory what you sell or use up, and Field service the equipment installed at your customers’ sites.
Website, E-commerce or Forms & surveys?
The Website presents your business, E-commerce sells online, and Forms & surveys collects answers, on your site or elsewhere.
Social media, Email marketing or the Website blog?
Social media prepares your Facebook, Instagram and LinkedIn posts, Email marketing reaches your subscribed customers, and the website blog keeps an article online.
Catalogs or E-commerce?
Catalogs lays out your products in pages to print or share as a PDF or online; E-commerce sells them, from cart to checkout.
Immersive view, Dashboards & reports or Inventory?
The Immersive view shows your sites live, as they are laid out; Dashboards & reports read your figures and trends; Inventory manages your goods.
Start with one app. Keep the others close at hand.
The Discovery plan gives you one app of your choice, free, up to 3 users. All the others stay visible.