- Industries
- Business services
A sample day
Business services
From the first meeting to invoicing the time spent, the engagement runs without switching tools.
A day with Octyo
The moments Octyo helps, from opening to closing time.
- CRM
Today’s follow-ups
The director opens “To do”: two calls scheduled and a deal to follow up, quiet for a month. She schedules a reminder for Thursday.
- Bookings
A first meeting booked online
A prospect booked a 30-minute first meeting from the firm’s website. The slot is blocked in the consultant’s calendar, and the email reminder went out the day before.
- Invoicing
The proposal is signed
The consultant sends a quote built from an engagement template. The client opens it on his phone, ticks an option and signs online; the deal is marked won in the CRM.
- Projects & tasks
The engagement kicks off
The project is set up with its milestones, team and budget. It is shared with the client, who follows progress and documents from the Customer portal.
- Timesheets
This week’s time
Each consultant logs their hours by project and task. Once approved, they feed the engagement’s profitability, and the time is invoiced from the project as a draft to review.
- Octyo in Claude
Asking Claude about unpaid invoices
The director asks Claude, connected to Octyo with her permissions, for invoices more than 30 days overdue. Claude drafts the reminders; none is sent without her approval.
The industry pack
The first time you open Octyo, it suggests this industry’s pack, which you can find later in Studio. It prepares the following, and you adjust it your way.
- CRM stages: first conversation, needs analysis, proposal sent, negotiation
- Stated budget and Desired deadline fields on deals, Industry on contacts
- Categories: hourly services, packages, subscriptions, training, mileage expenses
- Two services to complete: a 30-minute first meeting and a follow-up meeting
- An opening line for quotes and a thank-you note on invoices
The apps for this industry
Highlighted in your Octyo when you choose this industry. The others stay one click away.
Other industries
- Restaurant, barFrom the lunch rush to the evening close, the dining room, the kitchen and the team work from the same tools.See the day
- Bakery, pastry shopFrom the bakehouse to the counter, sales, stock and the team are tracked in one place from the early hours.See the day
- Retail shopIn store and online: one stock, one loyalty card and one customer list.See the day
- Online storeFrom paid order to delivered parcel, each step passes from one app to the next with no retyping.See the day
- Trades, constructionFrom signed quote to invoice, from job site to call-out, the business follows its crews in the field and at the office.See the day
- Beauty, hairdressingOnline bookings, checkout, products and the team schedule: the salon runs on a single tool.See the day
- Health, wellnessSessions, classes and memberships are booked, paid for and invoiced in one place.See the day
- Animal careOwner appointments, clinic stock and counter sales are managed together.See the day
- Hotels, lodgingFrom the morning handover to a seminar enquiry, the team and group stays are managed in one place.See the day
- Transport, deliveryRoutes, vehicles, proof of delivery and driver hours are tracked from the depot to the invoice.See the day
- Non-profit, clubMemberships, dues, events and volunteers: the board and the volunteers work in one place.See the day
Your day, with Octyo.
The first time you open it, Octyo asks about your industry and highlights its apps. You start with one app, for free.
