Easy to use for the most part, but the training is definitely beneficial. Technical support is second to none.
Capterra
Easy to use, covers every aspect of our business from lead management to quote and booking to invoice and payment management.
Capterra
The software does NOT work with QuickBooks as we were lead to believe which was the biggest factor for us when we decided to purchase.
Capterra
It was a little difficult to set up due to all the advanced features however we understand why, also sometimes it takes a few seconds to save bookings.
Capterra
Customer support is great, very friendly, so helpful and very knowledgeable and always there to help no matter what.
GetApp
OctopusPro makes it extremely easy to manage our staff, customers, bookings, invoicing, payments, sales campaigns and a whole lot more. Our entire team are very impressed. OctopusPro really has too many features to mention in this review. A few features to mention: - Technician AND customer facing app - Very helpful dashboard - Jobs status notification to clients - Ability for field workers to manage a job end to end (job check in, arrived onsite, work completed, accept payment), etc. - Very responsive Customer Service
GetApp
Some simple things such as multiple emails being sent a quote at the same time is frustrating.
GetApp
It was a little difficult to set up due to all the advanced features however we understand why, also sometimes it takes a few seconds to save bookings.
GetApp
Comprehensive CRM package at a reasonable price.
Software Advice
Easy to use, covers every aspect of our business from lead management to quote and booking to invoice and payment management.
Software Advice
Not easy to customize, some aspects are stilted, different platform versions are inconsistent.
Software Advice
It was a little difficult to set up due to all the advanced features however we understand why, also sometimes it takes a few seconds to save bookings.
Software Advice
The only redeeming side to this software is it works in conjunction with Quickbooks for payroll and billing. (At least at first) Customer service was always readily available even if they had no clue what was needed to solve an issue.
G2
offer a free trial and also many premium plans who fix for small and big teams as well, the starting price is very ship, so you do not need to pay a big amount of many per month for 1 to 5 users, octopuspro also counts with an integrated payment system, very easy to set up
G2
Do not work most of the time and in extremely busy times it fails us a lot.
G2
The process of setup takes a little more longer, there are so many advanced features and that is why it takes so much time to configure it, about the calendar we are very satisfied about it, but we could be better is they could add a drag and drop function to it
G2
