What is OctopusPro?

OctopusPro serves as a comprehensive solution for managing field services, equipping mobile and home service companies with tools for efficient scheduling, booking, invoicing, and workforce oversight. Tailored for various sectors, such as cleaning, landscaping, pest control, healthcare, and automotive services, OctopusPro significantly boosts operational efficiency by automating processes and enhancing customer engagement.

With functionalities that include real-time tracking, automated alerts, secure payment solutions, and easy online booking, OctopusPro effectively reduces administrative burdens while increasing productivity and revenue. Its adaptable interface is suitable for enterprises of any size, simplifying the management of services considerably.

Thousands of professionals trust OctopusPro to optimize their operations, elevate customer satisfaction, and facilitate seamless business growth, making it an essential tool in the competitive service industry landscape. By choosing OctopusPro, businesses position themselves for success in an ever-evolving marketplace.

Pricing

Price Starts At:
$10 per month
Free Trial Offered?:
Yes

Screenshots and Video

Company Facts

Company Name:
OctopusPro
Date Founded:
2011
Company Location:
Australia
Company Website:
www.octopuspro.com
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Product Details

Deployment
SaaS
iPhone
iPad
Android
Training Options
Documentation Hub
Online Training
Support
Standard Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

OctopusPro Categories and Features

Tradesman Job Management Software

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Locksmith Software

Billing & Invoicing
CRM
Dispatch Management
GPS Tracking
Inventory Management
Mobile Access
Payment Processing
Scheduling
Work Order Management

Limo Software

Accounting / Payroll
Customer Management
Dispatching / Navigation
Driver Management
Job Dashboard
Pricing Management
Reservation Management

Field Service Management Software

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Field Sales Software

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Carpet Cleaning Software

Billing & Invoicing
Customer Management
Dispatch Management
Equipment Tracking
Mobile Access
Online Booking
Scheduling
Work Order Management

More OctopusPro Categories

  • Reviewer Name: Robert H.
    Position: Personal Trainer
    Has used product for: Less than 6 months
    Uses the product: Monthly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Helps my business scale up

    Date: Mar 21 2025
    Summary

    It supports the expansion of my firm in a number of ways, including increased revenue, client retention, lead creation and conversion, a more efficient sales process, enhanced customer insights, and better decision-making.

    Positive

    OctopusPro helps my business in multiple things are like: Improved lead management, enhanced sales forecasting, various kind of automation, mobile access analytics & reports, scalability & altogether it helps in my business develop

    Negative

    Nothing really. Great scalability and sales management skills they possess.

    Read More...
  • Reviewer Name: Jim W.
    Position: President
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great software for IT service management

    Date: Mar 02 2025
    Summary

    Great experience using OctopusPro all these time and we have never encountered any Issues or problems to talk about.

    Positive

    Easy to create new fields, custom fields and also visualize how to use them in the ticker details.

    Negative

    Nothing to specify as we have been using them for quite some months now and it has been a great experience so far.

    Read More...
  • Reviewer Name: Anthony I.
    Position: Owner
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Ease Application and use

    Date: Mar 25 2025
    Summary

    We can easily track where prospects are in the sales process and help them move forward. Great tool.

    Positive

    Our process for taking applications, vetting potential artist, and closing sales used to require several tools. OctopusPro solved it for us.

    Negative

    It's a little bit complex because it can be used in so many different ways. So there was a little bit of a learning curve for our particular sales funnel.

    Read More...
  • Reviewer Name: Brendan S.
    Position: Co-Founder
    Has used product for: Less than 6 months
    Uses the product: Monthly
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Staff and Sales Management

    Date: Mar 08 2025
    Summary

    They are helping with easily tracking our invoice, sales, staff and lots more. Therefore, we recommend their software and app.

    Positive

    Our entire team are very Impressed with the use of OctopusPro software. From the management of our staff, customers, invoicing and lots more.

    Negative

    Since joining last year, there has not been any issue to discuss about.

    Read More...
  • Reviewer Name: Amanda F.
    Position: Real Estate Agent
    Has used product for: 6-12 Months
    Uses the product: Monthly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Best Appointment Scheduling Software

    Date: Mar 19 2025
    Summary

    Impressive team and support. The schedule is fast as possible and I will recommend the product to everyone.

    Positive

    I must say that I am Impressed by the way it is so smooth to use the service of OctopusPro to schedule appointments accurately.

    Negative

    There is absolutely nothing In dislike about them.

    Read More...
  • Reviewer Name: Kristen M.
    Position: Real Estate Broker
    Has used product for: Less than 6 months
    Uses the product: Monthly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great support and use

    Date: Mar 13 2025
    Summary

    Great support and team, great product, and we definitely continue using them, as well as recommend them.

    Positive

    OctopusPro's support team are one of the most Impressive product teams that I have encountered with. They make sure you have a seamless experience while using their products.

    Negative

    Nothing that they need to Improve on, and we do not have anything against them. The support made sure of that.

    Read More...
  • Reviewer Name: Abraham A.
    Position: Founder
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Excellent for coordination

    Date: Apr 01 2025
    Summary

    A premium service that delivers value, but may not suit tight budgets. Highly effective, but needs offline mode improvements.

    Positive

    Love the route optimization feature—reduces fuel costs and travel time. The customer portal is fantastic—clients can track service progress easily.

    Negative

    Limited offline functionality—struggles in low-network areas.

    Read More...
  • Reviewer Name: Blake R.
    Position: Owner
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    The Perfect fit for my business

    Date: Mar 22 2025
    Summary

    I'm never rushing to get information again thanks to OctopusPro, which keeps everything structured by centralizing leads, contacts, and communication in one location. It syncs with my email to display which prospects are engaged, automates follow-ups, and monitors deals visually—a feature I adore. Additionally, the team collaboration tools keep everyone in sync, and the reporting helps me stay on track with revenue and performance goals. It's easy, effective, and frees me up to concentrate on what really counts—creating connections and completing transactions!

    Positive

    I like how OctopusPro makes a complex sales process easier for both novice and seasoned salespeople. It is simple to shift jobs around with OctopusPro's drag-and-drop interface, which sets it apart from other huge, unwieldy CRMs available on the market. It was really easy to integrate with our phone system!


    I've found that utilizing Octopuspro to send emails or templated emails has saved me a ton of time compared to using a third-party email application and then having to mark the activity. Time has also been saved by automated lead assignments, reminders, and follow-ups. These functionalities might be included in other CRMs, but they approach the task more laboriously—too many clicks, etc.

    Negative

    It has fewer native connectors than larger CRMs, which may require third-party software for some workflows, even though it links with important technologies that improve its functionality. You shouldn't have that problem, though, if you keep it light. Reporting is helpful for my use case, but it lacks the depth of commercial CRMs.

    Read More...
  • Reviewer Name: Jon B.
    Position: President
    Has used product for: 6-12 Months
    Uses the product: Monthly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Optimizes our team schedule

    Date: Apr 08 2025
    Summary

    OctopusPro has become indispensable for our operations. The reliability, coupled with thoughtful features like buffer times between meetings, makes it a perfect fit for distributed teams. We’ve recommended it to three partner firms already—all report similar satisfaction.

    Positive

    We rely heavily on virtual meetings, and OctopusPro’s seamless integrations with Zoom, Microsoft Teams, and Google Meet have been a revelation. The “one-click join” feature for appointments eliminates last-minute link hunting. The analytics dashboard provides granular data on no-show rates and peak booking times, helping us optimize our support team’s schedule.

    Negative

    There is nothing we dislike about them, they are quite what we need.

    Read More...
  • Reviewer Name: Gary A.
    Position: Owner
    Has used product for: Less than 6 months
    Uses the product: Monthly
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Easy to navigate through familiar functions

    Date: Feb 28 2025
    Summary

    Purchase and requisition. The service has also helped with ease of getting approvals without going through different hassles

    Positive

    The capability of establishing certain criteria to prevent changes. And the flexibility of the mobile app.

    Negative

    It is not possible to set certain fields to remain unchanged so that the same input does not need to be entered repeatedly. You should be able to access a different screen from the one you're using right now.

    Read More...
  • Reviewer Name: Nick L.
    Position: Vice President of Sales
    Has used product for: 6-12 Months
    Uses the product: Monthly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Easy to use software

    Date: Mar 25 2025
    Summary

    It is helping us track our leads and maintain all the data in one place, and It's a nice platform to use.

    Positive

    The best part of using OctopusPro is it's easy to navigate User Interface.
    It also does not involve a complicated set up which makes the onboarding and implementation very comfortable.

    Negative

    Some more automatic integrations and updates would have been really helpful

    Read More...
  • Reviewer Name: Mike C.
    Position: User
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Beyond Impressed with OctopusPro Features

    Date: Mar 23 2025
    Summary

    Using OctopusPro to send out basic email campaigns to my clients abroad has been one of my primary use cases thus far. In my state, it's really hard to obtain working numbers for marketing purposes; OctopusPro fills that void. Due to the fact that I can now reach audiences without running around, this alone has increased my MRR.

    Positive

    As for the headline, OctopusPro CRM's features and capabilities have me completely blown away. Close offers the majority of what I need to keep my pipeline running and my team informed, therefore I recently migrated from GoHighLevel to manage both my team and my side projects. With the integrations, I truly can't go wrong; moving from GHL was simple, and lengthy YouTube videos weren't necessary to understand what to do or how to do it.

    Negative

    I don't despise this for a certain reason. However, the lack of a dark mode choice bothers me. I haven't discovered it, if there is. I enjoy OctopusPro just the way it is, apart from that. Since I haven't strayed from what I need it for, I am staying true to that. Thus, I don't have many dislikes.

    Read More...
  • Reviewer Name: Celina W.
    Position: Broker
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great communication and Implementation

    Date: Mar 29 2025
    Summary

    Overall, we were able to achieve our goal as OctopusPro came through for us, and we have decided to make a continual usage of their product.

    Positive

    We had problem keeping track of our activities and getting every detail, thus we came across OctopusPro which provided us a solution.

    Negative

    There was nothing we could pinpoint that they could have done differently or Improved on.

    Read More...
  • Reviewer Name: Jeffery M.
    Position: CEO
    Has used product for: 6-12 Months
    Uses the product: Monthly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Easy to use FSM tool with solid analytics

    Date: Mar 20 2025
    Summary

    OctopusPro streamlines our procedures from beginning to end. OctopusPro contains our complete workflow, from the first visit to the estimates and task completion. Keeping all of our chores, schedules, and information in one location is simple.

    Positive

    Every day, we utilize it for all of our scheduling. Additionally, it seamlessly links with our Quickbooks. OctopusPro is where we submit all of our quotations and handle all of our payment processing. The procedure was rather easy when we switched to OctopusPro a while back, and the support staff was available to help us with any stages we required assistance with.

    Negative

    We don't think utilizing OctopusPro has any major disadvantages. We would prefer to stick with OctopusPro despite being frequently contacted about other FSMs available on the market.

    Read More...
  • Reviewer Name: Chris P.
    Position: Chief Executive Officer
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Exceptional CRM with Incredible usability

    Date: Mar 25 2025
    Summary

    The arrangement of client data was among the most obvious advantages we observed. All of our client data was centralized in the CRM, which made it simple to access and handle. To locate contact information or communication history, we no longer had to search through disorganized spreadsheets and emails. We saved a great deal of time and effort since we had easy access to everything we needed.
    There has also been a noticeable improvement in customer service. We can now offer each customer individualized service because the CRM contains a comprehensive history of encounters. This has increased customer satisfaction and made problem solutions more effective. Our staff can rapidly ascertain the requirements and preferences of a client, resulting in more individualized and responsive service.

    Positive

    However, this CRM's features are what really make it unique. It provides a full range of capabilities that meet all of my business needs, even though it is less expensive than many premium systems. Our workflow has been greatly streamlined by the automation technologies, saving us time and effort.
    Additionally, the integration features are excellent, integrating with various platforms and products that we use on a daily basis with ease.
    OctopusPro offers outstanding value for the money. Even when compared to more expensive systems, its greater features and ease of use make it an exceptional option. Any company searching for a dependable, productive, and affordable CRM solution should definitely give it a try.

    Negative

    Despite having a good collection of fundamental functions and an easy-to-use interface, OctopusPro lacks customization options.
    Hence, when business processes are distinct and include numerous systems, can be a major disadvantage.

    Read More...
  • Reviewer Name: Chike A.
    Position: CEO
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Incredible field sales product

    Date: Mar 27 2025
    Summary

    Incredible experience so far. They are quite the best at Field Service Management, and they know there ways through it.

    Positive

    Using OctopusPro Product and software has Improved our sales on the field, and they have better helped us in Impressive management.

    Negative

    There us nothing detestable about OctopusPro. They are absolutely useful.

    Read More...
  • Reviewer Name: Eric F.
    Position: Team Leader
    Has used product for: Less than 6 months
    Uses the product: Monthly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    OctopusPro is a dream CRM

    Date: Feb 24 2025
    Summary

    Ease of use and seamless integration. Will continue to use this Incredible CRM platform, and I recommend them.

    Positive

    I adore OctopusPro's true efficiency. In a sense, everything is integrated. Emails link and synchronize with current leads. It's easy to convert leads into sales. It is possible to carry out contracts within the workflow. It doesn't take long to finish the lead activity. Comparing Pipedrive to other CRMs I've used in the past has been refreshing.

    Negative

    Nothing to complain on since using the service at OctopusPro.

    Read More...
  • Reviewer Name: Rosa J.
    Position: Operations Management
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Enhanced Operational Efficiency

    Date: Jul 23 2024
    Summary

    OctopusPro has been instrumental in enhancing our efficiency and client satisfaction at Zenin Massage. Its user-friendly interface, automation features, and responsive support have made it an indispensable tool for managing our business operations effectively. We highly recommend OctopusPro to any service-oriented business looking to streamline their processes and improve customer experience.

    Positive

    OctopusPro has significantly simplified our scheduling and booking operations. The intuitive interface allows our clients to book appointments seamlessly through our website, enhancing convenience and satisfaction. The mobile app has been instrumental in managing our staff schedules efficiently, reducing administrative workload.

    Negative

    OctopusPro offers extensive features, navigating through all of them can initially be overwhelming for new users. However, with time and guidance, mastering the system becomes easier.

    Read More...
  • Reviewer Name: Reegan O.
    Position: Buisness Operations Manager
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great software, very easy to use

    Date: Jul 18 2024
    Summary

    We've been using the software for about 10 years now, it has only gotten better and easier to use. Would highly recommend and don't imagine we would ever change.

    Positive

    Ease of use, calendar function and payment function. It is pretty much our only software we use now as we have integrated Xero and Twilio.

    Negative

    The updates slowing system down but I imagine this is the case with most software.

    Read More...
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