FAQ

For who is this system created?
This system is created for creatives and less technical people that are looking for help with their day to day business chores. So you spend less time and have a clearer overview.

We explicitly made this tool very easy to use and very easy to get started in comparison to other CRM tools.

How much does it costs?
Check out our pricing page.

Can I use it on mobile?
Yes, Octoa is fully functional on mobile, you only need an active internet connection.

Can I apply multiple tax classes?
You can create different tax classes and add those individually to the products in your proposal. So one proposal can have different products with different taxes.

What does the future look like?
We are currently growing our community and together we are working on constantly improving Octoa. New features are added on a regular basis.

Can I send emails with the tool?
Yes, you can send emails through Octoa. You can also connect your Google Suite account, or through SMTP. This will store all your sent emails in your own account.

Can I send questionnaires?
Yes, within Octoa you can create and send questionnaires. It’s also possible to create templates for questionnaires and for them to be sent out automatically.

Can I receive online payments?
Yes you can receive online payments from your clients. You are able to accept credit card and ideal payments

Can I request features?
Yes, you can. All feedback on the tool is welcome and we have more possibilities to add features and to add them to our development roadmap.

What if I have problems with the system?
If you have any issues with the system you can contact us through the chat or send us a message at [email protected].

Can I test the system?
Everyone can create a free 14-day trial, to test the system. You’ll have unrestricted access to all features of the system. No creditcard details required, after 14 days your account will automatically lock unless you upgrade your account. Even if you decide to upgrade your account sooner, the first 14 days are still free.

Can I cancel any time?
Yes, you can cancel any time, no questions asked.

How do I cancel my plan?
It’s very easy to cancel your plan whenever you want. Through 1 simple click in your account no questions asked. Your plan will continue to run until the end of the period you paid for.

Can I add multiple users or brands?
This is currently not possible but on our development roadmap to add at a later stage.

What kind of payments do you accept?
Currently we only accept creditcard payments. Let us know if you prefer anything else.

Do you also have this system in different languages?
You are able to set the language of proposals and invoices you sent to your clients. Currently we support:

• English
• Dutch
• German
• Italian
• French
• Spanish
• Danish
• Norwegian
• Swedish
• Finnish.

Can I change the colors?
Yes, you can change the looks and colors of the lead form to match your website.