No more sending individual account statements with the OctoCloud B2B Customer Portal.
Monitor and manage all client account transactions from a single window.
With the drag and drop kanban feature, you can easily change the status of the jobs and group them
With the OctoCloud Calendar Application, you will no miss any business plan and will not try to fit a meeting to the last minute.
Get daily cash reports by adding your expenses and revenues.
Provide variant product tracking as well as entry-exit tracking.
Define the banks you work with, perform bank transactions and bank-to-vault transfers.
Do not bother with billing by hand. Create and print your invoices immediately.
Enter your check or cash payments and collections to the client account holders.
Create your offers and orders practically, follow the status and turn them into invoices.
End the delivery note mess, easily track your purchase or sales delivery notes.
Easily view your financial situation instantly from anywhere.
Graph based report where you can see your most preferred products.
Easily import the contacts, companies and suppliers you work with.
Experience the convenience of making foreign currency transactions, bill your customers at current exchange rates.
Get detailed reports instantly by categorizing your records.
You can easily create and send as many e-mails as you want.