Engage

Know every customer, without keeping a spreadsheet.

Every buyer, lead and DM becomes a contact on its own — with where they came from, which automation brought them, and everything they have done since.

One customer's journey across six moments, and what Octora did at each of them.
WHAT IT DOES

A CRM shaped like a creator's business, not a sales team's.

Contacts that create themselves

Someone buys, books, subscribes or sends a DM and they are already there. You never type the same name in twice.

Five stages that mean something

New, interested, bought, repeat, dormant. Not “proposal” and “negotiation” — those words mean nothing when you sell a $19 guide.

A board you drag, a table you scan

Move someone along by dragging their card, or switch to the table when you want two hundred people on one screen.

The whole story on one timeline

When they arrived and from where, what they bought, which files they downloaded, where they are in an email sequence, every call they booked.

Where they came from, and what brought them

Not just “Instagram”. The automation, the funnel step, the source — so you can do more of whatever worked.

What your pipeline is worth

Every contact carries a value and the board totals it as you drag, so the month is visible before it happens.

HOW IT WORKS

There is nothing to import.

1

It fills itself

Contacts start appearing the moment someone buys, books or writes to you. No CSV, no setup, no first-time-user emptiness.

2

Drag them along

Move a card as the relationship moves. The stage is the only thing you have to keep up to date by hand.

3

Act on it

Open the conversation, enrol them in a sequence, or ask the assistant which of them has gone quiet.

Stop losing people between apps.

No credit card required · Free forever plan