No. A CRM manages relationships and sales activity. DocOtto manages requests and the work that follows them: the quote, the agreement, the payment, and the status. Many businesses use it instead of a CRM because their "sales process" is really a request process.

Can my team assign requests to specific people?

Yes. Every card takes an owner, tags, and internal notes, and you can reply to the customer from the card itself.

Does the board update on its own?

At the moments that matter, yes. When the contract is signed or the Stripe payment lands, the card advances automatically. Your working stages stay under your control.

How do customers check on their request?

Every request gets a Living Link, a status page that updates as you work. Customers see reviewed, contract sent, signed, and paid without calling.

Request Management

Every customer request,
managed on one board.

Requests come in from your website, email, and QR codes, and then they scatter. DocOtto gives every request a card, an owner, and a stage, and carries it through quote, contract, and payment without a spreadsheet in sight.

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Requests scatter, then they rot

The problem is rarely getting requests. It is knowing where each one stands three days later, and who was supposed to answer it.

The inbox is the system of record

Requests live in email threads with no owner and no status. One busy afternoon and a paying customer is buried under a newsletter.

Status lives in people’s heads

"Did anyone call them back?" is a question you should never have to ask out loud. If the answer lives in memory, it gets lost with a day off.

Stalled requests look identical to handled ones

In an inbox, a request waiting five days looks the same as one answered in five minutes. Nothing surfaces the ones going stale.

From scattered to managed

Capture, assign, track, and close every request in one place.

Capture through one form

Website embed, QR code, shareable link, or email campaign. Every channel feeds the same board, so nothing arrives untracked.

Every request becomes a card

Each submission lands as a card with the full request attached: answers, photos, and contact details. Assign an owner, add tags and notes.

The card carries the deal

The quote, the contract, and the payment all attach to the same card. When the customer signs or pays, the card advances on its own.

The customer tracks themselves

Every request gets a Living Link status page, so customers check progress there instead of calling your office for updates.

Lighter than a CRM, heavier than an inbox

DocOtto is not a full CRM with dialers and rep quotas. It is the deal spine for businesses whose requests end in signed, paid work: intake, pipeline, contracts, and payments in one system.

The pipeline Guided Flows Living Links Pricing

Start from a request form that fits

Every template feeds the same pipeline, so pick your trade and go.

HVAC Service Request Plumbing Service Request Appliance Repair Request Auto Repair Drop-Off

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Frequently asked questions

Is DocOtto a CRM?: No. A CRM manages relationships and sales activity. DocOtto manages requests and the work that follows them: the quote, the agreement, the payment, and the status. Many businesses use it instead of a CRM because their "sales process" is really a request process.
Can my team assign requests to specific people?: Yes. Every card takes an owner, tags, and internal notes, and you can reply to the customer from the card itself.
Does the board update on its own?: At the moments that matter, yes. When the contract is signed or the Stripe payment lands, the card advances automatically. Your working stages stay under your control.
How do customers check on their request?: Every request gets a Living Link, a status page that updates as you work. Customers see reviewed, contract sent, signed, and paid without calling.

Give every request a home.

One board, clear owners, live status. Requests stop rotting in the inbox.