Question 1

What is Occo Flow?

Accepted Answer

Occo Flow is an all-in-one business CRM and sales operating system created by Heyocco. It helps businesses capture leads, manage sales pipelines, assign team tasks, automate WhatsApp payment reminders with UPI QR codes, and gain real-time visibility into revenue.

Question 2

What is Occo in Occo Flow?

Accepted Answer

Occo is the built-in AI robot assistant copilot in Occo Flow. Occo can automatically import leads, create deals, schedule follow-ups, summarize daily focus priorities, and answer natural language business queries.

Question 3

Does Occo Flow offer a free trial?

Accepted Answer

Yes, Occo Flow offers a full-featured 3-day free trial with zero credit card required upon workspace creation.

Question 4

How does Occo Flow handle WhatsApp and UPI payments?

Accepted Answer

Occo Flow allows businesses to configure their UPI ID and automatically generates dynamic UPI QR codes and prefilled WhatsApp reminder messages. You can collect payments directly into your bank account with zero platform commission.

Question 5

Can I import leads from Excel or CSV files?

Accepted Answer

Yes. Occo Flow includes bulk CSV and Excel lead import and export with automatic column mapping, duplicate detection, and instant team member assignment.

Question 6

Who develops and maintains Occo Flow?

Accepted Answer

Occo Flow is developed and operated by Heyocco (https://flow.heyocco.com).