--- title: "Octozy Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Octozy Software - reviews, pricing plans, popular comparisons to other Strategic Planning products and more." source_url: "https://www.capterra.com/p/212404/Octozy/" page_type: "product" language: "en" --- # Octozy Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Octozy ## What is Octozy? Octozy is a top-tier specialised business application that empowers organisations such as Associations, Sporting Bodies, Chambers, Professional Institutes, Field Services, and Enterprises to leverage component-based functions and seamless cross-functional workflows across the business units, thereby enriching organisations of all sizes with a consolidated and 360-degree view of their customers, finance, business, and information flow. ## What is Octozy used for? [Membership Management](https://www.capterra.com/membership-management-software/)[Strategic Planning](https://www.capterra.com/strategic-planning-software/) Top alternative Featured Overall rating Based on 6 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price A$150 Per User, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Octozy?[Manage this product listing](https://www.g2.com/products/octozy/claim_requests/new?auto=true) ## Octozy Overview Updated September 2026 AI summary Octozy offers small and midsize organizations a cloud-based platform for membership management, combining features such as member databases, registration management, payment processing, and event coordination. The system supports member portals, dues tracking, invoicing, customizable branding, reporting, and native integration with Zapier, and can be accessed via web or mobile app, accommodating varied operational and communication needs. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Octozy 4.3 (6) VS. [4.7 (3,658)](https://www.capterra.com/p/153752/Vagaro/reviews/) Starting Price A$150 Per User, Per Month Starting Price $23.99 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (6) Ease Of Use 4.6 (3,655) Value For Money 5.0 (4) Value For Money 4.6 (3,264) Customer Service 5.0 (4) Customer Service 4.6 (3,284) ## Octozy alternatives [4.4 (557)](https://www.capterra.com/p/76116/WildApricot/reviews/) Starting price $63.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.2 (517)](https://www.capterra.com/p/42550/ClubExpress/reviews/) Starting price $0.42 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.3 (620)](https://www.capterra.com/p/102088/NeonCRM/reviews/) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars Highest Rated [4.9 (168)](https://www.capterra.com/p/184192/Chmeetings/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars ## FAQs about Octozy Overview ### What company size and specific industries is Octozy built for? Octozy is designed for associations, sporting bodies, chambers, professional institutes, field services organizations, and enterprises. It fits organizations of various sizes, especially larger businesses and sector-based groups that need software tailored to membership, professional, and operational workflows. Features and Usability ### What are the key features of Octozy? Octozy offers member management features like member accounts, member database, member portal, and member directory, plus access controls/permissions and activity tracking. It also includes event management, class scheduling, attendance tracking, dues management, invoice management, recurring/subscription billing, payment processing, reporting & statistics, third-party integrations, and website integration. Integrations ### Which third-party tools and platforms does Octozy integrate with? Octozy connects natively to Zapier, giving access to a wide range of third-party apps through that integration hub. Getting Started and Support ### What training and onboarding options does Octozy offer? Octozy provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide visual walkthroughs for self-paced review. ## Features AI summary Based on 4,125 Strategic Planning reviews Capterra data shows that buyers of membership management software rank the following features as their top priorities: - **Registration Management** (**56%** of reviewers rated this feature as critical) - **Member Database** (**62%**) - **Payment Processing** (**62%**) Octozy supports all three features that reviewers rate most highly: **Registration Management**, **Member Database**, and **Payment Processing**. Together, these capabilities help businesses handle sign-ups efficiently, keep member records organized and up to date, and collect payments accurately, allowing teams to manage member operations with less manual work and better day-to-day control. Registration Management 5.0 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Member Database 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Add, store and access information pertaining to members Membership Renewals 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Conveniently automatically renew memberships at the end of subscriptions Dues Management 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Track and collect membership dues API 5.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases Credit Card Processing 5.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Accept and process credit card transactions Octozy 31 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - API: Application programming interface that allows for integration with other systems/databases - Application Management: Track, manage and store the applications of potential future members, customers or candidates - Attendance Tracking: Track the attendance of specific individuals or groups - Committee Management: Manage a group of members established for coordinating plans, programs, or other initiatives - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Credit Card Processing: Accept and process credit card transactions - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Dues Management: Track and collect membership dues - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Enrollments/Onboarding: Manage the enrollment and onboarding of all new members and accepted applications - Event Calendar: A list of events with their respective dates - Event Management: Schedule and manage the logistics of activities and other gatherings - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Member Communication: Contact members listed in the database through email, SMS, social, phone, etc. - Member Database: Add, store and access information pertaining to members - Member Portal: Online gateway through which members can access/update personal information - Member Types: Handle various types of membership based on groupings - Membership Renewals: Conveniently automatically renew memberships at the end of subscriptions - Mobile App: Access the system via a mobile application - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Registration Management: Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Third-Party Integrations: Set up connections to third-party platforms to improve business processes --- Get Advice We can help you find the software with the features you need. Features 4.7 (6) 4.7 Based on 6 reviews ## Pricing Value for money 5.0 (4) Basic A$150.00 Per User,Per Month Value for money 5.0 (4) 5.0 Based on 4 reviews ## Integrations [ Zapier](https://www.capterra.com/p/130182/Zapier/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (4) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (4) 5.0 Based on 4 reviews ## User reviews Overall rating 4.3 Based on 6 reviews Filter by rating 5(5) 4(0) 3(0) 2(0) 1(1) Mentioned topic Sorted by most recent LD Luke D. Member Services Officer Sports ### "Efficient and reliable" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 13, 2023 Pros Octozy allows our team to efficiently capture membership data, generate invoices, and consolidate communication history between the organisation and our members. These vital features integrate seamlessly with our external processes. Cons Nothing to note for our required features. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Henry K. Membership Coordinator Sports ### "Octozy Reporting" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 13, 2023 Pros Octozy provides the infrastructure to accurately record and report on a variety of account variables allowing for metric analysis. Cons Nothing to note I like least about this product. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DN Damian N. Customer Service Sports ### "Great CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 July 13, 2023 Been a great overall experience Pros Very easy to useGreat access to all the things I need such as member info, licence types, etc.Very visually appealing with colours to resolve issues Cons Nothing I dislike about this software/system Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ST Scott T. General Manager - Partnerships Sports ### "Octozy " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 25, 2023 Pros ‘Octozy’s ease of access ensures our information is readily available, anywhere, anytime, at a touch of a button. In addition, the requirement for user verification ensures all of our data remains secure and private at all times – something that is absolutely critical for our membership base.’ Cons Nothing of note as our required features are all included Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Loren H. Partnership Executive Sports ### "Easy to use and access" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 19, 2023 Pros The cloud-based system makes it easy to access information at events no matter my location throughout Australia. It's also easy to access the Member Rewards program, which provides rewards and discounts for our members. Cons Nothing to note that I liked least about this software. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Grant R. Director Financial Services ### "Truly hopeless " 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 March 30, 2022 Hopeless - don't deserve to be in business Pros Broad range of membership features in portal Cons Listed earlier: Log in issues. Payment issues. Email issues (going to spam). Renewal issues - no emails only text. Password reset issues. Website slowness issues Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.