DAXRM vs Octoboard in 2026: free agency CRM vs multi-domain analytics with no free tier
DAXRM bundles project management, rank tracking, and reporting with a genuinely free Starter plan. Octoboard covers marketing, web, PPC, and ecommerce analytics from around $30 a month with a 14-day trial and no permanent free option.
DAXRM
Octoboard- DAXRM has a permanent free Starter plan with three client accounts, rank tracking, and SEO audits. Octoboard has a 14-day free trial with no credit card required, but no permanent free tier at all.
- Octoboard covers four analytics domains under one subscription: marketing analytics, web analytics with heatmaps and B2B lead identification, PPC cross-channel data, and ecommerce analytics for Stripe, Shopify, and WooCommerce. DAXRM has none of the web, PPC, or ecommerce analytics modules.
- DAXRM bundles Kanban project management with tasks, assignees, and comments into every plan, including the free one. Octoboard has no project management feature at all.
- Octoboard offers BigQuery export and a Looker Studio connector from its Agency plan (~$75/mo). DAXRM has no data warehouse or BI connector on any tier.
- Neither tool ships a fully self-serve REST API on its lower tiers. Octoboard lists no REST API or MCP integration at any published tier. DAXRM gates API and webhook access to its custom-priced Advanced tier.
- Octoboard's white-label client portal is available from its Agency plan at roughly $75/month. DAXRM's client user access, letting clients log in directly, is gated to its custom-priced Advanced tier, which requires a sales call.
- Both tools include an SEO rank tracker and SEO audits as a baseline feature. DAXRM caps rank tracking at 500 keywords a month on Essentials; Octoboard does not publish an equivalent keyword ceiling.
DAXRM and Octoboard both put SEO rank tracking and audits inside a broader agency platform, but they built out from that shared starting point in different directions. DAXRM went toward operations: it added a Kanban project tracker, client account management, and a free tier that a solo consultant can run a real client on without paying anything. Octoboard went toward analytics breadth: marketing reports, first-party web analytics with live heatmaps and B2B visitor identification, cross-channel PPC data, and ecommerce analytics for Stripe, Shopify, and WooCommerce, all under one subscription that starts around $30 a month with a 14-day trial. Neither is a strict upgrade of the other. Picking between them comes down to whether your agency needs project management and a free tier, or wider analytics coverage across channels DAXRM doesn't touch.
The tools at a glance
DAXRM
All-in-one digital marketing agency CRM with project management, SEO audit, rank tracking, and drag-and-drop client reporting.
DAXRM bundles client account management, a Kanban-based project tracker, an SEO audit crawler, a keyword rank tracker with local tracking included, and a drag-and-drop report builder into one workspace. The free Starter plan covers three client accounts with rank tracking, SEO audits, and basic reporting, which is enough for a solo consultant to run a real client relationship at no cost.
Essentials, at $20 a month for five client accounts and $4 for each account after that, adds white-label output, automated scheduling, and shareable live report links. Project management ships on every tier, which Octoboard does not offer at all, and gives teams running execution alongside reporting one less subscription to manage.
What DAXRM does not have is Octoboard's analytics range. There is no web analytics module, no ecommerce analytics, no PPC-specific cross-channel reporting, and no BigQuery or Looker Studio export. DAXRM covers client operations and core SEO reporting well; it does not attempt to be a multi-domain analytics platform.
| Feature | Starter Free | Essentials From $20/mo | Advanced Custom |
|---|---|---|---|
| Client accounts | 3 | 5+ ($4/account) | Unlimited |
| Rank tracker keywords | 250/mo | 500/mo | Custom |
| SEO audit pages | 250/mo | 5,000/mo | Custom |
| Project management | ✓ | ✓ | ✓ |
| White-label reporting | ✗ | ✓ | ✓ |
| Client user access | ✗ | ✗ | ✓ |
| API and webhooks | ✗ | ✗ | ✓ |
Octoboard
Multi-channel marketing analytics platform covering marketing, web analytics, PPC, and ecommerce with white-label client portals and BigQuery export.
Octoboard covers four distinct analytics domains under one subscription: Marketing Analytics with an SEO rank tracker and embedded audits, Web Analytics with real-time dashboards, live heatmaps, and B2B visitor identification, PPC Data Analytics with cross-channel reporting, and Ecommerce Analytics for Stripe, WooCommerce, and Shopify. Each module has real depth rather than being a token inclusion, which is a different kind of breadth than DAXRM offers.
OpenAI-powered data insights apply automatically to connected data, surfacing trends and anomalies without manual querying. Agencies that need to centralize data outside Octoboard get BigQuery export, a Looker Studio connector, and a Google Sheets add-on, all features DAXRM does not offer on any plan.
Access is where DAXRM pulls ahead. Octoboard has no permanent free tier, only a 14-day trial with no credit card required, and pricing starts around $30 a month for Business, rising to roughly $75 for Agency where the white-label portal, heatmaps, and BigQuery export unlock. There is also no REST API or MCP integration listed at any tier, so agencies wanting to pipe Octoboard data into their own systems will not find a documented path.
| Feature | Business From ~$30/mo | Agency From ~$75/mo | Enterprise Custom |
|---|---|---|---|
| SEO rank tracker + embedded audits | ✓ | ✓ | ✓ |
| OpenAI data insights | ✓ | ✓ | ✓ |
| White-label client portal | ✗ | ✓ | ✓ |
| Web analytics (heatmaps, B2B lead ID) | ✗ | ✓ | ✓ |
| Ecommerce analytics (Stripe, Shopify, WooCommerce) | ✗ | ✓ | ✓ |
| BigQuery / Looker Studio export | ✗ | ✓ | ✓ |
| 14-day free trial | ✓ | ✓ | ✓ |
Head-to-head feature comparison
| Feature | DAXRM | Octoboard |
|---|---|---|
| Starting price | Free (Essentials from $20/mo) | ~$30/mo |
| Free tier | Yes | No |
| Free trial | Not applicable, permanent free plan | Yes, 14 days, no credit card |
| Project management | Yes (Kanban, tasks, assignees, comments) | No |
| SEO rank tracker | Yes, up to 500 keywords/mo on Essentials | Yes, on all plans |
| SEO audits | Yes, up to 5,000 pages/mo on Essentials | Yes, on all plans |
| Web analytics (heatmaps, visitor ID) | No | Yes, from Agency plan |
| Ecommerce analytics | No | Yes, from Agency plan |
| White-label client portal | Advanced tier only | Yes, from Agency plan |
| BigQuery / Looker Studio export | No | Yes, BigQuery and Looker Studio from Agency plan |
| API / MCP | Advanced tier only | No REST API or MCP integration listed |
| Ideal client volume | 3 to 50 clients | 5 to 50 clients |
Which should you choose?
DAXRMDAXRMOctoboardOctoboardOctoboardDAXRMOctoboardDAXRM and Octoboard solve overlapping but genuinely different problems. Both track SEO rankings and run SEO audits, and that overlap is real. Past it, DAXRM is an operations-plus-reporting tool built around a free tier and project management, while Octoboard is an analytics-breadth tool built around covering marketing, web, PPC, and ecommerce data in one place at a fixed, published price. Neither has an API that a self-serve customer can actually use today: DAXRM locks it behind a sales-gated Advanced tier, and Octoboard does not list one at all. If your agency's bottleneck is running client projects alongside reporting, DAXRM's free tier removes that cost entirely. If the bottleneck is stitching together separate tools for web analytics, PPC, and ecommerce data, Octoboard's breadth is the more direct fix.
Bottom line
Start on DAXRM's free Starter plan if you're a small agency that wants project management and SEO reporting without spending anything, and upgrade to Essentials at $20 a month once you need white-label output. Start Octoboard's 14-day trial on the Agency plan if your clients span SEO, paid media, web analytics, and ecommerce, and you want that coverage in one subscription with a published price. Agencies that need both project management and multi-domain analytics will end up using two tools either way, since neither platform currently covers the other's core strength.
Frequently asked questions
Does DAXRM or Octoboard have a permanent free plan?
DAXRM has a permanent free Starter plan covering three client accounts, 250 rank-tracked keywords a month, and a 250-page SEO audit, with no time limit or credit card required. Octoboard has no permanent free tier; it offers a 14-day free trial with no credit card, after which you need a paid Business, Agency, or Enterprise plan to keep using it.
Which tool is better for an agency that also handles ecommerce clients?
Octoboard is the better fit for ecommerce clients. It includes native ecommerce analytics for Stripe, WooCommerce, and Shopify, covering customer segmentation, retention analysis, and subscription metrics like churn and revenue. DAXRM has no ecommerce analytics module at all; its focus is client accounts, project management, SEO auditing, and rank tracking.
Does DAXRM include web analytics or heatmaps like Octoboard does?
DAXRM does not have a web analytics or heatmap feature of its own. Octoboard includes first-party web analytics with real-time dashboards, live page heatmaps, and B2B lead identification by IP, none of which DAXRM offers. Agencies that need this kind of first-party analytics alongside SEO and reporting will need Octoboard or a dedicated web analytics tool.
Can I get an API on DAXRM or Octoboard without an enterprise sales call?
Neither DAXRM nor Octoboard offers a self-serve API without an enterprise sales conversation of some kind. DAXRM gates API and webhook access to its custom-priced Advanced tier, which requires a sales call. Octoboard does not list a REST API or MCP integration at any published tier, so there is currently no documented API path on Octoboard at all.
Is Octoboard worth the higher starting price compared to DAXRM?
Octoboard's roughly $30-a-month starting price is worth it if your agency needs web analytics, PPC cross-channel reporting, or ecommerce analytics alongside SEO, since DAXRM does not offer any of those modules. If your agency only needs SEO rank tracking, audits, reporting, and project management for a small client roster, DAXRM's free Starter plan and $20-a-month Essentials tier cover that at a lower cost.