What Is CloudOffix?

CloudOffix is a cloud-based CRM software that assists businesses with Sales, Marketing, Project Management, Invoicing Helpdesk and HR Clouds.
Along with many other great and unique features such as website visitor tracking and mail automation, CloudOffix offers extensive full customization so that you don't have to settle for out-of-the-box products.
With context based collaboration within the platform, without having to leave is an amazing comfort feature to have.

Who Uses CloudOffix?

Running all aspects of your business such as marketing sales, project management, invoicing all on the one customer-centric platform, without the need to buy add-on features.

CloudOffix Details

CloudOffix

CloudOffix pricing

Starting Price:

US$29.00/month
  • Yes, has free trial
  • No free version

CloudOffix does not have a free version but does offer a free trial. CloudOffix paid version starts at US$29.00/month.

Pricing plans

CloudOffix Details

CloudOffix

CloudOffix videos and images

CloudOffix Software - 1 - thumbnail
CloudOffix Software - 2 - thumbnail

CloudOffix deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • Linux (Desktop)
  • Chromebook (Desktop)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Features of CloudOffix

  • @mentions
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Agile Methodologies
  • Alerts/Notifications
  • Assignment Management
  • Backlog Management
  • Calendar Management
  • Charting
  • Collaboration Tools
  • Commenting/Notes
  • Customizable Fields
  • Data Import/Export
  • Deadline Management
  • Drag & Drop
  • Email Management
  • File Management
  • Gantt/Timeline View
  • Kanban Board
  • Multiple Projects
  • Negative Feedback Management
  • Planning Tools
  • Prioritisation
  • Progress Reports
  • Progress Tracking
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real-time Updates
  • Reporting & Statistics
  • Request Management
  • Resource Management
  • Retrospectives Management
  • Role-Based Permissions
  • Status Tracking
  • Supports Scrum
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Team Management
  • Template Management
  • Third Party Integrations
  • To-Do List
  • Workflow Management

View full list of Agile Project Management Software

  • AB Testing
  • API
  • Activity Dashboard
  • Activity Tracking
  • Analytics/ROI Tracking
  • Automated Scheduling
  • Behavior Analytics
  • CRM
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Content Management
  • Conversion Rate Optimisation
  • Conversion Tracking
  • Customer Journey Mapping
  • Customer Segmentation
  • Customisable Branding
  • Customisable Forms
  • Customisable Templates
  • Customization
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Email Marketing
  • Email Templates
  • Engagement Tracking
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • List Management
  • Live Chat
  • Marketing Automation
  • Mass Texting
  • Monitoring
  • Multi-Channel Marketing
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Social Marketing
  • Social Media Integration
  • Social Media Monitoring
  • Social Promotion
  • Third Party Integrations
  • Website Analytics
  • Workflow Management

View full list of All-in-One Marketing Platform Software

  • API
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Billing & Invoicing
  • Billing Portal
  • Client Portal
  • Contact Database
  • Contingency Billing
  • Credit Card Processing
  • Customisable Branding
  • Customisable Invoices
  • Customisable Reports
  • Customisable Templates
  • Document Management
  • Document Storage
  • Dunning Management
  • Electronic Payments
  • Email Management
  • Estimating
  • Expense Tracking
  • Financial Management
  • Hourly Billing
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Project Billing
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Sales Tax Management
  • Tax Calculation
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Workflow Management

View full list of Billing and Invoicing Software

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Projections
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

View full list of CRM Software

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Automated Routing
  • CRM
  • Call Centre Management
  • Chat/Messaging
  • Client Portal
  • Customer Database
  • Customer History
  • Customisable Branding
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Email Management
  • Email Templates
  • Feedback Management
  • Help Desk Management
  • IT Asset Management
  • Interaction Tracking
  • Knowledge Base Management
  • Live Chat
  • Macros/Templated Responses
  • Monitoring
  • Multi-Channel Communication
  • Network Monitoring
  • Performance Metrics
  • Prioritisation
  • Real Time Notifications
  • Real-Time Chat
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Self Service Portal
  • Service Level Agreement (SLA) Management
  • Social Media Integration
  • Support Ticket Management
  • Support Ticket Tracking
  • Surveys & Feedback
  • Third Party Integrations
  • Ticket Management
  • Workflow Configuration
  • Workflow Management

View full list of Help Desk Software

  • 360 Degree Feedback
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Applicant Tracking
  • Approval Process Control
  • Attendance Management
  • Attendance Tracking
  • Benefits Management
  • Calendar Management
  • Compensation Management
  • Compliance Management
  • Configurable Workflow
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Employee Database
  • Employee Management
  • Employee Onboarding
  • Employee Portal
  • Employee Profiles
  • Employee Self Service
  • HR Management
  • Job Application Management
  • Learning & Development
  • Leave Tracking
  • Onboarding
  • Payroll Management
  • Performance Appraisal
  • Performance Management
  • Real Time Reporting
  • Recruitment Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Self Service Portal
  • Sick Leave Tracking
  • Succession Planning
  • Third Party Integrations
  • Time & Attendance
  • Time Off Management
  • Time Off Requests
  • Timesheet Management
  • Training Management
  • Vacation/Leave Tracking
  • Workflow Management

View full list of Human Resources Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Campaign Analytics
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Segmentation
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Forecasting
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Monitoring
  • Opportunity Management
  • Pipeline Management
  • Pipeline Reports
  • Prospecting Tools
  • Real Time Data
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Social Media Integration
  • Source Tracking
  • Task Management
  • Template Management
  • Third Party Integrations
  • Web Forms
  • Workflow Management

View full list of Lead Management Software

  • AB Testing
  • API
  • Activity Dashboard
  • Activity Tracking
  • Analytics/ROI Tracking
  • CRM
  • Campaign Analytics
  • Campaign Management
  • Campaign Segmentation
  • Contact Management
  • Conversion Tracking
  • Customer Database
  • Customisable Branding
  • Customisable CTAs
  • Customisable Forms
  • Customization
  • Data Import/Export
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Email Distribution
  • Email Marketing
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Marketing Calendar
  • Mobile Access
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multivariate Testing
  • Real Time Data
  • SMS Marketing
  • Sales Analytics
  • Search Marketing
  • Segmentation
  • Social Marketing
  • Social Promotion
  • Template Management
  • Third Party Integrations
  • Visual Analytics
  • Website Analytics
  • Website Visitor Tracking
  • Workflow Management

View full list of Marketing Automation Software

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Agile Methodologies
  • Alerts/Notifications
  • Billing & Invoicing
  • Budget Management
  • Calendar Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Cost-to-Completion Tracking
  • Customisable Templates
  • Document Management
  • Document Storage
  • Drag & Drop
  • File Sharing
  • Gantt/Timeline View
  • Idea Management
  • Issue Management
  • Kanban Board
  • Milestone Tracking
  • Multiple Projects
  • Percent-Complete Tracking
  • Portfolio Management
  • Prioritisation
  • Progress Tracking
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Project Tracking
  • Resource Management
  • Risk Management
  • Status Tracking
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Testing/QA Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Traditional Methodologies
  • Workflow Management

View full list of Project Management Software

Alternatives to CloudOffix

More CloudOffix alternatives