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CloudOffix Logo

Cloud-based Customer Based Business Management Platform

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CloudOffix - 2025 Pricing, Features, Reviews & Alternatives

What is CloudOffix?

CloudOffix is an all-in-one Customer Based Business Management Platform with a 360-degree view of the customer. Offering easy customization features, having access to all the innately integrated apps through one screen. Some of the main apps are Sales, Marketing, eCommerce, Invoicing, Project and Helpdesk.

All modules and applications have been built together in the single platform, as opposed to being built as the need arises and integrated at a later date.

Benefits of using CloudOffix

- See and track daily visitors to your website through CloudOffix's Marketing module
- Send and monitor Mass E-mail marketing through the Marketing Module
- Visualize all project tasks in real time in calendar view with CloudOffix project module.
- Customized dashboards in CloudOffix CRM module
- Real-time detailed reporting with Gantt charts throughout the CloudOffix Platform
- Real-time in context team collaboration throughout the whole CloudOffix Platform
- Quick Create button allows for quick creation of actions such as contact, lead, opportunity, and more.
- Document sharing & real-time collaboration through channels, groups and private chats, complete with emojis.
- create events with HR module
- create and send surveys with Hr module
- create, nurture, and convert leads
- close sales with sales module
- send invoices with invoice module.
- receive payments through many channels, including payment gateways with invoice module.
All this without having to leave the platform, or the need to look for other apps and modules.

Starting from

29

/user

Per month

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CloudOffix's key features

Most critical features, based on insights from CloudOffix users:

Contact Management
Marketing Automation
Email Marketing
Task Management
Lead Management
Sales Pipeline Management

All CloudOffix features

Contact Database
Lead Capture
Mass Texting
Project Billing
Project Planning
Project Planning/Scheduling
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Projections
Prospecting Tools
Purchase Order Management
Purchasing & Receiving
Quotes/Estimates
Real-Time Analytics
Real-Time Chat
Real-Time Data
Real-Time Notifications
Real-Time Reporting
Real-Time Updates
Recruitment Management
Recurring/Subscription Billing
Milestone Tracking
Mobile Access
Mobile Payments
Monitoring
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Multi-Currency
Multiple Projects
Negative Feedback Management
Onboarding
Online Invoicing
Opportunity Management
Payment Processing
Performance Management
Pipeline Management
Planning Tools
Portfolio Management
Prioritization
Progress Reports
Progress Tracking
Status Tracking
Support Ticket Management
Supports Scrum
Surveys & Feedback
Task Planning
Task Progress Tracking
Task Scheduling
Team Management
Template Management
Territory Management
Testing/QA Management
Third-Party Integrations
Time & Expense Tracking
Time Off Management
To-Do List
Traditional Methodologies
Web Forms
Website Analytics
Website Visitor Tracking
Workflow Configuration
Workflow Management
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Request Management
Resource Management
Retrospectives Management
Risk Management
ROI Tracking
Role-Based Permissions
Sales Forecasting
Sales Reports
Sales Trend Analysis
Segmentation
Self Service Portal
Service Level Agreement (SLA) Management
Sick Leave Tracking
SMS Marketing
Social Media Integration
Source Tracking
Call Center Management
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Scheduling
Campaign Segmentation
Charting
Client Portal
Collaboration Tools
Commenting/Notes
Content Management
Conversion Rate Optimization
Conversion Tracking
Credit Card Processing
CRM
Customer Database
Customer History
Customer Segmentation
Customizable Branding
Customizable Fields
Customizable Forms
@mentions
360 Degree Feedback
A/B Testing
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Agile Methodologies
Alerts/Escalation
Alerts/Notifications
API
Applicant Tracking
Approval Process Control
Assignment Management
Automated Routing
Automated Scheduling
Backlog Management
Billing & Invoicing
Billing Portal
Calendar Management
Calendar/Reminder System
Hourly Billing
HR Management
Interaction Tracking
Invoice Creation
Invoice History
Invoice Processing
Issue Management
IT Asset Management
Kanban Board
Knowledge Base Management
Landing Pages/Web Forms
Lead Distribution
Lead Generation
Lead Nurturing
Lead Qualification
Lead Segmentation
Learning & Development
List Management
Live Chat
Macros/Templated Responses
Marketing Calendar
Customizable Invoices
Customizable Reports
Customizable Templates
Customization
Data Import/Export
Deadline Management
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Email Management
Email Templates
Email Tracking
Employee Database
Employee Management
Engagement Tracking
Event Triggered Actions
File Management
File Sharing
Forecasting
Gantt/Timeline View

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CloudOffix pricing

Value for money rating:

Starting from

29

/user

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

CloudOffix integrations (7)

CloudOffix support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

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

Training options

Live Online
Webinars
Documentation
Videos
In Person

CloudOffix FAQs

Q. What type of pricing plans does CloudOffix offer?

CloudOffix has the following pricing plans:
Starting from: $29.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

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Q. Who are the typical users of CloudOffix?

CloudOffix has the following typical customers:
Mid Size Business, Non Profit, Public Administrations, Small Business


Q. What languages does CloudOffix support?

CloudOffix supports the following languages:
English


Q. Does CloudOffix support mobile devices?

CloudOffix supports the following devices:
Android, iPad, iPhone


Q. Does CloudOffix offer an API?

Yes, CloudOffix has an API available for use.


Q. What other apps does CloudOffix integrate with?

CloudOffix integrates with the following applications:
authorize.net, Adyen, PayPal, PayU, Stripe, Buckaroo, Google Maps


Q. What level of support does CloudOffix offer?

CloudOffix offers the following support options:
Email/Help Desk, 24/7 (Live rep), Chat, FAQs/Forum, Knowledge Base, Phone Support

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