Officetree 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

Officetree

4.3

(20)

Pricing

Starting at $11.99 per month

About Officetree

Officetree is a multifunctional business management platform that combines CRM, accounting, invoicing, helpdesk, phone and instant messaging functionality into a single interface. The cloud-based software is designed to streamline and simplify processes by combining commonly-used apps into a single platform. Through the CRM, users can manage the entire sales cycle, while the helpdesk allows users to support customers and answer queries. Communication through phone and chat enables team collaboration and communication with customers across devices.

Officetree Screenshots

Officetree Pricing and Plans

Starting price: $11.99 per month

Free Trial

Free Version

Economy

$11.99

per user, per month

Plan includes:

Accounting App Integration
"Contact Us" Widget
Invoice App Integration
Knowledge Base
Opportunities
Sales Case System
Save Common Messages
Send Emails
Unlimited Customers
Your Logo

Standard

$24.99

per user, per month

Plan includes:

Accounting App Integration
Collision Prevention
"Contact Us" Widget
Invoice App Integration
Knowledge Base
Opportunities
Role-Based User Permissions
Sales Case System
Save Common Messages
Send Emails

Pro

$39.99

per user, per month

Plan includes:

Accounting App Integration
Brand as Your Own
Collision Prevention
"Contact Us" Widget
Invoice App Integration
Knowledge Base
Open Cases by Email
Opportunities
Restrict Access by Location
Role-Based User Permissions

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Officetree Features

Popular features found in Live Chat
Autoresponders
Canned Responses
Chat/Messaging
File Sharing
Mobile Access
Multi-Channel Communication
Real-Time Notifications
Support Ticket Management
Third-Party Integrations
Transcripts/Chat History
Transfers/Routing
More features of Officetree
Accounts Payable
Accounts Receivable
Alerts/Escalation
Bank Reconciliation
Billing & Invoicing
Contact Management
CRM
Customizable Branding
Email Management
Email Marketing
Financial Reporting
General Ledger
Interaction Tracking
Invoice Creation
Invoice History
Knowledge Base Management
Lead Generation
Lead Management
Lead Qualification
Macros/Templated Responses
Mobile Payments
Online Invoicing
Payment Processing
Real-time Consumer-facing Chat
Recurring/Subscription Billing
Reporting/Analytics
Sales Pipeline Management
Service Level Agreement (SLA) Management
Task Management
Tax Calculation
Tax Management
Ticket Management

Officetree User Reviews

Overall Rating

4.3

Ratings Breakdown

75%

10%

15%

Secondary Ratings

Ease of Use

4.3

Value for money

4.4

Customer support

4.3

Functionality

4.3

Javier J.

Verified reviewer

Sports

Self-Employed

Used daily for less than 6 months

Review source

Reviewed October 2021

First time user will recommend

Great experience from day one set up with easy cost efficient great service

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Simple and easy to navigate simple to set up

Cons:

I have no negative comments to share as of now

Reasons for choosing Officetree

Like what I read and heard from day one

Sparklyn B.

Verified reviewer

Automotive

2-10 employees

Used daily for less than 6 months

Review source

Reviewed June 2021

Great Customer Service and Easy to use

Although it started off rocky, Overall I’ve had a good experience. Mainly do to the customer service received. The fact that I can set up voicemails and able to identify the calls specifically for my business when they come into my phone. Officetree works great for my needs

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to use, Customer service responds quickly. After the free trial there were charges that I did not understand. I reached out to customer service and received a response that was unclear and frustrating. When I responded explaining that it didn’t make sense, [SENSITIVE CONTENT] jumped in to explain the billing thoroughly. I was unclear that each user cost an additional amount. Once that was explained I was able to make the proper decision for my business needs. Anytime I have a concern I receive a prompt response from customer service. My number was disconnected due to a change in my card that I forgot to update with Officetree, [SENSITIVE CONTENT] was able to get my number reconnected in the middle of the night within a few hours of my inquiry.

Cons:

I would suggest that the billing be explained prior to being billed to prevent confusion. I also don’t like that we have to pay extra for each user.

Misty D.

Verified reviewer

Executive Office

2-10 employees

Used other for less than 6 months

Review source

Reviewed April 2021

Try it Right Now (zero risk with 7 day satisfaction guarantee) - False

Horrible

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

I didn't like anything with this service.

Cons:

I immediately filed a ticket to close the account as I didn't like anything about it. They did respond but it was because they required for me to inform them specifically on what I didn't like. I responded that I didn't like the service and to cancel. That's when I get a notification that my bank account has been charged $50.00. No answer on their phone number so I put in another ticket and this is their response, "Hi. We understand you inquired about the $50 you paid for service credits with Officetree. That was a nonrefundable payment you made at the time of your order, as stated on the page where you entered your credit card number. Your order did not have any "trial" -- which we don't offer with our telephone service because we incur costs when we immediately purchase a number for a customer. We do, however, offer a guarantee to ensure that technically the number will work for your purposes. Even that requires you work with our technical team at least once to try to resolve any issue you are having, which did not occur in your case. Please understand your ordered a service from us which was provided. We cannot just "return" a service and we also have no record of any technical issues. Your service credit purchase can still be used for other Officetree servics. We offer 5 software applications to which you may subscribe with your same username. We hope this addresses your question. Have a nice day." Another ticket has been placed as they still haven't closed my account

Vendor Response

Misty Delashaw: It appears you may have missed some of our communication and thus your review is very unfair to another company. You were fully refunded -- 100%. We did try to understand what you didn't like because most everyone loves our service and when someone does not, then we understandably ask about any missing features they desire. We are very responsive to our customers. In any event, you'll find you were promptly refunded on your credit card (even before we learned of your review). We hope you and the team at Strategic Assessment Solution Svcs (strategicsvcs.com) will update this review accordingly.

Replied April 2022

Ofori A.

Verified reviewer

Transportation/ Trucking/ Railroad

2-10 employees

Used daily for less than 12 months

Review source

Reviewed October 2021

Very helpful and

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Incoming call feature with pre recorded message

Cons:

I like the service I receive I don’t have anything bad to say about it

Kristen H.

Verified reviewer

Consumer Services

Self-Employed

Used weekly for free trial

Review source

Reviewed December 2021

Easy and efficient, great customer support

I found that I have to listen to all messages and options when calling for support and to make sure and check my spam folder so I can be sure to see a response, they are timely if one knows where to look.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It was relatively easy to set up my account and have it functional within the first day. I signed up for digital business phone routing. I liked that I could pick out a local working number and have it routed to my personal cell phone and see who was calling.

Cons:

The only thing that would make this better is visual text message routed to my phone in case someone wasn't comfortable leaving a voicemail.

Reasons for choosing Officetree

Ease of use, trial, customizable options

Kat O.

Verified reviewer

Furniture

2-10 employees

Used daily for free trial

Review source

Reviewed April 2022

Signed Up One Day - Username Not Available The Next

TERRIBLE. Access to my account is non-existent and they are not fixing it in a timely manner.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I haven't had a chance to try it out. I signed up for a business phone number, provided my bank card, and have not been able to sign in since.

Cons:

I have had a ticket into them for over 24 hours, and time is money in business! They keep telling me to reset my password and to try different browsers. I am getting the run around. They acknowledge I have an account, but they are not FIXING my access to my account.

Vendor Response

Dear BeachDecorStuff.com: We're sorry to hear you could not remember your password but there was nothing to "fix" and your issue was unrelated to our delivery of a great, instantly-working phone number and our prompt service, thereafter. We actually replied in your ticket within just 20 minutes. (Other providers can take 1-2 days to reply to tickets.) We showed you how to reset your password. We even reset it for you. Perhaps you missed some of our email replies. Please check your email junk folder. We even refunded you in full per your request, without delay. Nothing was wrong so we're surprised by your 1 star review which seems to be rather unfair of BeachDecorStuff.com. We provided a great phone service, offered immediate customer support and even refunded you in full. Others love our fast, 7 days / week support but we're sorry it was not right for you or that perhaps you missed our responses.

Replied May 2022

Anthony G.

Verified reviewer

Photography

2-10 employees

Used daily for free trial

Review source

Reviewed August 2021

New To Officetree

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Price and service is phenomenal the 7 days I tried it.

Cons:

I'm unable to run billing myself. I would like to pay months in advance, but no option. Also needs a phone app. The web platform is a little sensitive

Reasons for choosing Officetree

Better bang for the buck.

Kevin M.

Verified reviewer

Staffing and Recruiting

2-10 employees

Used other for less than 6 months

Review source

Reviewed January 2021

Horrible Customer support and Scam like Practices

I signed up for Office Tree's free trial of their $25/mo plan and ended up getting charged for their most expensive plan of $50/mo. I tried calling their hotline, left voicemails, and even sent emails and no one returned my calls or tried to help me. I have 3 tickets open for months which no one has looked at. Now for some reason, I'm getting charged $100+ when they don't even have a plan that goes that high. I run a small company and we keep a close eye on our budget so to see random charges like this is not okay. This company scams you and offers zero billing and technical support. I would stay away.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I would not recommend this company. I suggest going with an established and reputable company

Cons:

This company lies about a free trial. Zero customer support. I can't cancel my account so now I have to go through my bank. They keep charging me random amounts.

Vendor Response

We believe this review to be fabricated. We have no customer with this name/profile. We are known for our lightning-fast support response times. And, we have billing and technical support available 7 days per week! Real customers of Officetree have written: "great customer service!" "best pricing" "customer service is outstanding" "I really appreciate the valuable customer service" "consider me as your loyal customer"

Replied March 2022

Sandy L.

Verified reviewer

Environmental Services

2-10 employees

Used daily for less than 6 months

Review source

Reviewed July 2021

New to Office Tree and appreciate the customer service

I'll have more to say about the product itself but the customer service is what I'm extremely satisfied with and want to highlight.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

I like the customer service best so far. I haven't dove into all the features yet but so far, [SENSITIVE CONTENT] has been super-responsive, helpful, and walks me through everything.

Cons:

Nothing yet. I only received one phone call and because I wasn't notified on my cell that it was a business call, I answered my cell phone like a spammer was caller. You know "that" tone. Thankfully, [SENSITIVE CONTENT], helped me adjust the settings so my 833 number shows up so I can answer those calls cheerfully and professionally.

Reasons for choosing Officetree

Pricing

Reasons for switching to Officetree

Pricing

Greg S.

Verified reviewer

Marketing and Advertising

11-50 employees

Used daily for less than 6 months

Review source

Reviewed February 2022

Great product! Great value!