CloudOffix 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

CloudOffix

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Pricing

Starting at $29.00 per month

About CloudOffix

Cloudoffix is a cloud-based CRM software that houses all modules, features and tools such as sales, marketing, project, invoicing, HR and helpdesk under one roof. A seamless and smooth transition between clouds is presented to the end-user.

Considering customers as the heart of any business, everything has been based around the customer at 360-degrees. Stand-out features are multi pipeline stages, pivot view, Google Maps view, website visitor tracking, email validation and more.

Context based collaboration feature is already integrated and ready for active use throughout the whole platform. Its easy-to-use interface, tools and applications allow for a short learning curve for its users. Help is always available, whether it be through live chat, webinars, online, or in person.
CloudOffix has all the features of leading CRM software platforms, minus the complications.

CloudOffix Screenshots

CloudOffix Pricing and Plans

Starting price: $29.00 per month

Free Trial

Free Version

Basic

$29.00

per user, per month

No plan information available

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CloudOffix Features

Popular features found in Project Management
Billing & Invoicing
Budget Management
Document Management
File Sharing
Gantt/Timeline View
Issue Management
Kanban Board
Milestone Tracking
Multiple Projects
Prioritization
Resource Management
Time & Expense Tracking
More features of CloudOffix
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 Portal
Calendar Management
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Scheduling
Campaign Segmentation
Charting
Client Portal
Collaboration Tools
Commenting/Notes
Contact Database
Contact Management
Content Management
Conversion Rate Optimization
Conversion Tracking
Credit Card Processing
CRM
Customer Database
Customer Segmentation
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Invoices
Customizable Reports
Customizable Templates
Customization
Data Import/Export
Deadline Management
Document Storage
Drag & Drop
Drip Campaigns
Email Management
Email Marketing
Email Templates
Email Tracking
Employee Database
Employee Management
Engagement Tracking
Event Triggered Actions
File Management
Forecasting
Generative AI
Hourly Billing
HR Management
Interaction Tracking
Invoice Creation
Invoice History
Invoice Processing
Knowledge Base Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Learning & Development
List Management
Live Chat
Macros/Templated Responses
Marketing Automation
Marketing Calendar
Mass Texting
@mentions
Mobile Access
Mobile Payments
Monitoring
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Multi-Currency
Negative Feedback Management
Onboarding
Online Invoicing
Opportunity Management
Payment Processing
Performance Management
Pipeline Management
Planning Tools
Portfolio Management
Progress Reports
Progress Tracking
Project Billing
Projections
Project Planning
Project Planning/Scheduling
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
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
Referral Tracking
Reminders
Reporting/Analytics
Reporting/Project Tracking
Reporting & Statistics
Request Management
Retrospectives Management
Risk Management
ROI Tracking
Role-Based Permissions
Sales Forecasting
Sales Pipeline Management
Sales Reports
Sales Trend Analysis
Segmentation
Self Service Portal
Service Level Agreement (SLA) Management
Sick Leave Tracking
SMS Marketing
Social Media Integration
Source Tracking
Status Tracking
Supports Scrum
Surveys & Feedback
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Team Management
Template Management
Territory Management
Testing/QA Management
Third-Party Integrations
Ticket Management
Time & Attendance
Time Off Management
To-Do List
Traditional Methodologies
Web Forms
Website Analytics
Website Visitor Tracking
Workflow Management