Officetree

RATING:

4.3

(20)

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 Pricing

Starting price: 

$11.99 per month

Free trial: 

Available

Free version: 

Available

Officetree Reviews

Overall Rating

4.3

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Officetree

1 - 5 of 20 Reviews

User Profile

Javier

Verified reviewer

Sports, 1 employee

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2021

First time user will recommend

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

PROS

Simple and easy to navigate simple to set up

CONS

I have no negative comments to share as of now

Reason for choosing Officetree

Like what I read and heard from day one

Sparklyn

Automotive, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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

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.

User Profile

Misty

Verified reviewer

Executive Office, 2-10 employees

Used less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

1

EASE OF USE

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

Reviewed April 2021

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

Horrible

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

Anthony

Photography, 2-10 employees

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed August 2021

New To Officetree

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

Reason for choosing Officetree

Better bang for the buck.

Sandy

Environmental Services, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

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.

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.

Reason for choosing Officetree

Pricing

Reasons for switching to Officetree

Pricing