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Cloud ERP vs Officetree: Which is a better fit?

Updated on August 6th, 2023
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Summary
Key features rated by users
Features selected based on 13,924 reviews from CRM users.
% Fit
Missing features
Not enough reviews
Feature ratings
Contact Management
5.0
Sales Pipeline Management
4.0
Lead Management
5.0
Reminders
NA
Activity Dashboard
--
% Fit
Missing features
Not enough reviews
Feature ratings
Contact Management
5.0
Sales Pipeline Management
4.0
Lead Management
3.0
Reminders
NA
Activity Dashboard
NA
User satisfaction
4.9
User reviews29
Ease of use
4.7
Functionality
4.8
Value for money
5.0
Customer support
5.0
4.3
User reviews20
Ease of use
4.3
Functionality
4.3
Value for money
4.4
Customer support
4.3
Price starts from
/user
Monthly subscription
Free version
Free trial
/user
Monthly subscription
Free version
Free trial
Best for

- Retail & Distribution - Manufacturing - Professional Services. As a 100% family owned small U.S. based software company, we take a very personal and direct approach to each customer we serve.

Web-based software that helps businesses oversee customer relationship management to create, convert, and manage prospects.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
No video reviews yet
No video reviews yet
User interface
127733 video thumbnail}
1 Video
191795 video thumbnail}
1 Video
127733
3 screenshots
191795
5 screenshots
Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

Logo Img
--%
Logo Img
--%
Activity Dashboard
207
Important
Alerts/Notifications
388
Important

Cloud ERP

Top Features
9/37
  • Calendar Management
  • Campaign Management
  • Contact Management
  • Customer Journey Mapping
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Data Security
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Interaction Tracking
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Lead Scoring
  • Marketing Automation
  • Multi-Channel Communication
  • Referral Tracking
  • Reminders
  • Sales Pipeline Management
  • Sales Reports
  • Segmentation
  • Task Management
  • Territory Management
  • Activity Dashboard
  • Alerts/Notifications
  • API
  • Forecasting
  • Mobile Access
  • Quotes/Estimates
  • Reporting/Analytics
  • Third-Party Integrations
  • Workflow Management
See All features
Hide CRM Software Features -

Officetree

6/37
Show CRM Software Features +

Cloud ERP

--

Officetree

--

Cloud ERP
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Officetree
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Cloud ERP
  • By BizAutomation
  • Located in United States
  • Founded in 2003
Officetree
  • By Officetree.com
  • Located in United States
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