--- title: "Officetree Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Officetree Software - reviews, pricing plans, popular comparisons to other Live Chat products and more." source_url: "https://www.capterra.com/p/191795/Officetree/" page_type: "product" language: "en" --- # Officetree Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Officetree ## What is Officetree? Cloud-based suite of integrated applications that enables businesses with CRM, invoicing, help desk, accounting, and more. ## What is Officetree used for? [Help Desk](https://www.capterra.com/help-desk-software/)[Live Chat](https://www.capterra.com/live-chat-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 20 user reviews Reviews sentiment Positive 85% Neutral 0% Negative 15% Starting price $11.99 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Officetree?[Manage this product listing](https://www.g2.com/products/officetree/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Officetree 4.3 (20) VS. [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting Price $11.99 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (20) Ease Of Use 4.0 (2,029) Value For Money 4.4 (18) Value For Money 3.9 (1,618) Customer Service 4.3 (20) Customer Service 3.8 (1,721) ## Officetree alternatives [4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) [4.4 (5,858)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/157279/Dynamics-365/) Highest Rated [Gestionale sul Web](https://www.capterra.com/p/218298/Gestionale-sul-Web/) [4.8 (105)](https://www.capterra.com/p/218298/Gestionale-sul-Web/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/218298/Gestionale-sul-Web/) ## FAQs about Officetree Overview ### Which roles and teams benefit most from Officetree? Officetree is most used by business owners, CEOs, presidents, and founders who need an all-in-one system to run daily operations. Operations managers and administrative teams benefit from managing scheduling, client communication, invoicing, and workflow tracking, while self-employed professionals use it to keep customer records and business processes organized. Answer based on 20 reviews Overview ### What company size and industries is Officetree built for? Officetree is web-based CRM software built for small businesses, which make up 100% of reviewers, with the strongest industry presence in Apparel & Fashion and Marketing and Advertising at 10% each. It also appears in Accounting at 5%, indicating use across customer-focused service and product businesses. Answer based on 20 reviews Features and Usability ### What are the key features of Officetree? Officetree offers accounts payable and receivable, general ledger, bank reconciliation, and financial reporting for accounting workflows. It also includes billing and invoicing tools such as invoice creation, online invoicing, recurring billing, payment processing, and tax calculation, plus CRM features like contact management, lead management, ticket management, and email management. Pricing ### How much does it cost and what fees or limitations are included? Officetree starts at $11.99 per user monthly for the Economy plan, with Standard at $24.99 and Pro at $39.99. Every plan includes a free 21-day trial and a free version is available. Each plan also requires a 4-month minimum, with pricing set per user. Answer based on 4 reviews Getting Started and Support ### What training and onboarding options does Officetree offer? Officetree provides documentation for teams getting started. This format offers written reference material that users can consult for setup steps, feature guidance, and ongoing questions during implementation and use. ## Features AI summary Based on 6,967 Live Chat reviews Not all live chat products cover every must-have feature. Here is what Capterra reviewers flag as essential when choosing a solution: - **Chat/Messaging** (**54%** of reviewers rated this feature as critical) - **Real-Time Notifications** (**51%**) - **Multi-Channel Communication** (**44%**) Officetree covers **Multi-Channel Communication**, which helps teams manage conversations across more than one customer touchpoint. However, it does not include **Chat/Messaging** or **Real-Time Notifications**. Instead, it offers **Real-time Consumer-facing Chat** (**43%**) and **Mobile Access** (**44%**), giving teams other ways to stay connected with customers and respond while away from a desk, helping businesses maintain responsiveness and support customers more efficiently. Multi-Channel Communication 5.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Mobile Access 4.6 (5) 60.00% of 5 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Reporting/Analytics 4.7 (6) 33.33% of 6 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Customizable Branding 5.0 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Add customized logos and colors to align with company branding Accounts Receivable 5.0 (3) 0.00% of 3 reviewers that rated this feature as important or highly important Track outstanding invoices and the money owed from clients Canned Responses 5.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Shortcuts for inputting frequently used messages Officetree 38 features ### All Features - Accounts Payable: Track money owed to a company's creditors/suppliers - Accounts Receivable: Track outstanding invoices and the money owed from clients - Alerts/Escalation: System alerts about the need to escalate an issue or request - Automatic Billing: Setup and send recurring or automated bills - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Canned Responses: Shortcuts for inputting frequently used messages - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Financial Reporting: Generate reports to assess the financial performance of an organization - General Ledger: Centralized accounting record which tracks all financial transactions - Interaction Tracking: Track interaction history by documenting conversations for contacts - Invoice Creation: Create invoices from scratch or have recurring invoices - Invoice History: Store and view prior invoices for each account/client - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Macros/Templated Responses: Templated responses for responding quickly to recurring support requests - Mobile Access: Access software remotely via mobile devices - Mobile Payments: Clients can submit payments via mobile devices - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Online Invoicing: Create, send, and view electronic invoices - Payment Processing: Accept, record, and reconcile financial transactions - Real-time Consumer-facing Chat: Engage in direct, instant messaging with consumers - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Remote Access/Control: Access work applications remotely, for when working away from the office and/or traveling - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Pipeline Management: Pipeline view and tracking lead status - Service Level Agreement (SLA) Management: Set and monitor service level agreements to ensure timely response and resolution - Task Management: Create, manage and track all task activities and progression - Tax Calculation: Calculate tax and make deductions on gross income from sources like wages, investments or self-employment - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Ticket Management: Track, manage, or resolve user requests and IT incidents/issues --- Get Advice We can help you find the software with the features you need. Features 4.3 (20) 4.3 Based on 20 reviews ## Pricing Value for money 4.4 (18) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/191795/Officetree/pricing/) Economy $11.99 Per User,Per Month It 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 It 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 - Unlimited Customers - Your Logo Pro $39.99 Per User,Per Month It 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 - Sales Case System - Save Common Messages - Send Emails - Unlimited Customers - Your Logo Value for money 4.4 (18) 4.4 Based on 18 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.3 (20) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.3 (20) 4.3 Based on 20 reviews ## User reviews Overall rating 4.3 Based on 20 reviews Filter by rating 5(15) 4(2) 3(0) 2(0) 1(3) Mentioned topic Sorted by most recent KO Kat O. Owner Furniture ### "Signed Up One Day - Username Not Available The Next" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 April 28, 2022 TERRIBLE. Access to my account is non-existent and they are not fixing it in a timely manner. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor May 19, 2022 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. GS Greg S. GM Marketing and Advertising ### "Great product! Great value!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 27, 2022 Pros Extremely easy to configure. The team has been very pleased with Officetree. Great product, especial for the price! Cons I don't have any complaints right now. Would recommend! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. YC Yolanda C. CEO E-Learning ### "Easy set up, Phone available right away" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 February 24, 2022 great Pros Easy use, call forwarding works great when out of the office. Cons payment upfront for whole year. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KH Kristen H. business owner/operator Consumer Services ### "Easy and efficient, great customer support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 31, 2021 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. 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JB Janice B. Self-Employed Financial Services ### "Very good inexpensive software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 29, 2021 Overall, my experience with Officetree as been very positive. Pros I love the fact that it is so easy to use this software and that it is very inexpensive. I also appreciate how fast I am contacted back by a representative when I email them with an issue. Cons So far, I have had nothing that I dislike about the software. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Javier J. Owner Sports ### "First time user will recommend" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 13, 2021 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 Reasons for choosing Officetree Like what I read and heard from day one Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. OA Ofori A. Owner Transportation/Trucking/Railroad ### "Very helpful and " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 4, 2021 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CO Candice O. President Design ### "Great Customer Service!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 27, 2021 Excellent Pros Affordable, easy to use, great customer service. Cons Everything was great, exactly what we needed. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MB Michael B. Owner Facilities Services ### "They Are Great" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 24, 2021 Pros The Voice Messages and the call forwarding Cons nothing. It's been a great experience. Would recommend to anyone Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SB Shakita B. Manager, Operations Biotechnology ### "Great, Affordable Product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 3, 2021 Pros The ability to customize call routing rules. Cons I do not have any recommendations for approval at this time. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/191795/Officetree/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.