# Officetree Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Officetree Software - reviews, pricing plans, popular comparisons to other Live Chat products and more. Source: https://www.capterra.com/p/191795/Officetree --- # Officetree Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://officetree.com&name=Officetree) ## 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. [4.3 (684)](https://www.capterra.com/p/76/Intacct/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 4.2 (610) Value For Money 4.4 (18) Value For Money 4.0 (517) Customer Service 4.3 (20) Customer Service 4.0 (549) ## Officetree alternatives [4.2 (2,041)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.2 (1,306)](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 [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) [4.4 (5,822)](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 [Karanext](https://www.capterra.com/p/274864/Karanext/) [4.8 (4)](https://www.capterra.com/p/274864/Karanext/#reviews) Starting price $3.85 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/274864/Karanext/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 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 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 Email Management 4.3 (3) 0.00% of 3 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps Officetree 35 features Track money owed to a company's creditors/suppliers Track outstanding invoices and the money owed from clients System alerts about the need to escalate an issue or request Compare and match accounting/financial records with corresponding bank statements Create, manage, and send invoices or bills to customers Shortcuts for inputting frequently used messages Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Add customized logos and colors to align with company branding Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Generate reports to assess the financial performance of an organization Centralized accounting record which tracks all financial transactions Track interaction history by documenting conversations for contacts Create invoices from scratch or have recurring invoices Store and view prior invoices for each account/client Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Score a lead on their quality or likelihood to buy based on certain behaviors Templated responses for responding quickly to recurring support requests Access software remotely via mobile devices Clients can submit payments via mobile devices Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Create, send, and view electronic invoices Accept, record, and reconcile financial transactions Engage in direct, instant messaging with consumers Automated process of charging customers at regular intervals for repeated access or use of a product or service View and track pertinent metrics to find patterns and gain insights from data Pipeline view and tracking lead status Set and monitor service level agreements to ensure timely response and resolution Create, manage and track all task activities and progression Calculate tax and make deductions on gross income from sources like wages, investments or self-employment Implementation of various strategies to manage tax obligations via planning and maintaining compliance 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)