--- title: "CloudOffix Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about CloudOffix Software - reviews, pricing plans, popular comparisons to other Project Management products and more." source_url: "https://www.capterra.com/p/236858/CloudOffix/" page_type: "product" language: "en" --- # CloudOffix Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 20, 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)[Integrations](#integrations)[Support](#support) CloudOffix ## What is CloudOffix? CloudOffix is a cloud-based CRM software that assists businesses with Sales, Marketing, Project Management, Invoicing Helpdesk and HR Clouds. Along with many other great and unique features such as website visitor tracking and mail automation, CloudOffix offers extensive full customization so that you don't have to settle for out-of-the-box products. With context based collaboration within the platform, without having to leave is an amazing comfort feature to have. ## What is CloudOffix used for? [Lead Management](https://www.capterra.com/lead-management-software/)[Agile Project Management](https://www.capterra.com/agile-project-management-tools-software/)[Marketing Automation](https://www.capterra.com/marketing-automation-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $29 Per User, Per Month Free trial available Free version not included 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 CloudOffix?[Manage this product listing](https://www.g2.com/products/cloudoffix/claim_requests/new?auto=true) ## CloudOffix Overview Updated August 2026 AI summary CloudOffix provides small and midsize businesses with a unified platform for project management, CRM, marketing automation, lead management, billing, and help desk functions. Core features include task and resource management, Gantt and Kanban views, time tracking, and portfolio oversight. The software is cloud-based and integrates with popular payment and mapping services for broader business support. ## 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. ### CloudOffix 0.0 VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $29 Per User, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.5 (973) Value For Money 0.0 (0) Value For Money 4.3 (796) Customer Service 0.0 (0) Customer Service 4.4 (768) ## CloudOffix alternatives [4.5 (178)](https://www.capterra.com/p/225762/Accelo/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [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 [4.2 (2,073)](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 Highest Rated [4.7 (689)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting price $36.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars ## FAQs about CloudOffix Overview ### What company size and specific industries is CloudOffix built for? CloudOffix is designed for small to mid-sized businesses that need to manage marketing, sales, project management, and invoicing in one customer-centric platform. The description does not name specific industries, so the product appears suited to general business operations across a range of sectors. Features and Usability ### What are the key features of CloudOffix? CloudOffix offers CRM, project management, and workflow management features, including task management, Gantt/timeline view, Kanban board, time tracking, and resource management. It also includes marketing automation, lead management, support ticket management, billing and invoicing, reporting and analytics, and role-based permissions. Integrations ### Which third-party tools and platforms does CloudOffix integrate with? CloudOffix integrates with 7 third-party payment and mapping platforms, including Adyen, Buckaroo, Google Maps, PayPal, PayU, Stripe, and Authorize.net. These catalog integrations cover payment processing and location services, giving CloudOffix connections to widely used business tools. Getting Started and Support ### What training and onboarding options does CloudOffix offer? CloudOffix provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide self-paced walkthroughs for teams getting started. Getting Started and Support ### What customer support options does CloudOffix offer? CloudOffix provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. Support is presented through multiple contact and self-service channels, giving users several ways to seek help or find answers when needed. ## Features AI summary Based on 29,194 Project Management reviews Capterra data shows that buyers of project management software rank the following features as their top priorities: - **Deadline Management** (**59%** of reviewers rated this feature as critical) - **Project Time Tracking** (**62%**) - **Project Time Tracking** (**62%**) CloudOffix supports all three of the features reviewers rate most highly: **Deadline Management**, **Project Time Tracking**, and **Project Time Tracking**. Together, these capabilities help businesses keep projects on schedule, monitor hours accurately, and manage day-to-day execution more effectively, allowing teams to stay organized and make better use of their time. 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Access Controls/Permissions Define levels of authorization for access to specific files or systems Accounting Integration Integrate with a third-party accounting system Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems CloudOffix 179 features ### All Features - @mentions: An @mention is a way to tag or notify a specific person about a message/post - 360 Degree Feedback: Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager - A/B Testing: Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Agile Methodologies: Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more - Alerts/Escalation: System alerts about the need to escalate an issue or request - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Applicant Tracking: Find and manage potential candidates and their applications and resumes through the recruiting life cycle - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Assignment Management: Assign issues and tasks based on availability or required skills - Automated Routing: Tickets are automatically assigned to specific agents based on predefined rules - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Backlog Management: The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items. - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Billing Portal: Gateway through which end users can view past bills and pay current invoices - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call Center Management: Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Planning: Plan and strategize marketing campaigns - Campaign Scheduling: Set campaign schedules by selecting start, pause, and end dates - Campaign Segmentation: Group campaigns by project, client, or campaign for better management. - Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Conversion Rate Optimization: Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases) - Conversion Tracking: Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads - Credit Card Processing: Accept and process credit card transactions - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Invoices: Invoices that can be tailored according to company's branding, payment terms and personalized information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Customization: Create labels for products that contain required information such as colors, sizes, dates, etc. - Data Import/Export: Import and export data to and from software applications - Deadline Management: Specify or track the date/time a project, task, etc., is due for completion - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Drip Campaigns: Send automated marketing emails based on user actions over a predetermined period - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Employee Database: Electronic storage of staff/employee contact information and job status in a centralized repository - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Employee Profiles: Centralized storage for employee data, records, and performance metrics - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Forecasting: Form predictions based on past and present data/trends - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Hourly Billing: Business model that charges based on the amount of time spent on an hourly basis - HR Management: Automates core HR functions such as talent management, employee evaluation and learning management - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Invoice Creation: Create invoices from scratch or have recurring invoices - Invoice History: Store and view prior invoices for each account/client - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Issue Management: Identify and respond to unexpected problems or failures (ie. "negative events") - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - 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 Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Learning & Development: Facilitate training materials that help employees grow and progress in their positions - List Management: Manage contacts across multiple mailing lists - Live Chat: Ability to chat online in real time - Macros/Templated Responses: Templated responses for responding quickly to recurring support requests - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Marketing Calendar: See past and upcoming campaigns and communications in a calendar view - Mass Texting: Send messages to multiple subscribers at the same time - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Mobile Access: Access software remotely via mobile devices - Mobile Payments: Clients can submit payments via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Campaign: Manage multiple campaigns in one system - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Channel Marketing: Coordinate marketing efforts across channels (email, landing pages, social media, etc.) - Multi-Currency: Manage and handle various international currencies - Multiple Projects: Ability to handle several projects simultaneously - Negative Feedback Management: Identify, track, and respond to negative feedback - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Online Invoicing: Create, send, and view electronic invoices - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Payment Processing: Accept, record, and reconcile financial transactions - Percent-Complete Tracking: Level of completion within a task - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Prioritization: Arrange tasks based on the level of priority or urgency - Progress Reports: Document and report the progress of ongoing projects - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Billing: Business model that bills clients an amount based on the project/task/job performed - Project Planning: Organize and schedule projects - Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints - Project Templates: Pre-designed project plans that can be customized - Project Time Tracking: Measure time to completion or hours worked for projects - Project Tracking: Monitor the progress of projects from start to finish - Project Workflow: Create, manage, or update project workflows. - Projections: Estimate or forecast of a future scenario based on the study of present trends - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Purchase Order Management: Create, send, and track purchase orders and their statuses - Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Chat: Engage in direct, instant messaging with customers, users, etc. - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Recruitment Management: Tools to find, assess, and hire suitable candidates for a job within an organization - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Request Management: Evaluating and prioritizing change requests that are received while working on the project - Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects - Retrospectives Management: Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Service Level Agreement (SLA) Management: Set and monitor service level agreements to ensure timely response and resolution - Sick Leave Tracking: Track and manage sick leave time - SMS Marketing: Send promotional campaigns or transactional messages via text messages - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Status Tracking: Track the status over time for a request, process, asset, or transaction - Support Ticket Management: Allow customers/users to submit support queries and service requests - Supports Scrum: Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work. - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Team Management: Organizing a group of people to accomplish a task - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Testing/QA Management: Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Ticket Management: Track, manage, or resolve user requests and IT incidents/issues - Time & Attendance: Track and manage employee's work hours to improve payroll accuracy - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Off Management: Track and manage employee time-off, vacation, and sick leave requests - Timesheet Management: Track the amount of time spent on a job or task - To-Do List: A digital list of items that need to be completed - Traditional Methodologies: Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Website Analytics: Track and analyze information regarding website visitors - Website Visitor Tracking: Monitor activity of individuals who visit your website using cookies - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Basic $29.00 Per User,Per Month ## Integrations [ PayPal](https://www.capterra.com/p/207944/PayPal/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Google Maps](https://www.capterra.com/p/227511/Google-Maps/)[ authorize.net](https://www.capterra.com/p/221412/authorizenet/)[ PayU](https://www.capterra.com/p/201075/PayU/)[ Adyen](https://www.capterra.com/p/165680/Adyen/)[ Buckaroo](https://www.capterra.com/p/195762/Buckaroo/) 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. 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