# CloudOffix Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about CloudOffix Software - reviews, pricing plans, popular comparisons to other Project Management products and more. Source: https://www.capterra.com/p/236858/CloudOffix --- # CloudOffix Software Review 2026: Features, Reviews, 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)[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 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.cloudoffix.com&name=CloudOffix) ## 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. [4.2 (986)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting Price $29 Per User, Per Month Starting Price $69 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.0 (954) Value For Money 0.0 (0) Value For Money 4.2 (777) Customer Service 0.0 (0) Customer Service 4.0 (749) ## CloudOffix alternatives Highest Rated [4.6 (5,735)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.2 (1,297)](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 [4.4 (2,908)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.4 (15,328)](https://www.capterra.com/p/19319/JIRA/reviews/) Starting price $7.91 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 168 features An @mention is a way to tag or notify a specific person about a message/post Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Define levels of authorization for access to specific files or systems Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more System alerts about the need to escalate an issue or request Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Find and manage potential candidates and their applications and resumes through the recruiting life cycle Manage the process of evaluating documents or requests submitted for approval Assign issues and tasks based on availability or required skills Tickets are automatically assigned to specific agents based on predefined rules Automatically create schedules based on business needs or employee availability and qualifications The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items. Create, manage, and send invoices or bills to customers Gateway through which end users can view past bills and pay current invoices Track and manage schedules and meetings via an integrated calendar Track and interpret campaign performance metrics Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Plan and strategize marketing campaigns Set campaign schedules by selecting start, pause, and end dates Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Accept and process credit card transactions Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Process of dividing customers into groups based on common characteristics Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Invoices that can be tailored according to company's branding, payment terms and personalized information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Create labels for products that contain required information such as colors, sizes, dates, etc. Import and export data to and from software applications Specify or track the date/time a project, task, etc., is due for completion Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Send automated marketing emails based on user actions over a predetermined period Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Track delivered, received, and opened emails Electronic storage of staff/employee contact information and job status in a centralized repository Track employee schedules, availability, and performance across projects and tasks Tracks metrics that provide insight into how a user interacts with any interface or product Predefined actions automatically performed on the occurance of specific events Create, save, and store files Public or private sharing of digital files such as documents, audio/video, images, and more Form predictions based on past and present data/trends Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Use AI to generate content in the form of text, images, videos, etc. Business model that charges based on the amount of time spent on an hourly basis Automates core HR functions such as talent management, employee evaluation and learning management 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 Creation, processing, verification, and execution of invoices till the payment is made Identify and respond to unexpected problems or failures (ie. "negative events") Visualization tool to organize and optimize tasks and track their status at every stage of workflow Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Create landing pages or online forms designed to capture new leads and prospects Automatically identify and save contact information of potential customers Route and distribute your leads to third party buyers 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 Engage with a lead throughout the sales process by actively providing information Score a lead on their quality or likelihood to buy based on certain behaviors Divide leads into buckets based on predefined criteria and routing rules Facilitate training materials that help employees grow and progress in their positions Manage contacts across multiple mailing lists Ability to chat online in real time Templated responses for responding quickly to recurring support requests Automate workflows and trigger campaigns based on customer actions See past and upcoming campaigns and communications in a calendar view Send messages to multiple subscribers at the same time Monitor task progress and planned accomplishments to better manage project status Access software remotely via mobile devices Clients can submit payments via mobile devices Observe and track the demand, usage, progress or quality of a system, product, or user Manage multiple campaigns in one system Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Manage and handle various international currencies Ability to handle several projects simultaneously Identify, track, and respond to negative feedback Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Create, send, and view electronic invoices Track all opportunities for potential sales and convert them into recurring revenue Accept, record, and reconcile financial transactions Organize and manage the accomplishments and development of employees or performance of applications or systems Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Arrange tasks based on the level of priority or urgency Document and report the progress of ongoing projects Reporting on how each user, task or process has advanced since its initiation Business model that bills clients an amount based on the project/task/job performed Organize and schedule projects Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints Pre-designed project plans that can be customized Measure time to completion or hours worked for projects Monitor the progress of projects from start to finish Create, manage, or update project workflows. Estimate or forecast of a future scenario based on the study of present trends Tools designed to streamline the process of lead generation and management for sales teams Create, send, and track purchase orders and their statuses Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Generate quotes or estimates for customers Analyze and gain insights into data in real-time Engage in direct, instant messaging with customers, users, etc. Receive data and information in real time Notifications that are delivered to users as soon as an event occurs Active reporting of data and metrics Receive system updates as soon as any changes are made Tools to find, assess, and hire suitable candidates for a job within an organization Automated process of charging customers at regular intervals for repeated access or use of a product or service Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Track task progress, milestones, delays, or other key information and generate reports on them for evaluation Evaluating and prioritizing change requests that are received while working on the project Process of planning, scheduling and executing the optimal and effective use of human capital across projects Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Set & manage permission levels based on user roles and restrict access to only authorized individuals Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Group leads or contacts based on their specific characteristics Online portal through which end users can access the system, manage tasks, or obtain information Set and monitor service level agreements to ensure timely response and resolution Track and manage sick leave time Send promotional campaigns or transactional messages via text messages Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Track the status over time for a request, process, asset, or transaction Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work. Gauge satisfaction and receive information for improvement and success Create, manage and track all task activities and progression Track the status and progress of tasks Track and manage the scheduling of tasks Organizing a group of people to accomplish a task Create, save, and re-purpose templates for emails, forms, etc. Organize customer data and accounts by user or geography Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards Set up connections to third-party platforms to improve business processes Track, manage, or resolve user requests and IT incidents/issues Track and manage employee's work hours to improve payroll accuracy Log and record hours worked and costs spent to assist in billing and invoicing Track and manage employee time-off, vacation, and sick leave requests A digital list of items that need to be completed Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch Web form that allows users to enter data that is sent and processed for different reasons Track and analyze information regarding website visitors Monitor activity of individuals who visit your website using cookies 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. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options 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 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/)