CloudOffix vs. SMART Software Comparison


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Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible. 1,705 Ratings Visit Website ShareCRM ShareCRM is an AI-powered enterprise CRM platform designed to connect data and teams across the entire customer lifecycle. It unifies marketing, sales, and service operations into a single system that helps businesses convert leads into long-term customers. The platform supports multi-channel marketing automation, centralized lead management, and end-to-end sales force automation. ShareCRM also enables service automation to manage customer inquiries, service orders, and on-site operations efficiently. Built with collaboration tools, it connects internal teams, partners, and clients through messaging, tasks, and approval workflows. Its low-code, AI-driven architecture allows organizations to customize processes without heavy development effort. 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Designed for global, growing and distributed teams, Hubstaff includes built-in productivity monitoring and workforce analytics to help businesses analyze how time is spent, identify inefficiencies, and improve performance — without micromanagement. 3,990 Ratings Visit Website Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. 134 Ratings Visit Website Act! Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. 554 Ratings Visit Website NinjaOne NinjaOne unifies IT to simplify work for 35,000+ customers in 140+ countries. The NinjaOne Unified IT Operations Platform delivers endpoint management, autonomous patching, backup, and remote access in a single console to improve efficiency, increase resilience, and reduce spend. By automating IT and managing all endpoints, organizations give employees a great technology experience to work faster, smarter, and easier while IT teams modernize and improve efficiency. NinjaOne is a Leader in the Gartner Magic Quadrant for Endpoint Management Tools. The company is obsessed with customer success and has retained a 98% customer satisfaction score for more than 5 years. 6,017 Ratings Visit Website Project Insight Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. 121 Ratings Visit Website Wrike Wrike’s powerful work management platform enables distributed teams to collaborate in real-time on complex projects. 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It works out-of-the-box and adapts quickly, enabling businesses to move faster. Built on billions of CX interactions, Zendesk AI supports the whole service journey—from self-service to agents to admins—helping teams resolve issues faster and operate efficiently at scale. Zendesk empowers agents with tools, insights, and context to deliver personalized service on any channel—social messaging, phone, or email. It unifies personalized conversations, omnichannel case management, AI workflows, automation, and a Marketplace of 1200+ apps. Easy to implement, it frees teams from relying on IT or costly partners. Serving over 130K global brands in 30+ languages, Zendesk simplifies business complexity to create meaningful customer connections. Headquartered in San Francisco, it operates worldwide. 7,958 Ratings Visit Website Xero Save 80% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. 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About CloudOffix is an AI-native business platform that unifies all your business processes — from CRM and Sales to HR, Projects, and Helpdesk. At the core of CloudOffix is data unification — because successful AI and successful businesses both depend on connected, contextual, and accessible data. Instead of fragmented systems and disconnected workflows, CloudOffix creates a single operational foundation where all departments work together on shared data and shared processes. This unified architecture becomes the strongest base for sustainable growth, operational efficiency, and reliable AI adoption. Already using Salesforce, SAP, HubSpot, or Oracle? No problem. CloudOffix integrates seamlessly with your existing systems. Need a new app or workflow? Simply vibe-code and build your dream applications directly within CloudOffix using its powerful low-code infrastructure. CloudOffix is the unified AI foundation modern businesses need to scale smarter and operate faster.	About Field service management software for every industry. From streamlining routes to in-depth reporting and analysis, SMART Software is with you side by side to help your service company thrive and expand. Our top-notch software support team constantly proves itself to be the best in the business and includes on-site training. Streamline your operations while keeping all of your important customer and business data in one place. Our inventory management, equipment tracking, time management, and reporting boosts your bottom line. Keep track of all aspects of Service Issues, from ticketing and technician routing to inventory control and vehicle maintenance. We forecast vault cash differently than any processor or ATM software on the market. Our customers are returning 20% of their vault cash using ATM SMART. SMART includes a fully integrated, powerful, and successful CRM solution to manage the relationships with your customers, vendors, and sales prospects.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Built for businesses that want to unify operations, connect data, and make AI truly work across every department.	Audience Field service businesses
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing $74.99 $19 for next 10 users $15 for next 10 users $10 per user after that Free Version Free Trial
Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Pros & Cons from Real Users Pros I’ve been working in marketing for years and honestly one of the biggest problems in companies is disconnected workflows. What I liked about CloudOffix is that everything works together in one structure. CRM, projects, HR, helpdesk, workflows… all connected. The AI side also feels more useful because it works with company data and context instead of random prompts. Integration was easier than we expected and the low-code side is a huge advantage when you need something custom fast. Cons At the beginning the platform can feel a bit overwhelming because there are many capabilities inside. You need some time to understand how much you can actually do with it.
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information CloudOffix Founded: 2019 United States www.cloudoffix.com	Company Information SMART Founded: 1998 United States www.smart.software
Alternatives Odoo	Alternatives ServiceNow Field Service Management ServiceNow
Bitrix24	Bringoz
HubSpot CRM HubSpot	CalAmp
HubSpot Customer Platform HubSpot	ManageEngine ServiceDesk Plus ManageEngine
Integrate View All	Freshservice Freshworks View All
Categories Agile Project Management Tools Billing and Invoicing CRM Help Desk Human Resources Lead Management Marketing Marketing Automation Project Management	Categories Asset Tracking Compliance Contact Management Contract Management Employee Monitoring Field Service Management Help Desk Inventory Control Inventory Management Issue Tracking Lead Management Portal Route Planning Service Dispatch Tradesman Job Management Transportation Dispatch
Help Desk Features Alerts / Escalation Automated Routing Community Forums Customizable Branding Document Storage Email Integration Incident Management Interaction Tracking IT Asset Management Knowledge Base Known Issue Management Live Chat Multi-Channel Communication Multiple Brands / Products Network Monitoring Real-time Chat Self Service Portal Service Level Agreement (SLA) Management Ticket Management Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking Show More Features Agile Project Management Tools Features Backlog Management Feedback Management Gantt/Timeline View Kanban Board Prioritization Request Management Resource Management Retrospectives Management Status Tracking Supports Scrum Team Management Template Management Workflow Management Billing and Invoicing Features Billing Portal Contact Database Contingency Billing Customer Portal Customizable Invoices Dunning Management Hourly Billing Invoice History Mobile Payments Multi-Currency Online Invoicing Online Payments Payment Processing Project Billing Recurring/Subscription Billing Service Ticket Billing Tax Calculator CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Human Resources Features 360 Degree Feedback Applicant Tracking Attendance Management Benefits Management Career Development Planning Compensation Management Compliance Management Employee Database Employee Lifecycle Management Onboarding Payroll Management Performance Management Recruiting Management Self Service Portal Succession Planning Time & Attendance Management Time Off Management Timesheets Training Management Marketing Automation Features A/B Testing Analytics / ROI Tracking Artificial Intelligence Content / Blogging Platform Customizable CTAs Drip Campaigns Dynamic Content Landing Pages / Web Forms Lead Scoring Sales Intelligence Search Marketing Segmentation Social Marketing Website Visitor Tracking Project Management Features Agile Methodologies Budget Management Client Portal Collaboration Tools Cost-to-Completion Tracking Customizable Templates Gantt Charts Idea Management Kanban Board Milestone Tracking Portfolio Management Resource Management Time & Expense Tracking Traditional Methodologies	Help Desk Features Alerts / Escalation Automated Routing Community Forums Customizable Branding Document Storage Email Integration Incident Management Interaction Tracking IT Asset Management Knowledge Base Known Issue Management Live Chat Multi-Channel Communication Multiple Brands / Products Network Monitoring Real-time Chat Self Service Portal Service Level Agreement (SLA) Management Ticket Management Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking Show More Features Compliance Features Archiving & Retention Artificial Intelligence (AI) Audit Management Compliance Tracking Controls Testing Environmental Compliance FDA Compliance HIPAA Compliance Incident Management ISO Compliance OSHA Compliance Risk Management Sarbanes-Oxley Compliance Surveys & Feedback Version Control Workflow / Process Automation Contact Management Features Activity Management Appointment Management Contact Database Contact History Contact Import/Export Customer Pipeline Email Marketing Group Management Interaction Tracking Lead Management Prospecting Tools Sales Pipeline Management Search / Filter Segmentation Shared Contacts Social Media Integration Employee Monitoring Features Activity Monitoring Browsing History Email Monitoring Keystroke Recording Productivity Analysis Remote Control Screen Activity Recording Time & Attendance Time Tracking Field Service Management Features Billing & Invoicing Contact Database Contract Management Customer Database Dispatch Management Electronic Signature Inventory Management Mobile Access Payment Collection in the Field Quotes / Estimates Routing Scheduling Service History Tracking Time Clock Work Order Management Inventory Control Features Allocation Barcoding Cost Tracking Forecasting Item Management Order Management Procurement Management Reorder Management Serial Number Tracking SKU / UPC Codes Supplier Management Inventory Management Features Alerts/Notifications Barcoding / RFID Forecasting Inventory Optimization Kitting Manufacturing Inventory Management Mobile Access Multi-Channel Management Product Identification Reorder Management Reporting/Analytics Retail Inventory Management Supplier Management Warehouse Management Issue Tracking Features Assignment Management Dashboard Escalation Management Issue Auditing Issue Scheduling Knowledge Base Project Management Recurring Issues Scheduling Task Management Route Planning Features Capacity Planning Drag & Drop Scheduling Driver Management Emergency Dispatch GPS Tracking Performance Metrics Route Costing Territory Management Service Dispatch Features Billing & Invoicing Call Center Management Contract Management Customer Database Inventory Control Job Management Job Tracking Mobile Access Routing Scheduling Self Service Portal Service History Tracking Technician Management Work Order Management Transportation Dispatch Features Billing & Invoicing Computer Aided Dispatch Customer Database Emergency Dispatch Fuel Management Mileage Tracking Order Management Routing Scheduling Vehicle Tracking
Integrations Adobe Customer Journey Analytics HubSpot CRM Jira M-Files Meetrics Oracle APEX SAP HANA SAP SuccessFactors Salesforce Workday HCM View All 9 Integrations	Integrations Adobe Customer Journey Analytics HubSpot CRM Jira M-Files Meetrics Oracle APEX SAP HANA SAP SuccessFactors Salesforce Workday HCM View All 1 Integration
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