CloudOffix vs. SMART Software Comparison


CloudOffix	SMART Software SMART	+	+
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		Related Products Odoo Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. 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. 1,729 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. Overall, ShareCRM helps companies boost growth by improving visibility, efficiency, and collaboration across the business. 68 Ratings Visit Website Retool Securely deploy vibe-coded apps in one governed platform. Build in Retool, import from tools like Claude Code, Replit, or Lovable, or connect via MCP. However your team builds, every app ships safely, with governance built in. People across your organization are already vibe-coding internal tools with no SSO, no RBAC, no audit logs, and no connection to your existing data controls. Retool is where secure vibe coding happens by default. Build from scratch, import an app from another AI builder, or connect an agent via MCP — governance lives in the platform, not in each individual app. 598 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. 136 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. 6,065 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 39 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. 555 Ratings Visit Website Wrike Wrike’s powerful work management platform enables distributed teams to collaborate in real-time on complex projects. Our versatile, cloud-based software is trusted by top tech companies across the globe, including Siemens and Fitbit. Wrike’s award-winning features include cross-tagging, custom item types, dynamic request forms, and automated workflows. With our 400+ app integrations, you can streamline tasks and keep all your favorite tools in one place. Experience the power of voice commands and smart replies with our Work Intelligence™ software. We also offer pre-built templates designed for specific teams, helping you kick-start your sprint planning, manage Agile projects, assess risks, and adapt to unforeseen changes with ease. Worried about keeping your data secure in the cloud? No problem! Our enterprise-grade security boasts 99.9% uptime, as well as continuous data backup, user authentication, role-based access control, and data encryption. Start your free trial today. 7,635 Ratings Visit Website Project Insight Project Insight is strategic project, program, and portfolio management (PPM) software that gives organizations a complete picture of work across their business. By connecting projects, resources, capacity, schedules, budgets, and strategic priorities in one central command center, Project Insight creates the connected project data backbone needed for reliable reporting, forecasting, executive decision making, and AI analysis. Manage work at the project, program, or portfolio level while integrating with tools your teams already use, including Jira, Azure DevOps, Microsoft, Salesforce, ServiceNow, and HubSpot. Eliminate manual data reconciliation and gain visibility across departments without forcing everyone into the same system. From interactive Gantt charts and Kanban boards to resource capacity planning, financial tracking, project intake, and portfolio reporting, Project Insight connects the information leaders need to understand what's underway, who has capacity, what projects cost, and how investments support business goals. AI-powered capabilities help teams generate project templates, capture meeting action items, suggest resources, forecast capacity, and evaluate tradeoffs through what-if simulations. Whether you're moving beyond spreadsheets or managing a sophisticated PMO, Project Insight offers configurable workflows, customizable processes, dedicated onboarding support, and free view-only seats for clients and stakeholders. 122 Ratings Visit Website Zendesk Zendesk is an AI-powered service solution that’s easy to set up, use, and scale. 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. 8,478 Ratings Visit Website Zoho Projects Project management, as effective as it gets. Zoho Projects is a cloud-based project management tool that helps you plan your work, track it efficiently, and collaborate with your team wherever they are. Plan your project activities, assign work, manage resources and collaborate with your team better to get things done on time. Use Gantt charts to build your project plan and track your task schedule. Zoho Projects keeps you aware of your critical tasks and their dependencies, and immediately shows any deviations between your planned and actual progress. Save time on routine tasks. Whether you have a simple process or a complex workflow, our project management software has a drag-and-drop interface that makes new automations easier to visualize and deploy. Log billable and non-billable hours with the Projects timesheet module. Record every minute of your hard work, either manually or with timers, and our built-in integration with Zoho Invoice will generate invoices. 1,901 Ratings Visit Website
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 Supported Mac Supported Linux Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Supported	Platforms Supported Windows Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
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 Supported 24/7 Live Support Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Supported	Pricing $74.99 $19 for next 10 users $15 for next 10 users $10 per user after that Free Version Not Supported Free Trial Not Supported
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 Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
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
1CRM 1CRM Systems Corp. View All	Freshservice Freshworks View All
Categories Agile Project Management Tools Supported Billing and Invoicing Supported CRM Supported Help Desk Supported Human Resources Supported Lead Management Supported Marketing Supported Marketing Automation Supported Project Management Supported	Categories Asset Tracking Supported Compliance Supported Contact Management Supported Contract Management Supported Employee Monitoring Supported Field Service Management Supported Help Desk Supported Inventory Control Supported Inventory Management Supported Issue Tracking Supported Lead Management Supported Portal Supported Route Planning Supported Service Dispatch Supported Tradesman Job Management Supported Transportation Dispatch Supported
Help Desk Features Alerts / Escalation Supported Automated Routing Supported Community Forums Supported Customizable Branding Supported Document Storage Supported Email Integration Supported Incident Management Supported Interaction Tracking Supported IT Asset Management Supported Knowledge Base Supported Known Issue Management Supported Live Chat Supported Multi-Channel Communication Supported Multiple Brands / Products Supported Network Monitoring Supported Real-time Chat Supported Self Service Portal Supported Service Level Agreement (SLA) Management Supported Ticket Management Supported Lead Management Features Activity Tracking Supported Campaign Management Supported Lead Capture Supported Lead Distribution Supported Lead Nurturing Supported Lead Scoring Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Supported Source Tracking Supported Show More Features Agile Project Management Tools Features Backlog Management Supported Feedback Management Supported Gantt/Timeline View Supported Kanban Board Supported Prioritization Supported Request Management Supported Resource Management Supported Retrospectives Management Supported Status Tracking Supported Supports Scrum Supported Team Management Supported Template Management Supported Workflow Management Supported Billing and Invoicing Features Billing Portal Supported Contact Database Supported Contingency Billing Supported Customer Portal Supported Customizable Invoices Supported Dunning Management Supported Hourly Billing Supported Invoice History Supported Mobile Payments Supported Multi-Currency Supported Online Invoicing Supported Online Payments Supported Payment Processing Supported Project Billing Supported Recurring/Subscription Billing Supported Service Ticket Billing Supported Tax Calculator Supported CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported Human Resources Features 360 Degree Feedback Supported Applicant Tracking Supported Attendance Management Supported Benefits Management Supported Career Development Planning Supported Compensation Management Supported Compliance Management Supported Employee Database Supported Employee Lifecycle Management Supported Onboarding Supported Payroll Management Supported Performance Management Supported Recruiting Management Supported Self Service Portal Supported Succession Planning Supported Time & Attendance Management Supported Time Off Management Supported Timesheets Supported Training Management Supported Marketing Automation Features A/B Testing Supported Analytics / ROI Tracking Supported Artificial Intelligence Supported Content / Blogging Platform Supported Customizable CTAs Supported Drip Campaigns Supported Dynamic Content Supported Landing Pages / Web Forms Supported Lead Scoring Supported Sales Intelligence Supported Search Marketing Supported Segmentation Supported Social Marketing Supported Website Visitor Tracking Supported Project Management Features Agile Methodologies Supported Budget Management Supported Client Portal Supported Collaboration Tools Supported Cost-to-Completion Tracking Supported Customizable Templates Supported Gantt Charts Supported Idea Management Supported Kanban Board Supported Milestone Tracking Supported Portfolio Management Supported Resource Management Supported Time & Expense Tracking Supported Traditional Methodologies Supported	Help Desk Features Alerts / Escalation Supported Automated Routing Not Supported Community Forums Not Supported Customizable Branding Supported Document Storage Supported Email Integration Supported Incident Management Supported Interaction Tracking Supported IT Asset Management Supported Knowledge Base Supported Known Issue Management Supported Live Chat Not Supported Multi-Channel Communication Not Supported Multiple Brands / Products Not Supported Network Monitoring Not Supported Real-time Chat Not Supported Self Service Portal Not Supported Service Level Agreement (SLA) Management Not Supported Ticket Management Not Supported Lead Management Features Activity Tracking Supported Campaign Management Supported Lead Capture Supported Lead Distribution Not Supported Lead Nurturing Supported Lead Scoring Not Supported Lead Segmentation Not Supported Pipeline Management Supported Prospecting Tools Not Supported Source Tracking Not Supported Show More Features Compliance Features Archiving & Retention Supported Artificial Intelligence (AI) Not Supported Audit Management Supported Compliance Tracking Supported Controls Testing Supported Environmental Compliance Supported FDA Compliance Not Supported HIPAA Compliance Not Supported Incident Management Supported ISO Compliance Not Supported OSHA Compliance Not Supported Risk Management Not Supported Sarbanes-Oxley Compliance Not Supported Surveys & Feedback Not Supported Version Control Not Supported Workflow / Process Automation Supported Contact Management Features Activity Management Not Supported Appointment Management Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Supported Group Management Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Not Supported Shared Contacts Supported Social Media Integration Not Supported Employee Monitoring Features Activity Monitoring Not Supported Browsing History Not Supported Email Monitoring Not Supported Keystroke Recording Not Supported Productivity Analysis Supported Remote Control Not Supported Screen Activity Recording Not Supported Time & Attendance Not Supported Time Tracking Supported Field Service Management Features Billing & Invoicing Supported Contact Database Supported Contract Management Supported Customer Database Supported Dispatch Management Supported Electronic Signature Supported Inventory Management Supported Mobile Access Supported Payment Collection in the Field Not Supported Quotes / Estimates Supported Routing Supported Scheduling Supported Service History Tracking Supported Time Clock Supported Work Order Management Supported Inventory Control Features Allocation Supported Barcoding Supported Cost Tracking Supported Forecasting Not Supported Item Management Supported Order Management Supported Procurement Management Not Supported Reorder Management Not Supported Serial Number Tracking Supported SKU / UPC Codes Supported Supplier Management Supported Inventory Management Features Alerts/Notifications Supported Barcoding / RFID Supported Forecasting Not Supported Inventory Optimization Not Supported Kitting Supported Manufacturing Inventory Management Supported Mobile Access Supported Multi-Channel Management Supported Product Identification Supported Reorder Management Not Supported Reporting/Analytics Supported Retail Inventory Management Not Supported Supplier Management Supported Warehouse Management Supported Issue Tracking Features Assignment Management Supported Dashboard Supported Escalation Management Supported Issue Auditing Supported Issue Scheduling Supported Knowledge Base Supported Project Management Supported Recurring Issues Supported Scheduling Supported Task Management Supported Route Planning Features Capacity Planning Not Supported Drag & Drop Scheduling Supported Driver Management Supported Emergency Dispatch Supported GPS Tracking Supported Performance Metrics Supported Route Costing Not Supported Territory Management Supported Service Dispatch Features Billing & Invoicing Supported Call Center Management Supported Contract Management Supported Customer Database Supported Inventory Control Supported Job Management Supported Job Tracking Supported Mobile Access Supported Routing Supported Scheduling Supported Self Service Portal Supported Service History Tracking Supported Technician Management Supported Work Order Management Supported Transportation Dispatch Features Billing & Invoicing Supported Computer Aided Dispatch Supported Customer Database Supported Emergency Dispatch Supported Fuel Management Not Supported Mileage Tracking Supported Order Management Not Supported Routing Supported Scheduling Supported Vehicle Tracking Supported
Integrations Adobe Customer Journey Analytics Supported HubSpot CRM Supported Jira Supported M-Files Supported Meetrics Not Supported Oracle APEX Supported SAP HANA Supported SAP SuccessFactors Supported Salesforce Supported Workday HCM Supported View All 9 Integrations	Integrations Adobe Customer Journey Analytics Not Supported HubSpot CRM Not Supported Jira Not Supported M-Files Not Supported Meetrics Supported Oracle APEX Not Supported SAP HANA Not Supported SAP SuccessFactors Not Supported Salesforce Not Supported Workday HCM Not Supported View All 1 Integration
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