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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

Build a Scalable and Systemized Business with the Unified Growth System (UGS) UGS is your go-to improvement and optimization guide for managing operations. Designed to simplify and accelerate your business growth, our platform provides you a with an introspective look of your organization. If you're feeling stuck or overwhelmed by inefficiencies, then our platform is for you. It helps you pinpoint operational gaps, implement strategic solutions, and scale effortlessly with automation and actionable workflows. With our 3 core modules—Growth Process, Strategic Tasks, and Workflow Maps—you’ll have everything you need to grow smarter, not harder. Whether you're streamlining team communication, optimizing your operations, or increasing your revenue, the Unified Growth System simplifies the journey so you can focus on what truly matters. It’s time to eliminate guesswork and transform your business. Let the Unified Growth System guide your path to success.

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

Solopreneurs, Mid-size companies

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

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$299
All-Inclusive Access for One Simple Price. Save with Annual Plans: Get Two Months Free.

Monthly Plan: $299
Annual Plan: $2,990
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

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

Samex
Founded: 2017
United States
samex.io

Alternatives

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot
EalSuite

EalSuite

Eallisto Informatics
Planium Pro

Planium Pro

Levant Software Technology

Categories

Categories

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

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

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

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Integrations

Adobe Customer Journey Analytics
HubSpot CRM
Jira
M-Files
Oracle APEX
SAP HANA
SAP SuccessFactors
Salesforce
Workday HCM

Integrations

Adobe Customer Journey Analytics
HubSpot CRM
Jira
M-Files
Oracle APEX
SAP HANA
SAP SuccessFactors
Salesforce
Workday HCM
Claim CloudOffix and update features and information
Claim CloudOffix and update features and information
Claim Samex and update features and information
Claim Samex and update features and information