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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

Speed up innovation and continuous improvement by 3x in 30 days. Unifize is a software platform that makes innovation, quality, and CI processes collaborative. This helps manufacturing companies bring better products to life, faster. Whether you start with a single solution or deploy Unifize across all functions, you can be sure it works well in your environment. The templates are infinitely customizable and eliminate silos by connecting your processes together. Unifize is the only PLM tool that focuses on bringing teams together in a real-time collaborative environment to solve problems and manage critical innovation processes. If you're looking to upgrade to a complete quality suite, look no further. Unifize is the only eQMS that makes every quality process collaborative and easy to follow. Stop paying lip service to your APQP/PPAP processes. Bring teams together in a dedicated real-time conversation for every record.

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

Manufacturing companies in need of a solution to connect their processes, maintain compliance, manage documents, and improve collaboration

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

$100 per month
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

Unifize
United States
www.unifize.com

Alternatives

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot
Innovation Cloud

Innovation Cloud

Innovation Cloud SARL

Categories

Categories

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

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

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

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

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

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Partner Relationship Management (PRM) Features

Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management

Procure to Pay Features

Billing & Invoicing
Budgeting / Forecasting
Compliance Management
Contract Lifecycle Management
Financial Reporting
Integration Management
Inventory Management
Order Management
Vendor Management

Procurement Features

Asset Management
Auction Management
Bid Management
Budget Management
Catalog Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Receiving
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

Product Lifecycle Management Features

Change Management
Compliance Management
Cost Tracking
Design Management
Document Management
Product Data Management
Project Management
Requirements Management
Supplier Management

Product Management Features

Collaboration
Feedback Collection
Idea Management
Milestone Tracking
Prioritization
Product Roadmapping
Release Management
Requirements Management
Resource Management
Workflow Management

Productivity Features

Collaboration
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat

Quality Management Features

Audit Management
Complaint Management
Compliance Management
Corrective and Preventive Actions (CAPA)
Defect Tracking
Document Control
Equipment Management
ISO Standards Management
Maintenance Management
Risk Management
Supplier Quality Control
Training Management

Remote Work Features

Collaboration
Credential Management
Electronic Signature
Employee Monitoring
Live Chat
Meeting Management
Project Management
Remote Access
Remote Support
Screen Sharing
Softphone
Task Management
Time Zone Tracking
Video Chat
Web Conferencing

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Vendor Management Features

Audit Management
Contact Management
Customer Database
Self Service Portal
Supplier Master Data
Transaction History
Vendor Maintained Profiles
Vendor Managed Inventory
Vendor Performance Rating
Vendor Qualification Tracking

Integrations

HubSpot CRM
Salesforce
Adobe Customer Journey Analytics
Asana
Autodesk Drive
Gmail
HubSpot Customer Platform
Jira
M-Files
Microsoft Office 2021
Oracle APEX
Oracle Cloud Infrastructure
SAP Cloud Platform
SAP HANA
SAP SuccessFactors
SOLIDWORKS
Slack
Workday HCM
Zapier
Zoho CRM

Integrations

HubSpot CRM
Salesforce
Adobe Customer Journey Analytics
Asana
Autodesk Drive
Gmail
HubSpot Customer Platform
Jira
M-Files
Microsoft Office 2021
Oracle APEX
Oracle Cloud Infrastructure
SAP Cloud Platform
SAP HANA
SAP SuccessFactors
SOLIDWORKS
Slack
Workday HCM
Zapier
Zoho CRM
Claim CloudOffix and update features and information
Claim CloudOffix and update features and information
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Claim Unifize and update features and information