Audience

Built for businesses that want to unify operations, connect data, and make AI truly work across every department.

About CloudOffix

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.

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Pricing

Free Trial:
Free Trial available.

Integrations

See Integrations

Ratings/Reviews - 1 User Review

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
More Reviews Write a Review

Company Information

CloudOffix
Founded: 2019
United States
www.cloudoffix.com

Videos and Screen Captures

Play Video CloudOffix Screenshot 1
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Product Details

Platforms Supported
Cloud
Windows
Mac
Linux
iPhone
iPad
Android
Chromebook
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
24/7 Live Support
Online

CloudOffix Frequently Asked Questions

Q: What kinds of users and organization types does CloudOffix work with?
Q: What languages does CloudOffix support in their product?
Q: What kind of support options does CloudOffix offer?
Q: What other applications or services does CloudOffix integrate with?
Q: Does CloudOffix have a mobile app?
Q: What type of training does CloudOffix provide?
Q: Does CloudOffix offer a free trial?
Q: What pricing for support is available for CloudOffix?

CloudOffix Product Features

Agile Project Management Tools

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

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

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

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
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

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

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

Marketing Automation

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

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

CloudOffix Verified User Reviews

Write a Review
  • Sinem O.
    Marketing Manager
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 10,000 - 19,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Finally a Platform"

    Posted 2026-05-22

    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.

    Overall: CloudOffix feels less like building a connected business environment. I think companies seriously underestimate how much time and efficiency they lose because of fragmented systems. After seeing everything work together in one platform, it’s hard to go back to disconnected tools again.

    Read More...
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