Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 3 Ratings

Total
ease
features
design
support

Description

CloudOffix provides businesses with a fully integrated and automated platform to manage their business operations. This all-in one platform focuses on bringing customer experience, employee experiences, user experiences, and digital experience together, making it easier for business to improve communication and collaborate and provide a seamless service for both employees, and customers. CloudOffix offers a variety of products, including -Sales Cloud Marketing Cloud Cloud Ecommerce Invoicing Cloud -HR Cloud Cloud Help Desk Project Cloud -Social Cloud

Description

Connect your data, segment your audience, provide seamless experiences, and track your success easily. No-code integrations allow you to integrate data from finance, marketing, sales, support, and product into one customer profile. This will reveal the actions that are most important to your business. Segmentation is a powerful tool that allows you to target audiences using any combination of demographic, firmographic and behavioral data as well as transactional data. The right message to the right person at the right moment, the right time. Hyper-personalized omnichannel experiences that connect with your audience across the entire customer journey are a great way to connect with them. Intelligent automation that feels human. Data should make decisions easier, not more difficult. Your entire team can make data-driven decisions by using visual analytics and reports that provide insight, while custom dashboards keep you on track.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM Yes 
Salesforce Yes 
5X No 
BigCommerce No 
Deadline Funnel No 
Evidence No 
Gravity Data No 
Intercom No 
Mailchimp No 
Optingun No 
Pipedream No 
Pipedrive No 
Raisely No 
SAP HANA Yes 
Segment No 
Shift No 
Uplup No 
Workers by Delos No 
Zapier No 
involve.me No 

Integrations

HubSpot CRM Yes 
Salesforce Yes 
5X Yes 
BigCommerce Yes 
Deadline Funnel Yes 
Evidence Yes 
Gravity Data Yes 
Intercom Yes 
Mailchimp Yes 
Optingun Yes 
Pipedream Yes 
Pipedrive Yes 
Raisely Yes 
SAP HANA No 
Segment Yes 
Shift Yes 
Uplup Yes 
Workers by Delos Yes 
Zapier Yes 
involve.me Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$199 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CloudOffix

Founded

2019

Country

United States

Website

www.cloudoffix.com

Vendor Details

Company Name

Ortto

Founded

2015

Country

Australia

Website

ortto.com

Product Features

Agile Project Management Tools

Backlog Management Yes 
Feedback Management Yes 
Gantt/Timeline View Yes 
Kanban Board Yes 
Prioritization Yes 
Request Management Yes 
Resource Management Yes 
Retrospectives Management Yes 
Status Tracking Yes 
Supports Scrum Yes 
Team Management Yes 
Template Management Yes 
Workflow Management Yes 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing Yes 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing Yes 
Tax Calculator Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Help Desk

Alerts / Escalation Yes 
Automated Routing Yes 
Community Forums Yes 
Customizable Branding Yes 
Document Storage Yes 
Email Integration Yes 
IT Asset Management Yes 
Incident Management Yes 
Interaction Tracking Yes 
Knowledge Base Yes 
Known Issue Management Yes 
Live Chat Yes 
Multi-Channel Communication Yes 
Multiple Brands / Products Yes 
Network Monitoring Yes 
Real-time Chat Yes 
Self Service Portal Yes 
Service Level Agreement (SLA) Management Yes 
Ticket Management Yes 

Human Resources

360 Degree Feedback Yes 
Applicant Tracking Yes 
Attendance Management Yes 
Benefits Management Yes 
Career Development Planning Yes 
Compensation Management Yes 
Compliance Management Yes 
Employee Database Yes 
Employee Lifecycle Management Yes 
Onboarding Yes 
Payroll Management Yes 
Performance Management Yes 
Recruiting Management Yes 
Self Service Portal Yes 
Succession Planning Yes 
Time & Attendance Management Yes 
Time Off Management Yes 
Timesheets Yes 
Training Management Yes 

Lead Management

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

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence Yes 
Content / Blogging Platform Yes 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing Yes 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Product Features

Account Based Marketing

Analytics Yes 
Campaign Personalization Yes 
Customer Segmentation Yes 
Engagement Monitoring Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Progress Tracking Yes 
Prospecting Tools No 
Target Account Identification No 

Campaign Management

Channel Management Yes 
Contact Database Yes 
Email Marketing Yes 
Event Triggered Actions Yes 
Lead Management Yes 
Multi-Campaign Yes 

Conversational Marketing

Appointment Scheduling Yes 
Audience Segmentation Yes 
Chatbot No 
Email Automation Yes 
Group Messaging Yes 
Human Handover Yes 
Lead Distribution Yes 
Lead Qualification Yes 
Mobile Messaging Yes 
Multi-Channel Communication Yes 
Product Recommendations No 
Video Chat No 

Customer Data Platforms (CDP)

Behavioral Analytics No 
Campaign Management Yes 
Customer Profiles Yes 
Customer Segmentation Yes 
Data Integration Yes 
Data Matching No 
GDPR Compliance Yes 
Personalization No 
Predictive Modeling No 

Customer Journey Mapping Tools

Action Management Yes 
Attribution Modeling No 
Behavioral Analytics Yes 
Collaboration No 
Customer Profiles Yes 
Data Import / Export No 
Predictive Analytics No 
Surveys & Feedback No 
Templates Yes 

Email Marketing

A/B Testing Yes 
Artificial Intelligence Yes 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library No 
Landing Pages/Web Forms Yes 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Email Template Design

A/B Testing No 
Code From Scratch No 
Drag & Drop Editing No 
Image Library No 
Import HTML Code No 
Mobile-Friendly / Responsive No 
Potential Issue Identification No 
Premade Templates No 
Proofing No 
Reporting / Analytics No 
Text Editor No 
Theme Editor No 

Lead Capture

Business Card / Badge Scanning No 
Dashboard Yes 
Data Extraction No 
Lead Distribution Yes 
Lead Notifications Yes 
Lead Nurturing Yes 
Lead Qualification Yes 
Lead Scoring Yes 
Online Forms Yes 

Lead Generation

Contact Discovery No 
Contact Import/Export Yes 
Lead Capture Yes 
Lead Database Integration Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools No 
Visitor Identification Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management No 
Prospecting Tools No 
Source Tracking Yes 

Marketing Analytics

A/B Testing Yes 
Campaign Management Yes 
Channel Attribution Yes 
Customer Journey Mapping Yes 
Dashboard Yes 
Performance Metrics Yes 
Predictive Analytics No 
ROI Tracking Yes 
Social Media Metrics No 
Website Analytics Yes 

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence Yes 
Content / Blogging Platform No 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing No 
Segmentation No 
Social Marketing No 
Website Visitor Tracking Yes 

Mobile Marketing

Channel Attribution No 
Contextual Targeting Yes 
Coupons No 
Email Marketing Yes 
Engagement Monitoring Yes 
In-App Marketing No 
Location-Based Marketing Yes 
Push Notifications Yes 
Text Messaging Yes 
Text-to-Win No 

Retargeting

A/B Testing Yes 
Audience Targeting Yes 
Behavioral Targeting Yes 
Conversion Tracking Yes 
Geo Targeting Yes 
Mobile Retargeting Yes 
Personalization Yes 
Recommendation Engine No 
Social Media Retargeting Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management Yes 
Document Management No 
Goals / Quota Management Yes 
Lead Management Yes 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management Yes 
Training Management No 

SMS Marketing

2-Way Messaging No 
Artificial Intelligence Yes 
Contact Management No 
MMS No 
Mass Texting No 
Message Personalization No 
Mobile Coupons No 
Mobile Keywords No 
Polls / Voting No 
Reporting/Analytics Yes 
Scheduled Messaging No 
Shortcodes No 
Text-to-Win No 

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