Average Ratings 1 Rating

Total
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features
design
support

Average Ratings 1 Rating

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

Zoho Marketing Automation helps businesses manage and automate their entire marketing journeys from lead generation to revenue. It unifies data, supports multichannel engagement across email, SMS, WhatsApp, social media, and webpages, and simplifies campaign creation with a drag-and-drop builder.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Bird No 
Box No 
BulkSMS.com No 
Dropbox No 
Facebook No 
Google Drive No 
LinkedIn No 
MessageMedia No 
Microsoft 365 No 
SAP SuccessFactors Yes 
SMS-Magic No 
Wistia No 
YouTube No 
Zoho Backstage No 
Zoho Books No 
Zoho Creator No 
Zoho Marketing Plus No 
Zoho Meeting No 
Zoho Survey No 

Integrations

Salesforce Yes 
Bird Yes 
Box Yes 
BulkSMS.com Yes 
Dropbox Yes 
Facebook Yes 
Google Drive Yes 
LinkedIn Yes 
MessageMedia Yes 
Microsoft 365 Yes 
SAP SuccessFactors No 
SMS-Magic Yes 
Wistia Yes 
YouTube Yes 
Zoho Backstage Yes 
Zoho Books Yes 
Zoho Creator Yes 
Zoho Marketing Plus Yes 
Zoho Meeting Yes 
Zoho Survey Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$19 per month
Zoho Marketing Automation follows three pricing plans. Standard Plan is priced at 19 USD, Premium Plan is priced at 29 USD, and Enterprise Plan is priced at 59 USD for 1000 contacts per month.

If billed annually, Standard Plan starts at 14 USD, Premium Plan at 22 USD, and Enterprise Plan at 44 USD for 1000 contacts 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) No 
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 No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

CloudOffix

Founded

2019

Country

United States

Website

www.cloudoffix.com

Vendor Details

Company Name

Zoho

Founded

1996

Country

India

Website

www.zoho.com/marketingautomation/

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

Customer Journey Mapping Tools

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

eCommerce Marketing

AB Testing No 
Abandoned Cart Email Yes 
Analytics / ROI Tracking Yes 
Customer Data Profiles Yes 
Dynamic Content Yes 
Email Marketing Yes 
Email Personalization Yes 
Facebook Ads No 
Google Ads No 
Product Recommendations No 
Push Notifications No 
Retargeting No 
SMS Marketing Yes 
Search Marketing No 
Segmentation Yes 
Signup Forms & Popups No 
Social Marketing Yes 
Triggered Emails Yes 
Website Visitor Tracking Yes 

Email Marketing

A/B Testing Yes 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library Yes 
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 

Lead Capture

Business Card / Badge Scanning Yes 
Dashboard Yes 
Data Extraction Yes 
Lead Distribution No 
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 No 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management No 
Prospecting Tools No 
Visitor Identification Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution No 
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 Yes 
Website Analytics Yes 

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
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 Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

Marketing Planning

Budgeting & Forecasting Yes 
Collaboration Yes 
Flowchart No 
Goal Setting / Tracking Yes 
Marketing Calendar Yes 
Media Planning No 
Predictive Analytics No 
Presentation Tools No 
Project Tracking No 
Spend Management Yes 

Personalization

A/B Testing Yes 
Abandoned Cart Saver Yes 
Account Based Marketing No 
Behavioral Targeting Yes 
Campaign Segmentation Yes 
Content Analytics Yes 
Contextual Targeting Yes 
Customer Profiles Yes 
Experience Management Yes 
Recommendation Engine No 
Website Personalization Yes 

Web Analytics

Campaign Management Yes 
Conversion Tracking Yes 
Form Analytics Yes 
Goal Tracking Yes 
Keyword Tracking No 
Multiple Site Management Yes 
Pageview Tracking Yes 
Referral Source Tracking Yes 
Site Search Tracking No 
Time on Site Tracking Yes 
User Interaction Tracking Yes 

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