CloudOffix Reviews

CloudOffix

5.0 out of 5 stars

Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 1 Rating

Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

Description

Business Bits is an ERP software that is cloud-based and specifically designed for MSME units. It is simple to use, easy to customize, and has many notification options. Customers can choose the functionality they want to use to control their costs. We only charge for what you actually use.

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

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Customer Journey Analytics No 
HubSpot CRM No 
Jira No 
M-Files No 
Oracle APEX No 
SAP HANA No 
SAP SuccessFactors No 
Salesforce No 
Workday HCM No 

Integrations

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

Pricing Details

$31.29 per year
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

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

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 No 
Webinars No 
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

Bitsware

Founded

2015

Country

India

Website

www.businessbits.in

Vendor Details

Company Name

CloudOffix

Founded

2019

Country

United States

Website

www.cloudoffix.com

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation No 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management Yes 

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation No 
Cash Management Yes 
Check Writing Yes 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry Yes 
Vendor Management Yes 

Accounts Receivable

ACH Payment Processing No 
Billing & Invoicing Yes 
Check Processing Yes 
Collections Management Yes 
Online Payment Processing No 
Overpayment Processing No 
Partial Payments Yes 
Receivables Ledger Yes 
Recurring Billing No 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing No 
Invoice History Yes 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator Yes 

Bookkeeping

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation No 
Billing & Invoicing Yes 
Cash Management Yes 
Collections Yes 
Expense Tracking Yes 
Fixed Asset Management No 
General Ledger Yes 
Payroll No 
Revenue Recognition No 
Spend Management No 
Tax Management Yes 

Complaint Management

Case Management Yes 
Complaint Classification Yes 
Corrective Actions (CAPA) No 
Customer Complaint Tracking Yes 
Feedback Management No 
Forms Management No 
Issue Tracking Yes 
Quality Assurance Management No 
Routing No 
Self Service Portal No 
Social Media Monitoring No 
Survey Management No 

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals Yes 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Customer Service

Alerts / Escalation No 
Appointment Management No 
Call Center Management No 
Email Management No 
Knowledge Base No 
Live Chat No 
Performance Metrics No 
Queue Management No 
Self Service Portal No 
Social Media Integration No 
Surveys & Feedback No 
Virtual Assistant No 
Workflow Management No 

ERP

Accounting Integration Yes 
Accounting Management No 
CRM Yes 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management Yes 
HR Management Yes 
Inventory Management Yes 
Order Management Yes 
Project Management No 
Purchase Order Management Yes 
Purchasing Yes 
Reporting/Analytics No 
Sales Management Yes 
Supply Chain Management No 
Warehouse Management No 

Human Resources

360 Degree Feedback No 
Applicant Tracking No 
Attendance Management Yes 
Benefits Management No 
Career Development Planning No 
Compensation Management No 
Compliance Management No 
Employee Database Yes 
Employee Lifecycle Management No 
Onboarding No 
Payroll Management No 
Performance Management No 
Recruiting Management No 
Self Service Portal No 
Succession Planning No 
Time & Attendance Management Yes 
Time Off Management Yes 
Timesheets No 
Training Management No 

Lead Capture

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

Lead Management

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

Quoting

Automated Quoting No 
Catalog Management No 
Client Portal No 
Contact Management No 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management No 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management No 

Sales Tax

Address Validation No 
Audit Trail No 
Consumer Use Tax No 
Exemption Management No 
Tax Calculator Yes 
Tax Filing No 
Taxability Verification No 
Transaction Tracking No 
Value Added Tax (VAT) Yes 

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 

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