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Run your service business from first visit to renewal.
CloudOffix gives as-a-service businesses ready-to-use apps for marketing, sales, subscriptions, billing, projects and helpdesk, all working from one customer record. Connect what you keep, and let AI assistants take on defined steps while your team decides.
Ready-to-use apps for every stage
Marketing management
Start with your website visitors. Get to know your audience, plan your strategy and send engaging emails that begin the customer journey.
Marketing CloudSales management
Nurture leads into opportunities and guide them to a closed sale. Track stock levels as you sell, know when to reorder and follow items through delivery.
Sales CloudSubscription management
Build recurring revenue with automated billing on the periods you choose, upsell and cross-sell opportunities, and automatic payment collection through trusted gateways.
- Automated recurring invoicing
- Customer self-service portal
- Trusted payment gateways
Billing management
Send invoices as soon as orders are complete and let customers pay their way through integrated, secure payment gateways.
Invoicing Cloud.png)
Project and helpdesk management
Define process stages and manage tasks in Kanban view with drag and drop. After the sale, answer questions on live chat, send satisfaction surveys and use the feedback to improve.
Helpdesk Cloud
Say goodbye to single-purpose CRM apps
When marketing, sales, invoicing, HR and helpdesk run in single-purpose apps, every handoff needs manual information assembly and the customer view is rebuilt at each step.
CloudOffix gives your teams a 360-degree view of every customer. Consolidating on CloudOffix is one implementation choice; you can also connect the systems you want to keep.
- 01Marketing and sales
- 02Subscriptions and billing
- 03Projects and helpdesk
Start with what is ready. Add what is yours.
Use the apps that fit, connect the systems you want to keep, build service-specific steps, and decide where AI assistants and agents help.
Run
Use CloudOffix marketing, sales, subscription, invoicing, project and helpdesk applications.
ExploreConnect
Connect the systems you want to keep, with defined ownership and source of truth.
ExploreBuild
Build service-specific steps with CloudOffix Agentic App Builder, reusing existing records and permissions.
ExploreAutomate
Define where AI assistants and agents prepare work and where your team decides.
ExploreFrom first visit to recurring revenue
How a service business can run from first visit to recurring revenue, with the responsible people at each step.
- 01
Engage the visitor
Marketing tracks website visitors and sends targeted emails that start the journey.
CloudOffix app - 02
Close the sale
Sales nurtures leads into opportunities and closes the deal.
PeopleCloudOffix app - 03
Bill on schedule
Subscriptions invoice automatically on the periods you choose and collect payment through trusted gateways.
CloudOffix app - 04
Deliver and support
Project teams manage the work in Kanban; support answers on live chat and sends satisfaction surveys.
PeopleCloudOffix app - 05
Grow the account
Account owners use the feedback and history to plan upsell and cross-sell.
People
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Book a one-hour consultation
Schedule a one-hour session with one of our consultants. Bring your current process and the outcome you want, and see which CloudOffix apps fit, what to connect and what to build.