Platform
Industries
Journeys
Resources
Partners
Company
A Pipedrive alternative that goes beyond the pipeline.
Pipedrive is a strong sales-focused CRM. CloudOffix gives you ready-to-use apps for sales and CRM plus projects, HR, helpdesk and invoicing on one AI-native foundation, so the work after a deal continues on the same records.
Pipedrive: the sales-focused CRM
An excellent choice for small and medium-sized businesses that want to streamline sales and pipeline management.
User-friendly interface
Intuitive and easy to navigate, with a minimal learning curve for sales teams that need to get up to speed quickly.
Sales automation
Automates follow-ups and uses AI-driven lead scoring and insights to suggest next steps.
Integrations
Connects with third-party tools such as email marketing and accounting software; each integration adds setup, cost and ownership to plan for.
Tiered pricing
Plans for businesses of all sizes, with capabilities that vary by tier.
Why CloudOffix could be the better fit
CloudOffix is not only a CRM: it connects customer relationship management with project management, HR, helpdesk, sales and more.
Holistic sales and CRM management
Run the steps from sales to project management without switching between disconnected systems. Contacts, CRM, sales, email, quoting and invoicing are native CloudOffix applications, with no third-party tools required for them.
Sales Cloud
Customization and flexibility
With CloudOffix Agentic App Builder you adapt processes, dashboards and reporting to your process, and evolve them as your business changes.
Agentic App Builder
AI within the work
AI assistants deliver recommendations, automate defined tasks and surface insights from sales activities to project outcomes, using the records each user can access; people keep the decisions.
Total AI.png)
Scalability
Add features and modules as your team grows. With HR, sales and operations on one platform, CloudOffix supports long-term growth.
Extensive reporting and analytics
Real-time insights across your business, from sales performance to employee productivity, without exporting data to separate tools.
CRM reporting
Choose based on your business needs
A user-friendly, sales-oriented CRM that can be up and running quickly. Its automation and integrations help sales teams streamline processes and close deals faster.
A comprehensive platform that connects sales with HR, project management and customer service, with Agentic App Builder, configured AI and room to scale.
From closed deal to delivered and invoiced
An example of the work that continues after the pipeline.
- 01
Close and quote
The salesperson closes the deal with the quote and products on the CRM record.
PeopleCloudOffix app - 02
Prepare the project
An AI agent drafts the project setup from the deal: scope, contacts and commitments.
AI agent - 03
Approve and deliver
The project manager approves the plan; tasks, time and helpdesk requests run on the same customer record.
PeopleCloudOffix app - 04
Invoice
Invoicing uses the same quote and project data, reviewed by finance before it is sent.
CloudOffix appPeople
Go beyond the pipeline.
Start with ready-to-use sales, project and service apps and add AI agents where they help. Try it free or book a demo.