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The tools your team works in all day, on your business records.
CloudOffix Productivity Tools bring scheduling, video meetings, chat, email, calendar and notes into the same platform as your sales, service and HR, so conversations end up on the right record.
Everyday tools, connected to the work
Appointment Scheduling
Booking pages with your availability, team round robin, buffers and automatic reschedule links.
ExploreCloudOffix Connect
Video meetings with recording, AI transcripts and summaries posted to the related record.
ExploreDiscuss
Channels, direct messages, polls, reactions, calls and an AI assistant in chat.
ExploreGmail, Microsoft 365 and IMAP in one AI inbox that sorts mail, suggests replies and files it on records.
ExploreCalendar
Shared calendars, meeting rooms and sync with Google and Outlook calendars.
ExploreNotes
Private and shared notes next to your work.
ExploreEvery conversation lands on the right record.
A meeting booked from an opportunity, a call summary, an email thread or a chat message: each one is attached to the customer, deal, project or applicant it belongs to.
Nobody copies notes between tools, and the next person sees the whole history.
- 01Bookings linked to the record they were shared from
- 02Meeting summaries posted to the record
- 03Emails and messages attached to any record
Productivity questions
Do we still need separate scheduling, meeting and chat tools?
No. Scheduling, video meetings, chat, email, calendar and notes are part of CloudOffix and work on the same records as your business apps.
Does CloudOffix work with Teams, Zoom and Google Meet?
Yes. Booking pages can offer CloudOffix Connect, Microsoft Teams, Zoom, Google Meet, in-person or phone meetings.
Explore Productivity Tools
Give your team one place to work.
Book a demo to book a meeting, hold it on Connect and see the summary on the deal.