Last Updated
Overview
Officetree software offers a unified system for tracking customer relationships from initial contact through to invoicing. Although some have noted that its billing practices can be unclear, the platform's overall affordability and ease of use provide significant value, simplifying complex back-office tasks for startups and small teams with limited budgets.
Overall Rating
Based on 7 users reviews
4.4
Rating Distribution
Positive
86%
Neutral
0%
Negative
14%
Starting Price
Custom
Officetree Specifications
- Opportunity Management
- Deal Pipeline Management
- Customer Service/Support
- Task Management
What Is Officetree?
Officetree is a cloud-based customer relationship management (CRM) platform designed for small businesses and startups. It provides a unified ecosystem to manage the entire sales cycle, from prospecting to customer retention. Core Officetree features, including a customizable sales pipeline and an integrated case management system, help streamline operations and enhance team productivity. By centralizing data, the software aims to eliminate redundant data entry and simplify back-office tasks for growing companies looking for a budget-friendly solution.
Officetree Pricing
The Officetree cost ranges in the following plans, alongside a free 21-day trial:
- Economy: $11.99/user/month
- Standard: $24.99/user/month
- Pro: $39.99/user/month
Disclaimer: The pricing is subject to change.
Officetree Integrations
Although Officetree software integrates its accounting, helpdesk, and other ecosystem programs, the details of its integrations with third-party applications are not readily available.
Who Is Officetree For?
Officetree is ideal for freelancers, startups, and small businesses from a range of industries, such as:
- Financial services
- Marketing and advertising
- Consumer services
- Automotive
- E-learning
Is Officetree Right For You?
Officetree is an ideal choice for small businesses and startups seeking a scalable, all-in-one solution. Its standout feature is the seamless integration between its CRM, accounting, and help desk applications, which simplifies workflows and supports growth. The platform takes robust security measures to safeguard sensitive data and is designed to scale your business's increasing workloads. Overall, Officetree software provides a unified, secure, and budget-friendly system.
Still doubtful if Officetree is the right fit for you? Contact our support team at (661) 384-7070 for further guidance.
Officetree Features
Customizable Sales Pipeline
This tool allows you to create a visual sales pipeline that accurately reflects your unique sales process. It enables teams to see all prospects organized by their current stage, providing a clear overview of the sales funnel and improving workflow management.
Case Management System
Built upon the Officetree Help Desk engine, the integrated case management system routes all pre-sales questions from your website widget directly into the Officetree CRM. It ensures that every inquiry is tracked and managed efficiently from the very first point of contact.
Action Center
This feature directs team members to the next prospect or customer that requires attention, ensuring timely follow-ups. When a user engages with a record, it locks to prevent duplicate work, streamlining team collaboration and enhancing overall productivity in multi-user environments.
Customer Activity Tracking
Beyond converting prospects, the platform allows you to monitor current customer activity and schedule follow-up tasks. When used in conjunction with the Help Desk app, it also tracks all customer interactions with your support staff, providing a comprehensive 360-degree view of customer interactions.
Website Widget
This tool allows you to add a form to your website for prospective customers to submit pre-sales questions. All inquiries are automatically routed into the online case management system within Officetree, ensuring every new lead is captured and tracked efficiently.
Pros And Cons of Officetree
Pros
Provides an integrated suite of applications
Supports customizable call routing rules
Facilitates seamless data sharing between its ecosystem apps
Cons
Does not support a dedicated CRM mobile app
Minimum plan commitment periods required
Officetree Reviews
Total 7 reviews
4.4
All reviews are from verified customers
Rating Distribution
5
Stars86%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars14%
Share your experience
Furniture, 11-50 employees
Free Trial
“I signed up but my username disappeared”
Pros
I have not been able to give it a try yet. As I registered for a business phone number, entered my bank card details but now I cannot sign in at all.
Cons
Well I have been waiting over 24 hours with a support ticket and in business time is money. They just keep telling me to reset my password and try different browsers. To me it feels like they are just passing me around. They acknowledge I have an account but they are not fixing my access.
Rating Distribution
Ease of use
2
Value for money
2
Customer Support
2
Functionality
2
E-Learning, 11-50 employees
Less than 6 months
“Able to setup quickly”
Pros
It is really easy to use and call forwarding works flawlessly when I am away from the office.
Cons
One thing I dislike is that they require payment upfront for the whole year.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Marketing and Advertising, 11-50 employees
Less than 6 months
“Awesome product with amazing value!”
Pros
Setting this up was a simple task. And my whole team has been really happy with Officetree. Overall it is a fantastic product especially for the price.
Cons
No issues at the moment. I would definitely recommend it.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Who are the typical users of Officetree?
Typical users of Officetree include small businesses, startups, freelancers, and various service-based companies from various industries, including financial services, marketing and advertising, consumer services, automotive, and e-learning services.
What language does Officetree support?
Officetree is primarily available in English.
Does Officetree offer an API?
The official website of Officetree doesn’t specify its API availability.
What other apps does Officetree integrate with?
Although the CRM solution from Officetree software is designed for deep integration with its own suite of applications, the integration details with third-party apps are not readily available.
What types of pricing plans does Officetree offer?
The Officetree price plans for its CRM include an Economy plan at $11.99/user/month, a Standard plan at $24.99/user/month, and a Pro plan at $39.99/user/month.
What level of support does Officetree offer?
Officetree provides support through a portal.
Does Officetree have a mobile app?
Although the mobile apps for Officetree Phone and Messenger are available for both Android and iOS, Officetree doesn’t offer a native mobile app for its CRM solution; however, it can be accessed via browsers.