Overview
Offsoo provides specialized planning and customer relationship management (CRM) tools, giving accounting firms a complete overview to streamline operations. While it lacks public third-party integrations, its intuitive, all-in-one system and mobile accessibility make it a powerful, focused solution for practice management, centralizing all critical business data effectively.
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Starting Price
Custom
Offsoo Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Offsoo?
Offsoo is a specialized planning and business management platform designed specifically for accounting and administrative offices. It provides a simple, all-in-one solution to replace inefficient spreadsheets and overly complex systems. By offering a complete overview of clients, projects, and internal processes, the software helps firms streamline their operations and automate recurring tasks. The various Offsoo features are built to enhance workflow efficiency, provide clear revenue forecasting, and centralize critical business information for improved decision-making.
Offsoo Pricing
The Offsoo pricing is tiered-based and offers two subscriptions. Their details are as follows:
- Planning - €59.95/month for the first user, and €11.95/month for each additional user
- Planning & Time Tracking - €69.95/month for the first user, and €14.95/month for each additional user
Disclaimer: The pricing is subject to change.
Offsoo Integrations
Who Is Offsoo For?
Offsoo is ideal for a wide range of professional services, with a primary focus on accounting and administrative services.
Is Offsoo Right For You?
Offsoo is the right choice for accounting and administrative firms seeking a focused, uncomplicated solution for practice management. Its standout value lies in its simplicity and integrated design, which provides a complete operational overview from client relations to workforce planning and time tracking. Plus, the software is purpose-built to solve the specific challenges of its niche market. With mobile apps for both iOS and Android, it ensures that critical business data is always accessible, supporting a modern, flexible work environment.
Are you still not sure about the platform and need expert advice to make an informed decision? Reach out to us at (661) 384-7070 now.
Offsoo Features
This feature consolidates all essential client data, including contact details, associated personnel, appointments, and notes, into a single, accessible hub. This centralized approach ensures information is always current and organized, simplifying customer administration and allowing for easy data export.
The platform includes a powerful search and filtering tool that enables users to retrieve customer data instantly. This functionality allows for the quick sorting of information and the creation of customized client dashboards, ensuring that the most relevant data is always visible.
Offsoo streamlines personnel management by enabling the tactical distribution of monthly, quarterly, and annual tasks across the team. It provides a clear, at-a-glance overview of staff availability, planned versus billable hours, and project budgets to optimize resource allocation.
This module provides direct financial insight by tracking productive and billable hours for each client and project. It helps control budgets by flagging potential overruns and simplifies HR processes by managing leave, overtime, and sick days within the system.
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