--- description: Review of Officetree Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Officetree | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Live Chat Software](/directory/4569/live-chat/software) > [Officetree](/software/193582/officetree) # Officetree Canonical: https://www.softwareadvice.com.au/software/193582/officetree Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.com.au/software/193582/officetree?page=2) > Officetree is a multifunctional business management platform that combines CRM, accounting, invoicing, helpdesk, phone and instant messaging functionality into a single interface. The cloud-based software is designed to streamline and simplify processes by combining commonly-used apps into a single platform. Through the CRM, users can manage the entire sales cycle, while the helpdesk allows users to support customers and answer queries. Communication through phone and chat enables team collaboration and communication with customers across devices. > > Verdict: Rated **4.3/5** by 20 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.3/5** | 20 Reviews | | Ease of Use | 4.3/5 | Based on overall reviews | | Customer Support | 4.3/5 | Based on overall reviews | | Value for Money | 4.4/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Officetree.com - **Location**: San Diego, US ## Commercial Context - **Starting Price**: USD 11.99 - **Pricing model**: Per User (Free version available) (Free Trial) - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - Accounts Payable - Accounts Receivable - Alerts/Escalation - Bank Reconciliation - Billing & Invoicing - CRM - Canned Responses - Contact Management - Customisable Branding - Email Management - Email Marketing - Financial Reporting - General Ledger - Interaction Tracking - Invoice Creation - Invoice History - Knowledge Base Management - Lead Generation - Lead Management - Lead Qualification ## Category - [Live Chat Software](https://www.softwareadvice.com.au/directory/4569/live-chat/software) ## Related Categories - [Live Chat Software](https://www.softwareadvice.com.au/directory/4569/live-chat/software) - [CRM Software](https://www.softwareadvice.com.au/directory/4153/crm/software) - [Help Desk Software](https://www.softwareadvice.com.au/directory/4160/help-desk/software) - [Accounting Software](https://www.softwareadvice.com.au/directory/4220/accounting/software) - [Billing and Invoicing Software](https://www.softwareadvice.com.au/directory/263/billing-invoicing-software/software) ## Alternatives 1. 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[Sage 100](https://www.softwareadvice.com.au/software/219700/sage-100cloud) — 4.1/5 (369 reviews) ## Reviews ### "First time user will recommend" — 5.0/5 > **Javier** | *13 October 2021* | Sports | Recommendation rating: 10.0/10 > > **Pros**: Simple and easy to navigate simple to set up > > **Cons**: I have no negative comments to share as of now > > Great experience from day one set up with easy cost efficient great service ----- ### "Great Customer Service and Easy to use" — 5.0/5 > **Sparklyn** | *29 June 2021* | Automotive | Recommendation rating: 9.0/10 > > **Pros**: Easy to use, Customer service responds quickly. After the free trial there were charges that I did not understand. I reached out to customer service and received a response that was unclear and frustrating. When I responded explaining that it didn’t make sense, \[SENSITIVE CONTENT\] jumped in to explain the billing thoroughly. I was unclear that each user cost an additional amount. Once that was explained I was able to make the proper decision for my business needs. Anytime I have a concern I receive a prompt response from customer service. My number was disconnected due to a change in my card that I forgot to update with Officetree, \[SENSITIVE CONTENT\] was able to get my number reconnected in the middle of the night within a few hours of my inquiry. > > **Cons**: I would suggest that the billing be explained prior to being billed to prevent confusion. I also don’t like that we have to pay extra for each user. > > Although it started off rocky, Overall I’ve had a good experience. Mainly do to the customer service received. The fact that I can set up voicemails and able to identify the calls specifically for my business when they come into my phone. Officetree works great for my needs ----- ### "Try it Right Now (zero risk with 7 day satisfaction guarantee) - False" — 1.0/5 > **Misty** | *8 April 2021* | Executive Office | Recommendation rating: 0.0/10 > > **Pros**: I didn't like anything with this service. > > **Cons**: I immediately filed a ticket to close the account as I didn't like anything about it. They did respond but it was because they required for me to inform them specifically on what I didn't like. I responded that I didn't like the service and to cancel. That's when I get a notification that my bank account has been charged $50.00. No answer on their phone number so I put in another ticket and this is their response, "Hi. We understand you inquired about the $50 you paid for service credits with Officetree. That was a nonrefundable payment you made at the time of your order, as stated on the page where you entered your credit card number. Your order did not have any "trial" -- which we don't offer with our telephone service because we incur costs when we immediately purchase a number for a customer. We do, however, offer a guarantee to ensure that technically the number will work for your purposes. Even that requires you work with our technical team at least once to try to resolve any issue you are having, which did not occur in your case. Please understand your ordered a service from us which was provided. We cannot just "return" a service and we also have no record of any technical issues. Your service credit purchase can still be used for other Officetree servics. We offer 5 software applications to which you may subscribe with your same username. We hope this addresses your question. Have a nice day." Another ticket has been placed as they still haven't closed my account > > Horrible ----- ### "Very helpful and" — 5.0/5 > **Ofori** | *4 October 2021* | Transportation/Trucking/Railroad | Recommendation rating: 10.0/10 > > **Pros**: Incoming call feature with pre recorded message > > **Cons**: I like the service I receive I don’t have anything bad to say about it ----- ### "Easy and efficient, great customer support" — 5.0/5 > **Kristen** | *31 December 2021* | Consumer Services | Recommendation rating: 10.0/10 > > **Pros**: It was relatively easy to set up my account and have it functional within the first day. I signed up for digital business phone routing. I liked that I could pick out a local working number and have it routed to my personal cell phone and see who was calling. > > **Cons**: The only thing that would make this better is visual text message routed to my phone in case someone wasn't comfortable leaving a voicemail. > > I found that I have to listen to all messages and options when calling for support and to make sure and check my spam folder so I can be sure to see a response, they are timely if one knows where to look. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.com.au/software/193582/officetree?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/193582/officetree) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data