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Offsoo

Offsoo offers unique planning and customer relationship management (CRM) solutions tailored for accounting firms, enabling them to gain a comprehensive view tha...

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Offsoo offers unique planning and customer relationship management (CRM) solutions tailored for accounting firms, enabling them to gain a comprehensive view tha...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

Offsoo offers unique planning and customer relationship management (CRM) solutions tailored for accounting firms, enabling them to gain a comprehensive view that enhances operational efficiency. Although it does not feature public third-party integrations, its user-friendly, all-inclusive platform combined with mobile access makes it a robust and targeted option for practice management, effectively consolidating all essential business information.

Product Details

What Is Offsoo?

Offsoo is a dedicated planning and business management software crafted specifically for accounting and administrative offices. It serves as a straightforward, all-inclusive alternative to outdated spreadsheets and overly complicated systems. By delivering a comprehensive view of clients, projects, and internal workflows, this platform aids firms in optimizing their operations and automating repetitive tasks. The diverse features of Offsoo are designed to boost workflow productivity, offer accurate revenue projections, and centralize essential business data for enhanced decision-making.

Offsoo Pricing

The pricing structure for Offsoo is tiered and comprises two subscription options. Here are the details:

  • Planning - €59.95/month for the initial user, €11.95/month for each additional user

  • Planning & Time Tracking - €69.95/month for the first user, €14.95/month for every additional user

A 14-day free trial is also available. For a tailored quote on Offsoo costs, please contact us.

Note: Pricing is subject to change.

Offsoo Integrations

The platform predominantly integrates its internal modules such as CRM, ‘Planning’, and ‘Time Registration’. Currently, there is no public information regarding integrations with external applications. To discover more about the software’s capabilities, schedule a complimentary Offsoo demo today.

Who Is Offsoo For?

Offsoo caters to a diverse array of professional services, primarily focusing on accounting and administrative sectors.

Is Offsoo Right For You?

This software is an excellent option for accounting and administrative firms in search of a straightforward and effective solution for practice management. Its core advantage lies in its user-friendly interface and integrated framework, which offers a complete operational insight from client engagement to workforce management and time tracking. Additionally, the platform is specifically designed to address the unique challenges faced by its target market. With mobile applications available for both iOS and Android devices, it guarantees that vital business information remains accessible, fostering a modern and adaptable work environment.

If you still have doubts about the platform or need expert guidance to make an informed choice, feel free to reach out to us at info@softwareseekers.com.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✔ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✘ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✘ email integration
✘ fundraising tools
✘ project templates
✔ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✔ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✔ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✔ opportunity management
✘ performance management
✘ sales enablement tools
✔ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✘ customer servicesupport
✘ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Professional, streamlined workflows
  • ✔ Centralizes all business processes

Cons

  • ✘ No publicly listed third-party integrations
  • ✘ No documented public API for custom builds

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

The platform is ideal for a wide range of professional services, including administrative services and accounting.

In addition to a 14-day free trial, the software offers two-tiered subscription plans. The Planning plan costs €59.95/month for the first user and €11.95/month for each additional user. The Planning & Time Tracking plan is priced at €69.95/month for the first user and €14.95/month for each extra user. You can also request a personalized Offsoo price quote now.

No, Offsoo software does not publicly list or provide documentation for an API.

Offsoo offers a help center, instant chat, and email support.

Yes, Offsoo offers a mobile app for both iOS and Android.

The software is primarily available in Dutch.

The platform’s primary integration is between its own internal modules for CRM, and ‘Time Registration’, and ‘Planning’. The company does not publicly list integrations with third-party applications.