Manage Customers...
The Smarter Way

Finally... a simple CRM for small business...

Thousands of companies From Various industries trust Officetree Services

Everything You Need to Grow Your Business

Setup is Simple

Create a customizableSALES PIPELINE that reflects your sales process! See prospects by stage.

Boost Productivity

Officetree CRM supports single-user and multi-user team environments. Our Action Center directs you to the next prospect / customer needing attention. When a user clicks into a record, it becomes locked and removed from the general queue. When finished, the user can set a recall date and the application will hide the record from the queue until the specified date and time.

Manage Customers

Develop Happy, Loyal Customers

Don’t stop when you’ve converted a prospect. Use Officetree CRM to track current customer activity, set follow-up tasks to communicate with existing customers, and track customer interaction with your support staff (when used with Officetree Help Desk).

Try It Now

You & Your Agents see this

Prospecting
Case management
Mobile
Try It Now

This Widget Will Improve Your
Website In Seconds!

Our FREE widget opens up a form on your website for prospective customers to enter their pre-sales questions. All questions are routed to an online case management system within Officetree CRM.

Pricing

(all prices in US dollars*)

ECONOMY

$11.99per user monthly

  • 4 month minimum

  • Unlimited customers

  • Your Logo

  • “Contact us” Widget

  • Sales case system

  • Opportunities

  • Send Emails

  • Group Users By Department

  • Knowledge Base

  • Save Common Messages

Start Now
21 Days Free
STANDARD

$24.99per user monthly

  • 2 month minimum

  • Unlimited1  customers

  • Your Logo

  • “Contact us” Widget

  • Sales case system

  • Opportunities

  • Send Emails

  • Group Users By Department

  • Knowledge Base

  • Save Common Messages

  • Separate By Experience

  • Role-Based User Permissions

  • "Rate The Agent" Surveys

  • Collision Prevention

  • Reply To Cases By Email

Start Now
21 Days Free
PRO

$39.99per user monthly

  • month to month

  • Unlimited1  customers

  • Your Logo

  • “Contact us” Widget

  • Sales case system

  • Opportunities

  • Send Emails

  • Group Users By Department

  • Knowledge Base

  • Save Common Messages

  • Separate By Experience

  • Role-Based User Permissions

  • "Rate The Agent" Surveys

  • Collision Prevention

  • Reply To Cases By Email

  • Open Cases By Email

  • Agents Can Have Aliases

  • Brand As Your Own

  • Restrict Access By Location

Start Now
21 Days Free

1 Customers in the top 1% of "unlimited" customer usage may be subject to reduced service speed and availability to help ensure overall accessibility.
* US Dollars. Plus taxes and fees.

Common Questions

How is your CRM system different than others?

Our apps are integrated.  With Officetree, your staff have virtually no learning curve using a second or third Officetree application.

What exactly is a CRM application?

CRM refers to "customer relationship management" but it also covers the portion of the sales cycle where a business identifies prospects. We offer cloud-based software that helps you enter prospects, convert prospects into customers, and interact with your customers to ensure satisfaction.

What is cloud based software?

You don’t need to install anything.  A web browser, such as Chrome or Internet Explorer or Safari, is all you need.

How is Officetree different than other cloud-service providers?

Simply put, we hate bad service and slow support.  If you aren’t happy, we aren’t happy, and we’ll do everything we can to help you.  Other companies might say it, but we actually do it.

I have other questions.

Our best suggestion is to try the service and see it, yourself.  And, if you still have questions, once you're logged into our client portal, you’ll be able to use our Help Desk to ask.  And, by the way, we use our Help Desk, too!

We're More Than a One-App Pony

Our 3-App Suite Beats
1-App Competitors

  • apps have a similar "look & feel"

  • faster learning time

  • shared data between apps

  • one username / password

  • one-stop shopping

Being #1 in Customer Support
is Our Standard, Not Just Our Goal

Whether you’re a startup or an established business, we’re ready to help you quickly with your phone & software needs, so you can grow your business.

Try It Right Now
Solutions
Legal
Resources

© 2026 Officetree Corporation. All rights reserved.