CloudfoxAIBook a free demo ↗
THREE CRMS. ONE SMARTER WAY TO WORK.
Built for the way
your business moves. ↙

Your business.
Better organised.

Offix brings customers, quotations, invoices and tasks
together in one simple workspace.

Find your CRM ↗▶ Take a look inside
A CLEARER PICTURE STARTS HERE
YOUR WORKSPACE, IN FOCUS

Good morning, Jamie ✳

Your overview ↗
Customers128All in one place◉
Quotations24Ready for the next step▤
Follow-ups08Keep things moving↗
Business at a glanceSample overview ↗
WEEK 01WEEK 02WEEK 03WEEK 04
Up next

Follow up with AlexToday · 10:30 AM

↗

Send a quotationToday · 12:00 PM

↗

Team check-inToday · 03:00 PM

↗
✓
Follow-up scheduledThe next step. Already organised.
✳
More clarity. Less chasing.That’s a better working day.
ILLUSTRATIVE INTERFACE · SAMPLE DATA
ONE FAMILY. THREE FOCUSED WORKSPACES.Scroll to explore ↓
01 / FIND YOUR FIT

A better workspace.
For your kind of work.

Three focused products.
Choose the one that fits your day.

✳BUSINESS MANAGEMENT

offix↗

Your whole working day.
Finally, together.

Keep leads, customers, quotations, invoices and daily tasks in one organised workspace.

◉ New lead ✓
▤ Quotation sent ✓
▥ Invoice ready ↗
  • Leads & customers
  • Quotations, invoices & receipts
  • Tasks, follow-ups & staff
Explore Offix ↗
⌂PROPERTY MANAGEMENT

propix↗

Properties. Clients. Staff.
One clearer picture.

Bring your property portfolio, client conversations and team’s next steps into focus.

⌂Your portfolioOrganised around you.↗
  • Properties & owner leads
  • Clients & follow-ups
  • Staff & assignments
Explore Propix ↗
▥ACCOUNTS MANAGEMENT

finix↗

Your accounts.
With room for clarity.

A dedicated accounts CRM for the financial side of your business. Discover the fit in a demo.

₹
Financial clarityA focused view of your accounts.
  • Accounts-focused workspace
  • Financial information in focus
  • A walkthrough of your workflow
Explore Finix ↗
02 / LOOK CLOSER

Less imagining.
More “I need this.”

Take a closer look at the way
your next workspace could feel.

OFFIX / BUSINESS CRM

From the first hello.
To the next invoice.

Keep the customer journey connected. Find the lead, prepare the quotation and manage the next step without losing the thread.

  • A clear home for leads and customers
  • Quotations and invoices close at hand
  • Follow-ups that keep work moving
See Offix in action ↗
Your customer journeyILLUSTRATIVE WALKTHROUGH
01
New enquiryA customer is interested in your service.
✓
02
Quotation preparedBring the services and prices together.
✓
03
Invoice createdKeep the billing details connected.
✓
A place for the next step.
03 / FOLLOW THE FLOW

Goodbye, scattered.
Hello, organised.

Click through a sample Offix customer journey.

→→→
STEP 01 / CONNECT

A new enquiry.
A clear starting point.

Keep the customer’s details and conversation together, ready for your next follow-up.

offix ✳LEAD DETAILS
AM
Alex MorganSample customer
New enquiry
Interested inBusiness services
Assigned toJamie Davis
Next actionSend a quotation
Ready for a follow-upDEMO DATA
MEET OFFIX ASSISTANT

Big to-do list?
Start with a chat.

Give everyday work a simpler starting point. Offix Assistant helps you manage customers, quotations and follow-ups through conversation.

Meet your assistant ↗
✳   Built into Offix. Built around your day.
✳
Offix Assistant A simpler way to get things done
Schedule a follow-up with Alex tomorrow at 10 AM.
✳

I’ll prepare that follow-up for Alex.

✓Follow-up prepared

CustomerAlex Morgan

WhenTomorrow · 10:00 AM

TaskCustomer follow-up

ILLUSTRATIVE DEMO · NO LIVE ACTION TAKEN
What would you like to organise?↑
04 / MADE FOR YOUR EVERYDAY

Less friction.
More forward.

Software should make your day easier.
That’s where we start.

01

Bring the pieces together.

Give related work a shared home, so finding the next detail feels simpler.

02

Find your focus.

A product for business, property or accounts. Start with what matters to you.

03

See it before you decide.

Walk through your requirements with us and explore the right CRM in a demo.

YOUR NEXT CHAPTER

This could be
your better
working day.

See the CRM that fits your business.
Let’s walk through it together.

enquiry@cloudfoxai.com ↗
LET’S TALK ABOUT YOUR BUSINESS

Book your free demo.

A quick introduction. A closer look. Your questions answered.

Your details will be sent to our team to arrange your demo.
A LITTLE MORE CLARITY

Good questions.
Simple answers.

Which CRM should I choose?+

Offix is for everyday business management, Propix is for properties, clients and staff, and Finix is for accounts. Choose “Help me choose” when requesting your demo if you would like our guidance.

Can I see the CRM before deciding?+

Yes. Request a free demo and we’ll walk through the relevant CRM and discuss how it fits your business.

Are the three CRMs separate products?+

Yes. Offix, Propix and Finix are separate products in the CloudfoxAI family, each focused on a different part of your work.

How do I get pricing?+

Contact us for the current pricing and available options for your chosen CRM. We’ll discuss your requirements and recommend a suitable fit.

✳ Let’s talk ↗Let’s chat!