Frequently Asked Questions

Quick and Accurate Answers to Your Frequently Asked Questions

Frequently Asked Questions (FAQ)


These are the questions we hear a lot and you'll find the answers below. 

If you have others, please contact us through our support page.

Is CloudOffix a secure platform for purchases and data storage?

Absolutely. CloudOffix works exclusively with PCI-compliant, industry-leading payment providers. All billing information is handled by certified payment partners that meet the strictest international security standards.

Additionally, CloudOffix ensures enterprise-grade data protection, role-based access controls, encryption, and continuous monitoring—offering stronger built-in security than many traditional CRM and CX platforms.

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How long are CloudOffix contracts? Monthly or yearly?

CloudOffix offers flexible  monthly and yearly subscription plans . You can upgrade or cancel at any time with no long-term commitment—unlike some traditional CRMs that require yearly contracts upfront.

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Can I use Sales Cloud and Marketing Cloud together?

Yes, absolutely— in production environments .
During the trial period, module combinations may be limited, but once you upgrade to a paid plan, Sales Cloud and Marketing Cloud work seamlessly together in the same database.

This deep integration is a key difference from competitors like Salesforce or HubSpot, where marketing and sales often require separate modules or extra licensing.

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Can I convert my trial database into a production database?

Yes. You can seamlessly convert your trial environment into your live production database during the purchase process—no migration or setup required

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