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Low-Code   AI Native

One Unified Operations Hub for IT Services

✓ Increase margins. Eliminate tool sprawl across CRM, Projects, Helpdesk, Billing, and AI.  
✓ Accelerate delivery. Give your sales, consultants, and support teams full context in one place.
✓ Work smarter with AI. Deploy AI assistants and autonomous agents across operations.
AI Platform

When the Flow Breaks, Revenue Leaks

Meet CloudOffix, a solution trusted by top IT companies, and let us help you create your unique advantage.

The old way

✕ Scattered customer and employee data across disconnected tools
✕ Manual approvals and endless email chains slow down decisions
✕ No real-time visibility into performance, risks, or KPIs
✕ Siloed systems create duplicate work and data inconsistency
✕ Paying for AI add-ons on top of disconnected systems
✕ Adding a new tool for every new need

The CloudOffix way

✓ One unified, AI-native platform for all front-office operations
✓ AI built-in — not bolted on as expensive add-ons
✓ Controlled, secure, and contextual AI across every workflow
✓ Marketing, Sales, Projects, and Support in one connected flow
✓ Smart automation and instant approvals accelerate execution
✓ Real-time dashboards with complete operational visibility

CURRENT INDUSTRY REALITY

What Happens When the Lifecycle Isn't One System

3–7%

REVENUE LEAKAGE
Billable time missed or disputed because it wasn't captured in-context.

14+ Days

DSO DELAY
Invoicing waits on clarification, approvals, and data cleanup.

20%

OPERATIONAL DRAG
Time wasted by teams reconciling data across departmental silos.

Zero

REAL-TIME VISIBILITY
Leaders see snapshots, not the true end-to-end profitability flow.

Scattered Tools &Data

Client info in multiple systems
Manual copy-paste errors
Version control nightmares

Manual Workflows

PTO tracked in spreadsheets
Expense reports via email
Status updates require meetings

Limited Visibility 

Unclear real-time workload
Vague client profitability
Hard to track campaign ROI

Reporting Chaos

Hours spent compiling reports
Clients constantly asking “where are we?”
Approval bottlenecks

What CloudOffix Delivers for IT Services & Software Companies





Engagement with context

Every form, chat, event and touchpoint becomes part of one customer story.

STRATEGIC BENEFIT
When a lead reaches sales, the full history is already there.



Sales to Delivery- No Restart
Once a deal is signed, expectations, scope, and promises are instantly visible to delivery.
STRATEGIC BENEFIT 
Projects start with full context, so execution is faster and handovers are smooth.


Execution in the real world
Time, tasks, and support are captured where the work actually happens and linked to the right customer and project.
STRATEGIC BENEFIT 
 You see one operational reality instead of scattered side processes.





Billing that matches reality
Invoices are generated from what was actually delivered – automatically.
STRATEGIC BENEFIT 
Revenue becomes predictable and accurate, and finance stops chasing missing data.
Support in full context
Your web pages looks good on all devices and screen sizes, including desktop, tablet and mobile.
STRATEGIC BENEFIT 
 Teams deliver 'hero-level' support as a standard, without burning people out.


Real-Time visibility
Customer service is very important when it comes to building good relationships and retaining customers.
STRATEGIC BENEFIT 
 Leaders get alignment and control by design, not through more meetings and spreadsheets.
INTELLIGENCE EMBEDDED

What AI Actually Does For Your Service Business

One Flow, No Extra Work

Zero Re-entry

People enter information once. AI pushes it through the next steps automatically—no copy-paste, no manual handovers.

Always-On Handover Notes

AI turns sales conversations into clear action summaries for delivery teams, so projects never start missing context.

See Capacity Problems Before They Happen

AI looks at your pipeline and current projects to show where you’ll be under- or over-staffed.

Protect Your Revenue

Get alerts when delivery speed and billing are out of sync, so you can fix issues before they hit cash flow.

Tickets Go to the Right Team Instantly

Requests are auto-routed based on project history, technical difficulty, and SLA level—without manual sorting.

Find Bottlenecks in the Flow

AI shows where work or information is stuck anywhere between first engagement and getting paid.

Replace Every Tool With One Intelligent Platform

Activate AI-driven workflows, unify your data, and scale without complexity.

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