CloudOffix
CloudOffix is an AI-native unified front-office platform that consolidates CRM, sales, marketing, project, helpdesk, and HR on a shared data layer with built-in AI assistants, voice agents, and autonomous agents for midsize and enterprise organizations.
- Company typePrivate
- Founded2019
- HeadquartersClaymont, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What CloudOffix does
CloudOffix (legal entity CloudOffix Inc., Delaware, with operational headquarters in Columbia, Maryland) builds an AI-native unified front-office business platform that consolidates CRM, sales, marketing, project, helpdesk, and HR functions on a shared data layer. The five core modules — Sales Cloud, Marketing Cloud, Project Cloud, Helpdesk Cloud, and HR Cloud — share data with built-in AI capabilities delivered through the Cloudia AI umbrella, including generative AI Assistants, AI Voice Agent, Autonomous AI Agents, RAG-based semantic search, an AI Builder for configuration, and a low-code App Builder for custom applications. The platform is API-first with pre-built bi-directional connectors to more than a dozen enterprise systems (Salesforce, HubSpot, SAP, Oracle, Microsoft Dynamics, NetSuite, Workday, Jira, Monday, Zendesk, ServiceNow) and supports Model Context Protocol for external AI ecosystem interoperability.
The company operates a hybrid go-to-market combining a 14-day self-serve free trial, direct enterprise field sales for named accounts such as Ford, IKEA, Sodexo, Mercedes, and Schneider, and a six-track channel partner program spanning Salesforce, Microsoft, ERP, DMS-ECM, Digital Transformation Consultants, and Managed Service Providers. CloudOffix supplements its SaaS subscriptions with paid professional services for implementation, customization, and consulting. The platform targets midsize and enterprise organizations across IT & Software, Tech & SaaS, Insurance, Hospitality, Retail, Manufacturing, Legal, Life & Health, and PR & Marketing verticals, and is expanding reach through 2026 partnerships with Founder Institute (startups in 100+ countries), the Maryland Tech Council (Elite Partner), Prospera (Egypt and service-driven industries), and Enterprise Process Modelling (digital-twin-led process consulting).
Founded in 2019 by Gokhan and Gurkan Erdogdu, originally in Europe, the company relocated its headquarters to Columbia, Maryland in 2026 and maintains ISO 9001, ISO 27001, and GDPR compliance certifications with a 99.9% monthly uptime SLA. The firm reports 101–250 employees and over 100 business customers globally, with no disclosed funding rounds, revenue figures, or investor roster in the source data.
CloudOffix firmographics
Firmographics- Name
- CloudOffix
- Legal name
- CloudOffix Inc.
- Website
- https://cloudoffix.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- CloudOffix is an AI-native unified front-office platform that consolidates CRM, sales, marketing, project, helpdesk, and HR on a shared data layer with built-in AI assistants, voice agents, and autonomous agents for midsize and enterprise organizations.
- Ownership category
- akta.pro rank
CloudOffix industry classification
Industry- Product category
- AI-Native Unified Business Platform (Front-Office SaaS)
- NAICS
- Software Publishers (5132), Computer Systems Design and Related Services (54151), Custom Computer Programming Services (541511)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA)
- akta.pro secondary industries
- AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs) (HDAEANAJ), AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI) (HDAEANAI), Model Serving, Inference & Deployment Platforms (APIs, Edge/On-Prem) (HDAEANAC), Managed Application Platforms (App PaaS & Runtime Services) (HDABAAAD)
Keywords
Where CloudOffix is headquartered
LocationHeadquarters
- HQ city
- Claymont
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
CloudOffix business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Platform Subscription: CloudOffix operates on a SaaS subscription model, granting access to its AI-native unified front-office platform including Sales, Marketing, Project, Helpdesk, HR, AI Builder, Voice Agent, and other built-in applications. Subscriptions are sold per seat or based on usage limits, seat counts, and user entitlements as defined under the applicable subscription plan. No refunds are issued once service access has been granted.
- Professional Services: CloudOffix offers professional services including implementation, customization, and consulting support beyond standard technical support. Technical support is provided free of charge for platform issues; however, development or customization requests may require consultancy or extra services at additional cost.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | Free 14-day trial |
| Subscription | Annual | Startup discounted package (in development) |
Go-to-market motion3 records
Distribution channels6 records
Marketing channels6 records
CloudOffix product offering
Product offeringCore offering
CloudOffix sells an AI-native unified front-office business platform delivered as SaaS that consolidates Sales, Marketing, Project, Helpdesk, HR, and e-commerce functions into one shared-data system. The platform is bundled with Cloudia AI capabilities (AI Assistants, Voice Agent, Autonomous AI Agents, AI Builder), a low-code App Builder, and pre-built connectors for enterprise systems such as Salesforce, SAP, Oracle, Microsoft Dynamics, NetSuite, and HubSpot. The platform is sold on per-seat/usage subscription plans, supplemented by paid professional services for implementation, customization, and consulting.
Product overview
CloudOffix is an AI-Native Business Platform offering a unified front-office solution that consolidates CRM, sales, marketing, customer service, projects, HR, and e-commerce into one connected system. The platform is built around four core capabilities: Run (operational modules), Connect (integration engine), Build (low-code app builder), and Automate (AI automation). The core modules include Sales Cloud, Marketing Cloud, Project Cloud, Helpdesk Cloud, and HR Cloud, all sharing data across a unified foundation. AI capabilities are delivered through Cloudia AI, featuring AI Assistants, Voice Agent, Autonomous AI Agents, and AI Builder. The platform integrates with major enterprise systems including Salesforce, SAP, Microsoft Dynamics, NetSuite, and provides API-first architecture with MCP support for custom extensions.
Differentiator
Problem solved
Functional benefit
Products and services
- Sales Cloud CRM and sales management module that turns pipeline data into revenue intelligence, managing leads, opportunities, and sales workflows on the unified CloudOffix platform. Designed for sales organizations seeking shared-data visibility with marketing, helpdesk, and HR.
- Marketing Cloud Marketing automation platform for campaign management, email marketing, mass mailing, and lead nurturing designed to drive predictable growth for organizations using the shared CloudOffix data layer.
- Project Cloud Project and delivery management module providing operational visibility, task management, sprint planning, and timesheet tracking on top of the unified CloudOffix data layer.
- Helpdesk Cloud Customer support module with AI-assisted ticket resolution, SLA management, and multi-channel customer service capabilities operating on unified customer data.
- HR Cloud Human resources module for employee management, recruitment, e-learning, performance appraisal, OKR tracking, and employee experience optimization integrated with the unified CloudOffix platform.
- Customer Success Platform (CSP) Customer success management app featuring automated Next Touch calculations based on preferred cadence, activity tracking across touchpoints, and countdown stages for automated subscription renewal workflows. Targeted at customer success and account management teams operating on the CloudOffix platform.
- Growth Management Module Module for managing growth accounts with dashboards, access control, and dedicated growth-manager workflows for key-account expansion.
- App Builder (Low-Code) Standalone low-code application builder that enables business users to customize existing CloudOffix modules or create entirely new applications with a drag-and-drop interface, custom data objects, visual workflow designer, and mobile-ready outputs.
- Data Consolidation & System Integration Integration engine with pre-built connectors enabling bi-directional sync with Salesforce, SAP, Microsoft, NetSuite, Oracle, HubSpot, Workday, and other enterprise platforms; includes API-first architecture and custom webhooks for unified data and processes across the customer's existing software stack.
- Cloudia AI CloudOffix's branded AI offering covering AI Assistants, Voice Agent, Autonomous AI Agents, and AI Chat powered by GPT-5.5 and Gemini-3.1-pro; operates directly on the unified business data layer to deliver generative answers, semantic search, and autonomous task execution.
- CloudOffix Professional Services Paid implementation, customization, and consulting services available to customers beyond the standard free technical support, providing onboarding, development, and integration consultancy for enterprises adopting the platform.
Quantifiable outcome
- Over 100 businesses served globally including Ford and IKEA as enterprise customers.
- +2 more outcomes
Companies that use CloudOffix
Customer profileNamed customers17 records
Segments4 records
Ideal customer profiles3 records
CloudOffix technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration20 records
AI capability13 records
Feature10 records
CloudOffix partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered flagship and core.
- Maryland Tech CouncilflagshipCloudOffix became an Elite/Signature Partner of the Maryland Tech Council (MTC), a leading US organization in technology and life sciences. The partnership aims to promote intelligent AI adoption across Maryland's technology ecosystem through contributions to major MTC events including the Technology Transformation Conference and Bio Innovation Conference. CloudOffix will share expertise through webinars, roundtables, and community programs, helping technology leaders explore practical AI applications in business operations.
- Founder InstituteflagshipCloudOffix entered a strategic partnership with the Founder Institute, the world's largest pre-seed startup accelerator (launched over 8,900 startups since 2009 with chapters in over 100 countries). The collaboration provides early-stage startups with access to CloudOffix's unified AI platform, workshops, and mentoring. The goal is to help entrepreneurs build scalable operational infrastructure from day one by replacing fragmented tools with a connected system for sales, marketing, HR, project management, and customer operations. CloudOffix's technology is integrated into Founder Institute's global accelerator programs.
- Enterprise Process ModellingcoreCloudOffix partnered with Enterprise Process Modelling, a specialist consultancy that develops digital twins of organizations to enable data-driven transformation initiatives. The partnership combines Enterprise Process Modelling's process-led consulting approach with CloudOffix's AI-native unified front-office platform. Together, they create a closed loop where processes are designed using digital twins, implemented through CloudOffix, and continuously optimized using real-time AI-driven insights. This enables continuous rather than one-time transformation.
- ProsperacoreCloudOffix partnered with Prospera, an Egyptian business technology company with nearly four decades of enterprise systems experience (founded by Tarek Wanas). Prospera introduces CloudOffix to its client base across service-driven industries in Egypt including real estate, insurance, healthcare, and retail. The collaboration helps Egyptian organizations replace fragmented front-office tools with a unified AI-powered platform that consolidates CRM, sales, marketing, customer service, projects, HR, and e-commerce. Both companies view this as a long-term partnership and a foundation for bringing digital transformation to organizations across Egypt's service-driven industries.
Scale indicators5 records
Recent moves7 records
Expansion highlights5 records
CloudOffix competitors and assessment
Company assessmentDirect peers
- Zoho: Zoho offers a broad suite of cloud business applications spanning CRM, marketing, project management, helpdesk, HR, and more, with similar all-in-one positioning to CloudOffix. Both target SMBs and mid-market customers seeking unified platforms over best-of-breed point solutions.
- HubSpot: HubSpot provides an integrated CRM, marketing automation, sales, and customer service platform with strong PLG motion. CloudOffix overlaps directly in CRM, marketing, and helpdesk while competing for the same mid-market buyer.
- Freshworks: Freshworks offers a unified suite of SaaS products including Freshsales (CRM), Freshmarketer, Freshdesk (helpdesk), and Freshteam (HR). It competes head-to-head with CloudOffix's front-office consolidation thesis at the SMB and mid-market tier.
- Monday.com: Monday.com provides a unified work platform with CRM, project management, marketing, and service modules. It overlaps with CloudOffix's Project Cloud, Sales, and AI-assisted automation capabilities and similarly targets mid-market consolidation.
- Pipedrive: Pipedrive is a sales-focused CRM with expanding marketing, projects, and lead management capabilities. It competes for the same mid-market sales-led buyers that CloudOffix's Sales Cloud targets.
- Bitrix24: Bitrix24 is an all-in-one business management platform offering CRM, project management, helpdesk, HR, and collaboration tools. Its broad-scope positioning and SMB-to-enterprise reach mirror CloudOffix's unified front-office play.
Broad incumbents
- Salesforce: Salesforce is the dominant CRM and customer engagement platform with Sales Cloud, Service Cloud, Marketing Cloud, and increasingly AI-native agents (Einstein, Agentforce). It is a broad incumbent whose suite overlaps substantially with CloudOffix at the enterprise tier.
- Microsoft Dynamics 365: Microsoft Dynamics 365 offers CRM, ERP, and customer service modules integrated with Microsoft 365 and Copilot AI. As an enterprise incumbent with deep Office/Teams distribution, it competes for the same ERP-adjacent front-office consolidation deals CloudOffix targets.
- Oracle CX: Oracle Customer Experience (CX) suite spans sales, service, marketing, and commerce, often bundled with Oracle ERP. As an ERP-adjacent incumbent, it competes for the same ERP-complement positioning CloudOffix pursues.
Emerging players
- Creatio: Creatio offers a unified no-code platform for CRM, workflow automation, and industry applications with a low-code App Builder analogous to CloudOffix's. It targets similar mid-market and enterprise customers seeking consolidated front-office tooling with AI assistance.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
CloudOffix social profiles
Digital presenceCloudOffix compliance and trust
Trust signalCompliance3 records
CloudOffix financial estimates
Financial estimateRevenue estimate
Valuation estimate
CloudOffix leadership team
Management profileNumber of profiles
Profiles2 records
CloudOffix funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CloudOffix M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CloudOffix
What does CloudOffix do?
CloudOffix sells an AI-native unified front-office business platform delivered as SaaS that consolidates Sales, Marketing, Project, Helpdesk, HR, and e-commerce functions into one shared-data system. The platform is bundled with Cloudia AI capabilities (AI Assistants, Voice Agent, Autonomous AI Agents, AI Builder), a low-code App Builder, and pre-built connectors for enterprise systems such as Salesforce, SAP, Oracle, Microsoft Dynamics, NetSuite, and HubSpot. The platform is sold on per-seat/usage subscription plans, supplemented by paid professional services for implementation, customization, and consulting.
Is CloudOffix a public or private company?
CloudOffix is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was CloudOffix founded?
CloudOffix was founded in 2019. It employs 101 to 250 people.
Where is CloudOffix based?
CloudOffix is headquartered in Claymont, United States, in the North America region.
How does CloudOffix make money?
Two revenue lines are on record. SaaS Platform Subscription is the primary driver. The others are professional Services.
Who are CloudOffix's main competitors?
Direct peers on record are Zoho, HubSpot, Freshworks, Monday.com, Pipedrive and Bitrix24. Broad incumbents are Salesforce, Microsoft Dynamics 365 and Oracle CX. Creatio is listed as an emerging player.
Does CloudOffix have an API?
Yes. CloudOffix provides an API-first architecture enabling system integration, data consolidation, and custom webhook configurations. The platform supports OAuth authentication with relay callback mechanisms for tenant URLs and state decoding. MCP (Model Context Protocol) integration is available, allowing standardized context sharing and interoperability with external AI ecosystems. Pre-built connectors and bi-directional sync are featured capabilities. Developer documentation is at www.cloudoffix.com/api.
What industry is CloudOffix in?
CloudOffix's product category is AI-Native Unified Business Platform (Front-Office SaaS). Its primary akta.pro industry code is HDAEANAA, End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management), with a secondary code of HDAEANAJ, AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs). Its NAICS code is 5132 and its SIC code is 7372.