Quick Links

What is Officetrax?

"Officetrax is a powerful CRM solution that helps small to medium businesses with leads, opportunities, customer support, project management and so much more."

Officetrax is a powerful CRM, Project Management, and Support solution that helps you streamline your day. Officetrax is a great tool for small to medium businesses who are looking for an easy-to-use CRM system to assist them with leads, opportunities, customer support, and so much more. Using Officetrax helps you to keep track of every interaction with a customer or lead to build better relationships with your contacts.

Features like time tracking, event scheduling, and opportunity scoring all help you manage your time to stay on top of the most important tasks. Use the customer portal to allow your customers the ability to submit support tickets for a streamlined support system - you can even have them approve quotes from Officetrax as well!

Sign up for a Free Trial today to learn more!

Officetrax scored 26/100 in the CRM category. This is based on press buzz (37/100), recent user trends (falling), and other relevant information on Officetrax gathered from around the web.

The score for this service has declined over the past month. What is this?

  • Officetrax

Officetrax Product Overview

  • Free 14 day trial of Officetrax CRM

  • Affordable CRM for businesses of all sizes

Languages: English

Officetrax Features

  • 2-Factor Authentication
  • API
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • Gantt Charts
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Project Management
  • Scheduling
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Tracking
  • Time Management
  • Click-to-Dial
Compare Pricing

Officetrax Pricing Plans


per 1 user/month - paid annually
  • 2GB Storage per user
  • Calendar & Events
  • Accounts, Contacts, Leads
  • Opportunities & Custom Pipelines
  • Incident Tickets
  • Incident Tickets
  • Campaigns & Mass E-Mail
  • Import & Export
  • Roles & Privacy Settings
  • Activity Feeds
  • Notes


per 1 user/month - paid annually
  • 5GB Storage per user
  • Everything in Starter plus:
  • Quoting
  • Workspaces
  • Discussions
  • Project Management (Gantt Chart, Tasks, etc.)


per 1 user/month - paid annually
  • 5GB Storage per user
  • Everything in Plus plus:
  • Territories
  • Time Tracking
  • Change Requests
  • Problem Management
  • Customer Portal
  • Branded Login Page

Plans starting from: $10.00/month Credit card required: N/A

Officetrax FAQs

Does Officetrax offer guides, tutorials and or customer support?

Customer Support is unlimited. There are also free support guides available online.

Does Officetrax offer multi-user capability (e.g. teams)?


What platforms does Officetrax support?

Officetrax is a fully responsive web-app which means it can be used on any device that has a web browser.

Page last modified:

Officetrax User Reviews

No reviews yet. Rate this app or be the first to review!
Back to top