Powerful Features for Every Business Need

From customer management to accounting, OfficePoint gives you the tools to run your entire business from one platform.

Core Business Module

The foundation of OfficePoint — included in every plan. Manage your customers, products, sales pipeline, and day-to-day operations.

Customer Management

Full CRM with companies, contacts, sites, and customer history tracking.

Product & Inventory

Product catalog, stock levels, warehouses, and inventory movements.

Sales Pipeline

Leads, opportunities, and sales tracking from prospect to close.

Reporting & Dashboard

Real-time business insights with customizable dashboards and reports.

Multi-User Access

Role-based access control and team management across your organization.

Settings & Configuration

Customize document layouts, numbering, tax codes, currencies, and more.

Add-On Modules

Extend your platform with powerful add-ons. Activate only the modules your business needs.

Job Card Management

Create and manage job cards, assign technicians, track time and materials, checklists, and close-out workflows.

R999/month

Support Desk

Customer support ticketing with SLA tracking, priority management, categories, and a built-in knowledge base.

R999/month

HR & Payroll

Employee management, leave tracking, payroll processing, and compliance documentation.

R1,500/month

Finance & Compliance

Full accounting with chart of accounts, journal entries, VAT returns, supplier payments, and customer receipts.

R1,500/month

Advanced Inventory

Multi-warehouse management, purchase orders, delivery notes, stock transfers, and automated reorder points.

R999/month

Quotations & Invoices

Create professional, branded quotations and convert them to invoices with a single click. Track payment status, send reminders, and manage your entire billing workflow.

  • Customizable document templates and numbering
  • One-click quote to invoice conversion
  • Credit notes and payment tracking
  • PDF generation and email delivery

Expenses

Track every business expense with categorization, receipt uploads, approval workflows, and recurring expense automation.

  • Expense categories and tracking
  • Recurring expenses automation
  • Supplier payment management
  • VAT-inclusive expense reporting

Fully Configurable Settings

Tailor OfficePoint to your business. Configure document layouts, tax codes, currencies, payment terms, units of measure, and more from a centralized settings panel.

Document Layouts

Tax Codes

Currencies

Payment Terms

Numbering

User Roles

Email Integration

Company Profile

See It in Action

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