Getting Started

What is Offisi?

Offisi is an all-in-one modular business platform with over 300 modules across 14 categories. It helps businesses manage operations, customers, finances, and teams from a single system. Over 2 million businesses in 50+ countries use Offisi.

You only pay for the modules you use. Start with one or two modules and add more as your business grows. There are no lock-in contracts, so you can adjust your plan anytime.

Yes. You can explore Offisi and test modules before committing to a paid plan. Visit offisi.com/contact-us to get started with your trial.

Offisi accepts Mpesa, Airtel Money, credit and debit cards, and bank transfers. Payment options may vary by region.

Yes. Offisi is fully responsive and works on smartphones, tablets, and desktops. Your team can access the platform from any device with a web browser.

There is no hard limit on team members. Add as many users as your business needs. Each user can be assigned specific roles and permissions.

Offisi serves over 100 industries including retail, healthcare, hospitality, construction, education, logistics, finance, and professional services. Industry-specific templates help you get started quickly.

Yes. Offisi includes import tools that accept CSV, Excel, and other common formats. A mapping wizard guides you through the process so no data is left behind.

Reach the Offisi support team at service@offisi.com or through the contact page at offisi.com/contact-us. Support is available to help with setup, training, and ongoing questions.

There are no lock-in contracts. You can cancel or downgrade modules at any time. Your data remains accessible for export before account closure.

Platform Features

What CRM features does Offisi include?

Offisi CRM includes contact management, sales pipeline tracking, automated follow-ups, lead scoring, and sales forecasting. Track every interaction from first contact to closed deal.

Yes. Create branded invoices from templates, send them by email with payment links, and track payment status. Automatic reminders go out for overdue invoices.

Yes. Employees submit expenses with receipts through the platform. Approval workflows route to managers. Reimbursement is processed and reports generated by category.

Yes. Calculate salaries, deductions, and taxes automatically. Generate payslips and disburse payments on schedule. Payroll data connects to your financial reports.

Yes. Ring up sales on tablet or desktop. Accept cash, card, and mobile money. Receipts are generated instantly and sales data flows directly to reports.

Track stock across warehouses and stores in real time. Set minimum stock levels for automatic reorder alerts. Barcode scanning supported. Stock adjusts with every sale.

Yes. A branded booking page shows your services, pricing, and availability. Customers book 24/7. Confirmation and reminder messages are sent automatically.

Yes. Build emails with a drag-and-drop editor. Personalize with merge fields. A/B test subject lines. Schedule sends and track opens, clicks, and conversions.

Yes. Configure points earned per purchase. Set reward tiers. Customers see their balance and available rewards. Redemption is tracked automatically.

Offisi analyzes customer behavior to identify those likely to leave. Declining engagement and reduced purchases trigger risk scores. Alerts notify account managers for early intervention.

Productivity and Projects

Can I manage projects in Offisi?

Yes. Break projects into phases, tasks, and subtasks. Assign owners and deadlines. View progress on Gantt charts, Kanban boards, or calendar views.

Yes. Team members start and stop timers per task. Manual entry is also available. Timesheets are submitted weekly with an approval workflow built in.

Yes. Customers submit support tickets by email, web, or chat. The system assigns, prioritizes, and tracks tickets. SLA timers and escalation rules are built in.

Yes. Create searchable articles for common questions. Customers find answers without creating tickets. Agents reference articles when responding to requests.

Yes. Create shifts and assign staff. Team members see their schedule on their phone. Shift swaps require manager approval. Coverage gaps are highlighted automatically.

Create purchase orders from inventory alerts or manually. Compare supplier quotes. Track delivery status. Match invoices to orders for accurate reconciliation.

Yes. Register every major asset with specs, warranty info, and maintenance history. Schedule preventive maintenance. Know where equipment is and who has it.

The visual workflow builder lets you set triggers, conditions, and actions. Automate approvals, notifications, status changes, and repetitive tasks without writing code.

Yes. Add custom text, number, date, dropdown, or formula fields to any module. No coding required. Custom fields appear in reports and filters automatically.

Yes. The drag-and-drop report builder lets you choose data sources, filters, and visualizations. Save reports, schedule email delivery, and share with your team.

Security and Data

Is my data secure on Offisi?

Offisi uses encryption for data in transit and at rest. Role-based access control limits who sees what. Automated backups run daily. Audit logs track every action.

Role-based access control lets you define exactly what each team member can see and do. Create custom roles with specific permissions so sensitive data stays protected.

Yes. Multi-workspace support lets you manage branches, departments, or client accounts separately. Share settings at the organization level while keeping data isolated or shared as needed.

Yes. Offisi offers pre-built integrations with popular tools like Mpesa, QuickBooks, Gmail, Google Drive, and more. A REST API is also available for custom integrations.

Yes. Profit and loss, balance sheet, and cash flow reports are generated automatically. Filter by date, department, or project. Export in PDF or Excel for auditors.

Yes. Invoice in any currency with exchange rates updated automatically. Reports are consolidated in your base currency. No manual conversion needed.

Yes. Configure tax rates per product, service, and region. Tax is calculated on invoices automatically. Tax reports are ready for filing at any time.

Upload any file type. Organize in folders by project or client. Version control tracks every edit. Restore previous versions anytime. Access permissions protect sensitive files.

Yes. Create reusable templates with merge fields for proposals, contracts, and letters. Generate documents from CRM data. Professional output every time.

Yes. Send documents for electronic signature directly from the platform. Track signing status. Signed copies are stored automatically.

Industry Solutions and More

Does Offisi work for schools and training centers?

Yes. Manage student records, attendance, grades, and parent communication. Course catalogs, enrollment, and certification tracking are all included.

Yes. Patient records, appointment scheduling, prescriptions, and billing are all supported. Templates for clinics, hospitals, and laboratories are available.

Yes. Project planning, labor tracking, budget management, materials, and safety logging are all integrated. Break projects into phases and track progress against plan.

Yes. Table management, order taking, kitchen display, inventory tracking, and staff scheduling are all connected. POS and mobile ordering included.

Yes. Property listings, lead capture, showing schedules, and transaction tracking are all organized in one system. Automate follow-ups and manage your pipeline.

Real-time dashboards show KPIs like revenue, pipeline health, support tickets, and inventory levels. Customize widget layout per role. Dashboards work on mobile too.

Yes. Set thresholds for any metric. Get notified when KPIs cross limits such as revenue dips, inventory lows, or SLA breaches. Alerts are delivered instantly.

Yes. Add your logo, brand colors, and custom domain. Offisi becomes your branded platform. Your clients see your brand throughout the experience.

Offisi receives regular updates with new features, improvements, and security patches. Updates are applied automatically with no downtime required from your side.

Offisi serves businesses globally with a strong presence in Africa. The platform is built to support businesses in over 50 countries with localized payment and compliance features.