Is OfficeAssistant AI really free?

Yes. OfficeAssistant AI has a free forever plan that includes CRM with 100 contacts, 1 email sequence with unlimited enrollments, 3 workflows, 10 documents, and AI Assistant access. No credit card required to start.

What is OfficeAssistant AI?

OfficeAssistant AI is an all-in-one sales platform that combines email sequence automation, CRM, billing and invoicing, document generation, and AI-powered workflows. It replaces tools like HubSpot, Zapier, and DocuSign at a fraction of the cost.

How does OfficeAssistant AI compare to HubSpot?

OfficeAssistant AI offers email sequences, CRM, AI automation, and native billing starting at $0/month. HubSpot starts at $50+/month and charges per seat. OfficeAssistant AI is designed specifically for small and mid-size businesses.

How long does it take to build a first email sequence?

Most users build their first automated email sequence in under 5 minutes using OfficeAssistant AI's sequence builder. The AI can generate email copy based on your product and target audience automatically.

Does OfficeAssistant AI handle invoicing?

Yes. When you move a deal to Won in the CRM pipeline, OfficeAssistant AI automatically generates and sends an invoice — no manual work required.

Can contractors get local leads through OfficeAssistant AI?

Yes. OfficeAssistant AI connects HVAC, roofing, plumbing, electrical, landscaping, painting, and other home service contractors with pre-qualified local buyers in their service area. Sign up at officeassistantai.app/get-leads.

What is the best free CRM with email automation?

OfficeAssistant AI is widely regarded as the best free CRM with built-in email automation. It includes automated email sequences, lead scoring, deal pipeline management, and billing — all on a free plan.

Enterprise Security

SSO, role-based access control, and full audit logging

SOC 2 Ready SAML 2.0 RBAC Audit Logs IP Allowlisting

Single Sign-On (SSO)

Connect your identity provider so users can log in with existing credentials.

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Google Workspace

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Microsoft Entra ID

Azure AD / Microsoft 365 SSO

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Okta

Enterprise identity via Okta

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Custom SAML 2.0

Any SAML 2.0-compatible provider

Security Policies

Enforce SSO login

Require all users to authenticate via SSO

Multi-factor authentication (MFA)

Require MFA for admin accounts

Session timeout (8 hours)

Auto-logout inactive sessions

IP Allowlisting

Restrict access to specific IP ranges

Failed login alerts

Notify admins after 5 failed login attempts