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.

Workflows | officeassistantai.app

Workflows on officeassistantai.app. officeassistantai.

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Unified Dashboard — Unified Dashboard on officeassistantai.app. officeassistantai.
Assistant — Assistant on officeassistantai.app. officeassistantai.
Billing Dashboard — Billing Dashboard on officeassistantai.app. officeassistantai.
Billing Overview — Billing Overview on officeassistantai.app. officeassistantai.
Dashboard — Dashboard on officeassistantai.app. officeassistantai.
CRM — CRM on officeassistantai.app. officeassistantai.
Lead Intelligence — Lead Intelligence on officeassistantai.app. officeassistantai.
Contact Profile — Contact Profile on officeassistantai.app. officeassistantai.
Workflows — Workflows on officeassistantai.app. officeassistantai.
Analytics — Analytics on officeassistantai.app. officeassistantai.
Connectors Setup — Connectors Setup on officeassistantai.app. officeassistantai.
Growth Hub — Growth Hub on officeassistantai.app. officeassistantai.
Pipeline Analytics Page — Pipeline Analytics on officeassistantai.app. officeassistantai.
Email Campaigns — Email Campaigns on officeassistantai.app. officeassistantai.
Agents — Agents on officeassistantai.app. officeassistantai.
Intelligence Router — Intelligence Router on officeassistantai.app. officeassistantai.
Deal Insights — Deal Insights on officeassistantai.app. officeassistantai.
Deal Kanban — Deal Kanban on officeassistantai.app. officeassistantai.
Getting Started — Getting Started on officeassistantai.app. officeassistantai.
Morning Brief Export — Morning Brief Export on officeassistantai.app. officeassistantai.
Streak Intelligence — Streak Intelligence on officeassistantai.app. officeassistantai.
Voice Onboarding — Voice Onboarding on officeassistantai.app. officeassistantai.
Revenue Impact Dashboard — Revenue Impact Dashboard on officeassistantai.app. officeassistantai.
Onboarding Funnel Dashboard — Onboarding Funnel Dashboard on officeassistantai.app. officeassistantai.
Verify Molly — Verify Molly on officeassistantai.app. officeassistantai.
Create Video — Create Video on officeassistantai.app. officeassistantai.
Import Scripts — Import Scripts on officeassistantai.app. officeassistantai.
Rename Progress — Rename Progress on officeassistantai.app. officeassistantai.
Customer Portal — Customer Portal on officeassistantai.app. officeassistantai.
Onboarding Flow — Onboarding Flow on officeassistantai.app. An automated workflow tool to batch-submit video scripts to HeyGen, perfect for .
Approval Portal — Approval Portal on officeassistantai.app. officeassistantai.
Client Performance Dashboard — Client Performance Dashboard on officeassistantai.app. officeassistantai.
Team Capacity Dashboard — Team Capacity Dashboard on officeassistantai.app. officeassistantai.
Subscription Portal — Subscription Portal on officeassistantai.app. officeassistantai.
Subscription Usage — Subscription Usage on officeassistantai.app. officeassistantai.
Sales Forecasting — Sales Forecasting on officeassistantai.app. officeassistantai.
Omni Channel Inbox — Omni Channel Inbox on officeassistantai.app. officeassistantai.
Advanced Analytics — Advanced Analytics on officeassistantai.app. officeassistantai.
Pricing Plans — Pricing Plans on officeassistantai.app. officeassistantai.
Enterprise Security — Enterprise Security on officeassistantai.app. officeassistantai.
Chatbot Builder — Chatbot Builder on officeassistantai.app. officeassistantai.
Live Chat — Live Chat on officeassistantai.app. officeassistantai.
Field Service — Field Service on officeassistantai.app. officeassistantai.
Integration Ecosystem — Integration Ecosystem on officeassistantai.app. officeassistantai.
Video Studio — Video Studio on officeassistantai.app. officeassistantai.
Landing Pages — Landing Pages on officeassistantai.app. officeassistantai.
Marketing Automation — Marketing Automation on officeassistantai.app. officeassistantai.
CMS — CMS on officeassistantai.app. officeassistantai.
Agent Workflows — Agent Workflows on officeassistantai.app. officeassistantai.
Load Testing — Load Testing on officeassistantai.app. officeassistantai.
Audit Log — Audit Log on officeassistantai.app. officeassistantai.
White Label — White Label on officeassistantai.app. officeassistantai.
Api Key Manager — Api Key Manager on officeassistantai.app. officeassistantai.
SSO Setup — SSOSetup on officeassistantai.app. officeassistantai.
SLA Monitor — SLAMonitor on officeassistantai.app. officeassistantai.
Compliance Dashboard — Compliance Dashboard on officeassistantai.app. officeassistantai.
Deal Intelligence — Deal Intelligence on officeassistantai.app. officeassistantai.
Intent Monitor — Intent Monitor on officeassistantai.app. officeassistantai.
Rev Ops Agent — Rev Ops Agent on officeassistantai.app. officeassistantai.
Consensus Protocol — Consensus Protocol on officeassistantai.app. officeassistantai.
Bulk Video Generator — Bulk Video Generator on officeassistantai.app. officeassistantai.
Revenue Recognition — Revenue Recognition on officeassistantai.app. officeassistantai.
Relationship Graph — Relationship Graph on officeassistantai.app. officeassistantai.
Deal Twins — Deal Twins on officeassistantai.app. officeassistantai.
Notification Center — Notification Center on officeassistantai.app. officeassistantai.
Profile Settings — Profile Settings on officeassistantai.app. officeassistantai.
RBAC Management — RBACManagement on officeassistantai.app. officeassistantai.
Custom Fields — Custom Fields on officeassistantai.app. officeassistantai.
Data Import Export — Data Import Export on officeassistantai.app. officeassistantai.
Activity Feed — Activity Feed on officeassistantai.app. officeassistantai.
Deal Room — Deal Room on officeassistantai.app. officeassistantai.
Meeting Notes — Meeting Notes on officeassistantai.app. officeassistantai.
Email Reply Suggester — Email Reply Suggester on officeassistantai.app. officeassistantai.
Contract Analyzer — Contract Analyzer on officeassistantai.app. officeassistantai.
Competitor Intelligence — Competitor Intelligence on officeassistantai.app. officeassistantai.
Prompt Library — Prompt Library on officeassistantai.app. officeassistantai.
Data Cleanup — Data Cleanup on officeassistantai.app. officeassistantai.
Quotes Proposals — Quotes Proposals on officeassistantai.app. officeassistantai.
Affiliate Tracker — Affiliate Tracker on officeassistantai.app. officeassistantai.
Usage Based Billing — Usage Based Billing on officeassistantai.app. officeassistantai.
Webhooks — Webhooks on officeassistantai.app. officeassistantai.
Customer Intelligence360 — Customer Intelligence360 on officeassistantai.app. officeassistantai.
Intelligence Command Center — Intelligence Command Center on officeassistantai.app. officeassistantai.
Training Hub — Training Hub on officeassistantai.app. officeassistantai.
Email Intelligence Dashboard — Email Intelligence Dashboard on officeassistantai.app. officeassistantai.
Deal Forecasting Dashboard — Deal Forecasting Dashboard on officeassistantai.app. officeassistantai.
Sales Conversation Intelligence — Sales Conversation Intelligence on officeassistantai.app. officeassistantai.
Competitor Tracking Dashboard — Competitor Intelligence on officeassistantai.app. officeassistantai.
Churn Prediction Dashboard — Churn Prediction Dashboard on officeassistantai.app. officeassistantai.
Rev Ops Copilog — Rev Ops Copilog on officeassistantai.app. officeassistantai.
Lead Scoring Dashboard — Lead Scoring Dashboard on officeassistantai.app. officeassistantai.
Executive Revenue Dashboard — Executive Revenue Dashboard on officeassistantai.app. officeassistantai.
Alert Center — Alert Center on officeassistantai.app. officeassistantai.
Customer Success Expansion — Customer Success Expansion on officeassistantai.app. officeassistantai.
Field Sales Mobile — Field Sales Mobile on officeassistantai.app. officeassistantai.
Multi Agent Orchestration — Multi Agent Orchestration on officeassistantai.app. officeassistantai.
Roadmap Timeline — Roadmap Timeline on officeassistantai.app. officeassistantai.
CRM Integration Status — CRMIntegration Status on officeassistantai.app. officeassistantai.
Intelligence Ingestion — Intelligence Ingestion on officeassistantai.app. officeassistantai.
Call Coaching Dashboard — Call Coaching Dashboard on officeassistantai.app. officeassistantai.
Scenario Modeling — Scenario Modeling on officeassistantai.app. officeassistantai.
Voice Command Center — Voice Command Center on officeassistantai.app. officeassistantai.
Customer Health Portal — Customer Health Portal on officeassistantai.app. officeassistantai.
Zoom Teams Recordings — Zoom Teams Recordings on officeassistantai.app. officeassistantai.
Buyer Committee Intelligence — Buyer Committee Intelligence on officeassistantai.app. officeassistantai.
Deal Intervention Dashboard — Deal Intervention Dashboard on officeassistantai.app. officeassistantai.
Engagement Sequences Dashboard — Engagement Sequences Dashboard on officeassistantai.app. officeassistantai.
Executive Narrative Dashboard — Executive Narrative Dashboard on officeassistantai.app. officeassistantai.
Next Best Action Center — Next Best Action Center on officeassistantai.app. officeassistantai.
Anomaly Detection Dashboard — Anomaly Detection Dashboard on officeassistantai.app. officeassistantai.
Playbook Matching Dashboard — Playbook Matching Dashboard on officeassistantai.app. officeassistantai.
Deal Health Slack Threads — Deal Health Slack Threads on officeassistantai.app. officeassistantai.
Intervention Automation Dashboard — Intervention Automation Dashboard on officeassistantai.app. officeassistantai.
Deal DNA Dashboard — Deal DNADashboard on officeassistantai.app. officeassistantai.
Buyer Profile Dashboard — Buyer Profile Dashboard on officeassistantai.app. officeassistantai.
Competitive Win Dashboard — Competitive Win Dashboard on officeassistantai.app. officeassistantai.
Deal Momentum Dashboard — Deal Momentum Dashboard on officeassistantai.app. officeassistantai.
Acceleration Dashboard — Acceleration Dashboard on officeassistantai.app. officeassistantai.
Intent Dashboard — Intent Dashboard on officeassistantai.app. officeassistantai.
Company Health Dashboard — Company Health Dashboard on officeassistantai.app. officeassistantai.
Mobile Deal View — Mobile Deal View on officeassistantai.app. officeassistantai.
Buyer Psychology Dashboard — Buyer Psychology Dashboard on officeassistantai.app. officeassistantai.
Committee Sentiment Dashboard — Committee Sentiment Dashboard on officeassistantai.app. officeassistantai.
Red Team Dashboard — Red Team Dashboard on officeassistantai.app. officeassistantai.
Red Team Mode — Red Team Mode on officeassistantai.app. officeassistantai.
Deal Execution Center — Deal Execution Center on officeassistantai.app. officeassistantai.
Deal War Room — Deal War Room on officeassistantai.app. officeassistantai.
Rep Daily View — Rep Daily View on officeassistantai.app. officeassistantai.
VP Command Center — VPCommand Center on officeassistantai.app. officeassistantai.
Intervention Theater — Intervention Theater on officeassistantai.app. officeassistantai.
Leaderboard Dashboard — Leaderboard Dashboard on officeassistantai.app. officeassistantai.
Sparring Partner Chat — Sparring Partner Chat on officeassistantai.app. officeassistantai.
Buyer Intelligence Feed — Buyer Intelligence Feed on officeassistantai.app. officeassistantai.
Prediction Market — Prediction Market on officeassistantai.app. officeassistantai.
Revenue Simulator — Revenue Simulator on officeassistantai.app. officeassistantai.
Deal Room Collaboration — Deal Room on officeassistantai.app. officeassistantai.
Leakage Detection Dashboard — Leakage Detection Dashboard on officeassistantai.app. officeassistantai.
Negotiation Assistant — Negotiation Assistant on officeassistantai.app. officeassistantai.
CS Playbook Manager — CSPlaybook Manager on officeassistantai.app. officeassistantai.
Competitor Pricing Dashboard — Competitor Pricing Dashboard on officeassistantai.app. officeassistantai.
Learning Feed — Learning Feed on officeassistantai.app. officeassistantai.
Slack Deal War Room — Slack Deal War Room on officeassistantai.app. officeassistantai.
Earnings Calls Dashboard — Earnings Calls Dashboard on officeassistantai.app. officeassistantai.
Playbook Marketplace — Playbook Marketplace on officeassistantai.app. officeassistantai.
Playbook Publisher — Playbook Publisher on officeassistantai.app. officeassistantai.
Cohort Analytics Dashboard — Cohort Analytics Dashboard on officeassistantai.app. officeassistantai.
Consensus Score — Consensus Score on officeassistantai.app. officeassistantai.
Email Sequences — Email Sequences on officeassistantai.app. officeassistantai.
Forecast Accuracy Scorecard — Forecast Accuracy Scorecard on officeassistantai.app. officeassistantai.
Template Marketplace — Template Marketplace on officeassistantai.app. officeassistantai.
Deal Obituary Dashboard — Deal Obituary Dashboard on officeassistantai.app. officeassistantai.
Buyer Silence Dashboard — Buyer Silence Dashboard on officeassistantai.app. officeassistantai.
Rep Fingerprint Dashboard — Rep Fingerprint Dashboard on officeassistantai.app. officeassistantai.
Sequence Autopsy Dashboard — Sequence Autopsy Dashboard on officeassistantai.app. officeassistantai.
Time Dept Dashboard — Time Dept Dashboard on officeassistantai.app. officeassistantai.
Silent Competitor Dashboard — Silent Competitor Dashboard on officeassistantai.app. officeassistantai.
Commission Transparency Dashboard — Commission Transparency Dashboard on officeassistantai.app. officeassistantai.
Tombstone Dashboard — Tombstone Dashboard on officeassistantai.app. officeassistantai.
Negotiation Anchor Dashboard — Negotiation Anchor Dashboard on officeassistantai.app. officeassistantai.
Prospect Mirror Dashboard — Prospect Mirror Dashboard on officeassistantai.app. officeassistantai.
Privacy — Privacy on officeassistantai.app. officeassistantai.
Terms — Terms on officeassistantai.app. officeassistantai.
Marketing Plan — Marketing Plan on officeassistantai.app. officeassistantai.
Test Payment — Test Payment on officeassistantai.app. officeassistantai.
Get Leads — Get Leads on officeassistantai.app. officeassistantai.
Lead Pipeline — Lead Pipeline on officeassistantai.app. officeassistantai.
Outreach Composer — Outreach Composer on officeassistantai.app. officeassistantai.
Lead Analytics — Lead Analytics on officeassistantai.app. officeassistantai.
Data Residency Page — Data Residency on officeassistantai.app. officeassistantai.