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CRM & Customers
Organise customer profiles, contacts, conversations, activities and sales opportunities in one place.
- ✓ Customer profiles
- ✓ Contact management
- ✓ Sales pipeline
- ✓ Activity history
Manage customers, projects, sales, invoices, teams, workflows and business insights from one powerful cloud platform.
Your customer data shouldn't live in one system, projects in another, invoices somewhere else and reports in spreadsheets.
CloudSoftware Pro brings the essential parts of your operation together in one connected environment.
Data gets duplicated and teams waste time moving information.
Follow-ups, reminders and routine processes consume valuable time.
Bring your customers, operations and business data together.
A flexible cloud platform designed to help teams manage work, customers and business operations more efficiently.
Organise customer profiles, contacts, conversations, activities and sales opportunities in one place.
Plan projects, assign tasks, manage deadlines and keep teams aligned from start to finish.
Create professional invoices, monitor outstanding payments and keep financial workflows organised.
Automate repetitive processes so your team can spend more time on valuable work.
Turn business activity into useful information with dashboards, reports and performance visibility.
Keep your team organised with permissions, assignments and centralised business information.
Keep customers, projects, invoices and daily operations organised.
Standardise processes and gain visibility as your team grows.
Manage clients, projects, tasks, billing and team workloads.
Give teams a shared workspace accessible from wherever they work.
Create workflows that trigger actions automatically when important business events happen.
A new customer submits a form.
Automatically create a customer record and task.
Notify the right team member and schedule the next action.
Build a connected technology stack using integrations, APIs and webhooks.
CloudSoftware Pro is designed around controlled access, account security and responsible handling of business information.
Manage users and permissions according to your organisation.
Secure authentication and session management.
Access your workspace from supported devices and locations.
Keep visibility over important business activities.
Flexible plans for individuals, teams and growing organisations.
For individuals and small teams.
For growing teams and businesses.
For larger and complex organisations.
Pricing shown is placeholder content. Replace with your actual CloudSoftware Pro commercial plans before publishing.
Bring your customers, operations and business processes together in one modern cloud platform.
CloudSoftware Pro is positioned as a cloud-based business platform that brings customer management, projects, invoicing, automation, analytics and team workflows into one workspace.
The platform is designed around cloud access, allowing authorised users to work from supported devices and locations.
Integration can be provided through supported connectors, APIs and webhooks depending on the actual CloudSoftware Pro implementation.
An enterprise tier can be used for organisations requiring additional users, permissions, integrations, workflows or onboarding support.
Yes. Use the demo form above to connect the page to your actual sales or lead-management system.