Innovative Salesforce Solutions, Lifelong Consulting Partners
What We Do
Cloudsquare solves problems with technology. We partner with you to deliver measurable outcomes based on your business needs. Build and grow your Salesforce platform with a team of world-class solution architects, developers, business analysts, and project managers.
Robust accelerators and integrations built for the Small Business Lending Sector. All of our products have a 30-Day Money Back Guarantee.
Loan Origination System (LOS) on Salesforce built for the Small Business Lending sector. If you are a direct funder, you can Originate, Underwrite, Service and Syndicate your deals.
CLEAR Salesforce Integration
Direct integration with Thomson Reuters CLEAR. Purchase and retrieve CLEAR data natively on Salesforce. Integrated with CLEAR ID Confirm, Risk Inform, Business, and Person reports.
Direct integration with Plaid. Authenticate bank accounts, see transactional data up to 24 months, auto-summarize the most important key metrics, and auto-calculate balances as additional transactions are fed.
Soft and Hard Credit pulls directly from Salesforce. Compatible with Experian and Factual Data.
Who We Serve
Our skilled team has expertly worked with numerous industries. We understand your industry’s needs and the challenges that come with it. Every new client works with Cloudsquare’s dedicated resources who are familiar with your industry.
We work closely with you to develop a unique and robust Salesforce solution for your company. From start to finish, you can count on the guidance and support of experienced, Top Rated Salesforce consultants to take your business where it needs to go. We’re here to help, whether you need to migrate from another CRM software to Salesforce or have been working on Salesforce but couldn’t maximize its benefits and features.
Our customers are our biggest fans.
We have over a hundred successfully completed projects, with a high rate of satisfaction and review score.
We love our customers, and they love us back! Hear what they have to say about our partnership with them!
“They’re quick, efficient, and extremely responsive and communicative on a personal level.
Cloudsquare’s work has driven efficiencies in the client’s sales and management processes and helped them scale their business. They show their genuine commitment to the client’s success by communicating well, devoting their utmost attention, and providing optimal solutions for the client’s needs.”
Zach Fiddle, Co-Founder, President & CEO, CapFront
“Cloudsquare listened carefully and gave suggestions that improved our process.
Cloudsquare’s solution resulted in massive time savings, making the client’s business growth sustainable. Their cost-effective work streamlined operations and allowed the company to invest in more productive ventures. They facilitated a smooth workflow through a detailed approach.”
Todd Newell, President, KenKar LLC
“They were always available for me, and that was important.
Cloudsquare met the client’s needs and provided what was needed to consider the engagement a success. They introduced the team to different communication methods to ensure that they were always available. Their experience and reliability were also key to an excellent partnership.”
Manager, THINK Mortgage
“The template is a great fit and has enabled us to start doing business right away.
Cloudsquare has a great team of Salesforce experts. Their ability to find the right template and integrate it quickly saved the company a lot of down time. Highly responsive and collaborative, they continue to be valued partners.”
Danny Ferrara CTO, Bankroll
“Their ability to learn your business and truly understand what you need is exceptional.
Performance improved across every measurable category including sales, efficiency, and documentation. Cloudsquare provided consistent communication, which helped them gain insight into unique project needs rapidly. They treated milestones as absolute and delivered the solution ahead of schedule.”
Igor Morgenstein COO, California Energy Contractors
Ready to transform the way your company uses Salesforce?
Contact us today to take the first step toward powerful automations that increase productivity and maximize ROI.