What is Consulting On-Demand?

Ad-hoc support to clear your backlog and unblock growth

When priorities pile up and internal bandwidth is stretched thin, Consulting On-Demand gives you a flexible way to get things done. From automation to small builds and integrations to user support, our team steps in fast. No scoping, no contracts, just execution when you need it.

Flexible, Pay-As-You-Go

Consulting On-Demand gives you the flexibility to get expert help without the paperwork. No contracts needed. Just quick, ad-hoc support for fixes, enhancements, and priorities that can’t wait. Use it once or as often as needed. You’re always in control.

You Approve It, We Build It

No in-house team? No problem. Our consultants step in to build, fix, amd enhance, only after you’ve approved the scope and estimate. You stay in control, and we handle the execution without adding overhead to your org.

Access to the Experts

You’re not just getting Salesforce experts. You’re getting the team that knows Cloudsquare, understands lending workflows, and builds with your industry in mind. Fast answers, smart execution, no learning curve.

What You Can Do With Consulting On-Demand

Send the Request. We'll Handle the Rest.

From automation updates to integration support, reporting fixes to data cleanup, Consulting On-Demand handles the work your team can’t get to. It’s the fast, flexible way to execute one-off requests—big or small—without committing to a full engagement.

Automations & Workflow

Need to build a new flow, tweak existing automation, or troubleshoot a logic issue? We step in fast to build, fix, or enhance the workflows that drive your deals forward, without the overhead of a full project.

Dashboards & Data

Whether you're creating dashboards, fixing reports, or cleaning up inconsistent data, we help you make sense of what’s in your org. Clear insights, cleaner records, and smarter decisions, delivered without delay.

Integrations & Configuration

From connecting third-party tools to adjusting layouts, fields, or permissions, we help you make the changes that keep your platform aligned with how your business actually runs, no scoping cycle required.

Admin Support & Fixes

We handle the things your internal team doesn’t have time for—bug fixes, user setup, permission tweaks, and system updates. No waiting. No retainer. Just reliable help exactly when you need it.

Step By Step

The Consulting On-Demand Process

Need help? Submit a request. We’ll review it, provide a time estimate, and wait for your approval before any work begins. From there, we break the work into clear phases, so you stay in control the entire way.

Phase 1

Request

Starting is simple. Submit a request, whether one line or detailed doc. We’ll review, follow up with any questions, and keep things moving without slowing you down.

During this phase, Cloudsquare will:

Review your request and any details or documents you send
Estimate how much time it will take for us to fully review and flush out your request, called the Scoping Level of Effort (LOE)
Give you a rough idea of how big the full request would take to complete
Typically reply within one business day with next steps and estimates
Wait for your approval before starting any work

Phase 2

Scope

Once you approve the initial time estimate, we dive into the details. Our team reviews your request thoroughly, identifies what’s needed, and outlines the exact work to be done—so there are no surprises. You’ll get a clear estimate and plan to approve before anything is built.

During this phase, Cloudsquare will:

Review the request in detail and confirm all technical needs
Identify dependencies, required access, or missing info
Break the work into clear, actionable steps
Estimate the total time and effort needed to complete the request
Send a summary and quote for you to approve before moving forward

Phase 3

Build

Once you approve the estimate, we get to work. Our team begins building the request exactly as scoped, whether it’s a quick fix, an automation, or a more complex feature. Of course, you’ll get updates along the way.

During this phase, Cloudsquare will:

Begin work based on the approved scope and estimate
Build your solution using best practices
Track time only for hands-on work performed
Provide status updates or checkpoints if the work spans multiple days
Flag any blockers or unexpected changes that need your input

Phase 4

Test

Now it’s your turn to test. We’ll walk you through what was built and give you a chance to try it out. If anything doesn’t look right or needs tweaking, just let us know—we’ll make the adjustments before moving to deployment.

During this phase, Cloudsquare will:

Provide a summary of what was built and how it works
Ask you to review and test it in your environment
Make adjustments based on your feedback, if needed
Wait for your sign-off before moving to deployment

Phase 5

Go-Live

Once everything is tested and approved, we’ll move your update into production. Whether it’s a quick change or a bigger release, we’ll support your team through go-live and make sure the transition is smooth.

During this phase, Cloudsquare will:

Move the completed work into your live environment
Validate that everything is functioning correctly post-deployment
Be on standby to address any immediate questions or issues
Make any final polish or adjustments if needed
Close out the request once you confirm everything is good to go

Loved by the Industry Leaders in Lending

See what our customers love about Cloudsquare

See why industry leaders choose Cloudsquare to streamline operations and accelerate growth. Don’t just take our word for it. Explore our reviews on the Salesforce AppExchange, G2, Capterra, and more!

Their commitment to excellence and customer care truly sets them apart.

Brein Weiss

One of the Best Decisions We Made

Their hands-on approach, responsiveness, and commitment to delivering results have elevated our operational capabilities and positioned us for long-term success.

Gerbian King

Cloudsquare - #1 SMB Finance CRM

Cloudsquare has been essential to CapFront’s growth and success for over 4 years. The app is the centerpiece of our operations and all of our processes are efficiently streamlined through it.

Zack Fiddle

A Game-Changer: Cloudsquare

Cloudsquare is not just software, it's a game-changer, a remarkable investment for any brokerage business seeking a powerful and effective solution. Highly recommended!

Bruno Santos

Scaling as Fast as Possible

The platform's flexibility and and automation have allowed us to scale as fast as possible. The equipment finance industry needed a new solution, and this is it.

Tyler Stump

Cloudsquare has been a game-changer for our alternative lending business.

Frankie DiAntonio

A proven implementation process that powers the top performers

Cloudsquare is the only Salesforce-native lending platform backed by a team of Success Consultants who understand both your industry and the way your team works. Join the lenders shaping the future of finance with a platform built to streamline operations and set you up for long-term success.