--- title: Cloudsquare Reviews meta_title: 'Cloudsquare Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 10 reviews by the users' company size, role or industry to find out how Cloudsquare works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 10 scale: '5' date_modified: '2026-06-22' parent_category: name: Ecosystem Service Providers url: https://www.g2.com/categories/ecosystem-service-providers --- # Cloudsquare Reviews **Vendor:** Cloudsquare **Category:** [Salesforce Consulting Services](https://www.g2.com/categories/salesforce-consulting-services) **Average Rating:** 4.7/5.0 **Total Reviews:** 10 ## About Cloudsquare Cloudsquare is the most robust end-to-end lending platform, powered by Salesforce. The loan origination software and loan servicing software is designed to help lenders and brokers automate, streamline, and scale their lending operations. It provides a comprehensive suite of modules that manage the entire lending lifecycle, from application to repayment, while offering unmatched flexibility, automation, and integration capabilities. Cloudsquare serves a variety of lending verticals, including equipment financing, merchant cash advances, term loans, and more. The platform is ideal for organizations seeking to eliminate inefficiencies, improve borrower and partner experiences, and drive smarter decisions with real-time insights. Built on Salesforce, Cloudsquare ensures security, scalability, and customization to adapt to any business need. As a completely customizable platform, Cloudsquare enables users to automate workflows, simplify processes, and integrate seamlessly with third-party systems and APIs. Loan Origination Software \* Automates application intake, credit decisioning, and document management. \* Offers customizable workflows to streamline approvals and enhance borrower onboarding. \* Dynamic assignment rules optimize deal distribution across teams. Loan Servicing Software \* Tracks repayments, disbursements, and balances with ease. \* Provides real-time visibility into borrower accounts for better decision-making. \* Offers robust reporting and analytics to manage risk and monitor portfolio performance. Flexible Automation \* Customizable settings allow users to tailor the system to their unique requirements. \* Automates repetitive tasks, reducing errors and improving operational efficiency. \* Supports ACH processing and dynamic disbursements to simplify payments. Real-Time Analytics and Insights \* Advanced reporting tools provide actionable data for risk management and business optimization. \* Dashboards offer a holistic view of lending operations, helping users track key metrics. Seamless Integration \* Easily connects with third-party apps and APIs for enhanced functionality. \* Integrates with existing tools to provide a unified, end-to-end lending solution. \* Supports syndication and accounting features to manage complex financial processes. Benefits of Cloudsquare 1. Improved Efficiency with Prebuilt Lending Workflows: Automates manual workflows, saving time and reducing errors. 2. Enhanced Borrower Experience: Delivers seamless, transparent processes from application to repayment. 3. Data-Driven Decisions: Offers real-time insights and analytics to optimize lending strategies. 4. Regulatory Compliance: Ensures adherence to industry standards with advanced risk and compliance tools. 5. Scalability: Grows with your business through customizable settings and a robust Salesforce foundation. Cloudsquare eliminates inefficiencies, accelerates growth, and enables businesses to deliver unparalleled borrower and partner experiences. By combining automation, customization, and integration, it stands out as a definitive solution for lending and brokering success. Whether you’re a small broker or an enterprise lender, Cloudsquare’s loan origination software and loan servicing software empower you to optimize your operations and achieve your growth goals. ## Cloudsquare Reviews ### 1. Our Company has been rebuilt for success **Rating:** 5.0/5.0 stars **Reviewed by:** John M. | IT admin, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2023 **What do you like best about Cloudsquare?** I love their personal touch to every project. Nothing feels generic or cookie-cutter. The team pays attention to the needs and details **What do you dislike about Cloudsquare?** Some ideas were not understood right away but this is something the team was very understanding about and immediately fixed **Recommendations to others considering Cloudsquare:** If you are looking for a professional consultant, this is the company to go to **What problems is Cloudsquare solving and how is that benefiting you?** We were able to adjust our business strategy to target a wider audience and find clients that required our services more easily **Official Response from CloudSquare CS:** > Thank you, John! Every project is essential for us. Our team is very thorough during the discovery session, so we can deliver the best-personalized solutions that'd fit your unique requirements. ### 2. True Collaborative Partnership! **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa K. | Corporate Sales Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2022 **What do you like best about Cloudsquare?** Cloudsquare's business acumen is spot on making the planning process easier and the turnaround time faster than expected. What we were trying to accomplish was complex and needed outside expertise to achieve our goals. We were lucky enough to come across Cloudsquare in our consultant search. **What do you dislike about Cloudsquare?** We have been open to suggestions and changed our path accordingly to great recommendations. **Recommendations to others considering Cloudsquare:** If you are looking for a trusted partner to fully understand your needs and exceed your expectations, the team at Cloudsquare is it. **What problems is Cloudsquare solving and how is that benefiting you?** Cloudsquare is helping with the specialized design and implementation of our CRM tool. **Official Response from Carla Caceres:** > Hi Lisa, Thank you for review! It means a lot to us knowing that we are doing the best in our capabilities to help your team and company succeed! It is our pleasure working with you and your team! ### 3. A Valuable Asset to Anyone looking to implement Salesforce. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Textiles | Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2020 **Describe the project or task Cloudsquare helped with:** Cloudsquare was contracted for consult on a Salesforce implementation for SalesCloud, Service Cloud, and CPQ with an integration to our legacy ERP system. They handled both the requirements gathering and configuration. **What do you like best about Cloudsquare?** Cloudsquare is excellent at wading through ambiguous requirements. Despite the complexity of our needs they were able to come up with a comprehensive and user friendly design. **What do you dislike about Cloudsquare?** There was some turn over or staff during the project but they handled it well and there was no disruption to the project. **Recommendations to others considering Cloudsquare:** Cloudsquare is an excellent asset to anyone looking to implement Salesforce **What problems is Cloudsquare solving and how is that benefiting you?** We were in need of a CRM customization as part of an expansion initiative. ### 4. Most Practical Way to Learn About Your Customers **Rating:** 4.5/5.0 stars **Reviewed by:** Giles P. | Digital Marketing Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2020 **Describe the project or task Cloudsquare helped with:** My company experienced a decrease in sales for the last quarter. We wanted to engage with our target customers and improve satisfaction; while improving sales. The objective is to provide services to customers that would allow them to save money meanwhile integrating other services into one. We considered Cloudsquare to help with this project because of their flexible price point and their credible reputation. We trusted that the salesforce solutions would greatly increase our sales and customer retention for the next quarter. **What do you like best about Cloudsquare?** Cloudsquare is a great tool that gives life to my company's CRM platform. I like how Cloudsquare specializes in CRM support and implementation providing amazing solutions. Cloudsquare has definitely help us gain the most value from our CRM platform. We were able to track customers details and analyze data to create attainable goals for both the sales and marketing department. The sales and marketing department worked together to accomplish goals due to Cloudsquare ability to identify the problems we faced and such merge objectives to achieve the goals. **What do you dislike about Cloudsquare?** While Cloudsquare provides the best salesforce solutions to ones CRM platform but minimal user platform is disadvantage for small business on tight budgets. Cloudsquare got the job done on streamline our product and services but lacks major marketing automation. **Recommendations to others considering Cloudsquare:** Identify the problem your company is facing and create goals to address the problem. Next, you must review and analyze data to identify solutions to resolve the problems. **What problems is Cloudsquare solving and how is that benefiting you?** My company has benefited greatly from using Cloudsquare. Cloudsquare provided specific customer information that help us to fully engage with the customers, offer internal support and redefine customers shopping patterns and history. Now we are able to fully analyze market trends in detail and offer products and services that need those sales goal challenges. ### 5. Cloudesquare Brokersuite **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel F. | Director of Information Technology, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2019 **Describe the project or task Cloudsquare helped with:** Cloudsquare has done a phenomenal job helping us with Brokersuite, configuring, training and support! **What do you like best about Cloudsquare?** The People, Process and Product are amazingly professional, efficient, supportive and nice. **What do you dislike about Cloudsquare?** Nothing to dislike, have not any issues since we started using Cloudsquare's Brokersuite. **Recommendations to others considering Cloudsquare:** If you want a solid financial template for salesforce. Brokersuite is your best choice. You can modify to fit your needs but out of the box it works great. **What problems is Cloudsquare solving and how is that benefiting you?** I could have created their whole program, which I did my previous company. But it is very convenient to install Brokersuite in a short period time versus creating in 6 months. ### 6. Great **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** October 08, 2019 **Describe the project or task Cloudsquare helped with:** More efficient sales force **What do you like best about Cloudsquare?** Efficiency and streamlining. Improved performance in several measurable categories. **What do you dislike about Cloudsquare?** Don't really have any complaints. Pretty consistently hitting expectations. **What problems is Cloudsquare solving and how is that benefiting you?** Benefiting from timely completion of goal attainment. ### 7. Very Good Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Media Production | Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2019 **Describe the project or task Cloudsquare helped with:** SalesForce configuration **What do you like best about Cloudsquare?** They were very pleasant to work with, and very responsive the whole way through. The work was done quickly and efficiently. **What do you dislike about Cloudsquare?** I was really new to the software, so perhaps what could have made the experience better is if they had more creative ideas on how to configure things? **Recommendations to others considering Cloudsquare:** A very nice team to work with, and very helpful. I didn't do much price shopping before so I'm not exactly sure how expensive/inexpensive they are but might be worth looking into more than I did. **What problems is Cloudsquare solving and how is that benefiting you?** Just SalesForce config, but their changes definitely helped get it set up in a way that made it much more effective for our business. ### 8. Good service **Rating:** 5.0/5.0 stars **Reviewed by:** David O. | president, Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2019 **Describe the project or task Cloudsquare helped with:** trying to figure out why attachments are not getting saved on sent emails. **What do you like best about Cloudsquare?** they understood my problem and guided me towards solutions. **What do you dislike about Cloudsquare?** the problem still isn't resolved but it's a Salesforce issue. **Recommendations to others considering Cloudsquare:** know your goal before you start. **What problems is Cloudsquare solving and how is that benefiting you?** Streamlining our process in a customized way. Benefits are a uniform process everyone in our office understands. ### 9. Had a fantastic experience working with Cloudsquare! **Rating:** 5.0/5.0 stars **Reviewed by:** Igor M. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 03, 2018 **Describe the project or task Cloudsquare helped with:** The Cloudsquare team helped migrate the entire marketing and sales departments from paper to a build out of Sales & Service Cloud Lightning with Chatter. Also, they integrated several 3rd party apps including Five9 dialer, DocuSign, and Conga. **What do you like best about Cloudsquare?** Cloudsquare really spend the time understanding our biggest challenges and needs. They started the process with onsite discovery and presented a plan that outlined our requirements over several phases. Over the past 6 months, they were professional and we never experienced any delay of work. **What do you dislike about Cloudsquare?** We did not experience any flaws in their work and are overall very happy with the way the system was implemented. Nothing negative to say. **Recommendations to others considering Cloudsquare:** Make sure you get a partner that is an expert in Salesforce. Cloudsquare was amazing. ### 10. Manage Client Relationships **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** January 18, 2019 **Describe the project or task Cloudsquare helped with:** I was able to manage project and status plans. Task tracker was valuable in keeping up to date with everyday activities and projects. They demonstrated a willingness to engage with their client and understand the business. **What do you like best about Cloudsquare?** Their ability to learn your business and truly understand what you need for your company and to help you succeed is invaluable. They were consistent communicators, and were highly reliable when I needed them. **What do you dislike about Cloudsquare?** I just used Salesforce Consulting a few times and I never had any issues. I would highly recommend them to anyone looking for an exceptional client management firm. ## Cloudsquare Discussions - [What is Cloudsquare used for?](https://www.g2.com/discussions/what-is-cloudsquare-used-for) - [View Cloudsquare pricing details and edition comparison](https://www.g2.com/products/cloudsquare/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-22+23%3A16%3A16+-0500&secure%5Bsession_id%5D=07083597-4f77-4b62-886c-13aa180170ee&secure%5Btoken%5D=03103bc587a06c0cb196efef8d8b7e6d0b23d610cf218538ff7a1d7b5db0e996&format=llm_user) ## Cloudsquare Features **Planning** - Needs Assessment - Resource Allocation - Stayed within Budget - Statement of Work - Best Practices **Delivery** - Technical Expertise - Met Deadlines - Meeting Management - Project Updates - Scope Management - Roll-out **Support** - Go Live Support - Documentation - Training - Metrics - Admin Services **Team Quality** - Change Management Skills - Executive Presence - Vertical Expertise - Technology Partnerships ## Top Cloudsquare Alternatives - [Salesforce Customer Success](https://www.g2.com/products/salesforce-customer-success/reviews) - 4.4/5.0 (365 reviews) - [SmartSites](https://www.g2.com/products/smartsites/reviews) - 4.8/5.0 (252 reviews) - [webdew](https://www.g2.com/products/webdew/reviews) - 4.9/5.0 (223 reviews)