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Cloudsquare Reviews & Provider Details

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.

Seller

Cloudsquare

Discussions

Cloudsquare Community

Languages Supported

English, Portuguese, Russian, Spanish

Services Offered

Loan Origination Software, Loan Servicing Software, Loan Management System, Salesforce Implementation, Salesforce Development

Locations Serviced

Canada, United States

Overview by

Dennis Mikhailov (Director of Sales and Marketing)

Pricing

Pricing provided by Cloudsquare.

Broker

$95.00

1 User Per Month

Lend

$175.00

1 User Per Month

View More Pricing Information

Top-Rated Alternatives

Salesforce Customer Success

View All Alternatives

Cloudsquare Media

Innovative Salesforce Solutions. Lifelong Consulting Partners

Cloudsquare delivers innovative and future proof Salesforce Solutions, and client partnerships that last a lifetime

From Salesforce to Industries Expertise

U.S. Based company, with an international presence

Services, products and systems enhancements to help you get the most out of the Salesforce platform

From small business to enterprise, Cloudsquare partners with passionate people and organizations like yours

G2 reviews are authentic and verified.

Here's how.

John M.

IT admin

Small-Business (50 or fewer emp.)

1/27/2023

"Our Company has been rebuilt for success"

5/5

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Recommendations to others considering Cloudsquare:

If you are looking for a professional consultant, this is the company to go to Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Response from CloudSquare CS of Cloudsquare

edit

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.

Lisa K.

Corporate Sales Coordinator

Mid-Market (51-1000 emp.)

8/24/2022

"True Collaborative Partnership!"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Cloudsquare?

We have been open to suggestions and changed our path accordingly to great recommendations. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What problems is Cloudsquare solving and how is that benefiting you?

Cloudsquare is helping with the specialized design and implementation of our CRM tool. Review collected by and hosted on G2.com.

Response from Carla Caceres of Cloudsquare

edit

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!

Verified User in Textiles

Mid-Market (51-1000 emp.)

10/28/2020

"A Valuable Asset to Anyone looking to implement Salesforce."

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering Cloudsquare:

Cloudsquare is an excellent asset to anyone looking to implement Salesforce Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Giles P.

Digital Marketing Specialist

Small-Business (50 or fewer emp.)

3/8/2020

"Most Practical Way to Learn About Your Customers"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Daniel F.

Director of Information Technology

Small-Business (50 or fewer emp.)

4/25/2019

"Cloudesquare Brokersuite"

5/5

Describe the project or task Cloudsquare helped with:

Cloudsquare has done a phenomenal job helping us with Brokersuite, configuring, training and support! Review collected by and hosted on G2.com.

What do you like best about Cloudsquare?

The People, Process and Product are amazingly professional, efficient, supportive and nice. Review collected by and hosted on G2.com.

What do you dislike about Cloudsquare?

Nothing to dislike, have not any issues since we started using Cloudsquare's Brokersuite. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Real Estate

Mid-Market (51-1000 emp.)

10/8/2019

"Great"

3.5/5

Describe the project or task Cloudsquare helped with:

More efficient sales force Review collected by and hosted on G2.com.

What do you like best about Cloudsquare?

Efficiency and streamlining. Improved performance in several measurable categories. Review collected by and hosted on G2.com.

Verified User in Media Production

Mid-Market (51-1000 emp.)

4/22/2019

"Very Good Experience"

4/5

Describe the project or task Cloudsquare helped with:

SalesForce configuration Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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? Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

David O.

president

Small-Business (50 or fewer emp.)

5/3/2019

"Good service"

5/5

Describe the project or task Cloudsquare helped with:

trying to figure out why attachments are not getting saved on sent emails. Review collected by and hosted on G2.com.

What do you like best about Cloudsquare?

they understood my problem and guided me towards solutions. Review collected by and hosted on G2.com.

What do you dislike about Cloudsquare?

the problem still isn't resolved but it's a Salesforce issue. Review collected by and hosted on G2.com.

Recommendations to others considering Cloudsquare:

know your goal before you start. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Igor M.

Mid-Market (51-1000 emp.)

7/3/2018

"Had a fantastic experience working with Cloudsquare!"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Hospitality

Mid-Market (51-1000 emp.)

1/18/2019

"Manage Client Relationships"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.