--- 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: '2026-08-10' parent\_category: name: Ecosystem Service Providers url: https://www.g2.com/categories/ecosystem-service-providers --- # Cloudsquare Reviews & Provider Details Claimed ###### Profile Status This profile is currently managed by Cloudsquare but has limited features. Are you part of the Cloudsquare team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! 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](https://www.g2.com/sellers/cloudsquare) Discussions [Cloudsquare Community](https://www.g2.com/products/cloudsquare/discuss) 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) Show More ## Pricing Pricing provided by Cloudsquare. ### Broker $95.00 1 User Per Month ### Lend $175.00 1 User Per Month [ View More Pricing Information ](https://www.g2.com/products/cloudsquare/pricing) ## Top-Rated Alternatives [ ![Salesforce Customer Success](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Salesforce Customer Success") Salesforce Customer Success 4.4/5(388) ](https://www.g2.com/products/salesforce-customer-success/reviews) [ ![SmartSites](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "SmartSites") SmartSites 4.9/5(259) ](https://www.g2.com/products/smartsites/reviews) [ ![webdew](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "webdew") webdew 4.9/5(223) ](https://www.g2.com/products/webdew/reviews) [ View All Alternatives ](https://www.g2.com/products/cloudsquare/competitors/alternatives) ## User Insights Average based on 10 real user reviews. Typical contract price $0k - $0k [Sign in to view](/login) Per Month [Log in to unlock pricing and user insights](/login) JM 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. Show More Response from CloudSquare CS of Cloudsquare [Editedit](https://www.g2.com/survey_responses/cloudsquare-review-7644607/official_response/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. Validated ReviewerIncentivizedSource: G2 invite LK 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. Show More Response from Carla Caceres of Cloudsquare [Editedit](https://www.g2.com/survey_responses/cloudsquare-review-7029089/official_response/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! Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Textiles](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Textiles") GT 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. Show More Validated ReviewerSource: Organic ![Giles P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Giles P.") GP 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. Show More Validated ReviewerIncentivizedSource: G2 invite ![Daniel F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Daniel F.") DF 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. Show More Validated ReviewerIncentivizedSource: G2 invite DO 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. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Igor M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Igor M.") IM 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. 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. Review collected by and hosted on G2.com. Recommendations to others considering Cloudsquare: Make sure you get a partner that is an expert in Salesforce. Cloudsquare was amazing. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Seller invite ![Verified User in Hospitality](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Hospitality") PH 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. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ## Questions about Cloudsquare? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Cloudsquare ](https://www.g2.com/products/cloudsquare/discussions/new) GU Guest User What is Cloudsquare used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-cloudsquare-used-for) [ View all Discussions ](https://www.g2.com/products/cloudsquare/discuss) ## Pricing Options Pricing provided by Cloudsquare. ### Broker $95.00 1 User Per Month ### Lend $175.00 1 User Per Month [ View More Pricing Information ](https://www.g2.com/products/cloudsquare/pricing) ##### Categories on G2 [HubSpot Consulting Services](https://www.g2.com/categories/hubspot-consulting-services)[Salesforce Consulting Services](https://www.g2.com/categories/salesforce-consulting-services)[Salesforce Channel Partners](https://www.g2.com/categories/salesforce-channel-partners) ##### Explore More [Popular sales training systems for mobile teams](https://www.g2.com/discussions/popular-sales-training-systems-for-mobile-teams)[Most reliable HR software for mid-sized companies](https://www.g2.com/discussions/most-reliable-hr-software-for-mid-sized-companies)[Which database DevOps platforms automate schema deployments through CI/CD pipelines without manual release scripts?](https://www.g2.com/discussions/which-database-devops-platforms-automate-schema-deployments-through-ci-cd-pipelines-without-manual-release-scripts) [What is the best platform for tracking website performance metrics?](https://www.g2.com/discussions/what-is-the-best-platform-for-tracking-website-performance-metrics)[Best tools for managing multilingual knowledge bases](https://www.g2.com/discussions/best-tools-for-managing-multilingual-knowledge-bases)[Which M&A software platforms deliver the fastest time to value for distributed remote teams?](https://www.g2.com/discussions/which-m-a-software-platforms-deliver-the-fastest-time-to-value-for-distributed-remote-teams) [Show MoreShow Less](javascript:void(0);)