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Cloudsquare
IT 服务与咨询
Woodland Hills,CA - California 4,409 位关注者
Innovative Salesforce Solutions. Lifelong Consulting Partners?
关于我们
Cloudsquare, is a premier Salesforce consulting partner specializing in solutions tailored for financial services. We pride ourselves on being the provider of choice for ambitious, forward-thinking organizations aiming to elevate their operations to the next level. Cloudsquare's excellence has been recognized by industry leaders, is listed on the Inc. 5000 as one of America’s fastest-growing companies and is consistently rated as a top service provider on platforms like Salesforce AppExchange, G2, Clutch and Manifest. Our services include: - Salesforce Consulting - Salesforce Implementation - Salesforce Development - Salesforce Data Migration & Analytics - Process design and user experience - Managed Services - Salesforce Quickstart - Salesforce Healthcheck - 3rd Party App Integration & Development Salesforce Products we work with: - Sales Cloud - Platform - Integration - Service Cloud - Financial Services Cloud - Analytics - Marketing Cloud - CPQ Billing - AppExchange - Experience Cloud - Tableau - Chatbot Cloudsquare's Software Products built on Salesforce: - Cloudsquare Broker: Merchant Cash Advance CRM - Cloudsquare Lend: End-to-end lending platform for the Small Business Lending Sector - Cloudsquare Submit: Intuitive Submissions Channel - Thomson Reuters CLEAR Integration for Salesforce - Custom Integration - Cloudsquare Credit: Lightweight credit check app, powered by Experian - Custom integration - Cloudsquare BankLink: Bank verifications app, powered by Plaid - Custom Integration ** most of our products are available with a 90-day free trial. Installation service fees may apply.
- 网站
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https://link.cloudsquare.io/qP4L
Cloudsquare的外部链接
- 所属行业
- IT 服务与咨询
- 规模
- 11-50 人
- 总部
- Woodland Hills,CA - California
- 类型
- 私人持股
- 创立
- 2018
- 领域
- Salesforce.com、Force.com 、Application Development、Business Process Improvement、Salesforce Implementation、Ongoing Services & Support、Salesforce Customization、Salesforce Integration、Custom Application Development、Sales Management & Consulting、Content Marketing、Pardot、Email Marketing、Marketing Automation、Merchant Cash Advance、Alternative Business Lending、Tableau、CPQ、Salesforce 360、Equipment Finance、Loan Management System和Loan Origination System
地点
Cloudsquare员工
动态
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What an incredible time at deBanked CONNECT Miami 2025! ???? Meeting face-to-face with the amazing industry leaders shaping the future of lending was truly invaluable. THANK YOU to our incredible customers, whom we were able to meet in person! 2M7 Financial Solutions 1st Commercial Credit Fundible LendPilot LLC Lexington Capital Holdings. Thank you for taking the time to connect with us! Your trust in Cloudsquare fuels our passion for innovation, and we remain dedicated to delivering the best technology and support to help you scale, streamline, and succeed. We hope to always make a lasting impact—not just in our technology, but in the relationships we build. Your success is our success! Looking forward to what’s ahead! Let’s continue transforming the industry together. ?? Connect with us here ?? https://lnkd.in/e2wKfJjA
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The lending industry moves fast—are you keeping up? At Cloudsquare, we know that manual processes, submission delays, and disorganized documentation can cost brokers and lenders time, deals, and revenue. That’s why we’re excited to introduce the Credibly Lender API Integration, a game-changer for Cloudsquare. With this integration, brokers and lenders can:? ? Automate application submissions and eliminate manual data entry.? ? Upload bulk files instantly for a smoother approval process.? ? Receive real-time status updates to stay informed at every step.? ? Reduce errors and delays, ensuring faster funding decisions.? ? Decline Reasons Information – Credibly provides detailed decline reasons to help brokers refine applications.? ? File Upload Status Information – Get real-time updates on file uploads to keep track of document processing.? Seamlessly integrated into Cloudsquare, this end-to-end lending solution transforms how you manage deals—giving you more efficiency, fewer headaches, and better results. ?? Are you ready to streamline your lending process? Learn more here ??https://lnkd.in/eSEbNyz6 #Salesforce #Fintech #Cloudsquare #LendingSolutions #ProductUpdate #MerchantCashAdvance #MCA #AlternativeLending #SmallBusinessLending #WorkingCapital #EquipmentFinance #LoanOrigination #LoanOriginationSystem #LendingSoftware #LoanManagementSystem #CRM #LOS #deBanked #DailyFunder #MonitorDaily #SalesforceFins #SalesforcePartners #SalesforceCommunity #LendingPlatform
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? deBanked Connect Miami - Thank You from Cloudsquare! ? What an incredible time at deBanked CONNECT Miami! ????? We’re beyond grateful for the opportunity to connect with so many amazing brokers, lenders, and industry leaders. We want to extend a huge thank you to Sean Murray and the entire deBanked team for organizing such an outstanding event that brings the MCA community together and continues to push the industry forward.?? We’re also grateful for our amazing partners, Thomson Reuters , whose CLEAR solution enhances risk assessment for lenders, and Heron Data, who powers our soon-to-be-released IntelliParse solution, making financial data analysis smarter and more efficient.? ? To our incredible customers and everyone who stopped by the Cloudsquare booth—thank you for taking the time to connect with us! Your success is our success!?Connect with us here ?? https://lnkd.in/e2wKfJjA
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Are you ready to close more deals, faster? ?? We’re excited to announce our latest integration with Rapid Finance, a trusted leader in MCA lending. This seamless connection within Cloudsquare Broker means: ? API Submissions – No more manual data entry, submit deals effortlessly!? ? Bulk File Uploads – Attach necessary documents directly in the CRM.? ? Instant Offer Generation – Provide funding options in real time.? ? Lightning-Fast Approvals – Get decisions quickly and fund merchants faster.? With Cloudsquare’s MCA technology + Rapid Finance’s flexible funding, you can streamline operations, enhance efficiency, and maximize funding potential. ?? Want to learn more?? Read the full blog here ???https://lnkd.in/e5NN6eBc #Salesforce #Fintech #Cloudsquare #LendingSolutions #ProductUpdate #MerchantCashAdvance #MCA #AlternativeLending #SmallBusinessLending #WorkingCapital #EquipmentFinance #LoanOrigination #LoanOriginationSystem #LendingSoftware #LoanManagementSystem #CRM #LOS #deBanked #DailyFunder #MonitorDaily #SalesforceFins #SalesforcePartners #SalesforceCommunity #LendingPlatform?
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We’re thrilled to announce that Cloudsquare has officially been recognized as a Salesforce Crest Partner! ?? This milestone isn’t just a badge—it’s a testament to our expertise, innovation, and commitment to delivering high-impact solutions for brokers and lenders in the MCA and lending space. ?? Why This Matters:? 1. Recognized by Salesforce for exceptional performance, customer success, and deep industry expertise.? 2. Builders of the best MCA CRM and loan origination software, designed to streamline workflows, optimize lending, and drive growth.? 3. Proven success with top-rated Salesforce implementations featured on Salesforce AppExchange, G2, and Clutch.? At Cloudsquare, we don’t just implement Salesforce—we transform lending operations with cutting-edge technology, seamless integrations, and automation that helps our clients scale. ? A huge thank you to our customers, partners, and team! This achievement is a shared success, and we’re excited to keep pushing the boundaries of what’s possible in lending tech. ?? Want to know more about this big milestone and what it means for the future of lending? Read the full story here ?? https://lnkd.in/efdNkXef #Salesforce #Fintech #Cloudsquare #LendingSolutions #ProductUpdate #MerchantCashAdvance #MCA #AlternativeLending #SmallBusinessLending #WorkingCapital #EquipmentFinance #LoanOrigination #LoanOriginationSystem #LendingSoftware #LoanManagementSystem #CRM #LOS #deBanked #DailyFunder #MonitorDaily #SalesforceFins #SalesforcePartners #SalesforceCommunity #LendingPlatform
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?? Faster Funding, Smarter Lending – Cloudsquare’s OnDeck Integration is Here! We’re excited to introduce the OnDeck API Integration for Cloudsquare Broker, the ultimate Merchant Cash Advance (MCA) CRM! This game-changing integration helps brokers streamline submissions, secure approvals faster, and optimize workflows to close more deals efficiently. ?? Why It Matters for Brokers:? ? Seamless API Submission – Submit complete applications in one step.? ?? Bulk File Upload & Real-Time Tracking – Manage high-volume applications effortlessly.? ?? Real-Time Offers – Get customized loan offers as soon as they’re available.? ?? Actionable Decline Insights – Improve approvals with smarter data.? ? Decline Reasons Information – Understand why applications were rejected and improve future submissions.? ?? File Upload Status Tracking – Monitor uploaded files in real time for a smoother process. With Cloudsquare + OnDeck, brokers can elevate their lending game and provide merchants with faster, more transparent lending options. ?? Ready to see how this integration can transform your business?? Check out the full details here ?? https://lnkd.in/emF37RNm #Salesforce #Fintech #Cloudsquare #LendingSolutions #ProductUpdate #MerchantCashAdvance #MCA #AlternativeLending #SmallBusinessLending #WorkingCapital #EquipmentFinance #LoanOrigination #LoanOriginationSystem #LendingSoftware #LoanManagementSystem #CRM #LOS #deBanked #DailyFunder #MonitorDaily #SalesforceFins #SalesforcePartners #SalesforceCommunity #LendingPlatform?
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?? Meet Cloudsquare at deBanked CONNECT Miami & Win $500! ?? We’re excited to announce that Cloudsquare will be sponsoring deBanked CONNECT Miami on February 20 at Fontainebleau Miami Beach! ??? ?? Discover how our lending platform is transforming the way brokers and lenders operate. From streamlining workflows to closing deals faster, we’re here to help you stay ahead in the competitive Merchant Cash Advance (MCA) industry. ?? Stop by to meet our team in person: ? Jeffrey Morgenstein – CEO ? Dennis Mikhailov – COO ? Carla Caceres – Account Executive ? Check out the demo to learn more about Cloudsquare and connect with us here!?https://lnkd.in/dtXcAphT ?? Don’t Miss Out! Stop by our booth and schedule a demo to enter our $500 Amazon gift card giveaway—just one more reason to connect with us at the event!?https://lnkd.in/dtNzyeUU
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?? Stop Manual Submissions & Boost Efficiency with Cloudsquare’s CAN Capital Integration! We’re excited to announce the addition to Cloudsquare, the ultimate Merchant Cash Advance CRM: the CAN Capital Lender API Integration! This game-changing tool makes managing your lending operations faster, easier, and more effective than ever. ?? Here’s what this powerful integration brings to your business: ? Smarter API Submissions: Submit complete applications with all necessary documents in one streamlined step.? ?? Transparent File Management: Upload additional documents to existing applications and track their status in real-time.? ?? Real-Time Offers: Receive customized funding offers as soon as they’re available.? ?? Actionable Decline Insights: Understand application declines to improve future submissions and drive higher approvals.? With 15+ lender API integrations, Cloudsquare ensures seamless workflows, scalability, and unmatched efficiency to help brokers succeed. ?? Ready to transform your workflow and close deals faster?? Check out the full details here:?https://lnkd.in/d_ntdU_E #Salesforce #Fintech #Cloudsquare #LendingSolutions #ProductUpdate #MerchantCashAdvance #MCA #AlternativeLending #SmallBusinessLending #WorkingCapital #EquipmentFinance #LoanOrigination #LoanOriginationSystem #LendingSoftware #LoanManagementSystem #CRM #LOS #deBanked #DailyFunder #MonitorDaily #SalesforceFins #SalesforcePartners #SalesforceCommunity #LendingPlatform
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Cloudsquare转发了
?? Exciting News: Cloudsquare Broker MCA CRM Integrates with Bitty for Hassle-Free API Submissions! ?? Cloudsquare Broker, the leading CRM for Merchant Cash Advance brokers, now features the latest Lender API Integration with Bitty Advance. This integration enables brokers to deliver faster submissions, minimize errors, and enhance customer satisfaction. It empowers your business by: ? Streamlining submissions: Submit applications directly through the API—no emails or manual entry.? ?? Simplifying file management: Upload multiple documents in bulk to save time and focus on closing deals.? ?? Offer Generation: Bitty sends offer back right into Cloudsquare Broker without you having to leave your system? ?? Accelerating deal closures: Instant approvals ensure you can deliver results when it matters most.? This integration is built to help your business scale efficiently while providing outstanding service to your merchants. ?? Want to see how these updates could work for you? ?? Learn how it works here: https://lnkd.in/eBGx2ipe #Salesforce #Fintech #Cloudsquare #LendingSolutions #ProductUpdate #MerchantCashAdvance #MCA #AlternativeLending #SmallBusinessLending #WorkingCapital #EquipmentFinance #LoanOrigination #LoanOriginationSystem #LendingSoftware #LoanManagementSystem #CRM #LOS #deBanked #DailyFunder #MonitorDaily #SalesforceFins #SalesforcePartners #SalesforceCommunity #LendingPlatform