Automation

Explore the comprehensive automation features that we offer.

In addition to full-time, back-office staffing solutions, unleash a full suite of business tools to scale your firm.

Handle your business like a seasoned pro using CLOUDIT, the comprehensive business software that fosters team collaboration and streamlines client interactions while saving you hundreds of thousands in the process.

Unified Excellence: The Pillars of Our Premium Service Suite

CORE ADVANTAGES:

◦ YOUR BRAND, OUR TOOLS

◦ HI-TECH AUTOMATION

◦ REMOTE STAFFING SOLUTION

◦ ONE DASHBOARD®

◦ ONE PRICE

◦ ONE LOGIN

CLIENT PORTAL SOFTWARE + YOUR BRANDING

+ CRM & Automations
+ Custom Dashboards
+ Marketing & Lead Generation
+ Client Onboarding and member access
+ Project & Task Management
+ Invoicing & Subscriptions
+ File Storage & Transfer
+ Appointment Booking Automations
+ Project, Templates & Automations
+ Email Marketing & Drip Campaigns
+ eSigning & Contracts
+ Support Tickets
+ Secure Email Messaging & Live Chat

CRM + Automation

Automate Your Lead Generation & Onboarding Process

Create & configure multiple acquisition & onboarding funnels designed to efficiently convert leads into happy customers.

Embed Kickoff Form on your website
Unlimited Custom Fields in CRM
Customize the Client Portal experience
Automate Your Onboarding process
Create Funnel/Landing Pages to Suit

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White Label Portal + Mobile App

Customize Your Client Portal Experience With Your URL, Logo & Colors

Your clients & staff will access your portal via your custom URL & a fully customizable login screen. Or, they can install your white label mobile app on their phone/tablet and always be in touch, even on the go.

Portal can be setup on your URL
White label mobile app is included
Fully branded login page
Fully white labeled email notifications
Users never see the CLOUDIT branding

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Onboarding + Custom Dashboards

Clients' unique data is seamlessly integrated into their assigned Custom Dashboard

Each client will see their own data, status and/or files. Get a head start with pre-built dashboard templates and info pages. Embed iFrames, YouTube & Vimeo videos, or any other embeddable widget directly into your Client Portal.

Assign a custom dashboard to each client
Set custom dashboard as the ‘Start Page’
Each client uniquely sees their own data

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Invoicing + Subscriptions

Get Paid Online + Subscription Payments + Membership Site

We offer a complete solution for sending invoices & receiving payments directly in the portal + a fully featured Subscription Payment & Membership Site solution that provides powerful subscription management options for both you and your clients.

Quickly create Invoices that can be paid online
Auto-convert estimates to invoices
Invoice both ‘one-time’ & subscription items
Clients can manage & cancel subscriptions
Securely store ‘payment methods on file’

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LMS Learning + Monetization

Integrate Learning into your Business

Organizing your hard-won knowledge into an online course can be a great asset to your business or organization! Monetize your courses, use them as lead generators, train your staff or simply educate your clients! There are dozens of creative use cases that make LMS an invaluable tool in your arsenal.

Create courses for clients and staff
Build beautiful courses using our drag & drop editor
Lock content until previous lessons are completed
Easily embed video, images, charts, etc.
Allows for multiple courses configured in separate products

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Client Onboarding + Member Access

Onboarding Clients on Autopilot

Take control of your processes by defining the workflows and inviting your leads, prospects & clients into a journey of your own design. Automated systems will let you take on more clients & grow your bottom line!

Start the onboarding using Kickoff Forms on your website
Automatically move Prospects through a journey
No-Code Automations make it easy to build autopilot systems
Direct the path of a Prospect/Client based on the choices they make
Designed to be flexible and adaptable to your workflow

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Woman holding coffee cup, looking at her laptop

Cloud File Storage + Transfer

Securely storing, sending and sharing files has never been easier.

Upload those files, done! Download these files, check! Using a client portal to share files gives you specific tools designed to do the exact job you need, do it quickly and efficiently, and all the while protecting and promoting your brand.

Client files are securely insulated
Integrate file(s) upload into onboarding
Use file requests to ask clients to upload
Send/share files of any size to anyone
Shared folders are powerful & flexible

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Cloud Proposals + eSigning

Send beautiful Proposals online & Prospects can easily review & accept

Design content-rich, multi-page Proposals that can automatically trigger other actions when accepted (Invoice auto-creation, additional Documents, etc.)

Proposal are viewed & eSigned online
Prospect/Client does not need to log in to view
Auto-generate Invoice when Client accepts
Templates prevent repetitive work
Signature is documented & 100% legal

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Appointment Booking + Automations

Each member of your team can create a stand-alone ‘booking page’ or embed their widget on your website

Powerful options to control appointment length, time between appointments, etc. You can configure all of the details related to each appointment type, and set up automated actions that happen when a time is booked.

Can be used by your entire team
Leads can book directly from your website
Create a ‘Book me’ landing page with custom URL
Sync appointments to your Google calendar
Admin can book on behalf of others

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Projects + Templates + Automation

Manage your team & keep your clients updated & involved. Templates & automations eliminate repetitive work.

Nothing is ever more than a few clicks away, ensuring you always have what you need right at your fingertips. Easily track time spent on a particular Project or Task, and add that time as a billable item on an Invoice.

Task Templates & Generators eliminate repetition
Design a workflow, then automate the steps
Task timers allow for granular time tracking
Easily convert tasks/projects into Invoices
Kanban boards simplify organization

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Email Marketing + Drip Campaigns

Easily add Contacts to your Marketing Audiences & automatically move them to new Audiences based on triggers/actions

Email Campaigns can be created and sent at a particular date and time, whereas Autoresponders/Drips can be set up to send automatically on a schedule to any new email address you add to your Audiences.

Add manually or via embedded form
Send campaigns manually or schedule them
Campaign Templates let you re-use base design
Import your existing subscriber list via CSV
Track campaign opens and clicks

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E-Signing + Contracts

Rapidly Generate Documents for e-Signing

Say goodbye to your current e-Signature solution, and say hello to dynamically generated contracts that will save you TONS of time, eliminate mistakes, streamline your workflow & reduce your onboarding time.

Document Templates with Dynamic Data for use in Automations
Trigger a Document to be sent/signed on autopilot
Fully compliant Audit Trail including IP address
Notifications when a Document is viewed, signed, and completed
Trigger a variety of automatic actions after the Document is signed

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Slack message with team communicating and collaborating in app on desktop and mobile.

Support Tickets

Streamline your customer support workflow!

Use Custom Inboxes, Priorities & Tags to define your internal systems, processe, and escalation procedures to ensure that tickets are handled according to your business requirements. Powerful Permissioning lets you control exactly which Staff members can view and respond to support requests.

Provide a dedicated Customer Support channel right inside your own White Label Client Portal
Create Custom Inboxes, Priorities & Tags to help organize your Support workflow
Powerful filtering & search lets you easily segment and identify specific scenarios
Configure a custom support email address that can automatically create tickets
Define exactly which members of your Staff can view, respond to, or re-assign Support Tickets

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Secure Messaging + Live Chat

Communicate seamlessly with Client and your Team in a secure & organized way

Your own private & secure messaging network directly inside your Portal. Send Secure Messages to a one or more Client(s) or Staff member(s). Live Chat keeps your Team in collaborative sync.