Cloudit

YOUR BRANDING

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:

CRM + Automation

Automate Your Lead Generation & Onboarding Process

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

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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.

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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.

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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.

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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.

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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!

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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.

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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.)

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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.

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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.

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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.

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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.

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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.

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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.

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Key Integrations with Powerful Apps & Systems

Let's Connect

Every great partnership starts with a conversation. We’re happy to connect through a 30-minute discovery call.