How TurboFunding Saw Measurable ROI Within Two Months of Launching Cloudsquare

TurboFunding was growing in the fast-moving alternative lending market, but its internal processes were slowing the team down. Deals were being managed through spreadsheets, emails, and manual CRM workflows, making it harder to track submissions, documents, stakeholders, and next steps.

With Cloudsquare, TurboFunding replaced scattered workflows with a Salesforce-native lending platform built for alternative lending. Within two months of going live, the team increased application volume by 15%, funding volume by 12%, and funded deals by 8%, while saving about 30 minutes per deal.

Before Cloudsquare, TurboFunding’s team was moving fast, but its systems were not built to keep up. Deals were being managed through spreadsheets, emails, and manual CRM processes, creating too much friction in a business where speed can make or break a funding opportunity.
The team faced several operational challenges:

• Scattered deal information: Notes, documents, emails, and submission details were not always easy to find when reps needed them.
• Too much time spent tracking deals: The team was spending valuable time chasing updates instead of focusing on prospecting and revenue-generating activity.
• Manual submission workflows: Preparing files, organizing documents, and managing lender submissions required too much backend effort.
• Limited visibility when team members were unavailable: When one representative was out of office, the team struggled to locate key deal information, which ultimately caused TurboFunding to lose a deal.
• Outdated technology holding back growth: TurboFunding realized its existing process was not strong enough to support the speed, visibility, and scale the business needed.

“I think we were spending more time tracking the deal than actually prospecting for the deal,” said Vivek Singh, Co-Founder of TurboFunding.

TurboFunding chose Cloudsquare because it fit directly into the company’s technology stack and was built natively on Salesforce with alternative lending as its focus. For Vivek and his team, that meant Cloudsquare was not just another CRM that needed to be forced into their workflow. It was already designed around the way companies like TurboFunding operate.

Cloudsquare gave TurboFunding a more connected way to manage deal activity, documents, submissions, and lender workflows from one platform.

Implementation also exceeded expectations. Vivek noted that although he expected an implementation period, Cloudsquare’s team was knowledgeable, kind, and easy to work with, making the rollout smooth from the start.

“With Cloudsquare, it’s not about hiring anymore. It’s a much more efficient system,” shared Vivek Singh.

Within two months of launching Cloudsquare, TurboFunding saw measurable business impact:

• 15% increase in application volume
• 12% increase in funding volume
• 8% increase in funded deals
• 30 minutes saved per deal

About 2 more hours per rep shifted from backend work to revenue-generating activity

The biggest workflow improvement came from one-click lender submissions. Instead of managing separate folders, dragging documents into emails, and manually handling resubmissions, the team could upload files and submit deals with a click. That made submissions and resubmissions faster, cleaner, and easier to manage.

“We’ve saved about half an hour per deal, which is very significant when dealing with the alternative lending space,” Vivek explained.

Cloudsquare changed how TurboFunding scales.

Instead of relying only on hiring more people to increase output, TurboFunding can now create more volume per rep. Vivek explained that Cloudsquare helped the team reach more customers, close more deals, increase funding volume, and focus on scaling each rep’s book of business rather than simply adding headcount.

The platform also improved the day-to-day experience for the sales team. Reps are spending less time locked into backend tasks like organizing statements, merging files, and tracking submissions. That has shifted more energy toward prospecting, customer conversations, and revenue-generating work.

For TurboFunding, Cloudsquare has become a critical part of its backend infrastructure, helping the company move faster, operate with more precision, and stay focused on serving business owners.

“We’re now able to create more volume per rep, which has led to a big positive impact in the bottom line,” concluded Vivek Singh, Co-Founder of TurboFunding.