Stay Ahead. Scale Fast. Managed Services That Fuel Your Edge.
Your platform is live, and your business keeps evolving. Managed Services provides a dedicated team to handle enhancements, support, and strategy. No tickets. No rescoping. Just continuous momentum.
Trusted
Platform
Certified
Partner
#1 Rated
AppExchange
What is Managed Services?
Dedicated support to bring your vision to life
Your roadmap doesn’t stop at go-live—and neither should your support. With Managed Services, you get a dedicated team that works with you to continuously execute your roadmap, refine your workflows, and help you build toward what’s next.
Your Roadmap. Your Pace.
Your roadmap is always evolving—and with Managed Services, your platform can keep up. We meet weekly to revisit priorities, adjust focus, and deliver on what matters most to your team, whether that’s scaling, optimizing, or building new functionality.
Flexible & Scalable
As your needs grow, we grow with you. Whether you’re launching a new feature, supporting more users, or expanding your team, Managed Services gives you the flexibility to scale resources up or down—so you’re always equipped to move fast.
Simple Monthly Retainer
One monthly retainer. Unlimited opportunity. With Managed Services, you get a dedicated team under a simple contract—focused on keeping your platform running, optimized, and aligned to your roadmap without the hassle of per-hour billing.
What You Can Do With Managed Services
Your ideas & backlog: our to-do list
Need new automations? Reports? Training? Bug fixes? App integrations? Managed Services is your all-in-one support team. We help you tackle the projects, tweaks, and improvements that keep your team and platform running at full speed.
Automation & Configuration
Your Salesforce platform should work for you. We work with you to implement enhancements including new workflows, automation, fields, dashboards, permission updates, and more. Whether small adjustments or large process redesigns, we help optimize and scale your platform to meet your goals.
Integrations & Data Management
Your Salesforce platform should be the hub of your operations. We help you get there by connecting external tools, cleaning and migrating data, and building reliable integrations. Whether it’s AppExchange apps, APIs, or custom data flows, we make your systems work together effortlessly.
Support & Enablement
When your users have questions or when something breaks, we’re on it. From troubleshooting and user support to system tuning and training, we help you resolve issues fast and keep things running smoothly. We don’t just support your platform, we empower your team to thrive.
Strategy & Roadmap Execution
Our team works with you in regular sprint planning and backlog grooming to keep your roadmap moving. We focus on your highest priorities and help deliver the features, automations, and improvements your business needs to stay agile and grow with confidence.
Loved by the Industry Leaders in Lending
See what our customers love about Cloudsquare
See why industry leaders choose Cloudsquare to streamline operations and accelerate growth. Don’t just take our word for it. Explore our reviews on the Salesforce AppExchange, G2, Capterra, and more!
Their commitment to excellence and customer care truly sets them apart.
Brein Weiss
One of the Best Decisions We Made
Their hands-on approach, responsiveness, and commitment to delivering results have elevated our operational capabilities and positioned us for long-term success.
Gerbian King
Cloudsquare - #1 SMB Finance CRM
Cloudsquare has been essential to CapFront’s growth and success for over 4 years. The app is the centerpiece of our operations and all of our processes are efficiently streamlined through it.
Zack Fiddle
A Game-Changer: Cloudsquare
Cloudsquare is not just software, it's a game-changer, a remarkable investment for any brokerage business seeking a powerful and effective solution. Highly recommended!
Bruno Santos
Scaling as Fast as Possible
The platform's flexibility and and automation have allowed us to scale as fast as possible. The equipment finance industry needed a new solution, and this is it.
Tyler Stump
Cloudsquare has been a game-changer for our alternative lending business.
Frankie DiAntonio
A proven implementation process that powers the top performers
Cloudsquare is the only Salesforce-native lending platform backed by a team of Success Consultants who understand both your industry and the way your team works. Join the lenders shaping the future of finance with a platform built to streamline operations and set you up for long-term success.
Trusted support for every step of your journey
Implementation
Structured, streamlined, and designed to get your platform ready for scale.
Consulting On-Demand
Fast, ad-hoc support with no contracts, no scope, and no commitment.
