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Reviews & Profile for Cloudsquare


5.0 | 6 verified reviews |

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Cloudsquare is a modern Salesforce Consulting Partner focused on strategic advisory, technical implementation, and business transformation. We enable organizations to achieve maximum value with Salesforce, while providing support every step of the way.

Services We Provide (6)

Customer Relationship ManagementMobile Application DevelopmentMarketing AutomationMarketing Consulting/StrategyUser Experience/User InterfaceSoftware Development

Business Overview

Small, Medium, Enterprise

$10,000 or more

$1,500 or more, monthly




Technologies We Support (1)


Industry Expertise (6)

Business ServicesConstructionFinanceHealthcareReal EstateRetail
David Ortiz

5/5 | February 3, 2019

David Ortiz

5/5 | February 3, 2019

Josh Gorokhovsky

5/5 | October 24, 2018

David Ortiz

5/5 | February 3, 2019

David Ortiz

5/5 | February 3, 2019

Josh Gorokhovsky

5/5 | October 24, 2018

David Ortiz

5/5 | February 3, 2019

What Makes Us Different?

Cloudsquare is a Salesforce Consulting Partner, having completed over 150 projects on the platform for both the public and private sector.

We work closely with you to develop a unique and robust Salesforce solution. From start to finish, you can count on the guidance and support of experienced, Top-Rated Salesforce Consultants to take your business to the next level.

Our services include:

- Salesforce Consulting
- Salesforce Implementation
- Salesforce Development
- Integration
- Business Strategy
- Data & Analytics
- Process design and user experience
- Managed Services
- 3rd Party App configuration & Development

Salesforce Products we work with:

- Platform
- Sales Cloud
- Service Cloud
- Community Cloud (Partner and Customer)
- Marketing Cloud
- Pardot
- Health Cloud
- Financial Services Cloud
- Field Service Lightning
- Tableau
- Einstein AI / Analytics

Cloudsquare's Proprietary Products built on Salesforce:

- BrokerSuite, #1 App for Merchant Cash Advance
- FundSuite, Lending Platform
- Thomson Reuters CLEAR Integration
- Credit Hero, Credit Integration
- Plaid Hero, Plaid Integration
- The Checklist, Collect stips & loan documents

UpCity Expert Posts

How to Choose the Best CRM for Your Business | UpCity

Are you thinking about investing in a CRM tool for your company? Take a look at the top factors to consider when investing in cloud-based customer relationship management software.

How Switching From Spreadsheets to CRM Will Help You Grow | UpCity

Many companies rely heavily on spreadsheets. Imagine an easier, streamlined approach to accessing your customer information, records, and data: your answer is a customer relationship management (CRM) tool.