CRM Consultants & Implementation Partners in Reston, VA

Cloudsquare is a Salesforce partner focused on the lending industry. It builds and sells software that runs on Salesforce, and it also provides consulting and implementation services. Its clients are mostly lenders and the brokers who bring them deals, especially in merchant cash advance and equipment finance. Buyers looking for a CRM partner with deep experience in lending will find it more specialized than a general Salesforce consultancy. The company says more than 200 brokers and lenders use its platform.

Platform and products

The core offer is a set of apps built directly on Salesforce. They cover a loan from the first application through underwriting, funding, servicing and collections. Cloudsquare Broker is for firms that arrange deals, and Cloudsquare Lend is for firms that fund them. Cloudsquare AI adds automation across both.

The company also offers Cloudsquare Advisor, client portals and ready-made connections to about 30 lenders. Brokers can send deals to those lenders through an API, and offers, required documents and decisions come back into the CRM record.

• Sales and CRM: one queue for leads from online forms, email, partners and manual entry, plus automatic lead routing, source tracking, dialers and follow-up by email and text
• Deal screening: cash-flow analysis, checks for a merchant's existing debts, and automated identity and background checks
• Submissions and offers: ranking a deal against each lender's programs, tracking missing documents, and an inbox that reads lender emails and turns them into offers or declines
• Commissions and renewals: matching commissions owed against commissions paid, and flagging merchants who are due to renew

How they work with clients

Cloudsquare sells its software as a subscription and does custom work under a separate services agreement. Services projects are scoped in statements of work or order forms, billed either by time and materials or at a fixed fee by milestone, and changed through written change orders. A Director of Delivery, who also teaches Salesforce, runs its agile delivery team.

The company says its AI features take over repetitive work such as entering emailed applications into Salesforce, so staff can spend their time on underwriting decisions.

Background and team

Cloudsquare, Inc. is a California corporation founded by people with experience in lending. Co-founder and CEO Jeffrey Morgenstein is a Salesforce strategist who has helped build systems for large lenders. Co-founder Dennis Mikhailov is Chief Revenue Officer and leads sales. The leadership team also includes directors of delivery, finance and product. The company has offices in Southern California and New York, and its website also lists a Reston, Virginia address. It describes itself as a certified Salesforce partner.

Cloudsquare stands out for its narrow focus on lending and for having its own Salesforce-based product, so clients get both software and consulting from one firm. Its listing on the Salesforce AppExchange shows a 5.0 rating, its G2 rating is 4.8, and it has appeared on the Inc. 5000 list.

The company says the platform runs on enterprise-grade infrastructure with full encryption, uptime guarantees and configurable access controls. It is a good fit for lending firms that want sales, underwriting, funding and servicing in one Salesforce system.