Everything about a deal, on one page.
Its stage, value, close date and owner, what’s been said and done, and what the automations did.
- Click a stage to move it, on a phone too
- Log a call, email, meeting or note
- Its tasks, and what to do next
Cloud CRM by MyCloudSuites
Cloud CRM is in beta: it works, it’s free, and it’s updated often while we finish it. Tell us what you find.
Your sales pipeline, in one place
Drag deals from Lead to Won, keep every call and note with the deal, and let automations do the busywork, like the Cloud Books invoice when you win.
In the browser on a computer or a phone. Free. For one person, or the whole company.
- Free, with no limit on deals or people
- Drag a deal to move it
- Automations in plain words
- Wins become Cloud Books invoices
Know where every deal stands.
The same account, company and people as your other MyCloudSuites apps.
A pipeline board.
Lead, Qualified, Proposal, Negotiation and Won, with each stage’s total and what it’s likely worth. Drag a deal to move it, or switch to a table.
Deal health.
Every open deal gets a score, with the reasons in plain words: too long in one stage, no activity lately, a close date that passed.
People and companies.
Everyone you sell to, with their deals and every call, email, meeting and note. Bring your list in from a CSV file.
Automations.
“When a deal moves to Won, make a draft invoice in Cloud Books.” Remind the owner about quiet deals, add follow-ups, hand out new deals in turn, or post wins in Cloud Chat.
Reports.
Won revenue by month against your target, how deals move from stage to stage, and which lead sources bring the wins.
An assistant when you ask.
A short brief on any deal, or a follow-up email to edit and send. It only runs when you click, on your AI credits.
See it in action.
These are real screenshots of Cloud CRM, with a sample company. Click any picture to see it full size.
Deals
Home
What needs you today.
Your open pipeline, the forecast, this month’s wins against your target, your tasks, and the deals going quiet.
- Tasks, overdue first
- Deals at risk, with why
- What the team did lately
Automations
Rules that read like sentences.
Pick what happens and what to do. Each rule says how often it ran, and why, if it couldn’t.
- Draft invoices in Cloud Books
- Reminders and follow-up tasks
- Wins posted in Cloud Chat
On a phone
Your pipeline in your pocket.
The same deals, people and tasks in the phone’s browser, with tabs at the bottom.
- Move deals with a tap
- Log a call right after it
- Light and dark
How to get started
Your own CRM is ready the moment you sign in.
Open Cloud CRM
Sign in with your MyCloudSuites account. Your own CRM is there, with two automations already on.
Add your deals
Choose New deal, or bring your contacts in with Import CSV.
Bring in your team
In your organization, owners and admins have it. Turn on Cloud CRM for others under Members on your account page.
Win, and bill
Drag a deal to Won. If your company uses Cloud Books, the draft invoice is waiting there.
The rest of the suite
One free account for every app, on your computer and in your browser.
Questions
Is it really free?
Yes. Deals, people, companies, tasks, automations and reports are free, with no limit on users. Only the assistant’s deal briefs and email drafts use AI credits, and only when you click for one.
What does beta mean?
Cloud CRM works today, and we’re still changing it often. If something isn’t right, tell us and we’ll fix it.
Who sees my company’s CRM?
The organization’s owners and admins, and the members they turn it on for, who can edit or only view. Guests never see it. Your Personal CRM is only yours.
What happens to deals when someone leaves?
They stay with the company, still showing who owned them, until someone gives them to another person.
Does it work with Cloud Books and Cloud Chat?
Yes. An automation can make a draft invoice in Cloud Books when you win a deal (it’s a draft until you send it there), and another can post wins in Cloud Chat.
Can I bring my contacts from another CRM?
Yes. Export them as a CSV file and choose Import CSV on Contacts. People whose email is already there are updated, not doubled.
Is there an app for my phone or computer?
Not yet. Cloud CRM runs in the browser on any phone or computer today.
Put your pipeline in Cloud CRM.
Free, in the browser on any phone or computer.