Cloudsquare

6.1easy start · #16 of 28
in Financial Services CRM Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on api, Web. Paid plans from $75/mo.

Cloudsquare is ranked #16 of 28 in financial services CRM software on The Geeks Club. It runs on API, Web. Paid plans start at $75/mo.

Cloudsquare plans and pricing

All plans

Cloudsquare Broker $75/mo per user per month starts at $75 per user per month cloudsquare.io · 4 Oct 2026

Compared on financial services CRM software

Paid from: $75/user/mo
Compliance workflows: Yes
Opportunity management: Yes
Client portal: Yes
Audit trail: Yes
Deployment: cloud

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The record

Purpose: Cloudsquare is a Salesforce-native AI lending platform for brokers and lenders that manages operations from application through final payment.
Broker tools: Broker features include sales and CRM, deal scrubbing and diligence, lender submissions, offer comparison, commission reconciliation, and renewals.
Lender integrations: The platform says it has 30 prebuilt lender connections that send submissions by API and return offers, stipulations, and decisions to the deal.
AI features: Cloudsquare AI includes application capture, cash flow intelligence, file identification, and a lender decision inbox.
Identity checks: Business Verify checks U.S. businesses against live Secretary of State and IRS data, and the site also lists KYB scoring and principal screening.
Diligence: The platform says it can search UCC liens across all 50 states and file and monitor them on the deal record.
Portals: Cloudsquare lists customer, ISO, and syndicator portals; its customer portal supports document uploads and payment tracking.
Industries: The site lists out-of-the-box workflows for revenue-based financing, equipment, business loans, reverse consolidation, and HELOC.
Integrations: Cloudsquare is built natively on Salesforce and says AppExchange apps for e-signature, telephony, and analytics can be installed.
Security: Cloudsquare's About page says its platform has SOC 2 and ISO 27001 compliance, full encryption, uptime guarantees, and customizable access controls.
Support: The company says every customer gets an included Cloudsquare Advisor who can help with configuration questions, training, and platform reviews.
Who it serves: Cloudsquare describes its platform as built for lending organizations, including brokers, lenders, brokerages, and ISOs.
Company history: A Cloudsquare press release says the company was founded in 2018 as a Salesforce consulting firm.
Founded: 2018
Price from: $75/mo

Where it ranks on The Geeks Club

Best Financial Services CRM Software in 2026#16 of 28

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Sources

cloudsquare.io· checked 4 Oct 2026
cloudsquare.io/about-us/· checked 4 Oct 2026
cloudsquare.io/product-rebranding-press-release/· checked 4 Oct 2026
cloudsquare.io/centrex-software-pricing/· checked 4 Oct 2026