Your Sales, Projects, and Contracts—Unified.
Stop paying for disconnected tools. Cloudeey CRM seamlessly connects your sales pipeline directly to your project boards, digital contracts, and team chats. Close deals faster, onboard clients instantly, and keep every conversation in one place—all within the Cloudeey ecosystem.
- Visual Kanban Pipelines
- 1-Click Digital Contracts
- Built-in Communications
- Unified Contact Hub
From “Lead” to “Kickoff” in one app.
When a deal is won, your team doesn’t have to switch apps. Generate the contract, ping the client, and move them into project management—all within the Cloudeey ecosystem. No more copy-pasting between platforms, no more lost context, and no more delays between closing a sale and getting to work. Cloudeey keeps your entire revenue workflow connected from the first touchpoint to the final deliverable.
Everything you need to sell smarter
Five deeply integrated modules that replace your entire sales stack. Built on top of Cloudeey’s powerful project management, contracts, and communication platform.
Track Deals at a Glance.
We took our powerful project management Kanban boards and optimized them for sales. Drag and drop deals through customizable stages—Lead, Meeting, Proposal, Won—so you always know exactly where your revenue stands. Visualize your entire pipeline at a glance, identify bottlenecks before they become problems, and forecast your revenue with confidence. Each deal card holds all the context your reps need: contact details, deal value, expected close date, and a full activity timeline.
- Customizable stages — Tailor your pipeline to match your sales process
- Drag-and-drop deals — Move deals through stages effortlessly
- Revenue forecasting — Know exactly where your pipeline stands
Send Proposals Instantly.
Ready to close? Generate and send secure, DocuSign-style contracts directly from the Deal Details view. Cloudeey automatically pulls in the contact’s information, saving you from tedious manual data entry. Choose from professional templates, customize terms, add your branding, and send it off for e-signature—all without leaving the CRM. Track when the contract is viewed, signed, or needs a follow-up, and get notified the moment ink hits the page.
- Auto-populated fields — Contact info flows from your CRM automatically
- E-signature built in — No third-party tools needed
- Real-time tracking — Know when contracts are viewed and signed
Talk to Clients, Not Software.
Cloudeey’s communication suite is built right into the CRM. Start a direct chat, launch an audio call, or jump into a video meeting with a prospect directly from their Contact Card. Every interaction is logged automatically, so your team always has the full conversation history. No more digging through email threads or checking Slack channels—all client communication lives right where your deals do, giving you the complete picture of every relationship.
- Chat, audio & video — Reach prospects from their Contact Card
- Auto-logged conversations — Full history at your fingertips
- Encrypted & secure — GDPR compliant communication
Know Exactly Who You’re Talking To.
Keep your entire organization aligned with a unified database of Contacts and Companies. Link key stakeholders to their respective accounts and easily track relationship statuses from Lead to Customer. Every team member sees the same, up-to-date information—no more conflicting spreadsheets or outdated CRM records. Rich contact profiles include deal history, communication logs, contract status, and project assignments so you never walk into a meeting unprepared.
- Unified database — One source of truth for contacts and companies
- Relationship tracking — Lead to Customer lifecycle visibility
- Rich profiles — Deal history, logs, and project assignments in one view
Secure Team Permissions.
Built on Cloudeey’s robust Role-Based Access Control (RBAC). Assign specific roles so Sales Reps focus solely on their assigned leads, while Sales Managers get a bird’s-eye view of the entire pipeline. Define exactly who can view, edit, or delete deals, contacts, and contracts. Set up teams, territories, and approval workflows that match your organization’s structure—all from a single, intuitive admin panel. Enterprise-grade security without the enterprise-grade complexity.
- Role-based permissions — Reps see their deals, managers see everything
- Team territories — Organize by region, product, or segment
- Approval workflows — Control who can close or modify deals
Bring your sales team into the Cloudeey ecosystem.
Ditch the expensive, standalone CRMs. Manage your entire business lifecycle in one place—from the first lead to the final deliverable. Cloudeey replaces your scattered tools with a single, unified workspace where sales, projects, contracts, and communication flow together seamlessly.