Cloudsquare
Cloudsquare: A lending-focused CRM that connects underwriting, funding, servicing, and portfolio analytics. Ranked #24 of 28 in Financial Services CRM Software by our editors (6.6/10); pricing: From $75/user/mo · 15-day trial; best for lenders needing automated underwriting workflows.
At a glance
- Editor score6.6 / 10
- PricingFrom $75/user/mo · 15-day trial
- Best forLenders needing automated underwriting workflows
- Paid from$75/user/mo
- Compliance workflowsYes
- Founded2018
- Facts checked20 Sep 2026
Where it wins
- AI application parsing and financial-document analysis
- Automated credit, KYC/KYB, and background checks
- Covers lending from lead capture through collections and analytics
Where it doesn't
- Lending focus makes it narrower than general financial-services CRMs
- Salesforce licensing and implementation costs may be separate
- Broker and Lend configurations require choosing the right operating model
Our verdict on Cloudsquare
Cloudsquare is a Salesforce-native lending platform for brokers, lenders, funders, credit unions, and financial institutions. Its coverage extends beyond conventional CRM work: teams can manage leads and opportunities, intake applications, analyze financial documents, run credit and KYC/KYB checks, submit applications to lenders, generate contracts, track payments, and manage collections. Separate Broker and Lend configurations support different lending operating models, while customer portals handle document uploads and payment tracking. It is best suited to lending organizations that want automated underwriting workflows connected to sales and servicing processes.
The published pricing shows a paid starting plan of $75 USD per user per month with monthly billing and a 15-day evaluation period. Salesforce licensing and implementation costs may be separate. The platform’s value is concentrated in its lending workflow coverage: opportunity and stage automation, lender matching, API-based submissions, stipulation tracking, e-signatures, payment schedules, ACH tracking, fees, and collections are part of the broader operating model. That makes it a more specialized choice than a general-purpose financial-services CRM, particularly for organizations that need applications and portfolios managed in one system.
Cloudsquare also connects with Salesforce, Experian, Plaid, DataMerch, Thomson Reuters CLEAR, EFT Canada, ACHWorks, Actum, JP Morgan, and several lending and capital providers. Portfolio dashboards, cohort analysis, and collections curves add reporting beyond the initial application process. Web and API deployment support integration-led workflows, while audit trails and compliance workflows are included in its category capabilities. Choose Cloudsquare when lending operations, automated checks, lender submissions, contracts, payments, and servicing are central requirements. Organizations seeking a broader CRM for financial services outside lending may find its focused scope less suitable.
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Cloudsquare pricing
Cloudsquare fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | $75/user/mo |
| Compliance workflows | Yes |
| Opportunity management | Yes |
| Client portal | Yes |
| Audit trail | Yes |
| Deployment | Cloud |
| Email and calendar sync | Not verified |
| Free trial | 15 days |
| Money-back guarantee | 15 days |
| Deployment | Cloud |
| Platforms | Web |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 30+ integrations: Salesforce, Experian, Plaid, DataMerch, Thomson Reuters CLEAR, EFT Canada … |
| Pricing | From $75/user/mo · 15-day trial (source) |
| Website | cloudsquare.io |
| Facts checked | 20 Sep 2026 |
Cloudsquare integrations
Cloudsquare lists 30+ integrations on its own site — the 15 named here are the ones its pages call out.
- Salesforce
- Experian
- Plaid
- DataMerch
- Thomson Reuters CLEAR
- EFT Canada
- ACHWorks
- Actum
- JP Morgan
- OnDeck
- Kapitus
- CAN Capital
- Figure
- PEAC
- Revenued
Alternatives to Cloudsquare
- Salesforce Financial Services CloudA financial-services CRM with deep workflows, compliance controls, and enterprise pricing.9.3
- Zoho CRMFlexible CRM coverage at a low entry price, with limited financial-services specialization.9.0
- Creatio CRMA broad, configurable CRM for teams that need cross-functional automation.8.9
See all Cloudsquare alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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