CloudQonnect Features

CRM

A centralised client database to track leads, follow-ups and transactions, with a clear view of where every lead sits in your sales process.

Online Appointment Scheduling

Capture and confirm appointments automatically, with reminders sent out so fewer clients miss their slot.

Invoices & Estimates

Create and manage quotes and invoices for your business from one straightforward platform.

Documents & Contracts

Manage your documents and contracts in one place, with secure e-signatures to speed up transactions and everything organised and easy to find.

Transactions & Orders

Track every order and transaction in one place, with automatic follow-up on checkouts that weren't completed.

Subscriptions

Keep track of customer subscriptions, whether for exclusive content, training or community access.

Payments

Accept one-off or recurring payments directly through your CRM, with support for Stripe, PayPal, Adyen, NMI, Square and manual payment options.

Products & Inventory

Create and manage products, organise them into collections, and set pricing, tax and variations for your store.

Sales Pipelines

Visualise your sales process and track leads through every stage.

Mobile App

Manage your business on the go with the CloudQonnect mobile app.

Reporting & Analysis

Centralised, customisable reporting for marketing, leads and team performance, so you can track calls, sources, conversions and lead activity from one dashboard instead of several.

Social Media Planner

Plan, schedule and automate your social media posts to stay consistent.

Manage Social & Search Ads

Run and optimise your social and search advertising across platforms such as Facebook, Instagram and Google.

Email Marketing

Send manual, automated and bulk email campaigns to nurture leads and stay in touch.

SMS & WhatsApp Marketing

Send and manage SMS and WhatsApp messages directly from your CRM, keeping every conversation in one thread.

Websites & Web Shops

Build full featured websites or web shops with custom menus and integrated payments, all from one platform.

Marketing Funnels

Create high performing landing pages in one place, for lead generation, follow-up and client retention.

Web Portals & Online Memberships

Offer exclusive content, training or communities to clients and team members, with integrated payments, communication and automation.

Plus a few more tools

Automated reputation management, unlimited forms, surveys, quizzes, QR codes and chat widgets, ready to publish on your website, in a newsletter or shared via WhatsApp.

Conversation Unibox

Manage every client conversation, email, SMS, WhatsApp, social media and chatbots, from one inbox.

Missed Call SMS

If you miss a call, an automatic text goes out straight away, so you don't lose the lead.

AI Answering Service

An AI powered virtual assistant handles client enquiries around the clock.

AI Chatbots

Let your AI assistant book appointments, answer leads and send information by email, without you needing to step in.

An AI agent works alongside your team, qualifying leads, answering common questions and booking appointments around the clock, so opportunities don't slip through when your team is busy.

These automated workflows handle the repetitive parts of your day, while routing anything more complex straight to the right person on your team, freeing your employees to focus on growth and client relationships rather than admin. You can refine these workflows over time to save time and run your business more efficiently as it grows.