Cloudmango

About Cloudmango

Cloudmango is an invoicing and CRM software designed solely for small businesses and freelancers. It helps streamline the process of invoice generation and expense tracking, ensuring you spend less time on mundane paperwork and still create professional-looking invoices and estimates for your clients. The smart accounting feature not only ensures that you get paid for the services or goods you offer but also that all your income and expenditure is duly documented. This comes in handy when filing taxes and also gives your brand image a boost. The easy-to-use CRM of Cloudmango also helps you follow up on deals, leads, and productivity using its intuitive interface. Most importantly, it tracks your expenses periodically and helps you take stock of your financial health and devise business growth plans accordingly. Cloudmango also processes all your financial data into meaningful reports that be used to maintain financial records as well as shared with auditors and other stakeholders.

Pricing

Free Trial Available
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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

72%
Reviews

60%
Momentum

60%
Popularity

68%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

Medium Business
Small Business
Freelancers
Individuals

API Support

Available

Modes of Support

Online

Cloudmango Features

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CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

72%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Accounting Features

Tax Management

Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time

Spend Management

Managing the expenditure of a business in order to build its product or services

Expense Tracking

Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process.

Cash Management

Collection and management of cash.

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Revenue Recognition

Determining the specific conditions under which revenue is recognized or accounted for

Purchasing

Acquiring goods or services required for the business at minimal cost

Project Accounting

Creation of financial reports specifically designed to track the financial progress of projects

Payroll

Handling the salary payable to the employees

Multi-Currency

Enables payment and collection in multiple currencies.

General Ledger

Maintaining and recording all the accounting related transactions.

Fixed Asset Management

Helps in tracking fixed assets for the purposes of financial accounting, preventive maintenance, and theft deterrence.

CPA Firms

Offers collaboration with a professional expert for financial and consulting services.

Collections

Recovery of cash from a business or individual.

Bank Reconciliation

Matching the balances of an entity's accounting records with the corresponding information on a bank statement.

Accounts Receivable

Handling the money the client owes to the company.

Accounts Payable

Handling the money owed by a business to its suppliers.

Billing and Invoicing Features

Online Payments

Accept payments online directly through your account

Online Invoicing

Create invoices online and email them to your clients with just one click

Invoice History

Invoice history feature allows you to verify or check all your past invoices anytime you want

Customizable Invoices

Allows the business to customize their invoices with their company logo as per their needs and requirements

Offline Payments

Helps to record cash and credit payments on retail operations

Tax Calculator

Automatically calculates the detailed tax amount at the latest tax slab rate

Dunning Management

Helps to manage complications of credit card payment decline and inform the customer of failed charges.

Payment Reminders

Helps to chase payments as they come due with automated payment reminders

Quotes (Estimates)

Helps in providing quotes/estimates that offers an estimation of the overall cost

Payment Processing

Helps to manage automated transactions across various online channels

Contact Database

Helps to maintain contacts and segregate them according to their needs

Recurring (Subscription Billing)

Billing consumers on a time determined basis for products or services received

Project Billing

Simplify client invoicing, improve cash flow, and measure the profitability of contract projects

Mobile Payments

Accept payment directly on your mobile handset

Hourly Billing

This feature allows a business to create bills and invoices on hourly basis

Customer Portal

Provides a client the access to various company information such as ordering history, customer account information, past invoices, etc.

Contingency Billing

Handling of bills related to contingencies

Multi-Currency

Enables payment and collection in multiple currencies.

Cloudmango Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

Starter Others

€9 per month billed monthly or €90 billed yearly

Features

Contacts
Invoices / month: 20
Estimates / month: 20
Included user seats: 1

Professional Others

€19 per month billed monthly or €190 billed yearly

Features

Includes features of the Starter plan, plus
Invoices / month: 100
Estimates / month: 100
Included user seats: 1
Expenses and Bills

Additional user for a Professional plan will cost €8

Business Others

€29 per month billed monthly or €290 billed yearly

Features

Invoices/month
Estimates / month
Included user seats : 3
Includes features of the Professional plan, plus
CRM
Reports

Additional user for the Business plan will cost €6

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 16/10/2018 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Cloudmango Pricing