Cloudsquare
5.8#25 in financial services crm softwareFrom $75 a monthWebAPI
VisitCloudsquare vs Zoho CRM
What both publish
| Fact | Cloudsquare | Zoho CRM |
|---|---|---|
| AI features | Cloudsquare AI includes application capture, cash flow intelligence, file identification, and a lender decision inbox. | Yes |
| Company history | A Cloudsquare press release says the company was founded in 2018 as a Salesforce consulting firm. | Zoho CRM says it has been driving innovation since 2005. |
| Founded | 2018 | 1996 |
| Integrations | Cloudsquare is built natively on Salesforce and says AppExchange apps for e-signature, telephony, and analytics can be installed. | Zoho CRM offers more than 1,100 ready-to-use app integrations. |
| Purpose | Cloudsquare is a Salesforce-native AI lending platform for brokers and lenders that manages operations from application through final payment. | Zoho CRM provides tools to increase leads, accelerate sales, and measure sales performance. |
| Security | Cloudsquare's About page says its platform has SOC 2 and ISO 27001 compliance, full encryption, uptime guarantees, and customizable access controls. | Zoho CRM uses AES encryption and AES-256 encryption on its servers, and supports HIPAA and GDPR compliance functions. |
| Support | The company says every customer gets an included Cloudsquare Advisor who can help with configuration questions, training, and platform reviews. | Paid editions include Classic support, with optional paid plans offering faster responses and round-the-clock support; live chat is available 24x5. |
Cloudsquare plans
- Cloudsquare Broker$75 a month
Zoho CRM plans
- FreeFree
- Standard$23 a month
- Professional$40 a month
- Enterprise$52 a month
- FreeFree
- Standard$14 a month
Pick Cloudsquare if…
Cloudsquare is designed for lending organizations such as brokers, lenders, brokerages, and ISOs using Salesforce. It fits teams needing lender connections, diligence tools, portals, and lending-specific workflows.
Pick Zoho CRM if…
Zoho CRM suits sales teams that need lead management, follow-up automation, forecasting, and integrations. The free edition supports up to three users, while paid tiers add capabilities for larger needs.