Product
Client Growth & Marketing
Engage the right clients. Grow stronger relationships. Increase revenue.
Cloudbase helps you identify growth opportunities, reach clients with the right message at the right time, and build long-term relationships — all from one platform.
- Understand your clients and their needs
- Identify opportunities to add value
- Re-engage inactive or at-risk clients
- Create and send targeted marketing campaigns
- Track results and grow long-term relationships
Every plan includes 10 AI hours per user each month. Need more? Add an AI bundle anytime. See pricing ›
Key Capabilities
Turn Client Relationships Into Real Growth.
Everything you need to understand, engage, and grow your client relationships.
Unified Client View
- Complete client profiles
- Key financial information
- Service history
- Communication history
- Important dates and tasks
Segmentation & Targeting
- Segment clients by service, industry or behavior
- Identify growth opportunities
- Spot at-risk or inactive clients
- Create targeted client lists
- Personalize your messaging
Campaign Creation
- Create email and text campaigns
- Use AI to generate personalized content
- Send newsletters and updates
- Promote new services
- Re-engage past clients
Performance & Insights
- Track opens, clicks and responses
- Measure campaign performance
- See which services drive interest
- Monitor re-engagement results
- Refine your strategy with data
Find revenue across your firm — Revenue Intelligence Send under your brand — White-Labeled Client Experience
Marketing in Action
Reach the Right Clients With the Right Message.
Use client data to create targeted, personalized campaigns that drive engagement and increase revenue — all from within Cloudbase.
- Segment clients by service, industry or behavior
- Create professional email campaigns
- Use AI to generate personalized content
- Track opens, clicks and conversions
- Measure ROI and refine your strategy
Campaigns go only to clients who agreed to receive them. Every email includes an unsubscribe link, every text includes STOP.
Frequently Asked Questions
Frequently asked questions
Can I send campaigns under my firm's name?
Yes. All emails and texts are fully white-labeled, so they come from your firm's name, email, and phone number — not Cloudbase.
How are unsubscribes handled?
Every email includes an unsubscribe link and every text includes STOP. Opt-outs are automatically processed and respected.
What types of campaigns can I send?
You can send newsletters, service announcements, educational content, seasonal reminders, and re-engagement campaigns.
Do I need marketing experience to use this?
No. Cloudbase makes it easy with AI-generated content, ready-to-use templates, and simple step-by-step guidance.
Built for Accounting and Tax Professionals