Product
Manage Leads. Convert More Clients. Grow Your Firm.
Cloudbase gives you a powerful, easy-to-use CRM and client pipeline designed for accounting and tax professionals — so you can track opportunities, automate follow-ups, and turn more leads into loyal, long-term clients.
- Track and manage all your leads in one place
- Automate follow-ups and reminders
- Convert more prospects into clients
- Build stronger, long-term client relationships
Capture
Bring in leads from your website, Cloudbase Marketplace (add-on), referrals and more.
Organize
Track every opportunity in a visual, easy-to-manage pipeline.
Automate
Set reminders, follow-ups and task assignments.
Convert
Turn more leads into clients and grow your revenue.
A Clearer Path to More Clients
Your Client Pipeline at a Glance.
Get a real-time view of your leads, track every stage of the client journey, and take the next best action with confidence.
Automation That Keeps You Moving
Save Time. Stay Organized.
Let Cloudbase handle the follow-ups, reminders and task assignments — so nothing falls through the cracks.
- Automated Follow-Ups
Send timely emails and reminders.
- Pipeline Notifications
Get alerts for important activity.
- Appointment Scheduling
Let clients book directly with you.
- Team Collaboration
Keep everyone aligned and informed.
- Task Management
Assign and track tasks for your team.
- Custom Workflows
Create workflows that fit your firm.
- New LeadA new inquiry is captured
- Initial ConsultationSchedule and complete consultation
- Automatic Follow-UpSend timely emails and reminders
- Send Engagement AgreementSend and track e-signature
- Move from Lead to Active ClientUpdate status and notify your team
- Move to Active ClientStart delivering value
Built for Accounting and Tax Professionals
More Clients. More Revenue. A Stronger, More Profitable Firm.
Discover how Cloudbase's CRM and client pipeline can help you streamline your client acquisition process and drive long-term growth.
