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CLOUDESK CRM · All-in-one management
CLOUDESK CRM: your whole business in one application, from the first call to the invoice
Customers, sales reps, call centre, quotes, orders, delivery notes, invoicing, accounting, banking and your staff's time tracking. One single program, built by us and adapted to how your business works.
- 30 modules working on the same data
- 90,000 lines of in-house code, written by us
- 334 screens, each with its help manual built in
What it includes
What you have today spread across five programs and three spreadsheets
Every module reads and writes the same data: the order comes from the quote, the invoice from the delivery note, and the accounting entry from the invoice. Nobody retypes what is already in the system.
Customers and call centre
Full record for every customer, call campaigns, agent dashboard, callback schedule and connection to the switchboard.
Sales
A staged opportunity pipeline, PDF quotes with an approval workflow, and catalogues that are sent and downloaded with a link.
Orders and warehouse
Orders, delivery notes and incidents. Suppliers, items and price lists, with commission calculation and settlements.
Invoicing and collections
Series, due dates, recurring invoices and unpaid-invoice alerts. SEPA direct debit and payment batches generated by the program itself.
Accounting and banking
Automatic accounting entries, VAT ledgers and the Form 303 VAT return. Bank statements in the Spanish Norma 43 format and transaction reconciliation.
Time tracking
Clock-in records, shift schedules, absences, overtime and monthly closing, with an employee portal for clocking in from a phone.
Our product · CLOUDESK CRM
Your whole company's management in a single application
CLOUDESK CRM brings together what most small and medium businesses have spread across several programs and a handful of spreadsheets: from the first call to a customer to the invoice paid, the accounting entry and the staff clock-in. Everything works on the same data, and we adapt it to how your business works.
Customers
- Full record for every customer
- Contacts and duplicate detection
- Global search
- Daily tasks and reminders
Call centre
- Call campaigns
- Agent dashboard
- Callback schedule
- Inbound calls and connection to the switchboard
Sales
- Staged opportunity pipeline
- PDF quotes
- Approval workflow
- Sales reports
Catalogues
- Catalogues assigned to each customer
- Sent by email
- Downloaded with a link, no sign-up needed
Orders and warehouse
- Orders
- Delivery notes
- Incidents
- Items and price lists
Suppliers and commissions
- Supplier records
- Automatic commission calculation
- Supplier settlements
Invoicing
- Series and due dates
- Recurring invoices
- Unpaid invoices with a reminder alert
- Ready for VeriFactu: chained hash and QR code
Collections and payments
- SEPA direct debit batches
- SEPA transfer batches
- Due date tracking
Accounting and banking
- Automatic accounting entries
- VAT ledgers and the Form 303 VAT return
- Bank statements in Norma 43 format
- Transaction reconciliation
Time tracking
- Legally compliant clock-in records
- Shift schedules, sites and public holidays
- Absences, balances and overtime
- Monthly closing and export for labour inspections
Employee portal
- Installs on the phone like an app
- Clocks in even without signal
- Kiosk mode with a PIN for the entrance
- Checking hours and monthly sign-off
Administration
- Users, roles and permissions
- Activity log with alerts
- Templates and a recycle bin to recover deleted records
- REST API to connect it to your own systems
Why it is different
The law, built into the program
Invoicing ready for VeriFactu and a clock-in record that cannot be altered.
Everyone sees their own
Nine profiles, from sales rep to accountant: every user sees their own data, their team's, or everyone's.
It adapts to your business
The code is ours: changing a field, a document or a report is our job, not a request to a third party.
Your data, wherever you decide
On our servers in Spain or on your own, with no dependence on third-party services.
Nobody types anything twice
The order comes from the quote, the invoice from the delivery note, and the accounting entry from the invoice.
Support from the people who built it
Training by profile and a team that knows the program inside out.
Compliance
The law, sorted out inside the program
What costs other businesses an advisor's fee and a headache comes built in here. It is not an add-on: it is in how the data is stored.
- Invoicing ready for VeriFactu: a chained-hash record with a QR code on every invoice
- Tamper-proof time tracking: clock-ins cannot be edited or deleted, corrections are logged
- Alerts for rest periods, breaks, maximum working hours and the overtime cap
- Export for the Labour Inspectorate and read-only access for staff representatives
- GDPR: consents, marketing opt-outs and a «do not call» list
Everyone sees their own
One program for the whole staff, without anyone seeing what is not theirs
Management, sales reps, sales managers, agents, admin, accounting, warehouse and read-only access: each profile has its own menu and permissions, and every user sees their own data, their team's, or everyone's, depending on their role.
- Approval workflow for the quotes that need it
- An activity log of everything that happens, with alerts
- A recycle bin: deleted records can be recovered
- Encrypted credentials and protection on every form
- A REST API to connect it to your website or other software
Employee portal
Staff clock in from their phone, even without signal
It installs on the phone like an app, with no store involved. If there is no connection, the clock-in is saved and sent once the network is back; and for the entrance of the warehouse or office there is a kiosk mode with a PIN.
- No fingerprint or facial recognition
- Location only when clocking in, and only if the site turns it on
- Employees check their hours and sign off on them every month
In your language
We build it in more than 200 languages
Screens, documents, emails and the help manual, in the language of each person who uses it. If your staff, your customers or your branches speak different languages, each user works in their own on the same data.
- Spanish, Catalan, Galician, Basque, English, French, German, Italian and Portuguese
- Arabic and Hebrew, written right to left
- Chinese, Japanese, Korean, Hindi, Russian and Ukrainian
- Romanian, Polish, Dutch, Turkish, Swahili and on to more than 200
- Quotes and invoices in each customer's language
How it gets going
We do not hand you a program: we leave it running in your business
We see how you work
A meeting with whoever sells, whoever invoices and whoever runs the warehouse. What the CRM already does and what would need adapting.
We adapt it
Fields, documents, approval workflows, reports. Since the code is ours, changing it is our job, not a request to a third party.
We load your data
Customers, items, price lists, staff and balances. You start with your business already inside, not with an empty program.
Training and support
One session per profile and support from the people who wrote the code. Plus a help manual built into the program itself.
It adapts. CLOUDESK CRM is a complete base that already works, and on top of it we make the changes your business needs: fields, documents, reports or new modules. It is what we do: custom software.
Wherever you decide: on our servers in Spain or on yours. The program does not depend on third-party services to run.
Invoicing already generates the record the regulation requires: a chained-hash trail, a registration and cancellation log, and the QR code on the invoice. Automatic submission to AEAT will switch on once that obligation comes into force.
It is built for exactly that: clock-ins cannot be changed or deleted, every correction is logged and kept for four years, and there is an export ready for the Labour Inspectorate.
Yes. We show it to you on a video call, with sample data and at your own pace, and afterwards we put together a fixed quote.
Shall we take a look together?
We will show you CLOUDESK CRM in half an hour and tell you what would need adapting for your business. No commitment.
Projects
Other projects we have built
Applications for different sectors, live in production and maintained by the same team.
Map-based PMS for campsites, motorhome areas and glamping
crmcampings.es
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Each project stands on its own and has its own website. What your business needs could be the next one.