Now in early access

The CRM that staffs and delivers the work you sell.

CloudTeams is one app to sell engagements, staff them with freelancers, and deliver and bill them. Built for small consulting and staffing firms.

No per-seat enterprise pricing. See how it works ↓

CloudTeams for Mac Coming soon

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CloudTeams Deals board with a forecast, and the people staffed on each deal

Live today at app.cloudteams.io Installs as an app, with push alerts Runs on Cloudflare's global network

What it replaces

Four tools to run one project. None of them talk.

You sell in a CRM. You staff from a spreadsheet. You track hours in one tool and bill from another.

HubSpot or AirtableYour deals

Contacts and deals, with no link to who will do the work.

SpreadsheetsYour bench

Talent, rates and availability, out of date by Friday.

Timesheets and invoicingYour hours

Hours and bills kept apart from the deal and the pay.

CloudTeamsOne record

The deal, the people, the plan, the hours, the bill and the margin.

One app, three jobs

Sell it. Staff it. Deliver it.

Sell

Win the work

Know your people, your deals and your next follow-up.

Contacts and companies
Deals on a drag-and-drop board
Forecast and quotes
Tasks and follow-ups

Staff

Put the right people on it

Know who is free, what they cost and whether their paperwork is in order.

Talent with pay rate, bill rate and margin
Bench view and map
Recruiting pipeline and open roles
Paperwork checks before you place

Deliver

Run it and get paid

Plan the work, track the hours, bill the client and pay the contractor.

Projects on a Gantt or kanban
Timesheets and expenses
Invoices to clients
Payouts to contractors

Sell

Remember who you know, and when to call.

Your network lives in LinkedIn and your head. Put it in one place, with the context to follow up.

Rich records. Company, role, LinkedIn, how you met, lifecycle, ICP score, timezone and location.
Network links. See which people know each other.
Follow-up dates, custom fields and a contacts map.
Import from CSV or your LinkedIn connections. Convert a contact to talent in one step.

On every contact

CompanyRoleLinkedInHow you metLifecycleICP scoreNetwork linksFollow-up dateTimezoneLocationCustom fields

Sell

See the forecast, not a spreadsheet.

Pipelines with stages you edit. Drag a deal to move it. The forecast follows.

Pipelines with editable stages.
Drag-and-drop board and forecast.
Quotes on the deal.
Deal team and open roles. See what still needs staffing on every deal.

CloudTeams Deals board with pipeline stages, a forecast and the people staffed on each deal

Sell

Stop follow-ups slipping.

Every task has an owner and a date. One page shows all of it.

Assign tasks to teammates. Set task types, due dates and follow-ups, then filter.
One Tasks page. Deal, contact and company work together.
Built-in intelligence. Plain-language summaries and next-step suggestions on contacts, deals and tasks.
No data sent to third-party AI. It is rule-based and runs inside CloudTeams.

Intelligence

Summaries and next steps on contacts, deals and tasks. Built in, rule-based, and never sent to a third-party AI.

Staff

Know your margin before you place someone.

Every person has a pay rate and a bill rate. CloudTeams works out the margin.

Skills, pay rate and bill rate. Margin is automatic.
Bench view. See who is available now.
World and US map. International talent included.
Recruiting pipeline, open roles and placements.
Import from CSV or LinkedIn.

CloudTeams Talent page with a recruiting pipeline and people on assignment, showing pay, bill rate, margin and weekly hours

Staff

Never place a contractor without a signed NDA.

Keep each contractor's paperwork in their record, and get a warning before you place someone with gaps.

Track the basics. NDA, contract, W-9 or W-8BEN received, and insurance expiry.
Warnings before you place. Gaps show up before the placement, not after.
1099 report. Ready when tax season is.
CloudTeams never stores tax IDs.

Tracked per contractor

NDA
Contract
W-9 or W-8BEN received
Insurance expiry
Warning before placing with gaps

Deliver

Give every project one plan.

See the work on a Gantt timeline or a kanban board, with the people and the progress on each task.

Gantt timeline.
Kanban board.
Tasks with progress.

CloudTeams Projects page with a Gantt timeline of phases and tasks, and the people on each task

Deliver

End the Friday timesheet chase.

Contractors log hours in their portal. You approve them and set the weekly cap.

Weekly hours-cap policy. Flag overruns or block them.
Approvals. Approve or send back.
Expenses. Reviewed alongside hours.

CloudTeams Timesheets for a week, with hours, status, billable amount, cost and approve buttons

Deliver

Bill the client. Pay the contractor.

Invoice clients and create payouts from the same numbers, with the money totals reconciled.

Invoices to clients.
Contractor payouts.
Reconciled money totals.
Payments are sent outside CloudTeams today. Payment processing is coming soon.

CloudTeams Invoices with work ready to bill, and Payouts showing what each person is owed

Contractor portal

Give contractors their own login.

Each contractor signs in separately. They see their hours, their pay and their paperwork status in one place. They see only their own data.

Home

Your assignment and tasks.

Messages

With desktop and phone push notifications.

My Projects

The projects you are on.

Timesheets

Log hours and submit them.

Expenses

Submit what you spent.

Invoices

Your invoices, in one place.

Payouts

What you are owed and what you have been paid.

Profile and paperwork

A checklist of what is on file and what is missing.

Margin and hours

Know what you keep before you place someone.

Pay rate, bill rate and margin sit on every person. Set a weekly hours cap, and choose to flag or block overruns.

Margin = (bill − pay) ÷ bill

Pay rate$145/hr

Bill rate$210/hr

Margin31%

Priya Nair · this week38 of 40 hrs

Tom Weber · this week44 hrs · over cap

Example with sample data.

Security and control

You stay in control. Your data stays yours.

Decide who sees what. Export your data as CSV any time. Take a one-click backup.

Roles and permissions

Control access by area.

Sign-in rules

Set allowed sign-in domains and session length.

Activity log

A full record of what changed.

Exports and backup

CSV exports and a one-click backup.

Your setup

Edit pipeline stages, custom fields, billing defaults, quiet days and notification defaults.

Your brand

Add your logo and colour.

Runs on Cloudflare

Global network. Fast and low-cost to operate.

Installs as an app

Add to Dock or your home screen, with Web Push alerts.

CloudTeams for Mac Coming soon

Put CloudTeams in your Dock.

CloudTeams installs as an app from your browser today. A native macOS app, downloaded as a DMG, is coming soon.

Install today. Add CloudTeams to your Dock from your browser.
Push alerts. Get Messages notifications on your desktop and phone.
Native macOS app. Coming soon, as a downloadable DMG.

Get notified Download for MacComing soon

The native app is not available yet. CloudTeams works in your browser today at app.cloudteams.io.

Preview of CloudTeams on a Mac: the Projects timeline in a macOS window

Who it is for

Built for small shops that sell projects.

Founders and operators who sell projects and staff them with contractors.

Consulting shops

Sell a scoped engagement, staff it with specialists, then deliver and bill it.

Engineering shops

Place contractors on client builds and track their hours against the plan.

Go-to-market shops

Staff campaigns and launches with freelancers, and see your margin on each person.

Compare

One app instead of four tools.

CloudTeams compared with a CRM plus spreadsheets plus a timesheet tool plus invoicing
Capability	CloudTeams	CRM + sheets + timesheets + invoicing
Deal pipeline and forecast	Built in	Yes
Talent database with pay and bill rates	Built in	Spreadsheet
Deal team and open roles on each deal	Built in	Manual
Automatic margin per person	Automatic	Copy and paste
Contractor paperwork checks	Built in	Manual
Timesheets, invoices and payouts	Built in	Separate tools
Contractor portal	Built in	Email and spreadsheets
Logins to keep in sync	One	Three or more

FAQ

Questions, answered.

What is CloudTeams?

CloudTeams is one app to sell engagements, staff them with freelancers, and deliver and bill them. It combines a CRM, a talent database, project delivery, timesheets, invoices and contractor payouts.

Who is CloudTeams for?

Founders and operators of small consulting, engineering and go-to-market shops that sell projects and staff them with contractors.

What does CloudTeams replace?

A stack of HubSpot or Airtable, spreadsheets, a timesheet tool and invoicing. CloudTeams keeps the deal, the people, the hours and the bill in one record.

Can I import my data?

Yes. Import contacts and talent from CSV or your LinkedIn connections. You can also export your data as CSV and take a one-click backup.

How are contractors paid?

Contractors log hours and expenses in their own portal. You approve them, invoice the client and create payouts, and CloudTeams reconciles the money totals. Payment processing and ACH are not built yet, so you send the money outside CloudTeams today.

How does CloudTeams calculate margin?

Margin is (bill rate minus pay rate) divided by bill rate. CloudTeams works it out for you on every person.

What is the built-in intelligence?

It gives plain-language summaries and next-step suggestions on contacts, deals and tasks. It is rule-based and runs inside CloudTeams. No data is sent to third-party AI.

Who can see what?

Roles and permissions control access by area. Admins also set allowed sign-in domains and session length, and the activity log records changes. Contractors log in separately and see only their own data.

Can contractors log in?

Yes. Each contractor gets a separate login with Home, Messages, My Projects, Timesheets, Expenses, Invoices, Payouts and a paperwork checklist. They see only their own data.

Is there a Mac app?

You can install CloudTeams as an app from your browser today, with Add to Dock and push alerts. A native macOS app is coming soon. Join the notify list at cloudteams.io/download.

What is coming next?

Coming soon, and not available today: email sending, e-signature, payment processing and ACH, QuickBooks sync, native mobile apps and a public API.

What does it cost, and how do I get access?

CloudTeams is in early access, with no per-seat enterprise pricing. Request access and we will share pricing.

Sell, staff and deliver from one place.

Request access and put your pipeline, bench and projects in one app.

No per-seat enterprise pricing.

Something went wrong. Please try again in a moment.

You are on the list. We will be in touch shortly.