The AI-powered operations platform for firms that sell expertise.

CloudTeams is the AI-powered operations platform for firms that sell expertise. It runs the whole job in one app: selling engagements, staffing them with freelancers, delivering and billing them. It combines sales and a CRM, a talent database, project delivery, timesheets, invoices, contractor payouts, booking pages, web forms and a contractor portal.

CloudTeams covers the jobs that small firms usually buy separate tools for: a CRM, lead tracking, quoting, a talent spreadsheet, a recruiting tracker, bench and skills planning, project management, timesheets, expense tracking, invoicing, contractor payouts and a support desk, plus meeting booking, web forms and email signatures. It also adds a contractor portal, dashboards, and AI that can read across all of it.

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

Yes. Each person can have a booking page with several meeting types. Guests pick a time from your weekly hours, minus anything busy on your connected Google Calendar. A booking adds a Google Calendar event with a Google Meet link, or a Zoom link you paste, and makes a lead marked Meeting set. Guests get one confirmation email with a calendar file and Reschedule and Cancel links. Share the link, embed the page, or add the chat bubble to your website with one line of script.

Build a form in Sell, then share its hosted page, embed it in an iframe or add it with one line of script. The person gets an auto-reply and your team gets a notification. Submissions wait for review: nothing becomes a contact or lead until someone approves it, or dismisses it as spam. A hidden field, timing checks, rate limits and optional Cloudflare Turnstile guard against spam.

Yes. Import contacts from a CSV, a HubSpot or Apollo export, or LinkedIn’s own export, and talent from CSV or LinkedIn. You can also add LinkedIn or Upwork PDF profiles and call transcripts as text files. A dry run shows what will happen before anything is saved. You can also export your data as CSV and take a one-click backup.

Contractors log hours and expenses in their own portal. You approve them, invoice the client from the approved hours, and create payouts. Stripe payouts and invoice checkout are built and run in test mode only, and real-money payments are not live. For now you send the money yourself and mark the payout paid.

Every AI feature uses your own API key, from Anthropic (Claude) or OpenAI, connected by an admin. Admins choose the model for each feature and set a monthly cap that can pause AI, and usage is tracked. AI features send the relevant records to your provider. Agents and the Telegram bot draft, and a person approves before anything is sent or written. CloudTeams’ built-in intelligence is rule-based and runs inside CloudTeams.

Six agents on the Agents page: Chase nudges people about timesheets, Pulse follows up stale deals, Scout shortlists people for open roles, Beacon watches Gmail, read-only, for critical email, Tempo adds approved events to Google Calendar, and Echo is an assistant with its own mailbox that only drafts. Each one drafts and a person approves. You set Watch, Suggest or Ask first, and acting on its own is deliberately not offered. Scheduled runs are off until you turn them on.

CumuloBot is the CloudTeams bot on Telegram. It answers read-only questions as your own role, and can send opt-in alerts and a morning brief. It can also prepare a meeting brief, a staff shortlist, a Gmail reply draft or a held time. Nothing is sent or written until you tap a button in a message the bot just sent to your own chat. Only allow-listed Telegram accounts can use it.

An optional feature that suggests one specific task worth doing today, based on your own deals, talent, projects, invoices and tasks. Nothing is saved until you click Add to my tasks.

A button on every contact. Claude reads the notes, tasks, follow-ups, the deal, the history and any call transcripts you added, then returns a score from 0 to 100, a level, a confidence level, a short summary, reasons that each link to their source, a next best step and the risks.

Live today: sign-in with Google, Microsoft and GitHub, Google Gmail and Calendar, Anthropic Claude and OpenAI with your own key, Resend for email, and Telegram. Zoom works by pasting a link into a meeting type. Stripe payouts and invoice checkout are built and run in test mode only, and real-money payments are not live. Imports cover CSV, HubSpot, Apollo and LinkedIn exports. There is no public API yet.

Sign in with your Google, Microsoft or GitHub account. CloudTeams never sees your password. An admin adds your email first, then you sign in with an account that uses it. With GitHub, the primary email on the account must be verified. Contractors sign in the same way, with the email on their Talent record.

Sign-in with Google, Microsoft and GitHub is supported. Enterprise SAML SSO is not available yet.

Roles and permissions (None, View or Edit) cover 14 areas, with custom roles and per-person overrides, enforced on the server. Admins also set allowed sign-in domains and session length, and every change is written to an audit log. Contractors log in separately and see only their own data.

Yes, today. Open app.cloudteams.io in Safari, then add it to your Dock on a Mac, or to your Home Screen on an iPhone or iPad. It opens in its own window with push alerts. Native apps for Mac, iPhone and iPad are coming soon, and none is available yet.

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