The CRM that staffs and delivers the work you sell.

One app to sell engagements, staff them with freelancers, and deliver and bill them, with AI built in. Built for small consulting and staffing firms.

No per-seat enterprise pricing. Works in your browser today. See how it works ↓

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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

Why CloudTeams

One app for the 12 jobs you buy tools for.

Selling, staffing and delivering usually means a CRM, a spreadsheet, a project tool, a timesheet app, an invoicing tool and more. None of them know what is in the others. CloudTeams puts every job on one record, so the deal, the people, the hours and the bill always agree.

And what a stack of 12 tools cannot give you:

One app, three modules

Sell it. Staff it. Deliver it.

Sell

Win the work, and remember who you know.

Leads, contacts and companies with context, a drag-and-drop deals board with a forecast, quotes and billing models, and tasks that stop follow-ups slipping.

  • Leads page, fit scores and a contact log.
  • Import from CSV, HubSpot, Apollo or LinkedIn.
  • Deals with quotes, deal people, and hourly, flat fee or retainer billing.
  • Tasks with owners and due dates.
Learn more about Sell
CloudTeams contact page with a Receptive sentiment card beside the company, deals and network cards
Staff

Know your margin before you place someone.

Every person has a pay rate and a bill rate, and CloudTeams works out the margin. See who is free, find the best fit, and check paperwork before the placement.

  • Skills, pay rate, bill rate and automatic margin.
  • Bench view, staffing, open roles and the talent matrix.
  • Paperwork checks before every placement.
  • A recruiting pipeline and a world and US map.
Learn more about Staff
CloudTeams talent page with a recruiting pipeline and people on assignment, showing pay, bill rate, margin and weekly hours
Deliver

Run the work, then bill it from the same numbers.

Plan the project, track the hours, invoice the client and pay the contractor, without moving data between tools.

  • Gantt and kanban, with a margin forecast against target.
  • Timesheets with a weekly hours cap, approvals and expenses.
  • Invoices from approved hours, billed once.
  • Contractor payouts and a Financials view.
Learn more about Deliver
CloudTeams projects page with a Gantt timeline of phases and tasks and the people on each task

See your own pipeline, bench and projects in one place.

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New · AI built in

AI built into the work, not bolted on.

Twelve separate tools each see only their own slice. Because CloudTeams keeps sales, staffing, delivery and money on one record, its AI can connect the dots between them. That is the difference.

New

AI Task: the task you would not think of

One click and CloudTeams looks across deals, talent, projects and money, then suggests one specific task worth doing today. Nothing is saved until you add it.

Learn more about AI Task
New

Analyze with Claude: ready to buy, with receipts

One click reads every note, task, follow-up and call transcript for a contact, scores how receptive they are, and links every reason to its source.

CloudTeams sentiment card showing a Receptive score, a summary, reasons with source links, a next best step and risks
Learn more about Analyze with Claude
New

Ask CloudTeams: your business, in a chat

Press ⌘K on any page and ask about deals, people, projects, invoices or tickets. It answers from your live data, links to the records, and drafts the follow-up. It is read-only.

Ask CloudTeams chat panel with suggested questions such as Which deals need attention
Learn more about Ask CloudTeams
Built-in intelligence on every page.Rule-based insights with a next step, fit scores, and a baseline sentiment score. Free, instant, and no key needed.
You hold the controls.Your own Anthropic key, your choice of model, a monthly spend cap that can pause AI, and a usage report.
See how AI works in CloudTeams

Privacy. The AI features are optional and need your own Anthropic API key, connected by an admin. When someone uses one, the records needed for that request, and any call transcripts you added, are sent to Anthropic’s API. CloudTeams’ built-in intelligence is rule-based and runs inside CloudTeams.

Contractor portal

Give contractors their own login.

Contractor portal

They see their hours, pay and paperwork. Only their own.

Each contractor signs in separately. You stop answering “where is my money?” by email.

  • Timesheets, expenses, invoices and payouts in one place.
  • A paperwork checklist, and only their own data.
  • Messages with desktop and phone push notifications.
Learn more about the contractor portal
CloudTeams contractor portal home showing hours this week, active projects, open tasks and approved pay

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.

Compare

One app instead of twelve tools.

CloudTeams compared with a stack of separate tools
CapabilityCloudTeamsA stack of separate tools
Pipeline, deals, quotes and forecastBuilt inA CRM
Talent database with automatic marginBuilt inA spreadsheet
Recruiting pipeline, bench and talent matrixBuilt inA tracker or more sheets
Projects, timesheets, expenses and invoicesBuilt inThree more tools
Contractor payouts and portalBuilt inEmail and spreadsheets
Support tickets tied to deal valueBuilt inA separate help desk
Dashboards that read across everythingBuilt inRebuilt by hand
AI that sees sales, staffing, delivery and moneyBuilt in, optionalEach tool sees only its own data
Logins to keep in syncOneTwelve or more

Replace the stack. Keep the story in one place.

Request early access
Mac, iPhone and iPad Available now

Put CloudTeams on every device.

Install CloudTeams on your Mac, iPhone or iPad today, straight from Safari. Native apps are coming soon.

  • Install today. Add it to your Dock or Home Screen from Safari. It works on Mac, iPhone and iPad.
  • Push alerts. Get Messages notifications on your desktop and phone.
  • Native apps. Coming soon for Mac (a downloadable DMG), iPhone and iPad.
See install steps Download for MacComing soon

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

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

FAQ

Questions, answered.

What is CloudTeams?

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

How many tools does CloudTeams replace?

CloudTeams covers twelve 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. It also adds a contractor portal, dashboards, and AI that can read across all of it.

Who is CloudTeams for?

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

Can I import my data?

Yes. Import contacts from a CSV, a HubSpot or Apollo export, or LinkedIn’s own export, and talent from CSV or LinkedIn. 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.

How are contractors paid?

Contractors log hours and expenses in their own portal. You approve them, invoice the client from the approved hours, and create payouts. Payment processing is not built yet, so you send the money yourself and mark the payout paid.

Which AI does CloudTeams use?

AI Task, Analyze with Claude and Ask CloudTeams use Claude from Anthropic, with your own Anthropic API key connected by an admin. Admins pick the model and set a monthly spend cap. CloudTeams’ built-in intelligence is rule-based and runs inside CloudTeams.

What is AI Task?

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.

What is Analyze with Claude?

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.

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.

Are there Mac, iPhone and iPad apps?

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.

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.

Explore every feature

Sell, staff and deliver from one place.

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

No per-seat enterprise pricing.

  1. Request accessEnter your work email.
  2. We replyWith pricing and next steps.
  3. You get startedSign in and bring your team.

You are on the list. We will be in touch shortly. While you wait, explore what CloudTeams does.

Request early access