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 TaskNow in early access
New: AI Task, Analyze with Claude and Ask CloudTeamsThe AI-powered operations platform for firms that sell expertise.
Sell engagements, staff them with freelancers, deliver the work and bill it, all in one place, with AI that reads across every step. Built for small consulting and staffing firms.
No per-seat enterprise pricing. Works in your browser today. See how it works ↓
Sign in with Google, Microsoft or GitHub. No new password to remember.
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.
SellCRM and contactsContacts, companies, fit scoresSellLead trackingThe Leads page and contact logSellQuoting and deal billingQuotes, hourly, flat fee, retainerStaffTalent spreadsheetSkills, rates and automatic marginStaffRecruiting trackerPipeline, open roles, best fitsStaffSkills and bench planningBench view and the talent matrixDeliverProject managementGantt, kanban, margin forecastDeliverTimesheetsWeekly hours cap and approvalsDeliverExpense trackingReceipts and approvalsDeliverInvoicingReady to bill, send, mark paidRunContractor payoutsFrozen amounts, marked paidRunSupport deskTickets tied to deal value
And what a stack of 12 tools cannot give you:
- A contractor portal with a separate login for each contractor.
- Home and Dashboards that read across sales, staffing and delivery.
- AI that sees all of it, because everything is on one record.
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.
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.
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.
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 API key, a model for each feature, a monthly spend cap that can pause AI, and full usage tracking.
See how AI works in CloudTeams
Privacy. AI features send the relevant records, and any call transcripts you added, to Anthropic or OpenAI, using your own API key, and only read data. An admin connects the key. CloudTeams’ built-in intelligence is rule-based and runs inside CloudTeams.
How the work runs
Win it. Staff it. Deliver it.
Win
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.
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.
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.
See your own pipeline, bench and projects in one place.
Request early accessContractor 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.
- Contractors sign in with the Google, Microsoft or GitHub account they already have.
Run the business
And everything around the work.
Home and DashboardsPriorities, team load, revenue health and forecast against your goal, with an insight for each team.Learn moreSupport ticketsClient tickets with response times, tied to the deals they put at risk.Learn moreFinancials and budgetBilling, cost and margin, plus spend against budget, tax and cash.Learn moreSecurity and controlRoles and permissions, sign-in rules, an activity log, webhooks, CSV exports and one-click backup.Learn moreKnowledge baseGuides for your team on how CloudTeams fits together, from lead to payout.Learn moreMac, iPhone and iPadInstall CloudTeams from Safari today, with push alerts. Native apps are coming soon.Learn more
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.
| Capability | CloudTeams | A stack of separate tools |
|---|---|---|
| Pipeline, deals, quotes and forecast | Built in | A CRM |
| Talent database with automatic margin | Built in | A spreadsheet |
| Recruiting pipeline, bench and talent matrix | Built in | A tracker or more sheets |
| Projects, timesheets, expenses and invoices | Built in | Three more tools |
| Contractor payouts and portal | Built in | Email and spreadsheets |
| Support tickets tied to deal value | Built in | A separate help desk |
| Dashboards that read across everything | Built in | Rebuilt by hand |
| AI that sees sales, staffing, delivery and money | Built in, optional | Each tool sees only its own data |
| Sign in with Google, Microsoft or GitHub | Built in | A separate login per tool |
| Logins to keep in sync | One | Twelve 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.
FAQ
Questions, answered.
What is CloudTeams?
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 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 your own API key, from Anthropic or OpenAI, connected by an admin. Admins choose the model for each feature and set a monthly spend cap. AI features send the relevant records to your provider and only read data. 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.
How do I sign in?
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.
Do you support single sign-on?
Sign-in with Google, Microsoft and GitHub is supported. Enterprise SAML SSO is not available yet.
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.
Sell, staff and deliver from one place.
Request access and put your pipeline, bench and projects in one app.
No per-seat enterprise pricing.
- Request accessEnter your work email.
- We replyWith pricing and next steps.
- You get startedSign in and bring your team.