CRM &
Project Management
At Cloud Converge, we have developed a powerful, scalable, and highly adaptable Project Management and Customer Relationship Management (CRM) solution tailored to meet the diverse needs of modern businesses. Our platform is designed to centralize and streamline daily operations, enabling organizations to manage everything from client interactions to internal team collaboration within a unified system.
Our solution is built with flexibility in mind, allowing for customization based on your business model-whether you’re a service provider, digital agency, or enterprise looking to optimize operations.
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Cloud Converge offers powerful features to streamline your workflow and drive success. Here are the key tools designed to help you achieve your goals efficiently
Manage Task
Develop a structured roadmap to achieve project goals efficiently.
Assign tasks, collaborate, and monitor progress seamlessly.
Add comments, mentions, and notifications for better communication.
Set up recurring tasks for streamlined workflow management.
Activity Logs: Ensure transparency, accountability, and efficient monitoring.
Track team activities & follow-ups
View historical changes
Get real-time project updates
Manage Label
Add Ticket/ Task
Send Reminders
Stay Focused on What Matters
View only relevant tasks
Create and save custom filters.
Apply saved filters with one click
The system remembers your preferences
Enhanced Project Management Tools
File Management
Notes & Comments
Feedback & Progress Tracking
Task Cloning for Efficiency
Client Management
By converting leads into clients, you can expand your customer base and create additional sales opportunities.
Effortless Client Management
Handle support tickets seamlessly.
Auto-generate tickets from emails.
Get instant on-screen & email notifications.
Send automated replies with predefined messages.
Use embedded forms to collect external tickets.
Streamline Your Sales Management
Invoices: Send invoices & accept payments online/offline.
Recurring Billing: Automate recurring invoices.
Credit Notes & Multi-Currency Support.
Subscriptions & Orders: Boost sales with seamless processing.
Proposals & Estimates: Create, send, and track estimate requests.
Lead Management: Convert prospects into customers efficiently.
Project Management
Orders
Streamline online orders for projects, services, and products.
Simplified client ordering process
Reduced order processing efforts
Convert orders into invoices or projects easily
Invoice Management
Easily send invoices to clients and receive online payments.
Supports recurring invoices and credit notes
Multi-currency compatibility
Payments
Accept remote payments from clients in multiple currencies.
Online and offline payment options
Enable or disable partial payments
Auto-update invoices and notify clients
Subscriptions
Automate invoicing and payments with seamless subscription management.
Stripe and internal app subscriptions
Automatic payment capture
Enhance
Productivity
Productivity
Follow up
Profit & Loss
Profit & Loss
Branding &
Personalization
Personalization
Timesheets
Efficiently manage project planning and cost monitoring with timesheets.
Track time spent on individual tasks.
Monitor team members' time logs.
Seamlessly send timesheets to clients for transparency.
Never Miss a Deadline
Effective planning lays the foundation for a successful project.
Key Features:
Milestones & Gantt Charts - Visualize project progress and timelines.
Chat & Messaging - Streamline team communication.
Knowledge Base - Centralized access to essential project information.
Enhanced Client Visibility
Control what your clients can access with customizable permissions:
Projects, Tasks, Announcements, Notes, Event Calendar, To-Do Lists, Reminders, and more.
70+
Happy Customers
We have clients from all over the world, including US, UK, Australia, Middle East, Canada and India
100+
Project Done
We have developed numerous complete web & mobile app for our clients across the globe.
100%
Clients Satisfied
We as an organization believe that client satisfaction begins from requirements definition phase to design, feedback cycle and golive.
50+
Team Members
We operate on all the top technology stacks such as .NET Core, MERN, MEAN, React Native, Swift, Java and many more.
Awards & Recognition
Some of Our Client Reviews
"We are really happy with how quickly we were able to launch the project, they had a really seamless process of getting our existing database and agents onboard, manage their leads & properties. We will definitely recommend using them for any web solution project. They have a great team in place with a talent to understand business intricacies."
Samuel Correns
Long Island RE
"We were looking to modern a lot of aspects within our organization including migration to Business Central as ERP, implementing Microsoft 365, Cloud Services and Web Development. We at Kabu Projects and Atmos are happy to refer Cloud Converge team and all IT services. They are well-versed with the best practices, have a good project management and software team."
