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CloudBudget

budgeting solution built on Salesforce, designed to help small to large businesses and non-profits forecast...

Overview

Here is CloudBudget in plain terms. Budgeting solution built on Salesforce, designed to help small to large businesses and non-profits forecast income and measure finances. The job it does: keeping every contact, deal and follow-up in one place so nothing slips.

Who is it for? Mostly sales teams and founders who are tired of spreadsheets. Related areas on their profile: CRM and Finance. They are a small team, 11 to 50 people, which usually shapes who they work with. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

CloudBudget is based in Chapel Hill, North Carolina and around since 2009. More on cloudbudget.com.

Things worth asking about: pipeline stages, email sync, mobile app, and what reporting costs extra. Get the renewal terms in writing before the first invoice.

If you have worked with CloudBudget, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.

Key features

Key features
CRM
Finance

Company

Vendor / company
CloudBudget
Founded (year)
2009
Headquarters
Chapel Hill, North Carolina
Company size
11 to 50

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