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CloudLink

A web-based software system designed by CloudLink ERP Solutions.
Questions about CloudLink? Call (800) 827-1151 and talk to a software expert now.

CloudLink has taken many of the business functions used daily and has moved them to “The Cloud” so your business can be managed from anywhere, at any time, and from any device. CloudLink provides powerful business tools combined into a single login and eliminates the necessity of having to learn several different software programs to manage your business.

From a single login you can manage Projects and Tasks, Time Entries and Time Tracking, Quoting and Invoicing, Sales Orders, Shipping and Receiving, and Scheduling and Dispatching. We also include Inventory Management, Product Management and Sales & Work Order Management, and also a Point of Sale module.

CloudLink gives you all the features you’ll need to manage, collect and deliver on sales of products or services and packages them into an affordable and productive solution. Pricing ranges from $99.00 - $199.00 per month depending on selected solutions.

Pricing Note: $250 One-Time QuickStart Setup applies to new accounts. We recognize that we can’t do it all so we have integrated our software with QuickBooks Online and Infusionsoft, two powerful pieces of software.

CloudLink has been developed and written by business professionals just like you. We understand both the simple and complex issues of running a business and have carefully, mindfully and intentionally built our software to solve these issues.

We like to say, “Use Infusionsoft to grow your business, QuickBooks Online to count your revenue and CloudLink to manage it, from anywhere, at any time and from any device.”

Inventory Management

Knowing the full picture of your inventory helps you make better decisions and stock properly, which can account for a very large percentage of your operating costs. It can also help you better understand your clients, and to make more available of what they actually want to buy. Integrate with Infusionsoft, notify the system when a product can’t be sold. Integrate with your e-commerce solution, and manage the inventory levels automatically. Finally, it can help you know exactly what you have, and make certain that none of it goes missing without a great explanation.

Product Management

CloudLink lets you expand on how you manage your products. Functionality includes what you’d expect, but also additional details like pricing and costing levels, variants, and bills of material for each unique product. Sell the product the way you want to sell the product.

Projects and Tasks

All businesses manage projects and jobs. Easily create projects and associated tasks and assign them to the proper people to complete them. Report time worked against the task. Bill when you are ready. Yes, you’re going to like how we’ve extended the functionality of taking a task out of Infusionsoft, allowing you to manage it with CloudLink, and kickoff the right Marketing Automation when tasks are completed. It’s pretty cool.

Quoting and Invoicing

Easily create a detailed quote from your product list based on the inventory, convert it to an order and invoice it to the customer. From anywhere, anytime, from any device.

Sales Order Management

Make the product, sale the product, and get paid for the product. Sales Order Management allows for all of this. Need to write a quick quote for a customer? Quickly create a quote, making changes on the fly right from your smartphone, tablet, or laptop. Pull out your device, log in to CloudLink and create the quote while you are with the customer. Then turn the quote into an order and process the payment on the spot! Mobile POS allows you to do everything you do in your office, in the field, on the go. Don’t wait until you get back to the office to “plug-in”; take care of business, anytime, anywhere, from any device.

Scheduling and Dispatch

We’ve covered the Who, What, Where, When and Why. We’ve made it easy for you to create projects or work orders and assign them to other people and we’ve included an even easier visual scheduling tool. Easily see who’s doing what, where, when and why using the dispatch and scheduling functionality. The calendar allows you to easily move tasks to different dates and reassign to different people. The calendar is color coded so you can visually see what’s on schedule and what’s falling behind. With Geo Location Mapping, you’ll know where your people are and who is scheduled to be somewhere later. Utilize the SMS feature to send a quick text message to the person assigned to work the task.

Shipping and Receiving

You made the sale, now let’s ship it. Fulfill received orders easily. Drop ship them, fulfill them from stock, or back order them, all at the click of a button. Also, when you replenish your stock, receive the product and update your inventory with ease.

Time Entry and Time Tracking

We’ve covered the Who, What, Where, When and Why. We’ve made it easy for you to create projects or work orders and assign them to other people and we’ve included an even easier visual scheduling tool. Easily see who’s doing what, where, when and why using the dispatch and scheduling functionality. The calendar allows you to easily move tasks to different dates and reassign to different people. The calendar is color coded so you can visually see what’s on schedule and what’s falling behind. With Geo Location Mapping, you’ll know where your people are and who is scheduled to be somewhere later. Utilize the SMS feature to send a quick text message to the person assigned to work the task.

Work Order Management

Get the job, do the job, and get paid for the job. Work Order Management allows for all of this. Need to write a quick estimate for a customer? Quickly create an estimate, making changes on the fly right from your smartphone, tablet, or laptop. Pull out your device, log in to CloudLink and create the estimate while you’re with the customer. Then turn the estimate into a bill and process the payment on the spot! Mobile POS allows you to do everything you do in your office, in the field, on the go. Don’t wait until you get back to the office to “plug-in”, take care of business, anytime, anywhere, from any device.

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