Efficiently Manage Projects and Clients with Cloudby ERP

Simplify Project Tracking and Strengthen Client Relationships

Cloudby ERP helps service-based firms manage every project from start to finish, keeping clients happy and projects on track.

Are Your Projects and Clients Being Managed Effectively?

Keeping track of multiple projects, deadlines, and client communication can be overwhelming. Cloudby ERP centralizes everything into one platform, making it easier to stay on top of every project, manage client relationships, and ensure timely deliveries.

What We Help With

Difficulty keeping track of multiple ongoing projects
Lack of transparency into project status and timelines
Poor communication with clients about project progress
Missed deadlines and unhappy clients

What You’ll Get with Cloudby ERP

Centralized project tracking from start to finish
Real-time updates on project status and deadlines
Built-in client management tools for communication and follow-ups
Customizable project workflows tailored to your business
Automated reminders for client meetings, deadlines, and deliverables

Project and Client Management in One Place

Cloudby ERP brings your projects and client interactions together in one system, so you can see real-time updates on progress and client communications. Whether you’re managing a single project or multiple clients, Cloudby ensures everything stays on track and transparent.

A service firm’s dashboard showing multiple active projects, client profiles, and upcoming deadlines

Active Project Management

A visual representation of a production schedule, showing automated task assignments and timelines.

Project Timeline Schedule

A screenshot showing a client interaction, including notes, follow-up reminders, and upcoming tasks.

Task Assignments

FAQs

How can I manage multiple projects at once?

Cloudby ERP allows you to create and track multiple projects at once, with features that help prioritize and manage tasks efficiently.

Can I customize project workflows?

Yes, Cloudby ERP lets you tailor workflows to fit your specific project needs, whether for design, consulting, or service delivery.

Can I track client communication?

Yes, Cloudby ERP allows you to log all client communication, ensuring nothing falls through the cracks.

Does Cloudby help with project timelines?

Yes, Cloudby’s real-time tracking tools ensure that every project stays on schedule, with automatic reminders for deadlines and milestones.

Can Cloudby ERP integrate with other tools like email or chat systems?

Yes, Cloudby integrates with various platforms, allowing seamless communication and task management.

How can I make sure my clients are always up-to-date?

Cloudby ERP allows you to send automated updates to clients about project milestones, ensuring they’re always in the loop.

Can I assign tasks to specific team members?

Yes, Cloudby allows you to assign tasks to individual team members, track progress, and hold them accountable for deadlines.

Featured Case

Effective Project Tracking for Marketing Agencies

A marketing agency struggled with managing the timelines and tasks for multiple clients. Using Cloudby ERP, they set up customized workflows, allowing their team to track project milestones, meet deadlines, and communicate effectively with clients, leading to improved project outcomes and client satisfaction

Seamless Communication Between Designers and Clients

A design studio faced challenges coordinating client expectations and delivering projects on time. With Cloudby ERP, they were able to manage client expectations more effectively by offering real-time project tracking and setting clear communication channels, leading to timely deliveries and stronger client relationships.

How It Works in 3 Simple Steps

1. Create and assign projects – Set up projects with customizable tasks, deadlines, and client details.
2. Track project progress – Monitor milestones, track time, and update tasks in real time.
3. Stay connected with clients – Use built-in tools for client communication and project updates.

Ready to Streamline Your Projects and Enhance Client Relationships?

Enter your email, and our team will contact you to show you how Cloudby ERP can improve your project and client management process.

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About Cloudby

Empowering Small Businesses with Smart ERP Tools

Cloudby is a growing ERP solution designed specifically for small businesses, startups, and growing teams. Our goal is to simplify operations, from inventory and sales to billing and production, so you can focus more on growing your business. Built with flexibility and ease-of-use in mind, Cloudby brings powerful features without the complexity.