For Partners and Implementers
Connect, automate and rapidly innovate for your clients, without needing any code.
Build and deploy reusable applications, workflows, and integrations on the Cloudtoolz platform.
Using Cloudtoolz, you can extend your CRM to meet any business need or customisation.
Bring together your client’s membership system and all of their third-party software in one place; choose from our library of pre-built apps or easily create new apps that streamline processes, minimise risk and reduce costs.
Cloudtoolz has data transformation services, workflow and scheduling services, UX/UI building and website creation tools as well as reporting and insights capabilities. And so much more!
Clients & partners using Cloudtoolz
The repeated problem for developers and partners
The same requirement should not become a new custom project every time
Too often, teams like yours are building new solutions each time you need to complete a business process, like managing renewals, payment processing, reporting, and managing compliance (the list goes on!).
Relying on custom code and creating bespoke solutions creates a huge cost of ownership and technical debt. Not to mention, the duplicated effort, inconsistent solutions, difficult upgrades and a support burden that grows with every new process!
What are the benefits?
One platform to manage all of your business processes.
Operational work stops being manual
Dues runs, renewals, arrears, payment plans and approvals execute on schedule without staff intervention.
Minimise risks by spotting failures before issues occur
Every run is monitored, with execution history and exception handling, rather than problems surfacing at month end.
No more duplicated efforts
A new membership category, payment method or joining journey is configured on the platform rather than being custom built from scratch.
Solutions created stay with your team
Business process live on the platform, if a team member leaves you won’t be left in the dark.
Upgrades do not break the operational layer
Cloudtoolz does not modify your core CRM/AMS, reducing the upgrade risk associated with heavy customisation.
Stats
Cloudtoolz was created to help manage, automate, and streamline business processes on one powerful platform.
Build
Operational applications, forms, portals and administrative experiences.
Automate
Approvals, scheduled jobs, updates and cross-system processes as deterministic workflows.
Connect
Link your CRM/AMS to payment providers, communication systems, websites and other business applications.
Communicate
Run communications driven by governed data and operational rules.
Take payments
Support membership and operational payment processes within controlled workflows.
Create digital experiences
Deliver pages, forms, navigation and portal experiences that fit the wider process.
Work with data
Query, analyse, synchronise and report on operational data without creating a competing system of record.
Package and deploy
Build applications and configuration into versioned packages for repeatable deployment.
AI & Deterministic Execution
Same input, same steps, same result. Every time.
AI accelerates the work. Deterministic workflows control the operation.
Payments, approvals, integrations, record updates and scheduled operations require predictable execution.
Cloudtoolz runs them with defined rules, validation, permissions and monitoring.
AI is good at figuring out what to do or generating something new, but its output can vary. A deterministic workflow is the opposite: fixed rules decide exactly what happens at each step, so the outcome is predictable and repeatable no matter how many times it runs.
Cloudtoolz uses AI to increase speed and make suggestions, but execution (payments, approvals, record updates) runs on fixed, reliable logic.
Key features
Workflow scheduling
Go live faster with our drag-and-drop workflow builder, FLOWZ. Choose pre-built apps or a library of third-party connectors and rapidly configure how you connect them to iMIS, Salesforce or Fonteva.
Website creation
Augment any website (including RiSE) with embeddable smart-forms, BeyondFormz. Build lightning-fast microsites and standalone portals for specific tasks.
Data transformation
Bulk transform data pulled in from JSON arrays, bulk load into iMIS, Salesforce or other membership system. Robust error handling ensures data integrity. Easily handle complex data transformation processes and read, write, and transform data in staging SQL databases (YESS, SQL access to your data!)
Get in touch today you’d like learn more about getting set up on the Cloudtoolz platform.
We can also arrange a personalised demonstration for your team.
Our Apps
Pre-built solutions & apps that come out-the-box ready to transform the way you work
Find the full list here.
Zidebar
Analyticz
ZenDebit
ZenMail
What sets Cloudtoolz apart?
Cloudtoolz provides the application, workflow and packaging foundation needed to turn requirements into coordinated operational solutions.
| Traditional Approach | With Cloudtoolz |
|---|---|
| Solutions built for one requirement | Packaged solutions to reuse |
| Individual scripts, forms and integrations | Cohesive applications and processes |
| Manually deployed | Repeatable deployment |
| Knowledge stays with the implementor | Solutions built stay on the platform |
| Updates made project by project | Versioned packages and controlled updates |
Cloudtoolz Trust Centre
Cloudtoolz has hosting centres in 4 regions, is regularly updated and monitored by an experienced development team.
With rigorous security frameworks and data protection procedures, Cloudtoolz is fast, secure and reliable.
FAQs
If you have a question that isn’t answered, please do get in touch.