Enhance Your CRM

Deliver a configured and customized platform to meet your unique business needs


Rename standard objects and fields. Customize page layouts by dragging and dropping. To ensure that the data is clear, you can create validation rules to prevent duplicate records from being saved.

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Create apps, objects and fields. Provide 28 types of fields for users, such as formula, text, auto-number and so on, to meet their diverse and evolutional needs. Use powerful CloudCC tools to submit approvals, assign tasks or events, update records and so on, automate your works.

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Customizing your CRM ensures that your system works best for your company. Classes, scheduled jobs and triggers can get your job done more quickly, easily and smartly. JSP pages can site and capture more leads in less time.

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There are many routine tasks in your daily marketing and sales, you can configure workflow rules to finish the routine tasks automatically and make your business hours more productive, focus on closing more deals. Your team can make the routine tasks automatically based on workflow criteria and action, such as the works you normally assign, the emails you regularly send and record updates.

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Approval Processes

Just like workflow, an approval process is an automated process which is implemented to approve or reject records stored in CloudCC. You can specify the steps necessary for the whole yeses or nos situation in your organization’s in-house and managerial approval processes, allow one step to apply to all records or some records with certain attributes, and specify who is the approver at each step. What’s more, you can also specify the operation to be performed when a record is approved, rejected, or recalled.

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Learn More Features

—————    ESSENTIAL EDITION    —————

CloudCC Essential Edition 3 Users for Free - Terms of Use

CloudCC CRM is a customer relationship management service provided by CloudCC.com (hereinafter referred to as "CloudCC") for you or your organization (hereinafter referred to as "you" or "yours"). Depending on the size of your enterprise and the specific business processes, CloudCC offers four editions which are Essential, Professional, Enterprise and Unlimited for you to choose and purchase. Among them, the Essential edition provides 3 users free service. By using the CloudCC Essential Edition 3 Users for Free Program, you accept the following terms. If you do not agree to these terms, please do not continue to apply for the CloudCC Essential Edition 3 Users for Free Program in any way.

1. Primary contact information

In order to apply for the CloudCC Essential Edition 3 Users for Free Program, the user should fill in and maintain the valid information of the “primary contact”, including the valid email address and telephone number of the main contact, after the successful registration. If the user does not set the "primary contact", CloudCC will, by default, consider the first user who registered and opened the CloudCC account as the primary contact for your organization. CloudCC will send important notices such as free program changes or free service termination to your organization's primary contacts. The email notification is the only notification method and no information will not be informed by other ways. For any loss of data caused by the service termination due to the lack of valid contact method of primary contact which has not been filled by users, CloudCC will not be responsible.

2. Edition upgrade

The order of the edition upgrade is Essential, Professional, Enterprise and Unlimited. The upgrade of CloudCC must apply the above order, and it’s irreversible. After the successful registration and use of Essential Edition 3 Users for Free Program, if the user want to upgrade the edition, he/she needs to export the data and re-apply to purchase other editions’ account license.

3. Add account license

After opened the CloudCC Essential Version 3 users for free account license, if the user wants to add the CloudCC Essential edition account, he/she needs to apply for the Essential edition plan. CloudCC will charge the account license fee for the users other than the 3 free account licenses. After the expiration of the Essential edition account, CloudCC will terminate all account services including the 3 free account licenses. (For example: the user applies for the CloudCC Essential Edition 3 users for free program, after the expiration of the trial period, he/she wants to add the CloudCC Essential edition account license to 5 for 1 year, CloudCC charges the usage fee of 2 account licenses for 1 year. 1 year later (after the expiration of license), if the organization does not renew, CloudCC will terminate all services of the five CloudCC Essential account licenses including the 3 free account licenses.)

4. Data management

Users who use the CloudCC Essential 3 Users for Free Program must export their data in advance under any circumstances, and CloudCC does not provide data export services.

5. Intellectual Property Protection

The User confirms and commits that the intellectual property rights of all software and platform products under this Agreement are owned by CloudCC. Except as stated in this Agreement, this Agreement does not grant any intellectual property rights of the Software or Products to users. The CloudCC intellectual property rights may not be infringed in any way by any user.
At the same time, all the components of the software or product account information, code, etc. are valuable business secrets and confidential information, users must not disclose to any third party in any way.

The final interpretation of this agreement belongs to CloudCC.com. Under all circumstances, CloudCC reserves the right to reclaim your or your organization's access to the CloudCC Essential Edition 3 Users for Free Program and to terminate this Program and relevant services. We will ensure, within reasonable limits, to give notice to the email address of the primary contact you provided to us, at least 30 days before the termination.

By pressing the AGREE button you confirm that you HAVE read and agreed to “CloudCC Essential Edition 3 Users for Free - Terms of Use” and you accept these terms completely.