Offering Functionalities
Product & Inventory Control
Tracks items, variants, and attributes with real-time visibility into available, reserved, damaged, and allocated inventory across all locations.
Global Finance & Multi-Currency
Supports multi-currency transactions with consistent pricing, exchange rate handling, and global financial readiness.
Order Management & Fulfillment
Manages quotes, sales orders, invoices, and purchase orders while tracking fulfillment, delivery, and pending items.
Warehouse & Bin Operations
Optimizes warehouse storage with bin-level tracking, utilization monitoring, and intelligent allocation based on quantity and dimensions.
Tax, Pricing & Compliance Engine
Handles complex tax scenarios using configurable tax rates, jurisdictions, and calculation rules, including tax-inclusive pricing.
Discounts, Pricing Rules & Incentives
Applies percentage-based and fixed-amount discounts with flexible pricing rules designed for future promotional enhancements.
Manufacturing & Supply Chain
Supports bill of materials, production batches, material issues, and end-to-end supply chain visibility.
Document Generation & Templates
Generates professional PDFs for quotes, invoices, purchase orders, and sales orders using customizable templates.
Financial Operations & Reconciliation
Manages payments, adjustments, and reconciliation to ensure accurate financial tracking and reporting.
Procurement & Vendor Management
Controls vendors, purchase orders, lead times, costs, and inbound shipments with complete procurement traceability.
Inventory Transfers & Movement Control
Tracks warehouse-to-warehouse and bin-to-bin inventory transfers with reservation handling and full audit history.
Accounting Integrations
Integrates seamlessly with accounting platforms like QuickBooks, Xero, and Zoho Books using configurable field mappings.
Automation, Rules & Workflow Engine
Automates approvals, inventory reservations, fulfillment steps, and financial processes using configurable business rules.
Reports, Dashboards & Visibility
Provides real-time dashboards and reports for inventory, orders, procurement, warehouse operations, and financial performance.
Enterprise Security & Compliance
Built natively on Salesforce with role-based access control, audit trails, encryption support, and enterprise-grade security.
Features
Simplify quotes, inventory, orders & warehouse operations with Cloudy Business Ops 360.
Real Time Inventory Tracking
Warehouse Management
Multicurrency Support
Multi Organization Enabled
Multi Pricing
Inventory Image Tracking
Quote Line Editor
Purchase Line Editor
Bundle Line Editor
Logistics Management
Low Stock Alert
Inventory Allocation
Payment Allocation
Debit & Credit Notes
Pay Invoice
Bill of Material
Production Batch
Cloudy Business Ops 360 supports most product-driven industries
Below are some of the industries where we see the strongest fit.
Wholesale & Distribution
Retail & eCommerce
Manufacturing & Assembly
Trading & Import-Export
Logistics & Warehousing
Supply Chain & Procurement
Subscription & Order-Based
Industrial & B2B Supply
Consumer Goods & CPG
Electronics & Equipment
Automotive & Parts
Healthcare & Medical Supply
Rental & Asset-Backed
Repair & After-Sales Ops
Construction & Infrastructure
Agriculture & Agri-Supply
Education & Institutional
Specialty & Regulated
Bridge Your Operational Gaps
Don't let fragmented systems slow your growth. Discover the unified path to enterprise-grade efficiency.
View Solution RoadmapSimple, transparent pricing
Flexible plans. Transparent pricing. No hidden fees.
Starter
Get started with all the core features you need for a solid foundation. Perfect for the individuals and small businesses.
$40 /per user /month
What’s Included in Starter :
Most Popular
Growth
Includes everything in Starter, plus advanced tools and workflows.Ideal for growing teams & mid-sized businesses.
$60 /per user /month
Includes everything in Starter Plan, plus:
Enterprise
Includes everything in Growth, plus enterprise features & unlimited scalability. Designed for enterprise users.
$70 /per user /month
Includes everything in Growth Plan, plus:
i
Note: Terms & Conditions apply to all plans.
Customization & Add-ons
Have requirements unique to your workflow? Customization and add-on charges are billed separately and determined based on the scope. We provide tailored solutions to fit your needs perfectly.
Customize your plan with optional Accounting Integration
Select billing preference for your integrations. Save significantly with annual billing.
Monthly
Yearly (Save 16.67%)
Add-on Name
License Type
Pricing
Compare Plans & Features
Find the perfect plan by comparing all available features in detail.
| Features | Starter | Growth | Enterprise |
|---|---|---|---|
| Quote Editor | ✓ | ✓ | ✓ |
| Purchase Order Editor | ✓ | ✓ | ✓ |
| Inventory Tracking | ✓ | ✓ | ✓ |
| Logistics Management | ✓ | ✓ | ✓ |
| Tax Calculations | ✓ | ✓ | ✓ |
| Refund | ✓ | ✓ | ✓ |
| Multi-Currency Support | ✓ | ✓ | ✓ |
| Capture Payment | ✓ | ✓ | ✓ |
| Payment Allocation | ✓ | ✓ | ✓ |
| Debit & Credit Notes | ✓ | ✓ | ✓ |
| Payment Link | ✓ | ✓ | ✓ |
| Order Amendment | X | ✓ | ✓ |
| Fee Management | X | ✓ | ✓ |
| Sales Return | X | ✓ | ✓ |
| Document Generator | X | ✓ | ✓ |
| Production Batch | X | ✓ | ✓ |
| Inventory Transfer | X | ✓ | ✓ |
| Bill of Material | X | ✓ | ✓ |
| Bundle Editor (Kitting) | X | X | ✓ |
| ACH Payment (US Only) | X | X | ✓ |
| Price Lists | X | Up to 2 | Unlimited |
| Legal Entity Support | 1 | Up to 2 | Unlimited |
| Warehouse Inventory Tracking | 1 | Up to 2 | Unlimited |
Products Feedback
What Our Customers Say
Finally a fully native Business Ops 360 app for Salesforce. Do yourself a favor and trial this app. You will not be disappointed. The time based call routing is
This app has been great for our team. It is easy to implement and navigate and the 360 team is very responsive in setting up and training. Thank you Go
This app is a time saver, keeps everything in line with your follow-up needs, and is not over-complicated
FAQ’s
Here's a list of frequently asked questions (FAQs) for a Cloudy Business Ops 360
Cloudy Business Ops 360 is a customized Salesforce app designed to manage quotes, inventory, orders, and warehouse operations in one place. It streamlines business processes and improves operational efficiency.
It covers:
- Item and inventory management
- Multi-currency transactions
- Order and fulfillment tracking
- Warehouse operations and bin utilization
- Taxation and pricing rules
Yes. The system supports multi-currency transactions and complies with international standards, making it ideal for global operations.
It provides tools for:
- Allocating incoming shipments based on volume/dimensions
- Tracking bin utilization in detail
- Managing damaged, reserved, and available stock
Some advanced inventory features include:
- Real-time inventory tracking
- Inventory image tracking
- Low stock alerts
- Classification of damaged inventory
Yes. It supports:
- Tax Calculation Method as - Customer Location, Point of Sale Location, Item-Specific,Manual Entry etc.
- Tax-inclusive pricing.
It can dynamically generate PDF documents for:
- Quotes
- Invoices
- Purchase Orders
- Sales Orders
Yes. It tracks production workflows, shipment tracking, and incoming logistics for complete operational visibility.