Show Your Clients Progress and Results | CloudExtend

Data Sharing that Proves You’re Doing the Best Job

Collect and blend data across top apps to show progress and results for your company and your clients.

Establishing client trust is a vital part of your agency, and transparent reporting is key. Not to mention that consolidating the right data can help teams show progress and make personalized recommendations for every client. Enter CloudExtend. Whether it’s updating contact records based on replies to project emails, or combining data from top platforms for a holistic view of internal or client project performance, CloudExtend email and Excel integrations have you covered.

Improve Internal Communication and Get Clients the Results They Want

Maintain Focus

Automate adding emails and files to NetSuite, managing the CRM from your inbox without having to switch applications.

Connect with the Right People

Add, update, and delete contact records from NetSuite directly from your email inbox.

Validate Data

Keep data accurate by validating NetSuite records to prevent creating duplicates.

Real-Time Accuracy

Real-time Excel-based access to reporting data that can be refreshed on-demand or on a schedule to provide more accurate performance or pipeline reporting.

Bring Your Data to Life

Create client-ready dashboards, reports, and visualizations by connecting popular applications, such as Stripe, Chargebee, Google Ad Platform, Analytics, and most social media channels to Excel and Power BI, to share metrics or embed any report in live interactive PowerPoint presentations.