Guides
Guides for agencies, ecommerce teams and small businesses
Cloodo guides explain how web agencies, ecommerce teams and small business owners run projects, clients, billing and store operations in Cloodo Workspace and WorkSuite. Each guide answers one question first, then shows the steps. Start with a service guide, then read the shorter guides under it for one topic at a time.
AI Workspace for Ecommerce and Agency Teams: Projects, CRM and Billing in One
How agencies and ecommerce teams run projects, clients and billing in one Cloodo Workspace, with verified services and AI agents that work under human approval.
Read the guide: AI Workspace for Ecommerce and Agency Teams: Projects, CRM and Billing in One
- Project Management for Web Agencies
How a web agency can run client projects in WorkSuite: projects, milestones, tasks, tickets and clients in one place.
- Client Portal and Invoicing Workflow
A client workflow from proposal to paid invoice in WorkSuite, with client logins so clients see their own projects and invoices.
- AI Assistants Inside a Project Workspace
What AI agents do inside a Cloodo Workspace today, and why a person approves their work before it reaches a client or a lead.
WorkSuite: Project, CRM and Invoicing Platform Overview
An overview of WorkSuite for small business owners choosing a system: projects, CRM, finance and support in one app.
Read the guide: WorkSuite: Project, CRM and Invoicing Platform Overview
- Self-Hosted Project Management and CRM Options
A neutral, criteria-based look at self-hosted project management and CRM options, with sources and access dates.
- Recurring Invoicing and Subscription Billing Setup
Step-by-step setup of a recurring invoice in WorkSuite for retainers and subscriptions, based on the WorkSuite finance screens.
Automate Ecommerce Order Operations with AI Agents and Workspace Tasks
A how-to for ecommerce operations teams: let the store run routine order steps, turn exceptions into WorkSuite tasks, and keep people on the decisions.
Read the guide: Automate Ecommerce Order Operations with AI Agents and Workspace Tasks
- WooCommerce Order Handling Workflow
A daily workflow for WooCommerce orders: what each order status means, which ones need a person, and how to track them as WorkSuite tasks.
- AI Social Content Scheduling for Stores
How a store plans, drafts and schedules social posts in Cloodo Social, with AI help on the drafts and a person approving each post.