Impact-Site-Verification: 5e0d5405-a97a-44eb-bd3d-86a97cb01d56

Cloodo

WorkSuite overview

WorkSuite: project, CRM and invoicing platform overview

WorkSuite is the project, CRM and finance app of Cloodo Workspace. A small business can run leads, clients, proposals, projects, tasks, invoices, payments and support tickets in one place. It is built on Worksuite by Froiden, an established product. You open WorkSuite at worksuite.cloodo.com with your Cloodo account.

Published · Updated

What is WorkSuite?

WorkSuite is the project, CRM and finance app of Cloodo Workspace. It is built on Worksuite by Froiden, a product for HR, CRM and project management.

Cloodo builds on a proven product instead of starting from zero.

Your Cloodo account signs you in to WorkSuite.

The app lives at worksuite.cloodo.com.

What can a small business run in WorkSuite?

In WorkSuite, a small business can run its customers, its work and its finance. That covers leads, clients, proposals, estimates, projects, tasks, invoices, recurring invoices, payments, expenses and support tickets.

The table groups the main areas by module.

Main WorkSuite areas, by module
ModuleWhat you manage
CustomersLeads with deals and notes, and clients with optional logins
WorkProjects, milestones, tasks, task boards, Gantt charts and time logs
FinanceProposals, estimates, invoices, recurring invoices, payments, credit notes and expenses
SupportA ticket system for client and team requests

How should a small business owner choose a system?

Choose a system by the work you need to run, who runs the servers, how clients will use it, and how much data you need to move. Write these down before you compare options.

Use these questions as a checklist:

  1. Which work must the system cover: projects, CRM, invoices, support, or all four?
  2. Do you want a hosted app, or will your team run the servers itself?
  3. Will clients log in to see their projects and invoices?
  4. Do you bill on a schedule, such as retainers or subscriptions?
  5. Which data must you move from the tools you use today?

Should we use a hosted app or self-host?

WorkSuite at worksuite.cloodo.com is a hosted app, so Cloodo runs it for you. Teams that need to run their own servers can compare self-hosted options by clear criteria.

The self-hosted guide compares options neutrally, with a source for every fact.

How does WorkSuite fit into Cloodo Workspace?

WorkSuite is part of Cloodo Workspace. It works with the Cloodo services marketplace, Cloodo Social and Cloodo Growth, which records its leads in the WorkSuite CRM.

Agencies and ecommerce teams can read the workspace guide for the full picture.

How do we start with WorkSuite?

To start, open WorkSuite at worksuite.cloodo.com and sign in with your Cloodo account. To bill clients on a schedule, follow the recurring invoicing guide.

Cloodo is built by the Netbase team. Netbase JSC is based in Hanoi, Vietnam.

If you want help to set up, talk to the team with the form on this page.

Frequently asked questions

What is WorkSuite?

WorkSuite is the project, CRM and finance app of Cloodo Workspace. It is built on Worksuite by Froiden, an established HR, CRM and project management product.

Can WorkSuite bill clients on a schedule?

Yes. WorkSuite has recurring invoices. You set the billing frequency and the number of billing cycles, or let it run with no end date.

Can clients log in to WorkSuite?

Yes. You can allow each client to log in to the app. Clients then have their own access to your WorkSuite.

Where can I see the plans?

Plans are listed in one place only: the Cloodo Workspace plans page. This overview does not repeat them.

Sources

Talk to the team

Tell us how your team works today. A person from the Netbase team reads every message and replies.

Set up your own Digital Workplace now

Start promoting your Company, Project or Professional Services and manage your operation effectively with your Own Workplace