Frequently asked questions
Answers about features, payments, pricing and getting started. Can’t find what you need? Our team is happy to help.
What is Enterprised Cloud?
Enterprised Cloud is an all-in-one, cloud-hosted business management platform. It helps you manage leads, deals, eSignatures, projects, estimates, invoices and payments, and gives your clients a branded portal. Automated client and team emails, workflow customization and settings let you tailor it to your business.
Is Enterprised Cloud fully hosted in the cloud?
Yes. Enterprised Cloud is a fully hosted cloud software platform. There’s nothing to install. Just sign up and log in at app.enterprised.cloud.
How much does it cost?
One plan with every feature and unlimited users for $29/month, after a 30-day free trial. No credit card is required to start the trial. You only add a card if you decide to keep using Enterprised Cloud after the trial. See Pricing.
Is white-label customization available?
Yes. White-label functionality is available, and you can use it across all features.
Can I send emails to my leads?
Yes. Enterprised Cloud lets you email leads directly from the platform.
Can I collect leads from external sites?
Yes. Import leads from a CSV file, or connect supported website contact forms so new inquiries become leads automatically.
Can I rename fields or add custom fields?
Default fields can’t be renamed, but you can add custom fields to leads, deals and projects to fit your business.
Does it include project management?
Yes. A simple, integrated project management system is included. Move won deals straight into projects with tasks, files, notes, estimates and invoices.
Is there workflow automation?
Yes. Workflow automation is available and currently in beta, alongside automated client emails and reminders.
Is there a proposal and quotation builder?
Yes. Build proposals and quotations under the Estimate menu, using professional templates.
Which payment gateways are supported?
WooCommerce, PayPal, Stripe and ACH bank transactions. Your customers can pay by credit card or bank ACH.
How many currencies are supported?
Enterprised Cloud supports all currencies accepted by PayPal, Stripe and WooCommerce.
Are VAT and tax fields flexible?
Yes. Flexible VAT and tax fields support per-item, state and country taxes.
Does it send payment reminder emails?
Yes. Set automatic reminders before and after an invoice’s due date.
Can I use my own email server?
Yes. Use the built-in mailer, or connect an external SMTP service for sending emails.
Does it have a client portal with client logins?
Yes. Enable the client portal for any client and they’ll get their own secure login.
Is an API or webhook available?
Yes. A public REST API is available, and automation options are found under Settings > Integration > Automation. See the User Guide for API documentation.
Are eSignatures legally binding?
Yes. Enterprised eSignature is UETA, ESIGN and GDPR compliant, with a full audit trail and signature certificate.
Ready to try it yourself?
Explore every feature free for 30 days. No credit card required.