Do it Your Way with Cloudia.

Marketing Tip
Did you know you can view and sort your data with one click in Cloudia Assistant?

Each agent has developed his or her personal organizational system. Cloudia doesn't force its organizational methods on you; rather, it adapts to your preferences.

You can set up your own folders for sorting leads the way you feel is best. Having folders for leads based on what works best for you, and moving leads is as simple as clicking and dragging.

Organizing Features:

Appointments Calendar

Cloudia assistant comes with a calendar that is extremely easy to use. Cloudia assistant also has appointment reminders, appointment color labels, so you can see, at a glance, which appointments are personal versus ones requiring travel, or in-office meetings. You can make these labels conform to any system you want, including sales stage, territory, product presentation and levels of importance.

Customized Date Viewing

In Cloudia Assistant, you choose which data you want to view from over 40 fields, put them in the order you want to see them, and you can even customize the headers to read what you wish to call them; viewing data the way you want instead of the way it is forced upon you.

Communication History

No more random little notes on pieces of paper. Cloudia assistant gives you the power to track your customer phone calls and meetings. Entering important information into Cloudia, allows you to later review the details associated with a particular call or meeting.