AGENCY LIST

CloudBudget

Chapel Hill, North Carolina, United States
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Native Salesforce app for budgeting, rolling forecasts, and variance reporting

CloudBudget builds a fully native application on the Salesforce Lightning Platform, giving organizations a way to manage budgeting directly inside Salesforce rather than through a separate system. Because it integrates with Salesforce and other Force.com apps, budgeting data stays connected to the CRM data organizations already track. Clients include Mexico Power Group, Pax Water Technologies, The Bill of Rights Institute, DeVos Foundation, and Priority Dispatch Corp.

The application covers custom dashboards, real-time planning, rolling forecasts, and budget templates, with a focus on producing error-free reports and variance analysis. CloudBudget works with implementation partners and integration partners to help organizations set up and connect the system, positioning the product as a way to integrate and streamline an organization's budgeting process within its existing Salesforce environment.

14
YEARS IN BUSINESS
1
SERVICES

Capabilities

Category

Staffing and Outsourcing

Services

What these services involve

Customer Support BPO
Customer Support BPO for staffing and outsourcing buyers. Clear scope, measurable outcomes, and reliable delivery.

Agency details

Founded
2012 (14 years)

How CloudBudget scores 38 on Agency List

The Agency List Score rates each listing out of 100 across four equally weighted areas. It measures the strength of the agency's listing and public signals — not the quality of its work.

Presence & Maturity

25 / 25

How complete and how recently maintained this listing is.

  • Has a detailed written overview.
  • Has a tagline summarising what the agency does.
  • 7 of the core profile fields are filled in.
  • Profile details were updated recently.
  • Founding year on record (2012).

Relevance & Capability

0 / 25

How clearly the agency's specialism and services are classified.

  • Not yet assigned to a primary category.
  • No individual services listed.

Credibility & Trust

13 / 25

Contactability and verification signals that show a real business.

  • Listing ownership is not yet verified.
  • A working website is on record.
  • A contact address on the agency's own domain is on record.
  • A phone number is on record.
  • Location is on record.

Authority & Proof

0 / 25

Independent proof of work: reviews, published projects and awards.

  • No published reviews yet.
  • No published project work yet.
  • No awards recorded.

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About this agency on Agency List

CloudBudget is listed on Agency List as part of our global directory of professional agencies. Profiles are compiled using a combination of agency-submitted information, publicly available data, and Agency List classification systems.

This page reflects the most current information available for CloudBudget and may evolve as additional data is verified or updated.

Local context

CloudBudget operates in Chapel Hill, North Carolina, United States serving clients locally and beyond. Agency List organizes firms by geography to help buyers understand the distribution of agencies across regions and markets.

Service markets

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Country

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Data notes

Profile information is derived from agency submissions and public sources. Some attributes may be estimated and are updated over time as additional data becomes available.