We needed a company who would take the time to understand our business and sales process. We worked together on the project for many weeks tweaking and refining our needs. Cloud 9 Assist actually come to the table with ideas that were better than ours, helping us to get the best out of our new CRM.

The result was a simplified solution that solved our business problems. This was all backed up with outstanding customer support that was timely and effective.

We now have a CRM solution that is tailored for our business.

We have found Cloud 9 Assist to be very effective for our business. The system is simple and easy to use and the support we receive is second to none. I would recommend Cloud 9 Assist to any business searching for a CRM; the system enables all of our employees to access the same information and update accordingly which is highly beneficial working in the sales industry.

Very soon after setting up our will writing business, it became clear to myself and my partner that we would need some kind of database to ‘manage’ our workload. I took on the task of trying to find something suitable but could find nothing that quite fit the bill. I then came across Cloud 9 and emailed Scott advising him of what sort of thing we were looking for. Scott just ‘got it’ straight away and we have never looked back. Our database remains the ‘hub’ of our business and I could not imagine being without it! Along the way, as is always the case with an evolving business, we have needed to make changes and additions to the database and Scott has always made these changes promptly and exactly as required. He has also offered his own input/ideas along the way as to how the database could work more efficiently. I would highly recommend Cloud 9 (and Scott in particular!) to any company that is looking to implement a database which will ensure they are able to run their business more effectively. Thank you for all your help Scott!

We have been working with Cloud 9 Assist for 2 years and would highly recommend their cloud based CRM system. They are a joy to deal with – incredibly responsive to system queries and quick to act and implement any system changes we require.

When we acknowledged using multiple excel sheets was becoming inefficient and incredibly time consuming we spent months looking for a suitable CRM claims management system for our Accident Management Company, speaking to at least a dozen providers. Many of the companies we approached, some much more established than Cloud 9 Assist offered a far too general “1 system for all” solution which included many features we would never use which meant an overcomplicated interface and CRM which usually came with a hefty price tag.

Some of the simpler desktop and cloud based applications came without the necessary support or tailoring for our business. We wanted a system tailored to our specific requirements which allows us to easily capture client/claim details and efficiently and effortlessly log a claim’s lifecycle. It was refreshing to explain to Cloud 9 Assist what we wanted the system to do and how it should work and flow to suit our business model and for our exact wishes to be implemented. As our business has evolved Cloud 9 Assist have incorporated system changes in line with our new requirements with ease and without disruption to our operation. They can give you as little or as much in the way of functionality as you need.

To anyone who is currently searching for a new CRM system I would urge you to give them a try.