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Clousys | One Connected Solution

AI-Powered Professional Services Operations Platform

Overview

Professional Services Automation (PSA) | Applicant Tracking System (ATS) | Human Resource Management System (HRMS) | Resource Management | Professional Services Delivery | Time, Leave & Expense | Revenue & Margin | Invoicing & Billing | Analytics.

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  • EMPLOYEE 360° & CAPABILITY MANAGEMENT Unified employee view across profiles, roles, skills, experience, availability, assignments, and career data to support workforce planning. Business impact: Better workforce visibility and capability insights.

  • RECRUITMENT & TALENT LIFECYCLE Connect recruitment with workforce demand. Manage requisitions, candidate pipelines, hiring, offers, and pre-onboarding through a connected lifecycle. Business impact: Faster, informed hiring aligned with workforce needs.

  • RESOURCE & CAPACITY MANAGEMENT Match people to demand by skills, experience, availability, allocation, and project needs. Monitor utilization and capacity gaps. Business impact: Better allocation, utilization, workload balance, and proactive planning.

  • PROJECT & DELIVERY MANAGEMENT Manage projects, tasks, milestones, assignments, resources, and delivery activities with connected visibility. Support Agile planning and sprints. Business impact: Better visibility, coordination, and delivery control.

  • TIME, LEAVE & EXPENSE MANAGEMENT Capture billable and non-billable time, leave, and expenses in connected workflows. Link effort and expenses to projects, resources and billing. Business impact: Better accuracy, billing control, reduced revenue leakage.

  • REVENUE FORECASTING & INVOICING Connect utilization, delivery, time and billing data for revenue visibility. Support forecasting, billing workflows, invoicing and tracking. Business impact: Better visibility, fewer billing gaps and predictable revenue.

  • SALES-TO-DELIVERY & CRM INTEGRATION Connect sales opportunities and customer commitments with delivery planning. Turn business wins into project, staffing, resource and execution needs. Business impact: Faster handoffs, starts and delivery alignment.

  • AI-POWERED AUTOMATION & WORKFLOW Automate approvals, notifications, assignments, workflows and repetitive tasks. Use AI to surface insights and support faster decisions. Business impact: Less manual effort, streamlined operations and greater efficiency.

  • ANALYTICS, REPORTING & ORGANIZATION 360° Bring data together across recruitment, employees, skills, resources, utilization, projects, time, revenue and invoicing. Business impact: 360° operational visibility for faster, data-informed decisions.

Clousys is a Salesforce-native Professional Services Automation (PSA) platform that connects the entire services lifecycle—from recruitment and employee onboarding to employee capabilities, resource planning, project delivery, time tracking, revenue forecasting, invoicing, and analytics. From Recruitment to Revenue Recruit → Onboard → Understand Capability → Plan Capacity → Allocate → Deliver → Track Time → Forecast Revenue → Invoice → Analyze By connecting these processes and data in one system, Clousys helps organizations reduce fragmented systems and manual work, improve resource utilization, increase delivery visibility, reduce revenue leakage, and gain a connected 360° view of people, projects, and business performance. One connected platform. One operational view. Built for professional services.

Categories

Business Needs
Enterprise Resource Planning
Project Management
Time & Expense
Industries
Horizontal Product
Professional Services
Personas
Business User
Executive
Other
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Sales Programs
Managed Package
Lightning App Builder
Salesforce Mobile