Salesforce ERP
ERP + CRM Platform 
Inventory Management 
Warehouse Management 
Order Management 
Vendor Management 
Logistics Management 
BOM Management 
Order Fulfillment 
Business Operations 
SaaS Platform for Operations 
Salesforce Cloud ERP Platform 
Xero
Zoho books
Quickbooks
Shopify
Agentforce Revenue Management
Agentforce Revenue Management + Billing 
Salesforce CPQ
Salesforce Advanced Billing 
Migrate from CPQ to Agentforce Revenue Management 
Microsoft
Data Cloud
Tableau
Offering Functionalities
Product & Inventory Control
Tracks items, variants, and attributes with real-time visibility into available, reserved, damaged, and allocated inventory across all locations.
Global Finance & Multi-Currency
Supports multi-currency transactions with consistent pricing, exchange rate handling, and global financial readiness.
Order Management & Fulfillment
Manages quotes, sales orders, invoices, and purchase orders while tracking fulfillment, delivery, and pending items.
Warehouse & Bin Operations
Optimizes warehouse storage with bin-level tracking, utilization monitoring, and intelligent allocation based on quantity and dimensions.
Tax, Pricing & Compliance Engine
Handles complex tax scenarios using configurable tax rates, jurisdictions, and calculation rules, including tax-inclusive pricing.
Discounts, Pricing Rules & Incentives
Applies percentage-based and fixed-amount discounts with flexible pricing rules designed for future promotional enhancements.
Manufacturing & Supply Chain
Supports bill of materials, production batches, material issues, and end-to-end supply chain visibility.
Document Generation & Templates
Generates professional PDFs for quotes, invoices, purchase orders, and sales orders using customizable templates.
Financial Operations & Reconciliation
Manages payments, adjustments, and reconciliation to ensure accurate financial tracking and reporting.
Procurement & Vendor Management
Controls vendors, purchase orders, lead times, costs, and inbound shipments with complete procurement traceability.
Inventory Transfers & Movement Control
Tracks warehouse-to-warehouse and bin-to-bin inventory transfers with reservation handling and full audit history.
Accounting Integrations
Integrates seamlessly with accounting platforms like QuickBooks, Xero, and Zoho Books using configurable field mappings.
Automation, Rules & Workflow Engine
Automates approvals, inventory reservations, fulfillment steps, and financial processes using configurable business rules.
Reports, Dashboards & Visibility
Provides real-time dashboards and reports for inventory, orders, procurement, warehouse operations, and financial performance.
Enterprise Security & Compliance
Built natively on Salesforce with role-based access control, audit trails, encryption support, and enterprise-grade security.
AI Agents & Agentforce Integration
Deploy Salesforce Agentforce AI Agents that work directly with your Ops 360 data — reordering stock, chasing invoices, updating customers, and escalating exceptions.
Features
Simplify quotes, inventory, orders & warehouse operations with Cloudy Business Ops 360.
Real Time Inventory Tracking
Warehouse Management
Multicurrency Support
Multi Organization Enabled
Multi Pricing
Inventory Image Tracking
Quote Line Editor
Purchase Line Editor
Bundle Line Editor
Logistics Management
Low Stock Alert
Inventory Allocation
Payment Allocation
Debit & Credit Notes
Pay Invoice
Capture Payment Online/Offline
Bill of Material
Production Batch
Inventory Transfer
Barcode & QR Code Generator
Cloudy Inventory supports most product-driven industries
Below are some of the industries where we see the strongest fit.
Wholesale & Distribution
Retail & eCommerce
Manufacturing & Assembly
Trading & Import-Export
Logistics & Warehousing
Supply Chain & Procurement
Subscription & Order-Based
Industrial & B2B Supply
Consumer Goods & CPG
Electronics & Equipment
Automotive & Parts
Healthcare & Medical Supply
Rental & Asset-Backed
Repair & After-Sales Ops
Construction & Infrastructure
Agriculture & Agri-Supply
Education & Institutional
Specialty & Regulated
Professional Services
Financial Services & Fintech
Time-Consuming Quote Creation
Inefficient Warehouse Space Utilization
Time-Consuming Manual Invoice Generation
From Operational Problems to Cloudy Solutions
We analyze your challenges and deliver unified solutions that streamline enterprise operations.
Faster, Error-Free Quoting
Smart Bin Allocation
Automated Invoice Creation
Simple, transparent pricing
Flexible plans. Transparent pricing. No hidden fees.
SPECIAL PRICING
OEM Salesforce Partnership Changes
💡
$200 USD applies to the first user. The pricing listed below will apply based on the selected plan.
Starter
Get started with all the core features you need for a solid foundation. Perfect for the individuals and small businesses.
$40 /per user /month
Most Popular
Growth
Includes everything in Starter, plus advanced tools and workflows. Ideal for growing teams & mid-sized businesses.
$60 /per user /month
Enterprise
Includes everything in Growth, plus enterprise features & unlimited scalability. Designed for enterprise users.
$70 /per user /month
Includes everything in Growth Plan, plus:
Customization & Add-ons
Have requirements unique to your workflow? Customization and add-on charges are billed separately and determined based on the scope. We provide tailored solutions to fit your needs perfectly.
Customize your plan with optional Accounting Integration
Select billing preference for your integrations. Save significantly with annual billing.
Monthly
Yearly (Save 16.67%)
Add-on Name
License Type
Pricing
Compare Plans & Features
Find the perfect plan by comparing all available features in detail.
| Features | Starter | Growth | Enterprise |
|---|---|---|---|
| Quote Editor | ✓ | ✓ | ✓ |
| Purchase Order Editor | ✓ | ✓ | ✓ |
| Inventory Tracking | ✓ | ✓ | ✓ |
| Logistics Management | ✓ | ✓ | ✓ |
| Tax Calculations | ✓ | ✓ | ✓ |
| Refund | ✓ | ✓ | ✓ |
| Multi-Currency Support | ✓ | ✓ | ✓ |
| Capture Payment | ✓ | ✓ | ✓ |
| Payment Allocation | ✓ | ✓ | ✓ |
| Debit & Credit Notes | ✓ | ✓ | ✓ |
| Payment Link | ✓ | ✓ | ✓ |
| Order Amendment | X | ✓ | ✓ |
| Fee Management | X | ✓ | ✓ |
| Sales Return | X | ✓ | ✓ |
| Document Generator | X | ✓ | ✓ |
| Production Batch | X | ✓ | ✓ |
| Inventory Transfer | X | ✓ | ✓ |
| Bill of Material | X | ✓ | ✓ |
| Barcode & QR Code Generator | X | ✓ | ✓ |
| Bundle Editor (Kitting) | X | X | ✓ |
| ACH Payment (US Only) | X | X | ✓ |
| Work Order | X | X | ✓ |
| Subscription | X | X | ✓ |
| Project | X | X | ✓ |
| Price Lists | X | Up to 2 | Unlimited |
| Legal Entity Support | 1 | Up to 2 | Unlimited |
| Warehouse Inventory Tracking | 1 | Up to 2 | Unlimited |
| Agentforce Integration | - | Add-on | Add-on |
Compare Ways to Run Business Operations on Salesforce
Understand the real cost, effort, and risk behind different approaches – not just license price.
Best Value
Cloudy Inventory
All-in-one operations platform on Salesforce
$40–120/ user / month
- Native Salesforce platform
- Inventory, Orders, Warehouses, BOM
- Accounting & billing ready
- Fast go-live (weeks)
- Single vendor, predictable pricing
Multiple AppExchange Apps
Patchwork of independent solutions
$120–250+/ user / month
- Multiple vendors & contracts
- Data sync & limits
- Inconsistent user experience
- Higher admin effort
External ERP Integration
Salesforce + external ERP system
$1,000+/ month
- Middleware dependency
- Sync delays & failures
- Long implementation cycles
- High integration cost
Custom-Built Solution
Build everything from scratch
$50k–150kone-time
- Long development time
- High maintenance & tech debt
- Developer dependency
- Scaling challenges
Total Cost of Ownership Comparison
| Approach | Setup Time | Risk | Scalability | Agentforce | Overall Value |
|---|---|---|---|---|---|
| Cloudy Inventory | Less than a week | Low | High | ✅ Native | ★★★★★ |
| Multiple AppExchange Apps | Months | Medium | Medium | ❌ Fragmented | ★★★☆☆ |
| Multiple AppExchange Apps | Months | Medium | Medium | ❌ Fragmented | ★★★☆☆ |
| External ERP Integration | 3–6 Months | High | High | ❌ Complex | ★★☆☆☆ |
Products Feedback
What Our Customers Say
A Reliable Salesforce Developer Helping Scale and Streamline Operations
Working with Prakash has been a highly positive experience for our business. Their expertise has helped us streamline processes, improve operational efficiency, and build a more scalable CRM environment tailored to our specific business needs. From automation and workflow improvements to custom development and reporting, they have consistently delivered practical solutions that reduce manual work and improve visibility across the business. One of the biggest strengths has been their ability to create flexible, scalable solutions that support future growth while remaining user-friendly for the wider team. They are proactive, responsive, and able to quickly understand business objectives before implementing effective technical solutions. Having a dependable Salesforce developer who understands both the technical and commercial side of a business is incredibly valuable, and we would highly recommend their services to any organisation looking to improve and modernise their Salesforce environment.
More innovation from CloudyWave
We have enjoyed incredible support from the CloudyWave team over the years, and I'm excited to see this latest development. The app has an extraordinary scope of capability, rivalling the big standalone ERP systems, and pairing this new capability with everything that comes with the native user-friendly features of the Salesforce ecosystem.
Built in ERP to Salesforce, awesome set of objects, outstanding Service, Integration Made easy
As an Australian manufacturer seeking any competitive edge in productivity gains and visibility of data central to making better business decisions, this app install within Salesforce instance for us has been a gamechanger. We were managing everything with disjointed apps and logins for the team, and manual handling with spreadsheets and what was in peoples' heads! Now it is within centralised source of truth for our business. Better Data, means better decisions, Cloudywave helped us achieve this, couldn't recommend the team and offering highly enough, having used integration partners before to install ERP type offerings, their service has been exceptional.
Game-Changer for Complex Inventory & High-Touch Support
We implemented Cloudy Business Ops 360 for a seed farm with a massive catalog of products and variants. The complexity of our inventory was a major hurdle, but the team at Cloudy was extremely professional and supportive from day one.What truly sets them apart is their willingness to tailor the product to our specific needs. Any time our users asked us for a new type of functionality, we were never met with "no." The team at Cloudy Business Ops was quick to understand our requirements and use cases and provide a solution.When we required custom development and new features to bridge the gaps, they delivered high-quality results quickly and at a very reasonable cost. Thanks to their team going above and beyond to ensure a smooth implementation, we now have our entire inventory and order operations running seamlessly within Salesforce. Having these insights directly in our CRM has empowered our sales team and streamlined our entire business. I couldn’t recommend this product or this team more!
A truly complete and well designed app
Having worked with several projects where the client required Salesforce to manage Products and deal in a busy B2B environment I was always disappointed with the add on offerings available as the seemed to make simple tasks complex. However, 360 has taken all the negative customer experiences and designed a very clean and clear UI that is really easy to use and covers every base. The team have used there long term experience building custom solutions for clients and rolled all of that up into a package that delivers massive functionality. Managing Products, stock, inventory, messaging clients, billing etc are all covered, and at a fraction of the price of competing products. This is a really great tool.
Replaced Our Spreadsheet Chaos With One Native Platform
We were running our operations across Salesforce, Xero, a handful of spreadsheets, and a separate inventory tool that never quite talked to each other. Quotes took ages, order handoffs were manual, and our team was double-entering data every single day.Cloudy Business Ops 360 changed that for us. Everything now lives inside Salesforce quoting, orders, subscriptions, inventory, and billing all in one place. The team picked it up quickly because it feels like native Salesforce, not a bolted-on app.What stood out most was the implementation support. Cloudy Wave team genuinely understood our business before configuring anything. They didn't try to sell us modules we didn't need they helped us start with what mattered and grow from there.If you're a growing business using Salesforce and tired of stitching tools together, this is well worth a proper look.
FAQs
Here's a list of frequently asked questions (FAQs) for a Cloudy Inventory
Pricing & Plans
Cloudy Business Ops 360 offers three transparent pricing tiers:
- Starter — $40/user/month: Core features including inventory tracking, quote editor, and payment tools.
- Growth — $60/user/month: Everything in Starter, plus order amendments, document generation,and bill of materials.
- Enterprise — $70/user/month: Everything in Growth, plus bundle editor (kitting), ACH payment, and unlimited legal entities.
• Starter Plan: Best for small businesses and individuals who need core operational capabilities.
• Growth Plan: Suitable for mid-sized or scaling teams that require advanced features like sales returns, document generation, inventory transfers, and BOM.
• Enterprise Plan: Designed for large organizations needing unlimited scalability across warehouses, legal entities, and price lists, plus advanced features like kitting and ACH payments.
No hidden fees. The pricing is per user per month and is fully transparent. Customization and add-on requirements (such as specific integrations or bespoke workflows) are scoped separately and quoted based on your needs. Standard plan pricing covers all listed features without surprise charges.
Yes. Annual billing is available for accounting integrations (add-ons) and offers a saving of 16.67% compared to monthly billing. For core plan pricing, please contact the Cloudy Wave sales team to discuss annual commitment options.
Cloudy Business Ops 360 offers optional accounting integrations with QuickBooks, Xero, and Zoho Books. Each integration is priced at $3,000/org/year on annual billing, or available as a one-time purchase. These integrations sync invoices, payments, customers, taxes, and ledger-ready data between the app and your accounting platform.
Setup & Implementation
Cloudy Business Ops 360 is designed for fast deployment. Most organizations can be up and running in less than a week. This is significantly faster than ERP integrations (which typically take 3–6 months) or custom-built solutions (6–12 months). The Cloudy Wave team provides onboarding support and training to ensure a smooth go-live.
Yes. Cloudy Business Ops 360 is a native Salesforce application and requires an active Salesforce org. It is built to run natively within your Salesforce environment, which means no external systems, no middleware, and no separate databases — everything stays within your existing Salesforce instance.
Yes. Cloudy Business Ops 360 is a certified Salesforce AppExchange product, built by Cloudy Wave — a certified Salesforce ISV and Consulting Partner. It has been reviewed and approved by Salesforce, ensuring it meets the highest security and quality standards.
No custom development is required to get started. Cloudy Business Ops 360 is a configurable, out-of-the-box solution. However, if your business has unique workflows or specialized requirements, Cloudy Wave offers customization and add-on services billed separately based on the scope of work.
Integrations
Cloudy Business Ops 360 integrates with three major accounting platforms: QuickBooks, Xero, and Zoho Books. These integrations use configurable field mappings to ensure your operational data — invoices, payments, customer records, and taxes — flows seamlessly into your accounting system.
Yes. All three integrations are available as optional add-ons. They enable real-time or scheduled syncing of financial data between Cloudy Business Ops 360 and your accounting software, reducing manual data entry, minimizing errors, and giving you accurate, up-to-date financial records across both systems.
Yes. Because Cloudy Business Ops 360 is natively built on the Salesforce platform, it works seamlessly alongside other Salesforce clouds including Sales Cloud, Service Cloud, and Experience Cloud. Your sales teams can generate quotes directly from opportunities, and service teams can access order and fulfillment data — all without leaving Salesforce.
Industry & Use Cases
Cloudy Business Ops 360 supports a wide range of product-driven industries including Wholesale & Distribution, Retail & eCommerce, Manufacturing & Assembly, Trading & Import-Export, Logistics & Warehousing, Supply Chain & Procurement, Consumer Goods & CPG, Electronics & Equipment, Automotive & Parts, Healthcare & Medical Supply, Construction & Infrastructure, Agriculture, and Financial Services. It is designed for any business that manages physical products, procurement, and order fulfillment.
Absolutely. The tiered pricing model is specifically designed to serve businesses at every stage. The Starter plan at $40/user/month is built for individuals and small teams, the Growth plan supports mid-sized businesses, and the Enterprise plan provides unlimited scalability for large, multi-entity, multi-warehouse organizations.
Yes. Cloudy Business Ops 360 is well-suited for import/export and international trade businesses. Multi-currency support, multi-legal entity management, flexible tax configurations across jurisdictions, and procurement and vendor management features make it a strong fit for organizations operating across borders.
Features & Functionality
Sales returns and order amendments are available from the Growth plan onwards. The sales return feature allows you to process returned goods and update inventory and financial records accordingly. Order amendment lets you modify existing sales orders — adjusting quantities, pricing, or line items — without needing to cancel and recreate the order.
The Bundle Editor (also known as Kitting) allows you to group multiple individual products into a single bundled product that can be quoted, sold, and fulfilled as one unit. This is ideal for businesses that sell product kits, bundles, or packages. This feature is available exclusively in the Enterprise plan.
Yes. Bill of Materials(BOM) is supported in the Growth and Enterprise plans. BOM allows you to define the components and sub-assemblies required to produce a finished product. Combined with Production Batch tracking, this gives manufacturing businesses full visibility into what materials are consumed and what is being produced.
Yes. Multi-warehouse and multi-legal entity support is built into the app. The Starter plan supports 1 warehouse and 1 legal entity. The Growth plan supports up to 2 of each. The Enterprise plan provides unlimited warehouses, unlimited legal entities, and unlimited price lists — making it ideal for businesses with complex organizational structures.
The payment and reconciliation module lets you capture payments (online and offline), allocate payments against invoices, manage partial payments, issue debit and credit notes, and process refunds. It provides a clear financial record for every transaction, reducing reconciliation errors and giving finance teams accurate, real-time visibility into outstanding balances.
Agentforce & AI Agents
Yes. Cloudy Business Ops 360 is Agentforce-ready out of the box. Because the app is built 100% natively on the Salesforce platform, your inventory, orders, quotes, invoices, and procurement data already live inside Salesforce — exactly where Agentforce AI Agents operate. There is no middleware, no external sync, and no separate database to bridge, so you can deploy AI Agents on your operational data from day one.
Agentforce AI Agents can act directly on your live operational data. Common use cases include:
- Reordering stock automatically when inventory falls below thresholds.
- Chasing overdue invoices and following up on outstanding payments.
- Updating customers on order status, fulfillment, and delivery timelines.
- Escalating exceptions such as stockouts, failed payments, or shipment delays to the right team.
Because every record sits in one Salesforce data layer, agents have a single source of truth to reason and act on.
No. Unlike fragmented multi-app stacks, external ERP integrations, or custom-built solutions — which require additional connectors and bespoke development before AI agents can reach the data — Cloudy Business Ops 360 stores everything natively in Salesforce. That means Agentforce can access your operations data without extra integration work, custom APIs, or a separate AI data layer.
AI agents are only as good as the data they can reach. With multiple AppExchange apps, operational data is scattered across systems with no unified layer for agents to query. With an external ERP, AI agents can't natively access fragmented data without complex integration. A custom build requires you to engineer Agentforce compatibility yourself. Cloudy Business Ops 360 keeps all data in one native Salesforce model, giving Agentforce clean, complete, real-time context to make accurate decisions.
Yes. Agentforce operates within your existing Salesforce security model. AI Agents respect the same role-based access controls (RBAC), permission sets, and sharing rules already configured in your org, and every action is captured in Salesforce audit trails. Because the data never leaves your Salesforce environment, you keep enterprise-grade encryption, compliance, and governance throughout.
Since Cloudy Business Ops 360 goes live in less than a week and stores all operational data natively in Salesforce, your data is Agentforce-ready as soon as the app is set up — no additional data-preparation project required. To scope specific AI agent workflows for your business, the Cloudy Wave team can guide you through Agentforce setup and best practices. Book a demo to get started.
Security & Compliance
Yes. Cloudy Business Ops 360 is built natively on the Salesforce platform, which means it inherits Salesforce's world-class security infrastructure including encryption at rest and in transit, regular penetration testing, and compliance with global security standards. As a certified AppExchange product, it has also passed Salesforce's rigorous security review process.
Yes. The app supports enterprise-grade security features including role-based access control (RBAC), which allows administrators to define exactly what each user can see and do within the system. Full audit trails ensure every action — from inventory adjustments to payment captures — is logged with a timestamp and user record, supporting compliance and accountability requirements.
Comparison
Using multiple AppExchange apps to cover inventory, orders, and payments typically costs $120–$250+ per user per month, involves multiple vendors and contracts, creates data sync issues between systems, and results in an inconsistent user experience. Cloudy Business Ops 360 delivers all of this in a single native app at $40–$70/user/month — with one vendor, one user interface, and one predictable price. It also means less admin overhead and a significantly faster go-live.
External ERP integrations with Salesforce typically cost $1,000+ per month just for middleware and integration maintenance, take 3–6 months to implement, and introduce sync delays, failure points, and long-term technical complexity. Cloudy Business Ops 360 is native to Salesforce — there is no middleware, no sync delays, and no integration failures. It goes live in under a week, at a fraction of the cost, with your Salesforce data always in sync.