Twelve modules, one platform —a complete feature index.
Every capability CloudIP ships, grouped by module. Click any module to read the full feature breakdown and use cases.
What makes it one product, not twelve apps in a wrapper
The architectural decisions that separate a real all-in-one platform from a bundle with shared login.
One database, one customer record
Modules share the same data, so the customer in CRM is the same customer Accounting invoices, E-commerce ships to, and Communications calls. No integration layer because nothing is integrated — it is one application.
One identity, one audit log
A single user model across every module. SAML/OIDC SSO, TOTP and WebAuthn MFA, and a tenant-wide audit log that records every change with actor and timestamp — exportable for SOC 2 or HIPAA evidence.
Encryption, immutability, residency
AES-256 at rest, TLS 1.3 in transit, immutable backup snapshots enforced at the storage layer, and seven-region US replication. Single-region tenants available for data-residency requirements.
API and webhooks on every record
Every object — invoice, contact, employee, order, ticket — has REST endpoints and webhook events. Build your own tools alongside CloudIP without breaking the audit trail.
Real-time everything
No nightly ETL. P&L, inventory, payroll, ticket queues — every report queries the live state of the database, with period locks where you need them.
US infrastructure, English support
Customer data lives in seven US regions. Documentation, billing, and support are in English; international expansion is on the public roadmap.
Every CloudIP module at a glance
The headline capability set per module. Click through for the full pillar, sub-feature, and use-case detail.
Accounting
A real general ledger, not a glorified bank-feed app. Invoicing, bills, reconciliation, multi-currency, sales tax, 1099 e-filing, and 20+ standard reports.
Open the Accounting hub- GAAP-aligned chart of accounts
- Live Plaid bank feeds
- Real-time P&L, balance sheet, cash flow
- Period locking with audit trail
CRM
Leads, contacts, deals, forecasts, sequences. Built on the same customer record the rest of the platform uses — so the deal you close becomes the invoice you send.
Open the CRM hub- Drag-drop pipelines with stage automations
- Weighted forecast with snapshot diffs
- Email sequences from rep mailboxes
- Lead scoring with decay rules
HR & Payroll
Onboarding, time and attendance, PTO, benefits administration, and full W-2 / 1099 payroll with federal, state, and local tax filing.
Open the HR & Payroll hub- Employee + contractor in one pay run
- Mid-year state-change automation
- Self-service portal with mobile app
- Year-end e-filing in every state
Communications & UCaaS
Cloud PBX, call center, voicemail with AI transcription, SMS, video meetings, webinars, fax, team chat, shared inbox — every channel, one timeline.
Open the Communications & UCaaS hub- Bring your own numbers (port-in)
- AI voice agent that books appointments
- Webinars to 5,000 attendees
- 10DLC-compliant business SMS
E-commerce
Storefront, multi-channel inventory sync, dynamic repricing, pick-pack-ship, returns portal, subscriptions, B2B with net terms.
Open the E-commerce hub- One inventory across web, POS, marketplaces
- Wave picking with handheld scan
- Live carrier rates, branded label
- Subscription billing with smart retries
Point of Sale
Retail, restaurant, and service POS with offline mode, multi-location, gift cards, loyalty, kitchen display, and tip distribution rules.
Open the Point of Sale hub- Offline mode with auto-reconcile
- KDS routing per station
- Multi-location transfers and pricing
- Loyalty points across web + POS
Appointments
Branded booking page on your domain, deposit collection, reminders that cut no-shows in half, group classes with waitlists.
Open the Appointments hub- Per-staff calendars + resources
- Deposit at booking via Stripe
- SMS reminder workflow
- Reschedule from the reminder
Website Builder
Drag-and-drop pages, headless CMS, forms tied to CRM, SEO tools (metadata, JSON-LD, sitemap), multi-language, custom domains.
Open the Website Builder hub- Static at the edge — Lighthouse 95+
- Auto OG image generation
- A/B testing on landing pages
- Multi-language with hreflang
Marketing
Email campaigns, multi-step automations, landing pages, audience segmentation, ad audience export and offline-conversion sync.
Open the Marketing hub- Managed deliverability per ISP
- Live segments shared with CRM
- Offline conversion to Google + Meta
- Cost import + ROI reporting
Cybersecurity
Endpoint protection (AV + EDR), ransomware detection, audit logs, MFA + SSO, compliance evidence packs, incident response playbooks.
Open the Cybersecurity hub- Behavior-based ransomware detection
- TOTP + WebAuthn (no SMS MFA)
- HIPAA / SOC 2 / PCI control mapping
- SIEM streaming via webhook
Backup & Recovery
Encrypted cloud, server, and endpoint backup with immutable snapshots, ransomware rollback, bare-metal recovery, and seven-region replication.
Open the Backup & Recovery hub- Application-consistent snapshots
- Restore-test jobs prove your RTO
- Hardware-independent restore
- Immutability enforced at storage layer
Hardware Store
Pre-imaged backup servers, NAS, POS bundles, scanners, label printers, scales, networking — tested with the platform on day one.
Open the Hardware Store hub- Pre-imaged with your tenant
- Tested with the matched module
- Bundles sized to operational profile
- Sold as part of the same bill
Why feature lists are misleading on their own
Every SaaS vendor publishes a feature checklist; most overlap in what they say and diverge in what they actually do. The interesting question is not whether a tool has "invoicing" — most do — it is whether the invoice your CRM rep generates clears the deal, posts to the GL, opens an A/R aging row, and respects the customer-group price list automatically. CloudIP does, because there is one customer record and one ledger; most stacks do not, because each tool owns its own copy.
The same logic runs through every module pair. A hire in HR opens an org-directory record, a payroll line, an SSO seat, and a CRM owner lookup — without a separate sync. A POS sale decrements e-commerce inventory, posts to the GL at cost, and updates the customer's loyalty balance — without a separate sync. Removing the integration layer is the actual feature; everything else is a consequence of it.
See every feature on real data
14-day free trial with every module enabled. No credit card. Import your own data and run your own scenarios.