Customer operations for IT teams

Every customer, conversation and opportunity. One operational workspace.

CloudSun helps IT sales, support and customer-success teams manage companies, decision-makers, enquiries, opportunities and follow-ups without losing context between channels.

The operational problem

IT teams lose customer context across too many channels

A single customer might ping you on WhatsApp, reply to a sales email, open a support ticket, and follow up by phone — across days and teams. When each channel lives in its own tool, the story breaks apart and follow-ups slip.

Shared inboxes

Personal Gmail

Phone calls

WhatsApp

Spreadsheets

Ticket systems

Sales pipelines

Internal messages

The product

Five steps from enquiry to measured outcome

CloudSun turns scattered customer activity into a single, traceable flow — captured, owned, resolved, followed up, and measured.

01

Capture

Pull every enquiry, call, message and form submission into one inbox.

02

Assign

Route each conversation to the right owner based on rules and capacity.

03

Resolve

Reply, log notes, attach context and confirm the customer is unblocked.

04

Follow up

Schedule the next step so nothing slips between teams or channels.

05

Measure

Track response times, pipeline movement and team load in one view.

Core capabilities

Everything IT customer operations runs on

Ten connected capabilities that replace the patchwork of inboxes, sheets and tickets — without forcing your team to learn a new way of working.

Companies and contacts

One record per account and decision-maker, shared across teams.

Unified conversations

Email, phone, WhatsApp and webchat in a single thread per customer.

Ownership and assignment

Clear owners for every record, with reassignment and watchers.

Lead tracking

Pipeline stages, value estimates and qualification fields per contact.

Customer history

Every interaction, note and decision visible in one timeline.

Follow-ups

Scheduled reminders linked to contacts and conversations, never lost.

Team visibility

See who is working on what, with workload and status at a glance.

Knowledge

Capture articles and answers so the team replies consistently and faster.

Automations

Rules that route, tag, escalate and remind without manual overhead.

Reporting foundation

Operational metrics on activity, SLA and pipeline, exportable.

For every role

Built for every role in your IT operations

Sales, support and customer-success see the same customer from their own angle — without losing the shared record underneath.

Organisation owner

See the whole customer operation in one place, with the controls to govern it.

Operations manager

Balance workload, monitor SLAs and keep every team aligned to one source of truth.

Supervisor

Watch live queues, coach replies and step in before a conversation slips.

Sales employee

Track leads, opportunities and follow-ups without leaving the customer context.

Support employee

Resolve tickets with full history and a clear path to escalation.

Customer-success employee

Stay ahead of renewals, health signals and proactive outreach.

Built for the IT industry

Use cases IT teams run on CloudSun

From a fresh enquiry to a renewal conversation, CloudSun keeps the context, owner and next step together — for the situations IT teams actually face.

New sales enquiry
Support escalation
Service renewal
Implementation update
Security assessment
Cloud-migration discussion
Customer onboarding
Account follow-up
Security and control

Honest controls for a workspace you can trust

CloudSun is built with the controls IT teams expect — verified identities, scoped permissions, isolated workspaces and audit history. We show integration and security states as they are, not as we would like them to be.

We do not claim certifications we have not obtained. As CloudSun matures, this section will be updated to reflect verified controls and independent assessments.

Security posture is described honestly here. Anything verified externally will be referenced by name and date.

Verified identities

Every team member signs in with a verified account; no anonymous access.

Role-based access

Permissions are scoped to roles, so people only see what they need to.

Organisation isolation

Each workspace is isolated; data does not bleed between customers.

Audit history

Key actions — views, edits, assignments — are recorded and reviewable.

Revocable sessions

Sessions can be revoked at any time, from any device, by an admin.

Permission-based records

Sensitive records can be restricted to specific people or roles.

Honest integration states

Integration status is shown as it is, with clear disconnect and error states.

Plans

Plans that scale with your team

CloudSun is currently in active demonstration. We work with IT teams directly to set up a workspace sized for your operation — no payment is processed through this site.

Launch

10–25 team members

For early IT teams establishing their customer operations from a shared workspace.

Contact for pricing

No payment processed on this site

Most teams start here

Growth

26–75 team members

For growing IT teams managing multiple segments, queues and customer-success motions.

Demonstration access available

No payment processed on this site

Scale

76–200 team members

For larger organisations running structured, multi-team operations and SLAs.

Contact for pricing

No payment processed on this site

Create your CloudSun workspace

Start with a demonstration workspace and bring your team in. Every customer, conversation and opportunity in one place.