Tap Into the Power of Cloud to put Business Growth On Autopilot

All-in-One Automation. All Inside Salesforce.

Transform the way your team works with a unified suite of Salesforce-native solutions built to automate lending, onboarding, verification, documents, payments, compliance, and secure communication.

Experience enterprise-grade security, real-time intelligence, and seamless Salesforce integrations that eliminate silos and manual work across your entire organization.

Hero Illustration
CSAT Rating

4.9* CSAT Rating

Top ratings across all service metrics

99% uptime

99.9% Uptime

Enterprise-grade reliability and availability

100% Compliance Enforcement

100% Compliance Enforcement

Top ratings across all service metrics

Time saved

70% Time Saved

Cut manual work with automated workflows

Salesforce partner innovation

Salesforce Partner Innovation

Awarded for intelligent automation and innovation

Suites That Power Your Salesforce

Cloud Maven, Inc. helps regulated industries move faster and stay compliant with automation that’s 100% Salesforce-native — no external servers, no data exposure. Our suites connect every part of your workflow, from KYC and document generation to payment collection and client communication, all within Salesforce. Each suite operates independently yet connects natively with others to create a cohesive automation ecosystem that accelerates teams, ensures compliance, and enhances the customer experience.

Accelerate every stage of the lending process, from origination to servicing and collections, all within a single, unified platform. Automate manual tasks, gain real-time visibility into every deal, and deliver a faster, more transparent borrower experience that builds trust and drives growth.
cmLending

cmLending

Empower your team to make faster, safer, and more informed decisions with complete transparency and compliance. Run instant KYC/KYB, credit reports, criminal background check, risk verification and sanctions/OFAC directly in Salesforce. You can automate due diligence, reduce manual errors, and onboard clients faster and more confidently with data from trusted global sources.
cmVerify

cmVerify

Turn complex business logic into automated decision flows with a no-code rule engine, cutting release cycles and speeding time-to-market. Drive smarter, faster decisions across teams and reduce risk through data-backed automation. You can also standardize credit policies, approvals, and risk scoring while keeping decisions explainable.
cmDecision

cmDecision

Accelerate deal closures and eliminate document chaos with a unified, compliant document workflow. Create, sign, and securely vault documents without ever leaving Salesforce. Now you can simplify contracts and compliance while keeping every file audit-ready and traceable from draft to completion.
cmDocs

cmDocs

Build stronger relationships and improve response times with frictionless and automated client engagement. Reach your clients through secure email, SMS, fax, and notifications, all inside Salesforce. You can centralize your communications, maintain privacy, and meet industry compliance for every message you send.
cmEngage

cmEngage

cmSync enables two-way synchronization between Salesforce and external systems like QuickBooks, AWS File Sync, and financial or compliance data providers. This ensures data consistency, eliminates double entry, and reduces storage and processing costs, all while keeping Salesforce as the central system of record.
cmSync

cmSync

Process ACH, debit/credit card, and eCheck payments through 100+ global PCI-compliant gateways, supporting one-time and recurring transactions. Automate payment requests, send secure links to clients, and sync all activities with Salesforce. Optionally enable two-way QuickBooks integration for complete financial transparency.
cmPay

cmPay

Simplify every aspect of healthcare operations, from patient intake and insurance verification to authorizations, billing, and secure communications, within Salesforce. Automate manual workflows, ensure HIPAA compliance, and deliver a connected patient experience that improves care coordination and operational efficiency.
cmHealth

cmHealth

Trusted by Businesses You Know

Multi Service Fuel Card by Shell
Ally Financial
Republic Bank
INHP
City of Austin
7-Eleven
Taylor & Martin, LLC
Habitat for Humanity
Vertex
Millennium Trust Company
Goldman Sachs
Rotech Healthcare
Ferrari
First Fidelity Bank
Labcorp
eHealth
Azurity Pharmaceuticals
MongoDB
RB Global
Penske Automotive
Lineage
RITEHITE
Teladoc Health
Sallie Mae
Who We are illustration

How We Empower Your Business

Trusted by fast-growing teams who want automation that actually works: secure, scalable, and built entirely within Salesforce.

  • 100% Salesforce data residency, zero external exposure
  • 50+ integrations with industry leading partners
  • 90% faster time-to-market, live automation in under a day
  • Trusted by 400+ organizations 10+ years of Salesforce expertise
Talk to an Expert

Our Data Partners

Equifax
Experian Logo
TransUnion
Thomson Reuters
Plaid
CoreLogic
LexisNexis
PayNet
The Work Number
Fiserv
Stripe
PayPal
Actum Processing
Authorize.net
Availity
Nutrient
QuickBooks
Paubox
Telnyx
Twilio
BotDoc
OpenCorporates
OpenSanctions

Testimonials

Our company has used a handful of credit checking products before coming across Credit Checker, and this is by far the most efficient solution for us. It is user friendly, quick, and organizes the information better than we could have asked for. Their client support team takes any questions/issues very seriously and will quickly find a solution for you. We are looking forward to working with their team for many years to come!

BM
Brianna Maestre
Operations Manager, iAdvanceNow

Instant and efficient patient verification. Eligibility Checker is definitely a gift to the health care domain. It instantly checks the eligibility of a patient. Insurance verification and managing patients has become much easier now. I highly recommend this app.

Vaishali Ghai
Vaishali Ghai
Salesforce Consultant, Accenture

Cloud Maven, Inc is one of the absolute best partners I've ever worked with. They are smart, dedicated, innovative, and their software works at scale with great performance. They know Salesforce and custom development best practices. Very impressive, highly recommend!!!!

Bill Hahn
Bill Hahn
Sr. Customer Success Architecture, Salesforce

Great experience and product, Cloud Maven, Inc was a great partner during the entire process. Their support was attentive and helpful, the install was painless and the product works flawlessly. Thanks again Cloud Maven!

Mike Patchen
Mike Patchen
Salesforce.com Consultant

Cloud Maven, Inc is an outstanding business partner. Their collaborative approach with clients is a real strength. Cloud Maven, Inc and team do a terrific job of understanding business and client requirements and translating them into functional and practical applications. They are expert in Salesforce and Java and are a real asset for our team. They are a pleasure to work with.

Client
Jim Byrne
MD, Intercontinental Exchange

The team at Cloud Maven, Inc was extremely responsive during implementation of our very tight project timeframe. And they knew what we were talking about. When you’re developing on the Salesforce platform, you need a partner who knows both Salesforce and what you are trying to accomplish.

James Scolum
James Slocum
Chief Information Officer, OneUnited Bank

I have been working with Cloud Maven and Team since 2018, we implemented their credit applications as well as used their onshore and offshore resources to complement our internal teams. We are very satisfied with the outcome of the projects that we did with them. The credit checker application saved us hundreds of hours of custom code to integrate credit bureaus into Salesforce.

Sabetay
Sabetay Palatchi
President, Constructive Finance

We’ve recently been able to implement the Credit Checker and this is a great feature. It has cut our credit processing time down by probably 75 percent. Cloud Maven has been extremely professional to work with. They’re quick on their responses, very insightful and have walked us through the process. I highly recommend using them.

AM
Ashley Morin
Underwriting Manager, 7-Eleven

Our biggest challenge prior to getting credit checker was that we simply didn’t have a program in place to be able to run credit, which is a huge decision factor in our industry. With the credit checker, we were able to put a lot of customizations in place so that we can automatically run credit when certain information is in our system. This takes away a lot of manual labor from our processing team and we’re able to work more efficiently.

LF
Lauren Falsetti
Director, Better Rise Capital

Great solution for us. We can now do all of our credit checks, keep all our information inside of Salesforce. It was a great experience. We got it customized and built to our needs and the tech support is fantastic. We’re very pleased with Cloud Maven. They were able to build a solution for us and the support is fantastic. They’re very responsive and they find a solution for what you need.

Client
Paul Scheller
IT Director, Burch Oil Co

The secure email allows us to track every single step of the email process. So we are able to keep track of who’s doing what and what’s being accomplished for ease instead of people having to manually keep track of things. Just knowing that everything is securely and safely being sent as a healthcare organization gives us all a peace of mind.

Client
Sara Hildreth
Development Coordinator, Everyday Miracles

Prior to lending manager, our challenge was to improve productivity with our submissions and sales team. This product make the process and submitting applications more streamlined. Our sales productivity has increased and the time it takes to submit has been a lot quicker. Our overall satisfaction with Cloud Maven is a 5/5 especially with the quick response time during implementation from their team.

Client
Steven Nagy
Solutions Consultant, Moby Capital
Automate Everything Inside Salesforce

Ready to Automate Everything Inside Salesforce?

Unify your verification, onboarding, lending, document, and payment workflows with Salesforce-native apps designed for speed, compliance, and real results.