Cloud9 Insight
Cloud9 Insight is a UK-based Microsoft Dynamics 365 and Power Platform consulting partner founded in 2010, delivering CRM and ERP implementation, customisation, training, and post-go-live support exclusively to small and medium-sized businesses across the United Kingdom.
- Company typePrivate
- Founded2010
- HeadquartersBrighton, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Cloud9 Insight does
Cloud9 Insight Limited is a Brighton, UK-based Microsoft Dynamics 365 and Power Platform consulting partner founded in 2010 by Carlene Jackson, focused exclusively on small and medium-sized businesses. The firm delivers CRM, ERP, and Power Platform implementations, customisations, integrations, and post-go-live support, structured around its proprietary 'Inspirational Clarity' methodology (Explore, Envision, Embark, Enable, Embed, Expand) and a three-layer delivery framework branded Stratus (Foundation), Alto (Insights & Automation), and Cirrus (Customer Experience). Its product portfolio spans the core Dynamics 365 modules (Sales, Customer Service, Marketing, Field Service, Business Central), a Lite Range of SMB-priced bundles (Sales Lite deployable in 7 days, Marketing Lite, Project Lite, BC Lite), the Client Success Care Package (unlimited training and configuration), CRM Rescue for failed implementations, and Power Platform add-ons (Power Apps, Power BI, Power Automate, Power Pages, Copilot Studio). Cloud9 holds Microsoft Business Applications Solutions Partner status, is B Corp certified, and operates a Partner Hub channel programme with named UK IT consultancies.
The firm monetises through four revenue streams: professional services for implementation and customisation, managed services via the Client Success Care Package, Microsoft licensing resale, and Microsoft Certified Trainer-led training. Distribution combines direct enterprise-field engagement with SMBs, an inbound inside-sales motion through the website and demo booking system, and a channel partner network (Atech Cloud, Lantec, Collier Pickard, Programus Ltd, Westwood Associates). The company positions itself with an explicit 'no offshore' employed-team model, and supports integrations across Sage 50, Xero, QuickBooks Online, ClickDimensions, MailChimp, HubSpot, DocuSign, and Hootsuite. Operating solely in the United Kingdom with 11-50 employees and 1,000+ lifetime Dynamics 365 implementations, Cloud9 is a founder-led, privately held consultancy without disclosed external funding.
Cloud9 Insight firmographics
Firmographics- Name
- Cloud9 Insight
- Legal name
- Cloud9 Insight Limited
- Website
- https://cloud9insight.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Cloud9 Insight is a UK-based Microsoft Dynamics 365 and Power Platform consulting partner founded in 2010, delivering CRM and ERP implementation, customisation, training, and post-go-live support exclusively to small and medium-sized businesses across the United Kingdom.
- Ownership category
- akta.pro rank
Cloud9 Insight industry classification
Industry- Product category
- CRM Implementation and Power Platform Consulting Services
- NAICS
- Computer Systems Design and Related Services (54151), Computer Systems Design Services (541512), Computer Systems Design and Related Services (5415), Custom Computer Programming Services (541511)
- SIC
- Services-Computer Integrated Systems Design (7373), Services-Computer Programming Services (7371)
- akta.pro primary industry
- Cloud DR, Backup & Business Continuity (BPAEACAJ)
Keywords
Where Cloud9 Insight is headquartered
LocationHeadquarters
- HQ city
- Brighton
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Cloud9 Insight business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- CRM/ERP Implementation Services: Professional services revenue from Dynamics 365 and Power Platform implementation, customisation, and deployment. Includes scoping workshops, data migration, configuration, and project delivery.
- Managed Services and Support: Ongoing support contracts through the Client Success Care Package providing premium support, unlimited training, and configuration changes post-implementation.
- Microsoft Licensing: Revenue from Microsoft Dynamics 365 and Power Platform software licensing, reselling Microsoft subscriptions to clients as an accredited solutions partner.
- Training Services: Microsoft Certified Trainer-led training services delivered through three training methods as part of implementation and ongoing enablement.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Lite Product Range - Entry-level CRM/ERP packages for SMBs |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels7 records
Cloud9 Insight product offering
Product offeringCore offering
Cloud9 Insight is a Microsoft Dynamics 365 solutions partner that implements, customises, and supports CRM, ERP (Business Central), and Power Platform solutions exclusively for small and medium-sized businesses. The company delivers projects through its proprietary Inspirational Clarity six-phase methodology and provides ongoing managed support via the Client Success Care Package alongside an SMB-focused Lite product range.
Product overview
Cloud9 Insight offers a unified Microsoft Dynamics 365 solutions ecosystem comprising three layered platforms (Stratus, Alto, Cirrus) spanning CRM, ERP, and the Power Platform. The portfolio includes core Dynamics 365 modules for Sales, Customer Service, Marketing, Field Service, and Business Central, complemented by Lite sub-brands (Sales Lite, Marketing Lite, BC Lite, Project Lite) designed for rapid SMB deployment. Power Platform add-ons (Power Apps, Power BI, Power Automate, Power Pages, Copilot Studio) extend functionality for custom development, analytics, automation, and AI agents. Specialized services include CRM Rescue for recovery of failed implementations, the Client Success Care Package for ongoing support, and a Partner Hub for channel partnerships. The three-step Inspirational Clarity methodology (Foundation, Transform, Transform) structures customer engagements from initial Stratus deployment through Alto analytics/automation to Cirrus customer experience optimization.
Differentiator
Problem solved
Functional benefit
Brands
- Stratus: Foundation step in Cloud9's 'Inspirational Clarity' methodology - Single View with centralized business data, secure access, role-specific data, and core modules.
- Alto
- Cirrus
- Client Success Care Package
- Lite Range
Products and services
- Dynamics 365 Sales Implementation Implementation and configuration of Microsoft Dynamics 365 Sales (CRM) for SMBs, covering lead-to-opportunity management, product and price list management, AI-powered sales engagement (formerly Sales Accelerator with Up Next widget), conversational intelligence with BANT detection, and native SMS channels.
- Dynamics 365 Customer Service Implementation Delivery of end-to-end Dynamics 365 Customer Service with case and ticket management, queues, SLAs, entitlements, knowledge base, omnichannel communications, and contact centre enablement for SMBs.
- Dynamics 365 Marketing Implementation Implementation of Microsoft Dynamics 365 Marketing (formerly D365 Marketing, now Customer Insights Journeys) for B2C real-time customer journey orchestration, targeted campaigns, UTM auto-tagging, and behavioural segmentation.
- Dynamics 365 Field Service Implementation Implementation of Dynamics 365 Field Service providing schedule board, work orders, resource management, and a mobile app for SMB field service operations.
- Dynamics 365 Business Central Implementation Implementation of Dynamics 365 Business Central as a comprehensive ERP business management solution for SMBs covering finance, operations, and supply chain.
- Sales Lite Entry-level Dynamics 365 Sales package deployable in 7 days, delivering core CRM capabilities at an accessible SMB price point.
- Marketing Lite SMB-focused marketing bundle combining key marketing functions into a single rapid-deployment solution.
- BC Lite Sized-down Business Central ERP bundle for small and medium enterprises, providing an all-in-one finance and operations solution that scales with business growth.
- Project Lite Project management bundle that operates inside Dynamics 365 for SMB project tracking and resource management.
- CRM Rescue Recovery service that rescues failed or stalled Microsoft Dynamics 365 implementations, helping clients recover value from existing CRM investments.
- Client Success Care Package Post-implementation managed support package providing unlimited ad-hoc training, included configuration changes, and premium support to ensure ongoing CRM success.
- Power Apps Implementation Implementation of Microsoft Power Apps, the low-code application development platform used to build custom apps from existing business data.
- Power BI Implementation Implementation of Microsoft Power BI for deeper business intelligence insights, dashboards, and reporting over Dynamics 365 data.
- Power Automate Implementation Implementation of Microsoft Power Automate to connect Dynamics 365 with over 1000 applications (Outlook, Teams, Salesforce, Xero, Sage) and automate business processes.
- Power Pages Implementation Implementation of Microsoft Power Pages low-code platform for creating secure business websites with embedded AI capabilities for customer self-service.
- Copilot Studio Implementation Implementation of Microsoft Copilot Studio to build custom AI assistants and autonomous agents trained on organisational documents and processes, including HR policy agents, contract checkers, and sales tender assistants.
- Partner Hub Programme Channel programme for IT consultancies and VARs including referral scheme, co-delivery opportunities, partner pack resources, and partner case studies for Dynamics 365 resellers.
Quantifiable outcome
- Over 1,000 Dynamics 365 implementations delivered
- +1 more outcomes
Companies that use Cloud9 Insight
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles2 records
Cloud9 Insight technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration12 records
AI capability10 records
Feature3 records
Cloud9 Insight partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core and minor.
- MicrosoftcoreAccredited Microsoft Dynamics 365 solutions partner for business applications. Specialises in CRM, ERP, and Power Platform implementations. Holds Solutions Partner designation and Partner Pledge commitment. Deep integration with entire Microsoft ecosystem including Azure, SharePoint, Teams, and Microsoft 365.
- SagecoreIntegration connecting Sage 50C accounting software with Dynamics 365 CRM. Synchronises invoices, credit notes, customer data, and product information. Supports multi-company connections, recurring invoices, VAT calculation, and payment gateway integration including SagePay and GoCardless Direct Debit.
- XerocoreXero Connector integrates Dynamics 365 sales cycle data with Xero accounting software. Automatically copies invoices, quotes, orders, and account/contact records between systems. Eliminates manual data entry and improves accuracy.
- ClickDimensionscoreMarketing automation tool integrated with Dynamics 365. Provides email marketing, web intelligence, lead scoring, campaign automation, forms, surveys, and marketing calendar. Brings sales and marketing together with real-time behavioural insights.
- DocuSigncoreDocuSign Connector enables electronic signatures within Dynamics 365 CRM. Allows users to sign or get signatures on documents, automatically updates records when signed, and provides legally binding signatures with court-admissible audit trails.
- Atech CloudminorIT consultancy channel partner that delivers CRM implementations for their customers in partnership with Cloud9. Referenced in case study delivering successful Dynamics 365 engagement for a customer in grounds maintenance.
- LantecminorChannel partner providing Dynamics 365 solutions and support to clients since 2018. Partnership enhances existing relationships and helps clients increase use of M365 solutions including Azure and SharePoint. Flexible billing arrangements.
- Collier PickardminorIndependent CRM consultancy and channel partner featured in Partner 2 Partner Success Stories video. Managing Director Paul Pitman collaborated with Cloud9 on client implementations.
- Programus LtdminorChannel partner featured in Partner Success Stories. Described partnership with Cloud9 as one of the better experiences with a partner in terms of collaboration and delivery.
- Westwood AssociatesminorPartner featured in success story video collaborating with Cloud9 on Dynamics 365 implementations.
Scale indicators2 records
Recent moves6 records
Expansion highlights6 records
Cloud9 Insight competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Cloud9 Insight social profiles
Digital presenceCloud9 Insight compliance and trust
Trust signalCompliance5 records
Cloud9 Insight financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cloud9 Insight leadership team
Management profileNumber of profiles
Profiles4 records
Cloud9 Insight funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cloud9 Insight M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Cloud9 Insight
What does Cloud9 Insight do?
Cloud9 Insight is a Microsoft Dynamics 365 solutions partner that implements, customises, and supports CRM, ERP (Business Central), and Power Platform solutions exclusively for small and medium-sized businesses. The company delivers projects through its proprietary Inspirational Clarity six-phase methodology and provides ongoing managed support via the Client Success Care Package alongside an SMB-focused Lite product range.
Is Cloud9 Insight a public or private company?
Cloud9 Insight is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Cloud9 Insight founded?
Cloud9 Insight was founded in 2010. It employs 11 to 50 people.
Where is Cloud9 Insight based?
Cloud9 Insight is headquartered in Brighton, United Kingdom, in the Europe region.
How does Cloud9 Insight make money?
Four revenue lines are on record. CRM/ERP Implementation Services are the primary driver. The others are managed Services and Support, microsoft Licensing and training Services.
Does Cloud9 Insight have an API?
No public API is recorded for Cloud9 Insight.
What industry is Cloud9 Insight in?
Cloud9 Insight's product category is CRM Implementation and Power Platform Consulting Services. Its primary akta.pro industry code is BPAEACAJ, Cloud DR, Backup & Business Continuity. Its NAICS code is 54151 and its SIC code is 7373.