Last Updated
Overview
Clevero centralizes business operations into a single, cohesive system. While its deep customization requires a consultative approach, the result is a powerful, uniquely tailored platform that automates workflows, manages client relationships, and provides a 360-degree view of the business, eliminating the need for multiple disparate applications.
Overall Rating
Based on 3 users reviews
4.3
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Clevero Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Customer Communication Tracking
What Is Clevero?
Clevero is a comprehensive solution designed to drive growth, automate workflows, and efficiently scale business operations. By consolidating essential tools into one centralized platform, it reduces the need for multiple subscriptions.
From online scheduling and customer acquisition to onboarding, payment tracking, and reporting, Clevero supports seamless task management. This platform enables businesses to streamline daily operations, boost productivity, and maintain comprehensive visibility across core operational processes with ease.
Clevero Pricing
Clevero Integrations
Clevero software seamlessly integrates with various applications, including:
- Xero Accounting Solution
- PayPal Software
- Stripe
- Google Workspace Software
- Twilio Software
- Zapier Software
Who Is Clevero For?
The platform supports organizations of all sizes and is suitable for a broad spectrum of industries and applications, including:
- Consulting and advisory
- Logistic and fleet management
- Allied health
- Financial services
Is Clevero Right For You?
Clevero is an ideal choice for businesses that have outgrown off-the-shelf software and require a solution that conforms to their unique processes rather than forcing them to adapt. Its standout capability is custom workflow automation, which allows companies to digitize and scale their specific operational models. The platform is recognized for its transformative impact and responsiveness to its support team.
Still not sure if Clevero is right for you? Our support staff is available at (661) 384-7070 to help you make the right choice.
Clevero Features
Customizable Dashboard
This platform provides robust CRM capabilities for managing participants and staff. It securely collects and maintains vital data, including contact details, interaction histories, contracts, and payment information, all of which are accessible from a centralized system.
Workflow Automation
The system unlocks efficiency through customizable automation that handles daily operations. It enables personalization at a scale with triggered responses, such as two-way email, SMS notifications, invoicing, and quote generation, based on specific business rules.
Calendering And Scheduling
Time management is streamlined by collating all calendar aspects in one place. The software features a built-in global scheduler with one-to-one and one-to-many booking capabilities, as well as seamless integration with Google Calendar and automated reminders.
Automated Documentation
It automates complex documentation to simplify sharing and minimize manual errors. The system uses branded templates to automatically route documents for review and approval, reducing staff hours spent on repetitive adjustments and ensuring version control.
Pros And Cons of Clevero
Pros
Enables access from any location with internet connectivity
Automates routine tasks
Features a clean, intuitive interface with well-organized menus
Cons
Limited advanced features for enterprises
Customer support could be better
Clevero Reviews
Total 3 reviews
4.3
All reviews are from verified customers
Rating Distribution
5
Stars33%
4
Stars67%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Mid Market, 51-100 employees
“Solid Budgeting with Room for Growth”
Pros
Having everything in one place was a huge relief for me. I could handle project management, client invoicing and administrative tasks without constantly switching between different applications. The integrated approach really cut down on the back and forth that used to drive me crazy.
Cons
The reporting features feel disconnected and don't give me a complete view of my business metrics across different areas. It's really difficult to get a clear picture of overall performance which makes it tough to identify specific areas that need improvement or develop targeted strategies.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Enterprise, 500+ employees
“Solid client pipeline management tool”
Pros
I love how I can build custom timelines and dashboards and it makes organizing everything so much easier.
Cons
It doesn't always work as smoothly as expected which can cause some frustration.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
8
Functionality
9
Mid Market, 51-100 employees
“Streamlined my business”
Pros
It's easy to use and really effective at streamlining most of our business processes. The data flow tracking and utilization features work great for what we need.
Cons
The trial period could be longer so I can really get familiar with all the features and form a better opinion about whether it's worth investing in.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
7
Functionality
9
Frequently Asked Questions
Does Clevero have a mobile app?
Yes, Clevero offers a dedicated mobile application for iOS and Android devices.
Does Clevero offer an API?
Yes, Clevero offers an API.
What other apps does Clevero integrate with?
Clevero offers seamless integration with a wide range of applications, including Xero, PayPal, Stripe, Google Workspace, Twilio, Zapier, and popular website platforms such as WordPress, Wix, and Squarespace.
What level of support does Clevero offer?
Clevero offers support through a ticket system.
What language does Clevero support?
Clevero supports English.
Who are the typical users of Clevero software?
Clevero accommodates organizations of all sizes and is well-suited for diverse industries and use cases, including consulting and advisory, logistics and fleet management, allied health, and financial services.
What types of pricing plans does Clevero offer?
Clevero price can be customized based on the unique requirements of each business. Request a custom Clevero cost breakdown for your organization today!