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
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.
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.
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.
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.
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