A Single Platform For All Dimensions Of Your Daily Work

Enjoy job management and CRM functionality that makes handling your day-to-day a breeze. Fully digitize processes, from client onboarding to billing, while securely storing all data with full audit trail.

What Are The Key Benefits?

Relationship Management

Manage Client Data with Ease

Keep all your client’s data in one simple to use, customisable and organized system.

CRM – Host and securely store all your customer information, in one place!
Log Activities – Easily keep track of what actions have been taken with each client.
Track Correspondence – Enjoy automatic logging of emails, including opens and clicks.
Store Documents – Keep key documents, executed contracts, other files in one place.

Process Automation

Automate Your Manual Processes

Digitize and streamline your manual processes, saving you time, money and your sanity….

Online Intake Forms – Digitise your onboarding and data capture process to eliminate manual data entry.
Digital Signature – Forget scanning and endless document exchanges, share, sign & store with a click.
Automated Reminders – Reduce missed meetings and no-shows via automated SMS and Email reminders.
Self-Service Scheduling – Allow clients to book in meetings directly based on your calendar availability.
Automated Invoicing – Generate invoices with the click of a button, leaving follow up to the system.

Project Management

Organise Tasks & Deliverables

Get on top of your engagements, tasks and deadlines with centralized account management.

Contract Management – Track all requirements, deliverables and deadlines for each client.
Tasks & Subtasks – Manage your larger jobs by breaking them down into related subtasks.
Kanbans & Calendar – Easily visualise and update your work via our intuitive task views.
Recurring Jobs – Set up recurring jobs that repeat at a set frequency.
Time Tracking – Track time and job profitability via our easy to use time tracking capabilities.

Payment Management

Take the Headache Out of Billing

Forget manual payment processing, make billing a seamless part of your day-to-day workflow.

Accept Online Payments – Embed online credit card processing directly within your website.
Partial or Recurring Payments – Flexibly invoice clients, and set up recurring billing on contracts.
Easily Consolidate Payments – Generate and automatically share a unique ID with every invoice.
Integrate to Accounting Software – Connect seamlessly to Xero, MYOB and Quickbooks.

and much more…

Integrate

All Your Apps

Clevero connects all your other business tools together to create a seamless technology stack

How About Onboarding and Support?

We offer comprehensive services to get you up and running in no time, and a dedicated support crew to ensure your success. To answer some frequently asked questions …

Can the system be customized to my needs?

Yes, this is one of the strengths of our platform. Every business is unique, so we have created our solutions so they can be adapted to your needs. You can either purchase a standard offering which is then adjusted to fit, or have a completely bespoke solution configured to your requirements.

Please contact us here to explore the possibilities.

Can I import data from my old software?

Yes, absolutely, your historical data is important to business continuity, so we offer dedicated services to migrate information from existing systems to Clevero.

Further information on our migration services is available here.

What sort of standard training do you offer?

We offer complimentary live training and associated recordings for every new customer. The system itself also includes a comprehensive knowledge base (help section) that details how to perform common actions and configuration tasks.

What if my staff need additional or one-on-one training?

No problem, we can prepare a tailored training program based on your specific needs and requirements.

What kind of customer support do you provide?

We offer email support 7 days a week, as well as telephone support 8am – 6pm AEST on weekdays (excluding public holidays).

Customers can request support directly through the platform or by making a request here.

How do I know my data is secure?

Clevero has in place a variety of security measures to keep your information safe. This includes AES-256 encryption of data, and enterprise level authentication which is tokenised and uses SSL with 256 bit encryption (among other items).

We are happy to provide further details on this topic upon request.

Interested To Learn More?

Contact us now for a FREE Digital Consultation to explore how we can support your business to streamline, automate and unleash its growth potential!

Accountants & Bookkeepers