All Features (Alternate) - Clevero

All the Features You Need to Run your Business in a Single Platform

Clevero brings together a powerful feature set to deliver our industry specific solutions and bespoke custom builds.
Standard Solutions
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Premium & Custom Solutions
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๐Ÿ’ฐ CRM & Sales
Pipelines โœ“ โœ“
Opportunities โœ“ โœ“
Activity Tracking โœ“ โœ“
โšก Marketing & Communications
2-Way Email โœ“ โœ“
Email Templates โœ“ โœ“
Open and Click Tracking โœ“ โœ“
Communication Audit Trail โœ“ โœ“
SMS Notifications โœ“ โœ“
Embedded Video Conferencing โœ“ โœ“
Automated Newsletters & Bulk Mail โœ“ โœ“
Automated Email Workflows - โœ“
๐Ÿ“… Scheduling
One-to-One Booking โœ“ โœ“
Self-Service Scheduling โœ“ โœ“
Availability Management โœ“ โœ“
Appointments & Reminders โœ“ โœ“
Global Calendar โœ“ โœ“
Google Calendar Integration โœ“ โœ“
Recurring Events - โœ“
One-to-Many Booking - โœ“
โœ Digital Forms
Checklists/Intakes/Surveys/Questionnaires โœ“ โœ“
Form Builder โœ“ โœ“
Form Branding โœ“ โœ“
Easy Embed Snippits โœ“ โœ“
โœ’๏ธ E-Signature
Online Forms - โœ“
Sign-Ups & Registrations - โœ“
Proposals & Quotes - โœ“
Documents & Communications - โœ“
๐Ÿค Client Management
Customer 360 (Universal View) โœ“ โœ“
Customer Support Management โœ“ โœ“
Contract Storage & Management โœ“ โœ“
Customer Specific Reporting - โœ“
๐Ÿ“‹ Project & Tasks Management
Task & Job Tracking โœ“ โœ“
Kanban Boards โœ“ โœ“
Project Templates โœ“ โœ“
Reminders & Notifications โœ“ โœ“
Task Dependencies - โœ“
Automatic Task Assignment - โœ“
โฒ Time Tracking
Time Sheets โœ“ โœ“
Rate Templates - โœ“
Automatic Conversion to Invoice - โœ“
๐Ÿ“ Quoting & Billing
Budget & Expense Tracking โœ“ โœ“
One-Click Quote Generation - โœ“
Recurring Billing - โœ“
๐Ÿงพ Invoicing & Accounting
One-Click Invoice Generation โœ“ โœ“
Auto-Quote Dispatch & Follow Up - โœ“
Xero Integration (one-click) โœ“ โœ“
๐Ÿ’ณ Payment Processing
Stripe Integration (one-click) โœ“ โœ“
Paypal Integration (one-click) โœ“ โœ“
Pin Payments Integration - โœ“
๐ŸŽซ Ticketing & Digital Memberships
QR Code Generation โœ“ โœ“
Branded Check-In Apps - โœ“
๐Ÿ“ฆ Inventory Management
Items & Price Lists - โœ“
Orders & Fulfillment Tracking - โœ“
Stock Level Management - โœ“
BOM & Components - โœ“
Transfers & Adjustments - โœ“
Purchase Orders & Receipting - โœ“
๐Ÿ’ป Portals
Supplier Portal - โœ“
Customer Portal - โœ“
๐Ÿค– Workflows
Standard Solution Workflows โœ“ โœ“
IFTTT Automation - โœ“
Record Transformations - โœ“
Record Life-cycle Management - โœ“
๐Ÿ“Š Reporting
Dashboards โœ“ โœ“
Widgets & Counters โœ“ โœ“
Graphs & Charts โœ“ โœ“
List Reports โœ“ โœ“
Export to CSV โœ“ โœ“
๐Ÿ”Œ Integration
Dynamic Restful API โœ“ โœ“
Zapier Connector - โœ“
๐Ÿ”ง More Customization
Basic Record Customization โœ“ โœ“
Advanced Record Customization - โœ“
Custom Record Layouts - โœ“
Custom Navigation Menu - โœ“
Custom User Interfaces - โœ“

Don’t forget to check out our Data Migration services and Integrations options too!

Don’t See A Feature You Need? Contact Us To Learn More About Our Full Capabilities.