A Single Platform For All Dimensions

Of Your Daily Work

Regardless of your size or operating model, Clevero offers a single platform to engage with members, organize your work, manage compliance, and automate manual activities.

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 – Keep track of what actions have been taken with a client
Online Intake Form – Digitise your documents and streamline how your clients complete documents
Digital Signature – Reduce the time needed to have documents signed.
Email Direct from the system – Move away from your email client inbox and get on top of emails that have been sent to clients.

Appointment Management

Book Directly From Your Website

Reduce the time that it takes to confirm bookings and streamline your booking and let new clients seamlessly book in

Automated SMS Reminders – Reduce no shows with customised SMS templates to show your business is serious.
Automated Email Reminder – Add the extra personal touch, send out automated post-consultation emails.
Appointment Management – View individual and your team’s calendar, easily manage your next appointment.
Video Conferencing – Working remotely? No problem, use our video conferencing tool to cater for those 1 on 1 consultation.

Project Management

Job and Task Management

Get on top of your jobs and tasks in one place, use our Kanban Boards to easily track where important jobs and tasks are.

Add Subtasks – Manage your larger jobs easier with adding multiple tasks.
Kanban Board – Easily move jobs and tasks to a different stage of the cycle with our Kanban Cards.
To-Do Dashboard – View all your “To Do’s” in one place.
Track and Manage Deadlines – Track your team’s projects and manage timelines with ease, don’t miss another deadline!

Payment Management

Take the Headache Out of Collecting Payment

Forget receipt books and ledgers, Clevero allows to you accurately track every payment and donation, as well as your operating costs.

Accept and Receipt Cash Payments – Accurately record each payment, as well as issue a digital receipt with a couple of clicks. Balancing and banking cash has never been easier.
Consolidate Digital Payments – Whether a bank transfer, EFTPOS or card transaction, Clevero makes consolidation easy by generating a unique ID for every transaction.
Accept Online Payments – Embed online credit card processing directly within your website, increasing security for your team and providing members with extra convenience.
Track Expenses – Log your bills, costs and other operating expenses to provide a clear financial picture at any time. Your accountant will love it!

and much more…

What Our Customers Say...

We know that this software will revolutionise how you run your small business because we’ve already had such great feedback from our clients.
See what they have to say for yourself!

Clevero has been a game changer for our business.

“Seeing all our data in one centralised place, and being able to automate our processes has meant we can scale and grow our business. It's been a game changer."

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!

Consultants & Advisors