All Your Business Processes On One Platform

Imagine A CRM With Project Management Tools Digital Document Generation  Branded Form Capabilities  Seamless Xero Integration  IT ALL

Where All Your Work Happens!

"Seeing all our data in one centralised place and being able to automate our processes has enabled us to SCALE and GROW. Clevero has been a GAME-CHANGER!"
Mary Barker
Super Health Ensemble

So Much More Than A CRM


Unify & Elevate Your Customer’s Experience

Clevero keeps all your important customer data in one centralised platform, making it easier to provide personalised and timely service. Automated interactions such as SMS, email, retargeting, ticketing and much more can be set up to improve the speed and accuracy of customer support. Stay connected to your most valuable assets, being your customers with a full history breakdown and easy external communication capabilities. 

Key benefits:

  • Enables quick and customised support
  • Consolidates customer service channels for easier management
  • Tracks performance metrics for continuous improvement

Seal the deal

Streamline Sales & Conversions

Never miss another opportunity again! Clevero can be an invaluable tool for managing and tracking leads and sales. Our clients use Clevero to automate the process of capturing leads from various sources like websites, social media, and email campaigns. Additionally, Clevero can prioritise these leads based on custom criteria and guide them through the sales funnel until conversion. Sales teams can also use the software to keep track of customer interactions, appointments, and follow-up tasks.

Key benefits:

  • Increases efficiency in tracking and managing leads.
  • Enhances team productivity through automation
  • Facilitates positive customer interactions and lead nurturing

Paper Trail, Perfected

Automate Your Complex Documentation

Using Clevero’s branded templates, automate the flow of documents through creation, review, and approval processes saving your business time and effort better spent elsewhere. Documents can be set up to automatically route drafts to specific team members for review and then to higher-ups for approval.  Automatic version control, templating and archiving can also be implemented for overall easy of use.

Key benefits:

  • Simplifies the document sharing process
  • Minimises risks related to manual errors or overlooked approvals
  • Reduces staff hours on repetitive document adjustments

And so much more.

An All-In-One Platform That Wont Let You Down

Hear What Our Customers Have To Say

"Clevero has made accessing our client information QUICK and EASY!"
Mitch Hiam
Balanced Aged Care Specialists
"We estimate we've saved almost 12,000 HOURS so far... The Clevero system has allowed my business to grow."
Michael Lewington
National Forklifts

Interested In Clevero CRM?

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

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