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Ready to take your business to the next level?

Get Our
8 Essential Automation Tips To Scale Like
Never Before

Using these tried and tested automation hacks, build memorable interactions, capitalise on lost opportunities and boost efficiency by 40%. Fill in the form to receive our FREE eBook TODAY!

Ready to take your business to the next level?

Get Our 8 Essential Automation Tips To Scale Like Never Before

Using these tried and tested automation hacks, build memorable interactions, capitalise on lost opportunities and boost efficiency by 40%. Fill in the form to receive our FREE eBook TODAY!

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Revenue

McKinsey discovered that businesses that adopt automation technologies observe a 20% increase in revenue within the first year.

Error

According to a survey by Minit, 75% of businesses said that business process automation has helped reduce errors in manual data entry. 

Time

Forrester Research found that businesses that adopt automation technologies see their operational efficiency increase by up to 40%.

Proof Of Workflow Automation In Action

Learn how our client Mary and her team at Super Health Ensemble have managed to streamline their patient communication and grow their business with a fully automated system, that takes care of the heavy lifting. 

So, How Can Clevero Help?

Check out some of the ways our clients are using Clevero’s customisable workflow automation options to scale their business

Relationship Management THAT COUNTS

Streamlined Customer Journeys

With Clevero’s automated workflows, Customers can book appointments, manage consultations or lodge enquiries directly with your team at their convenience. The system can then be set up to send internal and external notifications via email or SMS in regard to the appointment.

Key CRM workflow features:

  • Send appointment confirmations, reminders, links and follow-ups 
  • Build customisable forms that link directly to your CRM 
  • Set up alerts to notify your team of new leads or required tasks
Client relationship management 2

"We've saved at least 1 HOUR PER DAY and that's each staff member!"

"Seeing all our data in one centralised location, and being able to automate our process has been a game-changer for our business."
Mary headshot
Mary Barker
Owner, Super Health Ensemble
Flexible reporting 2

Forget Paper RECEIPTS & manual data entry

Business Finances In Sync

Never miss an invoice again! Simplify your payment management processes and business finances by seamlessly integrating your accounting platform with Clevero. 

Key accounting workflow features:

  • Sync tracking categories like tax codes, currencies, branding etc.
  • Convert jobs to invoices, or sales to invoices, or appointments to invoices
  • Smash invoicing complexity with your ability to split invoices, manage milestones or set up payment plans 
  • Trigger reminder emails invoice payment reminders 
  • One-click invoice dispatch from your CRM

"Clevero manages our entire workflow. From beginning to end!"

"As a manager, I am able to see a full overview from day-to-day."
Mitch hiam
Mitch Hiam
Balanced Aged Care Specialists

TRANSFORM THE WAY YOU MANAGE YOUR TIME

Job & Task Tracking 

Deliver projects on time, manage budgets and delegate responsibilities with our built-in job management tools. For example, as soon as a new project/job is entered into the system, tasks can be automatically assigned to team members based on their roles, expertise, or availability. Task deadlines and progress updates can be automated to keep everyone in the loop. 

Key job & task management features:

  • Streamline information sharing with real-time feedback loops on important jobs
  • Fast-track your sub-contractor onboarding with our built-in document generation capabilities
  • Track your team’s projects and manage timelines from one dashboard
  • Access invoicing and budgeting tools in Clevero Platform for a 360° view of your entire operation
Project management

and much more… 

Improved Business Processes Are Just A Click Away

The value of automation is endless and there has never been a better time to invest!

Download EBOOK NOW
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