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

With a whole lot of functionality, Clevero’s fully customisable Business Management System has a wide range of excellent features that can revolutionise how you operate your small to medium sized business, easing the admin burden on your team and freeing up valuable time to focus on scaling your business.

Standard Solutions Premium & Custom Solutions
💰 CRM & Sales Standard Solutions Premium & Custom Solutions
Pipelines
Opportunities
Activity Tracking
Marketing & Communications Standard Solutions Premium & Custom Solutions
2-Way Email
Email Templates
Open and Click Tracking
Communication Audit Trail
SMS Notifications
Embedded Video Conferencing
Automated Newsletters & Bulk Mail
Automated Email Workflows
📅 Scheduling Standard Solutions Premium & Custom Solutions
One-to-One Booking
Self-Service Scheduling
Availability Management
Appointments & Reminders
Global Calendar
Google Calendar Integration
Recurring Events
One-to-Many Booking
Digital Forms Standard Solutions Premium & Custom Solutions
Checklists/Intakes/Surveys/Questionnaires
Form Builder
Form Branding
Easy Embed Snippits
✒️E-Signature Standard Solutions Premium & Custom Solutions
Online Forms
Sign-Ups & Registrations
Proposals & Quotes
Documents & Communications
🤝 Client Management Standard Solutions Premium & Custom Solutions
Customer 360 (Universal View)
Customer Support Management
Contract Storage & Management
Customer Specific Reporting
📋 Project & Tasks Management Standard Solutions Premium & Custom Solutions
Task & Job Tracking
Kanban Boards
Project Templates
Reminders & Notifications
Task Dependencies
Automatic Task Assignment
Time Tracking Standard Solutions Premium & Custom Solutions
Time Sheets
Rate Templates
Automatic Conversion to Invoice
📝 Quoting & Billing Standard Solutions Premium & Custom Solutions
Budget & Expense Tracking
One-Click Quote Generation
Recurring Billing
🎫 Ticketing & Digital Memberships Standard Solutions Premium & Custom Solutions
QR Code Generation
Branded Check-In Apps
🧾 Invoicing & Accounting Standard Solutions Premium & Custom Solutions
One-Click Invoice Generation
Auto-Quote Dispatch & Follow Up
Xero Integration (one-click)
💳 Payment Processing Standard Solutions Premium & Custom Solutions
Stripe Integration (one-click)
Paypal Integration (one-click)
Pin Payments Integration
📦 Inventory Management Standard Solutions Premium & Custom Solutions
Items & Price Lists
Orders & Fulfillment Tracking
Stock Level Management
Kits, Groups & Bill of Material
Transfers & Adjustments
Purchase Orders & Receipting
💻 Portals Standard Solutions Premium & Custom Solutions
Supplier Portal
Customer Portal
🤖 Workflows Standard Solutions Premium & Custom Solutions
Standard Solution Workflows
IFTTT Automation
Record Transformations
Record Life-cycle Management
📊 Reporting Standard Solutions Premium & Custom Solutions
Dashboards
Widgets & Counters
Graphs & Charts
List Reports
Export to CSV
🔌 Integration Standard Solutions Premium & Custom Solutions
Dynamic Restful API
Zapier Connector
🔧 More Customization Standard Solutions Premium & Custom Solutions
Basic Record Customization
Advanced Record Customization
Custom Record Layouts
Custom Navigation Menu
Custom User Interfaces

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


Also check out our Data Migration services and Integrations options too!

Ready to Upgrade and Streamline Your Business Management?

Try Clevero FREE for 14 days and unlock the potential for yourself!

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