Clevero Features - Clevero

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