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


Clevero’s highly adaptable Business Management System offers an extensive array of robust features designed to transform your business operations. Boasting the market’s most complete integration with Xero, along with user-friendly scheduling tools and a customisable dashboard, our system simplifies administrative tasks. This allows your team to devote more time to growing your business.

Standard Solutions Premium & Custom Solutions
๐Ÿ’ฐ CRM & Sales Standard Solutions Premium & Custom Solutions
Pipelines
Opportunities
Activity Tracking
โšก 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
๐Ÿ“… 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
โœ Digital Forms Standard Solutions Premium & Custom Solutions
Checklists/Intakes/Surveys/ Questionnaires
Form Builder
Form Branding
Easy Embed Snippits
โœ’๏ธE-Signature Standard Solutions Premium & Custom Solutions
Online Forms
Sign-Ups & Registrations
Proposals & Quotes
Documents & Communications
๐Ÿค Client Management Standard Solutions Premium & Custom Solutions
Customer 360 (Universal View)
Customer Support Management
Contract Storage & Management
Customer Specific Reporting
๐Ÿ“‹ Project & Tasks Management Standard Solutions Premium & Custom Solutions
Task & Job Tracking
Kanban Boards
Project Templates
Reminders & Notifications
Task Dependencies
Automatic Task Assignment
โฒ Time Tracking Standard Solutions Premium & Custom Solutions
Time Sheets
Rate Templates
Automatic Conversion to Invoice
๐Ÿ“ Quoting & Billing Standard Solutions Premium & Custom Solutions
Budget & Expense Tracking
One-Click Quote Generation
Recurring Billing
๐ŸŽซ Ticketing & Digital Memberships Standard Solutions Premium & Custom Solutions
QR Code Generation
Branded Check-In Apps
๐Ÿงพ Invoicing & Accounting Standard Solutions Premium & Custom Solutions
One-Click Invoice Generation
Auto-Quote Dispatch & Follow Up
Xero Integration (one-click)
๐Ÿ’ณ Payment Processing Standard Solutions Premium & Custom Solutions
Stripe Integration (one-click)
Paypal Integration (one-click)
Pin Payments Integration
๐Ÿ“ฆ 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
๐Ÿ’ป Portals Standard Solutions Premium & Custom Solutions
Supplier Portal
Customer Portal
๐Ÿค– Workflows Standard Solutions Premium & Custom Solutions
Standard Solution Workflows
IFTTT Automation
Record Transformations
Record Life-cycle Management
๐Ÿ“Š Reporting Standard Solutions Premium & Custom Solutions
Dashboards
Widgets & Counters
Graphs & Charts
List Reports
Export to CSV
๐Ÿ”Œ Integration Standard Solutions Premium & Custom Solutions
Dynamic Restful API
Zapier Connector
๐Ÿ”ง 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 Processes?

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

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