Do More With Clevero’s

Workflow Automation

Say goodbye to unnecessary manual data entry with customisable automation that does the heavy lifting for you


Sync Everything, Not Just Invoicing

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

Check out some of our 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

forget SPREADSHEETS & paper trails

Speedy Contract Creation & Distribution

With Clevero’s built-in automated document generation, seamlessly and quickly produce contracts, emails and engagement letters from pre-defined branded templates. Keeping your communication on brand and saving your team valuable time. Once generated, the document can be sent automatically with e-signature capabilities, accelerating the onboarding or sales process.

Key benefits:

  • Reduces time spent drafting and revising contracts, speeding up sales cycles.
  • Eliminates human errors in document creation.
  • Enhances client satisfaction through quick and efficient service.

No more No shows

Automate Your Customer Journey

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. Send appointment confirmations, reminders and follow-ups without lifting a finger. 

Key benefits:

  • Increases efficiency by reducing manual scheduling work
  • Enhances customer satisfaction by offering convenient communication options
  • Reduce no-shows rates through automated reminder

More Than Just Another Project Management Software

Hear What Our Customers Have To Say About Clevero

"Clevero Manages our entire work flow... From beginning to end!"
Mitch Hiam
Balanced Aged Care Specialists
"We've saved HOURS PER WEEK with Clevero! Clevero really was a no-brainer."
Jo Davey
Neighbourhood House


With All Your Apps

Clevero connects all your other business tools together to create a seamless technology stack

Interested In Clevero Workflow Automation For Your Business?

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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