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