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Description
Cleri offers a comprehensive solution for field service management tailored specifically for blue-collar industries such as HVAC, plumbing, lawn care, cleaning, insulation, and several others. This software integrates scheduling, dispatch, customer relationship management, invoicing, and payment processing into a single platform, complemented by Cleo, a voice AI assistant that facilitates hands-free administrative tasks directly from the field. The pricing structure is straightforward: a flat rate of $100 per month covers one user, with an additional $20 monthly fee for each active user, while all features are accessible and seasonal users incur no charges. Users can take advantage of a 14-day trial period without the need for a credit card, allowing them to explore the software's capabilities risk-free. This makes it an excellent choice for businesses looking to streamline their operations and enhance productivity.
Description
Effortless field documentation is now a reality, organized into practical insights. VoiceLine simplifies field sales intelligence, enabling you to utilize your voice to capture any field interaction in just moments. Harness the power of AI to facilitate data-driven decisions for your sales team. With VoiceLine, you can effortlessly record any field engagement by simply tapping and speaking, allowing our AI to identify and extract essential data points. The process of creating a VoiceLine is seven times quicker than traditional typing and is designed for use while you're on the go. You can document any thought or observation that arises during your fieldwork, and VoiceLine will seamlessly integrate it into your CRM system. Using your voice, you can record details hands-free; VoiceLine allows for quick recordings with just a single click. Turn your commuting time into a productive opportunity by using your voice in the car or any other location. Ensure that every interaction in the field leads to actionable outcomes, as our AI effectively organizes and extracts vital business information from the VoiceLines you record. Additionally, Smart Reports can be tailored to your needs in just a few clicks, enhancing your workflow even further. This innovative approach to field documentation transforms the way sales teams operate.
API Access
Has API
API Access
Has API
Screenshots View All
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Integrations
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Pipedrive
SAP CRM
Salesforce
Zoho CRM
Integrations
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Pipedrive
SAP CRM
Salesforce
Zoho CRM
Pricing Details
$100/month
Free Trial
Free Version
Pricing Details
Free
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Cleri
Founded
2024
Country
United States
Website
cleri.ai
Vendor Details
Company Name
VoiceLine
Country
United States
Website
getvoiceline.com
Product Features
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Product Features
Field Sales
Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management
