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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Clevero provides CRM and Business Management Solutions for Small Businesses. Our SaaS service allows customers to track, manage and automate all aspects their day-today operations. It digitizes manual and paper-based processes and reduces the need for multiple productivity apps. These features include: -Custom Relationship Management, (CRM). -Appointment Scheduling and Self-Service Scheduling -Task Management and Project Management -Native Video Conferencing Notifications and Reminders -Automated -Digital Forms and the Form Builder -Marketing and Communications Automatic Email Tracking Timesheets and Invoicing -Client Data Management -Customer Support and Request Tracking -Integration of payment and bookkeeping software -Full integration with external APIs

Description

Insyte offers a comprehensive software solution that caters to all facets of your business, including Marketing, Sales, Finance, Purchasing, Manufacturing, and Installation. Its integrated customer relationship management (CRM) system ensures that your customers receive the personalized service they desire, giving your business a competitive edge. With Insyte, you can make quicker and more informed decisions regarding every aspect of your operations, all while accessing the latest data from any location. The platform enables you to track every interaction with prospects and customers, which enhances your ability to engage more effectively during the sales process. Additionally, Insyte consolidates crucial information, eliminating the hassle of searching for lost paperwork, phone messages, orders, or contact information, thus preventing the risk of losing customers and undermining their trust. Ultimately, this streamlined approach not only boosts efficiency but also fosters stronger relationships with your clientele.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google Ads
Google Workspace
MYOB
Mailchimp
Microsoft 365
PayPal
Pin Payments
QuickBooks Online
QuickBooks Online Advanced
SendGrid
Stripe
Twilio
Weebly
Wix
WordPress
Xero

Integrations

Google Ads
Google Workspace
MYOB
Mailchimp
Microsoft 365
PayPal
Pin Payments
QuickBooks Online
QuickBooks Online Advanced
SendGrid
Stripe
Twilio
Weebly
Wix
WordPress
Xero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$79 per month
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

Clevero

Founded

2018

Country

Australia

Website

clevero.co

Vendor Details

Company Name

Accent Software

Founded

2003

Country

Australia

Website

www.accentsoftware.com.au/insyte-cloud/

Product Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Product Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

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