Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Integrations
Google Ads
Google Workspace
MYOB
Mailchimp
Microsoft 365
PayPal
Pin Payments
QuickBooks Online
QuickBooks Online Advanced
SendGrid
Integrations
Google Ads
Google Workspace
MYOB
Mailchimp
Microsoft 365
PayPal
Pin Payments
QuickBooks Online
QuickBooks Online Advanced
SendGrid
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