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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
Enhance your forms with more than 35 unique elements, allowing you to compile lists, annotate images, track GPS locations, and much more. Even when offline, you can download your forms to gather data wherever you are, with automatic syncing once you regain connectivity. Increase efficiency by creating custom integrations that streamline data processing, link with various applications, and effortlessly manage your iFormBuilder account. Challenge the norms of mobile data collection using JavaScript-driven formulas, skip logic features, and robust data validation techniques. The possibilities are endless, limited only by your creativity! Safeguard your information through device passwords, encryption methods, and secure environments. iFormBuilder adheres to stringent standards including GDPR, HIPAA, FISMA, and ISO 9001, ensuring it meets diverse project requirements. With over ten years of hands-on experience, we’ve dedicated ourselves to assisting teams of all sizes in achieving their enterprise objectives. Zerion’s flagship platform, iFormBuilder, serves as the ideal foundation for teams aiming to address challenges in the field, particularly concerning inspections and data collection. Our commitment to innovation and customer satisfaction sets us apart in the industry.
API Access
Has API
API Access
Has API
Integrations
Formstack
Google Ads
Google Workspace
Mailchimp
Microsoft 365
PayPal
Pin Payments
QuickBooks Online
QuickBooks Online Advanced
SendGrid
Integrations
Formstack
Google Ads
Google Workspace
Mailchimp
Microsoft 365
PayPal
Pin Payments
QuickBooks Online
QuickBooks Online Advanced
SendGrid
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Zerion Software
Founded
2003
Country
United States
Website
www.zerionsoftware.com
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
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
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
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
