Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Clero serves as an AI-driven reception solution tailored for dental offices and healthcare facilities across the UK and Ireland. It efficiently handles incoming and overflow calls, offers after-hours support, assesses inquiries, manages appointment bookings or changes within compatible practice management systems, and directs urgent or complicated calls to the appropriate staff members. Moreover, Clero is capable of making outgoing calls for purposes such as lead follow-up, confirming appointments, managing recalls, and filling wait-lists. The platform also accommodates practice-specific call protocols, payment processing, and communication with patients. Essentially, it is crafted to enhance the capabilities of reception teams while ensuring that clinical decision-making and emergency services remain intact and uncompromised. Thus, Clero stands as a valuable asset in optimizing healthcare communication and operational efficiency.
Description
Developed and managed by seasoned professionals in the financial services sector, this software emerges from over two decades of expertise in creating applications for the brokerage industry in Ireland. It is tailored to address the complete office needs of both large and small firms, covering aspects such as marketing, sales, advisory services with comprehensive needs assessments, cash flow forecasting, compliance, a detailed product library, and management of pipelines and commissions. Additionally, it includes a thorough Client Relationship Management system. Client profiles and policy information are continuously updated and maintained in collaboration with various insurers, including Aviva, Aviva Health, BCP Asset Management, Friends First, Irish Life, New Ireland, Royal London, and Standard Life, with life protection quotations sourced from all providers. Money Advice +CRM consolidates all necessary software tools for brokers within a single solution. Users can offer advice through competitive price quotes on their website and receive email alerts for every inquiry made. This integrated approach ensures that brokers can efficiently manage their operations while enhancing client engagement and service delivery.
API Access
Has API
No
API Access
Has API
No
Integrations
ActiveCampaign
Yes
AeronaClinic
Yes
Calendly
Yes
CareStack
Yes
Dentally
Yes
EXACT Dental Software
Yes
Facebook
Yes
GoHighLevel
Yes
Google Calendar
Yes
Instagram
Yes
Integrations
ActiveCampaign
No
AeronaClinic
No
Calendly
No
CareStack
No
Dentally
No
EXACT Dental Software
No
Facebook
No
GoHighLevel
No
Google Calendar
No
Instagram
No
Pricing Details
Custom pricing based on setup, call volume, inbound and outbound workflows, integrations, locations, telephony requirements, and support.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Clero
Founded
2025
Country
United Kingdom
Website
cleroai.com
Vendor Details
Company Name
Money Advice
Website
www.moneyadvice.ie/
Product Features
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No