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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
No
API Access
Has API
No
Integrations
Formstack
No
Google Ads
Yes
Google Workspace
Yes
MYOB
Yes
Mailchimp
Yes
Microsoft 365
Yes
PayPal
Yes
Pin Payments
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Integrations
Formstack
Yes
Google Ads
No
Google Workspace
No
MYOB
No
Mailchimp
No
Microsoft 365
No
PayPal
No
Pin Payments
No
QuickBooks Online
No
QuickBooks Online Advanced
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
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
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
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
No
CRM
No
Employee Management
No
Financial Management
No
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
No
Scheduling
No
Time & Expense Tracking
No
Training Management
No
Vendor Management
No
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
Product Features
Field Service Management
Billing & Invoicing
No
Contact Database
Yes
Contract Management
No
Customer Database
No
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Time Clock
Yes
Work Order Management
No
Forms Automation
Approval Process Control
No
Archiving & Retention
Yes
Collaboration
No
Document Indexing
No
Drag & Drop
Yes
Full Text Search
No
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
Yes
Version Control
No
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
