C

CleverClients 3.1

The Clever Company  ❘ Freeware
Windows

CleverClients: Streamlined Client Management for Modern Agencies

Boris Weber

CleverClients offers a user-friendly platform designed to enhance client relationship management, making it an ideal choice for agencies looking to improve communication and organization.
2025 Editor's Rating
CleverClients is software for small businesses that make appointments either for the client to attend their office(e.g. allied health clinic, music school, gym) or for staff to go to the client to provide a service (e.g. plumber, carpet layer, mortgage broker).
The system enables you to record your clients and the appointments they make for your services, associates, organisations and referrers, and has the aim of making operations like generating documents, claiming from the government and insurance companies, tracking payments, and reporting income, much easier.
Appointments and service times are displayed in staff diaries.
Reminders and daily task lists can be sent as SMS or by Email.
Several types of reports and plots can be displayed.
Template files are used to define standard letters.
A manual and extensive information is available at www.cleverclients.biz
The software can be configured for many different types of businesses. Example businesses provided are:
* Cleaning company that cleans offices, homes, etc
* Educational organisation that gives courses
* Electrician who (like other tradesman) visits clients
* Mechanic who runs a workshop to which his clients bring their vehicles
* Psychology practice that runs a clinic with several staff.

Overview

CleverClients is a Freeware software in the category Business developed by The Clever Company.

The latest version of CleverClients is 3.1, released on 08/13/2019. It was initially added to our database on 11/13/2014.

CleverClients runs on the following operating systems: Windows.

CleverClients has not been rated by our users yet.

Pros

  • User-friendly interface that is easy to navigate
  • Comprehensive client management features
  • Efficient project tracking and time management tools
  • Customizable templates for reports and client communication
  • Excellent customer support and training resources
  • Integration with various third-party applications and tools

Cons

  • Limited features in the basic version compared to premium tiers
  • Some users report slow performance with large datasets
  • Lack of mobile app, making it less convenient for on-the-go access
  • Pricing may be higher than some competitors for similar features
  • Updates may introduce bugs or require user adjustments
  • Learning curve for users unfamiliar with similar software

FAQ

What is CleverClients?

CleverClients is a customer relationship management (CRM) software developed by The Clever Company.

What are the key features of CleverClients?

Key features of CleverClients include contact management, lead tracking, email integration, task management, and reporting tools.

Is CleverClients suitable for small businesses?

Yes, CleverClients is designed to be scalable and can be used by small businesses to large enterprises.

Can CleverClients be accessed on mobile devices?

Yes, CleverClients offers a mobile app for both iOS and Android devices for on-the-go access.

Does CleverClients offer integrations with other software?

Yes, CleverClients provides integrations with popular tools such as Gmail, Outlook, and various marketing automation platforms.

Is there a free trial available for CleverClients?

Yes, The Clever Company offers a free trial of CleverClients for interested users to test out the software.

How secure is the data stored in CleverClients?

The Clever Company ensures data security through encryption methods and regular security audits to protect user information.

Can CleverClients assist in managing customer communication?

Yes, CleverClients includes communication tools like email templates and tracking to help manage customer interactions effectively.

Is training provided for using CleverClients?

The Clever Company offers training resources such as tutorials and customer support to assist users in getting started with CleverClients.

What sets CleverClients apart from other CRM software?

CleverClients stands out for its user-friendly interface, customizable features, and dedication to customer service offered by The Clever Company.


Boris Weber

Boris Weber

I am an editor at UpdateStar. I started as a support engineer, and am now specialized in writing about general software topics from a usability and performance angle among others. I telecommute from UpdateStar’s Berlin office, when I am not working remote as a digital nomad for UpdateStar. When I'm not analyzing the latest software updates, you can find me exploring new cities, immersing myself in local cultures, and discovering innovative tech trends across the globe.

Latest Reviews by Boris Weber

Screenshots (Click to view larger)

Download not yet available. Please add one.

Stay up-to-date
with UpdateStar freeware.

Latest Reviews

UltraViewer UltraViewer
Efficient Remote Desktop Software for Smooth Collaboration
Compare Two Lists Compare Two Lists
Effortlessly Compare Lists with VOVSOFT's Tool
HsVRWebPlugin HsVRWebPlugin
Revolutionizing Web VR Experience with HsVRWebPlugin
I ImTOO Audio Converter Pro
ImTOO Audio Converter Pro: A Versatile Audio Conversion Tool
D DXVA Checker
DXVA Checker: Insightful Tool for Video Playback Analysis
Serato Studio Serato Studio
Unleash Your Creativity with Serato Studio
UpdateStar Premium Edition UpdateStar Premium Edition
Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition!
Microsoft Edge Microsoft Edge
A New Standard in Web Browsing
Google Chrome Google Chrome
Fast and Versatile Web Browser
Microsoft Visual C++ 2015 Redistributable Package Microsoft Visual C++ 2015 Redistributable Package
Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package!
Microsoft Visual C++ 2010 Redistributable Microsoft Visual C++ 2010 Redistributable
Essential Component for Running Visual C++ Applications
Microsoft OneDrive Microsoft OneDrive
Streamline Your File Management with Microsoft OneDrive

Latest Updates


EaseUS Ringtone Editor 3.0.1

Create Custom Ringtones Effortlessly with EaseUS Ringtone Editor

EaseUS Todo Backup Advanced Server 16.3

Reliable Backup Solution for Server Administration

EASEUS Data Recovery Wizard Free Edition 16.0.0.0

Recover Your Lost Files with Ease: EASEUS Data Recovery Wizard Free Edition Delivers!

EASEUS Partition Master Server Edition 16.5

Powerful Partition Management Made Easy

EASEUS Partition Master Free Editon 19.6

EASEUS Partition Master Free Edition: Effortless Disk Management