Custom CRM Software

Business owners know the two most important things that need to be done to create and manage a successful business: increase sales and decrease costs. At Clevertech we help to increase marginal utility, enabling businesses to grow more with less. We provide consulting and implementation services to help build your business processes into a customized solution. To ensure viability, our system is setup to help a business become more efficient.

One of the main principles Clevertech tries to emphasize is that we are not just selling you the software but are building up your business. We do not just mass-produce our software and send it out, we spend one on one time with our clients. We are here to help you 24/7 with any needs or questions. We work hard to become your partner in business by sharing the same vision and goals. We have a team of trained professionals that listen to our clients’ needs and create a strategy that we will tailor to those needs. Our CRM solutions provide the ability to store data on business relationships, access custom analytics, adapt to any changes in your business, create and manage notes, connect to social API’s like Facebook and much more.

Condition of Satisfaction

Our main goal is to provide our clients a condition of satisfaction. We want you to feel like we helped your business be more efficient by increasing the levels of productivity of your staff while structuring your business for growth and decreasing overhead.

Support from Representatives Living in the US

Unlike other companies who outsource their help, we provide an English speaking support staff located in the US. We work with our clients to provide unmatched support and help you with strategy development and implementation. We are one of the only companies that will come into your office and sit down with you to make sure we understand your business and tailor a solution that matches your business processes.

Feeling of Protection

We strive to provide our customers with a feeling of protection by developing a custom CRM system that will create low overhead and be critical for your business to function, eventually becoming the backbone of business operation.

IP Software

Business owners know how to run their businesses in a way that leads to success. We translate your already proven business processes into a system that creates a strategic advantage, allowing you to focus your resources on other parts of the business without having to constantly monitor day-to-day operations. Automating your business processes also enables you to easily adapt your business into a turnkey operation.

If you are looking for a generic platform that tells you the way you should work, then other CRM providers like Salesforce, ZohoCRM, or SugarCRM would be adequate. But if you want a custom CRM solution that addresses your business processes, then Clevertech is your best option.

Training – WordPress

Clevertech offers training in the form of webinars utilizing GoToMeeting. Our coach will train you in a 30-45 minute session on how to use the basics of WordPress including editing text, graphics, and pages.

The goal of this training is to get everyone in your office comfortable with having the power and capability to make changes to your own website. Updating your website will no longer be a coordination with the programmer – but rather a process similar to opening up a word file and editing as needed.

Want to join our next Wordpress training? Choose from the events below.

	September Wordpress Date: Tuesday, September 07, 2010 Time: 3:00 PM 2 attendees / 5 total spots

Training – Executive Coaching

This is a service that grew out of clients looking over our shoulder as we were working. We use the latest tools to improve our workflow and when clients watch how we tackle these regular tasks, they want us to show them what we are doing!

Some examples include using LastPass extension in Chrome or Firefox to manage passwords and auto-fill forms. Using XMarks to sync bookmarks across multiple computers. Using Gmail for Apps for business email and utilizing various lab features to further enhance that experience such as multiple inboxes for GTD, or simple Send & Archive to save keystrokes.

We’ve used Jing to show how to create a picture that communicates more than words, or RememberTheMilk for a sophisticated todo management, sharing Google Calendars, and using simplenote on an ipad syncing in real time back to the desktop.

So, join us in a personal executive coaching session to review how you use your technology in your day to day personal operations.

Accounting Integration

Clevertech has integrated deeply with Sage ACCPAC, Sage MIP, Sage Peachtree, Quickbooks, Freshbooks and Southware. We have interfaced with Accounts Receivable, Accounts Payable, Inventory, and the General Ledger. We speak double entry and are experienced with multi-segmented Chart of Accounts.

Financial Services – Banking API

We have worked with Markit, US Bank, RBS, Lasalle, Wells Fargo, Chase, and other banks and financial institutions to manage trades, pricing, ratings, cash movements, facility identification, and daily reconciliations.

We have calculated indentures, alpha, beta, IRR, LTV, coupon payments, r-squared, sharpe ratios, and many other financial calculations on large data sets that is used for intelligent decision making on portfolios in the hundreds of millions of dollars. Our largest system supports a portfolio of over $4B and our systems perform calculations before every trade is made.

Merchant Accounts

There are two aspects to consider when handling a merchant account. The first is how you get paid. In this area, we have experience with PayFlowPro from Verisign, Authorize.net, Paypal and Google Checkout. The second is how to report and account for the transactions especially if you are using swipe terminals in some locations and are using a website provided by the merchant for settlement, chargebacks and fees. We have worked with Vital and their econnections product to automate those processes.

Social Media

Our experience includes direct development for iphone apps, facebook apps, and facebook connect. It also includes the aggregation layer for data acquisition using facebook api, rapleaf api, google contact and email api.

As this space is very new, we continue to push the limits with our clients creating and using game mechanics for point systems, badge systems, and prize systems.

Email Services

We have integrated with a variety of email services from iContact and emailBrain to ExtactTarget and SilverPop. These services range from the simple signup and unsubscribe to complex rule based systems that make offers to customers based on behavior on the website, shopping cart, response to previous offers and other factors like geography, length of time since contact and overall lead scoring.

Document Management

We have loaded hundreds of CDs worth of documents into a modern document management system, Laserfiche, utilizing the API exposed by the application.

On a smaller scale, we have tools for creating one click PDFs that use custom fields from your database and integrated with email or physical mailing systems.

Foxstocks – Google Finance API

Using both Google Finance API and Yahoo Finance API for Stocks and currencies, Clevertech developed a Firefox and Chrome Extension that allows you to track US Stock exchange stocks, Currency pairs, International Indexes in real time. The UI is very unobtrusive, and it has racked up over 20,000 downloads.