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What is Cleri?

Cleri provides an all-inclusive field service management solution designed specifically for blue-collar industries, including HVAC, plumbing, lawn care, cleaning, insulation, and more. The software seamlessly merges scheduling, dispatching, customer relationship management, invoicing, and payment processing into one cohesive platform, enhanced by Cleo, a voice AI assistant that enables hands-free management of administrative duties while in the field. Its pricing model is clear-cut: a monthly fee of $100 covers one user, with an extra $20 charged for each additional active user, ensuring all features are available at this rate, and seasonal users avoid any fees. Prospective users can benefit from a 14-day trial without the necessity of a credit card, giving them the chance to test the software's functionalities without financial risk. This user-friendly approach positions Clery as a prime option for businesses eager to optimize their workflows and increase efficiency. Ultimately, companies can leverage Clari’s robust features to enhance their overall service delivery while maintaining cost-effectiveness.

What is Cleo?

Cleo is a financial app that offers cash advances of up to $250 without the hassle of interest or credit checks, aiming to provide swift financial help to its users. To access this service, individuals need to subscribe to either Cleo Plus or Cleo Builder, and first-time users typically receive advances ranging from $20 to $100. The application is particularly accommodating for gig workers and freelancers, as it does not require traditional employment verification or a steady income to qualify. Users can choose between a free standard transfer that takes between 3 to 4 business days or an expedited option for same-day access, which incurs a fee of $3.99 to $9.99. With flexible repayment terms that allow users to select a date between 3 to 14 days after the advance, Cleo provides a manageable approach to repayment. Moreover, the app is equipped with budgeting tools and financial insights designed to help users effectively manage their finances and plan for their future. By focusing on accessibility and supportive resources, Cleo aims to empower individuals to take charge of their financial well-being and make informed decisions. This holistic approach ensures that users not only receive immediate assistance but also gain skills for long-term financial health.

Media

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Integrations Supported

HyroTrader

Integrations Supported

HyroTrader

API Availability

Has API

API Availability

Has API

Pricing Information

$100/month
Free Version
Free Trial Offered?

Pricing Information

Free
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Cleri

Date Founded

2024

Company Location

United States

Company Website

cleri.ai

Company Facts

Organization Name

Cleo

Date Founded

2016

Company Location

United Kingdom

Company Website

web.meetcleo.com

Categories and 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

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

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