The call is only useful
if the next person knows what to do.
Clever Intake Case Management keeps the caller, intake, appointment, transfer attempts, missing information and next task together. Basic includes a lead inbox. Intake Workflow Automation adds the operating workflow and is included with Managed PI.
The call is only useful
if the next person knows what to do.
Clever Intake Case Management keeps the caller, intake, appointment, transfer attempts, missing information and next task together. Basic includes a lead inbox. Intake Workflow Automation adds the operating workflow and is included with Managed PI.
What Clever Intake Case Management does
$79/month with Basic Reception · included with Managed PI Intake. Status: in development — not yet available.
What Clever Intake Case Management does
$79/month with Basic Reception · included with Managed PI Intake. Status: in development — not yet available.
1 · Stages
Lead stages and ownership.
1 · Stages
Lead stages and ownership.
1 · Stages
Lead stages and ownership.
2 · Tasks
Tasks and due times for failed transfers, missing information and appointments.
2 · Tasks
Tasks and due times for failed transfers, missing information and appointments.
2 · Tasks
Tasks and due times for failed transfers, missing information and appointments.
3 · Follow-up
Approved follow-up with consent and opt-out.
3 · Follow-up
Approved follow-up with consent and opt-out.
3 · Follow-up
Approved follow-up with consent and opt-out.
4 · Reporting
Basic funnel and lead-source reporting when source data exists.
4 · Reporting
Basic funnel and lead-source reporting when source data exists.
4 · Reporting
Basic funnel and lead-source reporting when source data exists.
5 · Platform
HighLevel powers the first version; Clever owns the customer experience and configuration.
Make the next
missed call
useful.
Hear the experience, find your setup, or review transparent pricing. When you’re ready, our team will help you begin onboarding.
Clever Business Hub
Clever Business Hub
Clever Business Hub
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Make the next
missed call
useful.
Hear the experience, find your setup, or review transparent pricing. When you’re ready, our team will help you begin onboarding.
Clever Business Hub
Clever Business Hub
Clever Business Hub
Make the next
missed call
useful.
Hear the experience, find your setup, or review transparent pricing. When you’re ready, our team will help you begin onboarding.
Clever Business Hub
Clever Business Hub
Clever Business Hub