Custom business systems

Bring your clients, projects and workflows together.

Explore tailored portals, dashboards and connected processes designed around how a service business actually operates.

Explore what’s possible

Technology around the business

Give owners more time to run the work—not the software.

Thoughtful systems bring everyday information and processes together, helping a busy owner stay focused without carrying every detail alone.

See the larger CLEO OS vision →

Built around the work

Less chasing. Less searching. More clarity.

A connected system can reduce repetitive administration and give clients, teams and owners a clearer view of what is happening.

Client portals

A professional place for requests, files, project updates and important information.

Project tracking

Organize jobs, responsibilities, stages and deadlines in one shared view.

Connected workflows

Make routine intake, follow-ups, approvals and reminders more consistent.

Custom solutions

Explore a system shaped around a process that is taking too much time or causing confusion.

Looking further ahead

Interested in the bigger vision? See the operating system CLEO is building for small service businesses.

Explore CLEO OS