Case Study: Balance Aged Care Specialists streamline client operations with Clevero

Balance Aged Care Specialists saves 30 minutes per client with Clevero

Balance Aged Care Specialists, a family-run Australian business providing aged care financial planning, faced significant operational challenges due to a lack of automated systems. They struggled with inefficient paper-based document management, difficulty overseeing their vast client base, and an inability to track mobile staff and day-to-day operations. To address these issues, they turned to the vendor Clevero for a tailored automated solution.

Clevero implemented an end-to-end system for the customer that included a centralized CRM, mobile staff dispatch, and automated notifications and reporting. This solution from Clevero delivered substantial results, including an ROI projected in under one year and an estimated saving of 30 minutes of admin work per client. The implementation led to a tenfold increase in business process efficiency, improved customer satisfaction, and provided management with complete, real-time visibility over all operations.

Balance Aged Care Specialists