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Support
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Welcome to CleverApp
Help Resources
Getting Started
Getting Started for Admins
Introduction to CleverApp
Sales Automation
Defining App Roles
Setting up Workflows
Creating Rules
Configuring Templates
Sales Forecasting
Forecasting Basics
Selecting a Forecast Method
Forecasting Examples
Performance Management
Using the Dashboard
Creating Reports
Exporting Data
Visualizing Data
Tutorials
Setting up Deals
Scaling Sales Operations
Connecting Multiple Accounts
Integrating with your CRM system
Troubleshooting
Unable to Access the Dashboard in CleverApp
Integration with CRM System Fails
Rules Produce Conflicts
Unable to Export XML Files
FAQs
Is CleverApp GDPR compliant?
How reliable are automations?
What plan is the right one?
Can I get guidance on workflow configurations?
How much does the app cost?
What's the difference between CleverApp and SmartApp?
Do you offer any bundle discounts?
Video Tutorials
CleverApp Release Notes
CleverApp 2022-05-04
CleverApp 2022-04-29
CleverApp 2022-02-16
CleverApp 2022-02-08
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