Leads get forgotten.
With CLEO
Know who needs follow-up, and where every opportunity stands.
CLEO Business OS — one intelligent system to run your business.
CLEO brings your customers, sales, work, scheduling and business insight together, so you can see what matters, understand what needs attention, and spend less time carrying the business in your head.
Meet your local CLEO representative.
As a business grows, more and more of it starts living in the owner's head.
CLEO is one intelligent business operating system. It connects your customers, work, scheduling, follow-up and business intelligence, so the business stops relying on you to remember everything.
How CLEO works
CLEO doesn't just show data. It notices what's changing across the business and puts it in plain language, before you have to go looking.
Instead of searching through software, ask CLEO. It answers from what's actually happening in your business, not from a generic script.
You“What needs my attention this morning?”
Three things first, then the rest can wait until after lunch.
Website inquiries are up this week. Nothing else has changed since yesterday.
Solutions
With CLEO
Know who needs follow-up, and where every opportunity stands.
With CLEO
One connected customer history.
With CLEO
Work has a place, a status and a next step.
With CLEO
Scheduling works from your real business availability.
With CLEO
Business activity, turned into something you can understand and act on.
With CLEO
One business operating system.
None of this asks you to become a software person. It asks the software to behave more like someone who understands your business.
Book a DemoOne business. One system.
Sales change the schedule. The schedule changes the work. The work changes what a customer experiences, and what they say about you. CLEO is designed around the business as a whole, so each part knows about the others.
The human difference
You shouldn't have to figure out another complicated business platform on your own. When you meet CLEO, you meet a real person who wants to understand:
Then CLEO can be shaped around your business, instead of forcing your business to adapt blindly to another piece of software.
What would change
Not a life without work. A realistic difference in what the work asks of you.
The goal isn't more software.
For your business
Your website, connected to CLEO
Do you install EV chargers in Bedford?
Yes — Bedford is inside our service area. Most home chargers go in on one visit. Do you know whether your panel is 100 or 200 amp?
No idea. The house is from 1968.
Then it's very likely 100 amp, which usually needs a panel upgrade before a charger. Sam confirms the price once he sees the panel.
There's an opening Thursday 8:30am or Friday 1:00pm. Want me to book one?
Thursday please. Chelsea Roy, 14 Prince Albert Rd.panel.jpg
Booked. Sam will confirm first thing.
Sam was asleep. By morning it was a booked job.
The site you're reading was built by CLEO, too.
Less to manage
Growing companies tend to assemble their software one urgent need at a time. Each piece solved something. Together, they created a new job: keeping track of all of them.
CLEO's goal is not to add one more. CLEO is designed to be the operating layer that connects the business, so the parts stop behaving like separate islands and start informing one another.
Where you already rely on something that works, that's a conversation, not a demand. Simplification should be something you feel, not a migration you dread.
About CLEO
We're building CLEO here because Canadian businesses deserve better business technology, and a real relationship with the people who make it.
Canadian small businesses create jobs, support families and keep communities alive. CLEO wants to help those businesses become stronger, more organized and less dependent on one person carrying everything.
Technology should not make small businesses feel small. It should give them the capabilities larger organizations have always had, without requiring an IT department to get there.



Pricing
No quote required to see a price, and nothing held back for a sales call. Here is what a plan costs, what it includes, and where the line actually falls.
$700 CAD / month
Your customers, sales, work, scheduling, follow-up and business insight in one system, with CLEO Intelligence included.
$1,400 CAD / month
Everything in CLEO, plus hands-on help from CLEO’s team: strategy, implementation, campaigns, operational improvement and guided use of CLEO. The difference is people, never extra software.
Custom quoted with you
For larger teams, and for smaller ones with unusually complex operations. We quote it with you rather than force your business into a plan that doesn’t fit.
A CLEO user is an account in CLEO — never your employee count. Your plan is not priced on how many people you employ.
CLEO Intelligence is included. No tokens, credits or usage packs to buy on top of your plan.
Every plan starts with a conversation. We would rather tell you CLEO isn’t the right fit than put you on a plan that isn’t.
Meet your local CLEO representative.
Start with your business
Then we'll help you work out where CLEO could make the biggest difference, and whether it's a fit at all.
CLEO Business OS.
Meet your local CLEO representative.
Hi — I'm CLEO, this site's AI assistant. Ask me anything.
Ask about CLEO, or tell us what's making your business harder to run.
You're chatting with an AI assistant. Messages may be reviewed to help improve this service — please avoid sharing sensitive information.