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Cleo for Business

Automate the admin you keep putting off.

Invoice reminders, CRM updates, and client follow-ups — handled through chat so nothing slips through the cracks.

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The Problem

Sound familiar?

Outstanding invoices pile up because nobody tracks due dates consistently. Cash flow suffers.

Client conversations go cold because follow-up reminders live in your head, not a system.

Your CRM is always out of date because updating it manually after every interaction is a chore.

The Solution

Cleo tracks due dates and sends you (or your clients) reminders before invoices go overdue.

Set follow-up schedules in plain English. Cleo reminds you at the right time with context.

Update your CRM by telling Cleo what happened — she pushes structured data to your tool of choice.

Under the hood, your Cleo agent runs on OpenClaw — an open-source framework with 3,000+ community skills. Inspect the code. Extend anything.

Templates

Pre-built templates for this use case — pick one and start chatting.

Track invoice due dates and send reminders to yourself or clients before payments go overdue.

Set up your Cleo agent in minutes. No infrastructure required.