for professional services teams

One platform to sell, deliver, and operate.

Clovra brings CRM, PSA, and work management into a single workspace—so your pipeline, projects, and team finally share the same source of truth.

idaxis.clovra.io/dashboard
Weighted pipeline
USD 850K
Revenue YTD
USD 2.4M
Projects on track
4 / 6
AI Agent Activity
Sales Prospector
Enriched 12 accounts in your pipeline · 2m ago
Risk Monitor
Budget variance on Globex — Discovery phase · 18m ago
Doc Architect
Draft SOW outline ready for Acme Industrial · 1h ago
Enterprise-grade access controlsSSO + SCIM provisioningRole-based access + audit logsBuilt by Idaxis Inc.

Stop stitching together three different tools.

Most services firms use one tool for sales, another for projects, and a third for internal work. Data never connects. Reports take a week. Forecasts drift. Clovra unifies the three workflows you actually run.

Sell
CRM & Pipeline

Deal management with weighted pipeline forecasting, AI-enriched research, and full activity history. Integrate or import from Salesforce, HubSpot, and Pipedrive.

See CRM features →
Deliver
PSA & Delivery

Project management, resource planning, timesheets, expenses, and milestone-based invoicing. Health tracking and capacity planning built in.

See PSA features →
Operate
Sprint

Work management with grid, Gantt, and Kanban views. Formulas, automations, custom workflows, and approvals. For the internal work that runs alongside client delivery.

See Sprint features →

AI agents that actually do the work.

Most "AI features" are autocomplete in disguise. Clovra's agents work autonomously on your pipeline, projects, and documents—turning hours of analyst work into background tasks.

Sales Prospector

Enriches accounts in your pipeline with company research, executive moves, and signal events. Runs on demand or scheduled.

Risk Monitor

Watches every active project for budget variance, schedule slippage, and resource conflict. Flags issues before they surface in standup.

Doc Architect

Drafts SOWs, renewal proposals, and project briefs from your CRM context. Outputs structured drafts you can edit, not blank pages.

Nitro Delivery

Generates delivery insights across your project portfolio—risks, recommendations, next actions—on every project, every day.

More agents available in higher tiers.

Configure your platform.

Start with what you need. Add modules as you grow.

CRM & Pipeline
Deal management, pipeline tracking, AI research
Included in Starter+
PSA & Delivery
Project management, task tracking, delivery health
Included in Starter+
Clovra Sprint Core
Standalone work management with grids, Gantt, and Clovra Project import
Included in Enterprise
AI Agents
Nitro, Sales Prospector, Risk Monitor, Doc Architect
Included in Growth+
Client Portal
Branded client workspace with reports and chat
Included in Starter+
Analytics
Revenue, utilization, and delivery insights
Included in Growth+
Single Sign-On
SAML 2.0 and OIDC identity integration
Included in Professional+
SCIM Provisioning
Automated user provisioning from Okta/Azure AD
Included in Professional+
Invoicing
T&M, fixed fee, and milestone billing
Included in Professional+
Timesheets
Weekly time capture with approval workflow
Included in Starter+
Expenses
Expense management with multi-layer approval
Included in Growth+
Reports
Custom report builder and standard reports
Included in Professional+
Resource Management
Utilization tracking, capacity planning
Included in Professional+
Time Off
Absence tracking for utilization accuracy
Included in Professional+
Custom Branding
Custom colors, logo, and client-facing branding
Included in Enterprise

Plans built for how services firms scale.

Every tier includes the core platform. Higher tiers add advanced capabilities, more seats, and dedicated support.

Starter

Small teams getting started with integrated CRM + delivery.

Up to 5 seats
  • CRM & Pipeline
  • PSA & Delivery
  • Client Portal
  • Timesheets
Growth
Most popular

Growing teams adding AI and analytics.

Up to 15 seats
  • Everything in Starter
  • AI Agents
  • Analytics
  • Expenses
Professional

Established firms with security and compliance needs.

Up to 30 seats
  • Everything in Growth
  • Single Sign-On
  • SCIM provisioning
  • Invoicing
  • Reports
  • Resource management
  • Time off
Enterprise

Larger organizations with custom requirements.

Unlimited seats
  • Everything in Professional
  • Clovra Sprint Core
  • Custom branding
  • Dedicated support and custom integrations
Security & Compliance
  • SOC-2 oriented controls
  • Role-based access (RBAC)
  • Comprehensive audit logs
  • SSO via SAML 2.0 + OIDC
  • SCIM provisioning from Okta / Azure AD
Multi-tenant isolation
  • Strict tenant-scoped queries throughout
  • No data leakage between workspaces
  • Per-tenant feature gating
  • Custom branding (Enterprise)
Built by Idaxis

Clovra is built on patterns we learned operating our own services business. Founded by practitioners, not just engineers.

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