CleverKeeperCleverKeeper
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🐙 Client CRM for independent professionals

Run your client business, your way.

Manage clients, bookings, payments, and expenses in one secure workspace — with an AI assistant that reads receipts and logs transactions for you.

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Free to start — no credit card needed
AMKL
★★★★★
1,200+ HK professionals have ditched the spreadsheet
Keeper
Online
Emma just paid HKD 500 for today’s piano lesson17:02
Built for the way you already work
🎹Tutors🎨Designers💆Therapists📸Photographers🏋️Coaches🩺Doctors⚖️Lawyers📊Accountants🍽️Restaurant Owners🏠Heads of Family
See it in action

Add clients, get paid, log expenses — just by chatting

Watch how tutors, coaches, designers, and more run their day in Keeper — add a client, record a payment, and log an expense. No forms, no spreadsheets.

Live snapshotTutor
Clients0
RevenueHKD 0
ExpensesHKD 0
Net profitHKD 0
Keeper
Online

Without CleverKeeper

The manual grind

  • Juggling calendar, spreadsheets, and payment apps
  • Manually logging expenses and forgetting to invoice
  • No visibility into who owes you or revenue trends

With CleverKeeper

Your AI business assistant

  • One conversational assistant handles it all
  • Chat logs, reminds, and automates—you just run your business
  • Real-time revenue insights and payment tracking
Everything in one place

Less admin. More clients.

Clients, bookings, payments, expenses, and AI — in one workspace instead of scattered across five apps.

📊

Ask your business anything

Get instant answers about your revenue, top clients, and trends — just ask in plain language.

Automate without effort

Log payments, send reminders, and manage clients through conversation. No forms, no menus.

🎯

Your AI assistant, always on

Keeper handles receipts, invoices, and bookings the moment you mention them. Type it once — done.

📅

Bookings & calendar

Schedule sessions, avoid double-bookings, and see upcoming appointments in one glance.

💳

Payments & invoices

Record FPS, PayMe, cash, or card. Track overdue invoices and view revenue by client.

📈

Expense tracking

Snap a receipt, chat to log it, or import from your bank. See spending by category in seconds.

👥

Client management

Keep every client's details, notes, and history in one place. Search and filter instantly.

💬
New

WhatsApp agent

Now supported — message Keeper on WhatsApp to log payments, expenses, and bookings without opening the app.

🔗

Let clients book themselves

Share your own booking page. Clients pick a slot, pay a deposit or the full price by card, and land straight in your calendar — with conflict checks and a waitlist that refills cancellations.

🎟️

Packages, memberships & gift cards

Sell blocks of sessions, recurring memberships, and gift cards. Redemptions, wallet balances, and loyalty points are tracked for you, so nobody argues about how many sessions are left.

📣

Fill the quiet weeks

Send email campaigns to a segment — a client category, or everyone who hasn't booked in 60 days — and hand out percentage or fixed discount codes with expiry dates and usage caps.

🧾

Team, payroll & approvals

Invite teammates as admins or members, set per-package pay rates, run payout reports, approve staff expenses, and see every change in the audit log.

Income & expenses

Finally know what you actually earn.

Track income from payments, log expenses with AI receipt scanning, and see monthly trends and category breakdowns — without a single spreadsheet formula.

  • Snap or upload a receipt — AI extracts amount, vendor, and date
  • Chat to log expenses and payments in seconds
  • Monthly trends and export-ready reports
This month · income
HK$28,400
▲ 18%
Jan
Feb
Mar
Apr
May
Jun
EPiano — EmmaPaid · FPS
DDesign retainerDue in 3d
Everything included

The rest of the toolkit

All of it is included on every plan, the free one included.

Events & recurring seriesWaitlist with one-tap promoteAuto-numbered receipts3 invoice templates with your logo & chopCustom intake formsClient reviewsProducts & stock levelsLoyalty pointsInstagram DM auto-repliesFull audit logCSV & photo imports25 currencies6 languagesMultiple workspaces
HOW IT WORKS

Three simple steps to run your business like a pro

Get started in minutes. No complex setup.

1

Connect Your Calendar

Link your Google Calendar so Chat knows your schedule and can manage bookings automatically.

2

Chat with Your Assistant

Ask about revenue, log expenses, manage clients—everything through natural conversation. No forms, no menus.

3

Let It Handle the Rest

Automatic reminders, invoice generation, payment tracking, and insights. Chat works 24/7 so you don't have to.

Simple, transparent pricing

Start free. Upgrade when you grow.

No hidden fees, no per-seat games. Just honest pricing for independent professionals.

Free
For getting your first clients organised.
0/ forever
  • AI chat assistant
  • AI receipt scanning
  • Revenue & expense analytics
  • Client history & notes
  • Payment tracking
  • Clients, bookings & expenses
  • Multiple workspace
  • Team members & roles
  • Admin expense approvals
Most popular
Pro
For solopreneurs running the whole show.
HKD49/ month
  • AI chat assistant (5× daily quota)
  • AI receipt scanning (5× daily quota)
  • Revenue & expense analytics
  • Client history & notes
  • Payment tracking
  • Clients, bookings & expenses
  • Multiple workspace
  • Team members & roles
  • Admin expense approvals
Business
For when you're scaling past yourself.
HKD89/ month
  • AI chat assistant (10× daily quota)
  • AI receipt scanning (10× daily quota)
  • Revenue & expense analytics
  • Client history & notes
  • Payment tracking
  • Clients, bookings & expenses
  • Multiple workspace
  • Team members & roles
  • Admin expense approvals

All plans billed in HKD. Cancel anytime.

Real professionals, real Sundays back

They stopped doing admin. So can you.

★★★★★
"I snap a receipt after every lesson supply run and the AI fills it in. Sunday nights used to be spreadsheet time — not anymore."
CY
Chloe Yeung
Private piano tutor · Kowloon
★★★★★
"Bookings, reminders, and payments all live in one workspace now. My no-shows dropped and I stopped chasing invoices."
MT
Marcus Tang
Massage therapist · Wan Chai
★★★★★
"I can finally see revenue and expenses side by side. The chat assistant logs payments faster than I ever did in a spreadsheet."
SL
Sophie Lam
Freelance designer · Sham Shui Po

Placeholder quotes — send me your real testimonials and I'll drop them in.

FAQ

Questions? We have answers.

Can I do everything through Chat, or do I still need the dashboard? +
Chat handles 90% of daily operations. The dashboard is there for deep analysis, reporting, and settings. Use whichever feels natural for the task.
How does Chat know my business rules? +
Chat learns from your interactions—how you name clients, your pricing, your workflow. The more you use it, the smarter it gets.
Is Chat available in my language? +
Yes, CleverKeeper supports English, Indonesian, Japanese, and Traditional Chinese. Chat responds in your chosen language.
Can I trust Chat with sensitive data? +
All data is tenant-scoped and encrypted. Chat only accesses your own business data, and it follows the same security standards as the rest of CleverKeeper.
Who is CleverKeeper for? +
CleverKeeper is built for independent professionals—tutors, designers, therapists, coaches, photographers, doctors, lawyers, accountants, and anyone running their own business.

Ready to let Chat run your business?

Join independent professionals who've ditched the spreadsheet grind.

Request a demo
Free to start — no credit card needed