Contract management software that integrates with Microsoft ecosystem
Streamline your contract management with Klevr Contracts. Contract management, document management & financial integration capabilities rolled into one.
Managing contracts doesn’t have to be a complex and costly process. Our contract management add-on for Dynamics 365 – Klevr Contracts – effortlessly integrates into your existing Microsoft ecosystem, eliminating the need for expensive standalone solutions or custom integrations.
Integrates with Business Central, Finance & Operations, Customer Insights, and familiar Microsoft tools like Copilot, Office, Outlook, Power BI, and SharePoint.
Klevr Contracts is the contract management solution of choice for Australian businesses.
Designed specifically for companies that manage complex contracts, such as those in finance, construction, manufacturing, legal services, and technology, Klevr Contracts is a purpose-built contract management and business application.
Developed by a certified Australian Microsoft Solutions Partner, it was created with direct industry consultation to meet the unique needs of businesses that require precision and efficiency in managing their contractual obligations.
Contract Administration
- Centralised Repository: Store all your contracts in one place within Dynamics 365.
- Automated Workflows: Automate contract creation, review, and approval processes.
- Compliance Management: Ensure all contracts meet regulatory requirements with built-in compliance tracking.
- Real-Time Reporting: Use Power BI for real-time insights into contract performance and status.
- Document Version Control: Keep track of all contract amendments with automatic versioning and audit trails.
Vendor Onboarding Portal
- Self-Service Portal: Vendors can submit required documentation and manage their profiles through a secure portal.
- Automated Risk Assessment: Automatically assess and mitigate vendor risks during the onboarding process.
- Integrated Communication: Use Outlook and Teams for streamlined communication between your team and vendors.
- Digital Signature Integration: Seamlessly capture digital signatures to finalise vendor contracts.
- Performance Monitoring: Track vendor performance and compliance through integrated dashboards.
BENEFITS
Opt for a contract management system fortified by the robust, enterprise-grade security of the Microsoft Cloud.
- Centralised Contract Management: Keep all contracts, supporting documents, terms and conditions in one secure location to reduce inefficiencies and ensure easier access to vital information.
- Automate Routine Tasks: Automate tasks like renewals, notifications, and approvals to save time, minimise errors, and allow staff to focus on higher-value activities.
- Real-Time Contract Visibility: See the status of every contract in real time for more effective management, ensure nothing slips through the cracks and deadlines are met.
- Improved Collaboration and Accessibility: Cloud-based contract management system enables secure, remote access and collaboration across departments and with external parties. Web portal available to allow you to work closer with your customers, suppliers or end user.
- Best Practice Compliance: Ensure compliance with industry regulations, particularly you operate in a regulated industry. Strict audit trails and version control keep documents compliant with legal standards and reduce the risk of non-compliance.
- Integration with E-Signature Tool: Seamlessly integrated e-signature functionality, speeding up the execution of contracts and ensuring legal compliance.
- Contract Lifecycle Management: Manage the entire lifecycle of contracts within one solution. This ensures that contracts are current, appropriately negotiated, executed, and renewed on time.
- Enhanced Reporting Capabilities: Generate custom reports and dashboards to make informed, data-driven decisions regarding contracts. Get insights into contract performance and compliance.
- Document Security and Access Control: Implement security measures such as access controls, single sign on and encryption to protect sensitive contract information and maintain confidentiality and privacy.
KLEVR CONTRACTS FEATURES
Seamless integration of core applications and processes, delivering a unified, end-to-end solution for managing every stage of the contract lifecycle.
- Seamless Integration: Fully integrated with Microsoft Dynamics 365, Outlook, Excel, and SharePoint for a cohesive experience.
- Robust Document Control: Advanced versioning and document management capabilities to ensure accuracy and compliance.
- Automated Workflows: Customisable workflows that trigger instant actions, driving efficiency across all business processes.
- Data Visualisation: Empower decision-making with real-time data visualisations in Power BI.
- Scalability: Unlimited scaling potential through the Dynamics Cloud Platform, designed for the future of your business.
- Collaborative Tools: Enhance team collaboration with total visibility over contracts, renewals, and activities.
- Security and Compliance: Auditable solutions that meet stringent regulatory and compliance standards.
- Single Source of Truth: Leverages Dynamics Dataverse for consistent and reliable data across all interactions.
- Customisable Features: Tailor solutions to fit your business needs with over 200+ connectors and custom development options.
INTEGRATION
Klevr Contracts integrate with familiar platforms, software & apps.
Integration with other third party platforms by request.
- Dynamics 365 Finance & Operations
- Dynamics 365 Business Central
- Dynamics 365 Customer Insights
- Xero
- Stripe Payment Gateway
- Microsoft Copilot
- Microsoft Office
- Microsoft Outlook
- Microsoft SharePoint
- Microsoft Power Bi
Security & Compliance
Enterprise-grade security with peace of mind
Klevr apps are built on the same secure foundation as Microsoft Dynamics 365, offering enterprise-grade security to protect your data. With flexible server location options, you can ensure compliance with local regulations, while benefiting from the robust protection of the Microsoft Cloud.
Training & Support
Comprehensive training and local support
Klevr apps implementation comes with tailored training and dedicated support from our internal help desk and local support team. We ensure your team is fully equipped to leverage every feature, providing hands-on guidance and ongoing assistance to keep your operations running smoothly.
Managed Services
Expert managed services for ongoing success
Our managed services extend beyond the initial setup, offering continuous support for your Dynamics 365 environment and Klevr add-on applications. From routine maintenance to complex integrations, our team is here to handle the day-to-day management, allowing your business to focus on what it does best.
Simplified contract management workflows, imagine initiating a contract renewal. Let’s see it in action.
- Initiation and Notification: As a contract approaches its expiry date, the system identifies this trigger and automatically sends out notifications to the responsible teams. This ensures that all relevant parties are alerted in advance and can prepare for the upcoming renewal.
- Review & Access Management: Upon receiving the notification, the team accesses Klevr Contracts to review the contract details. The platform provides easy access to all version histories and related documents, ensuring that every aspect of the contract is transparent and readily available for any necessary scrutiny or revisions.
- Collaborative Revisions: The next step involves using Microsoft SharePoint for discussions and revisions. This platform allows changes to be tracked and visible to all stakeholders, facilitating a collaborative environment where all inputs are considered and documented, ensuring accuracy and consensus.
- Approval & Compliance: Once the revisions are finalised, the contracts are sent for approval through a secure workflow within Klevr Contracts. This stage emphasises compliance with organisational policies and legal standards, ensuring that all modifications meet required guidelines.
- Renewal and Reporting: After approval, the contract is automatically renewed, with all related systems updated simultaneously to reflect the new terms without any manual entry. A comprehensive report can be generated through Microsoft Power BI, analysing the effectiveness and outcomes of the process.
