Business Operations Platform · Free to Start
9 Modules·Clerxi for Universal

One Platform for Any Business.

Universal
Fig. 01Universal operations — captured, organized, audit-ready.
Lead

Dashboard, insurance marketplace, document management, and team messaging — free for any business type. No industry-specific setup required.

GeneralAuto-alerts

How much are gaps costing you?

Two minutes. No signup. The full operational footprint Clerxi covers — direct compliance plus indirect savings — modeled against your operation.

Estimated annual recovery potential
  • Lost to missed deadlinesi1.8% of contract volume — public-works industry benchmark from claims preserved across pilot customers. ClaimNavigator™ catches the 5-day notice, the CO window, the DRB filing.
    ClaimNavigator™ · Public works benchmark
    $432,000
  • Penalty exposure pre-emptediDAS / OSHA / DBA penalty exposure averaged across pilot customers; saturates with portfolio size (sqrt scaling on project count).
    DAS · OSHA · DBA
    $50,849
  • Insurance renewal savingsiBroker's market activity is visible in real time — no last-minute renewal surprises. ~5% of premium saved through transparent shopping. Modeled at 0.06% of revenue.
    Transparent broker shopping
    $14,400
  • Wage-claim defense avoidediGPS-stamped, geo-fenced timesheets defeat false / exaggerated wage claims at the door. Defense alone runs $20–50k per claim. Modeled at $8k per project, capped at $200k.
    GPS geo-fenced timesheets
    $48,000
  • OSHA inspection readinessiOSHA 300 / 300A / 301 logs always current. RiskScore™ data ready. Penalties for incomplete logs disappear; inspection cycles shorten. ~$5k per project, capped at $125k.
    300 log always current
    $30,000
  • Crew + fleet dispatch efficiencyiTelematics + crew dispatch eliminate idle time, mis-dispatch, dead-haul. ~0.2% of revenue across crewed work.
    Telematics + dispatch
    $48,000
  • Compliance ops automatediTiered savings: 60% (1–2 FTE) / 75% (3–5 FTE) / 85% (6+ FTE), applied to fully-loaded $85k FTE.
    Tiered by team size
    $102,000
Total recovery potential$725,249
See this against your real data

Estimates from public-works benchmarks. Direct compliance + indirect operational. Bring your last project on the demo and we'll model it against your real loss runs.

— Why this matters

Not every business fits neatly into an industry vertical. Whether you're a consulting firm, a nonprofit, a property manager, or a service company — you still need to manage documents, track compliance, coordinate with your team, and handle insurance.

Clerxi's Universal plan gives you the core platform for free: a smart dashboard, document management with version control, built-in team messaging, compliance tracking, and access to the insurance marketplace where you can compare quotes from multiple carriers.

Start free. Scale when you're ready. As your business grows or your needs become more specialized, upgrade to an industry-specific plan with modules designed for your operations.

9
Core Modules
Free
To Start
100%
Cloud Based
24/7
Support
— Capabilities

Everything you need.
Nothing you don't.

Purpose-built modules designed for universal operations. No bolt-ons, no workarounds.

01

Business Dashboard

Real-time analytics, KPIs, and customizable widgets for any business type. Export to CSV anytime.

02

Insurance Marketplace

Compare quotes from multiple brokers, manage policies, and track COIs — all from one place.

03

Document Management

Secure document storage (100MB free), version control, folder organization, and team sharing.

04

Team Messaging

Built-in team communication with channels, direct messages, file sharing, and notifications.

05

Compliance Tracking

Track certifications, licenses, and compliance requirements with automated expiration alerts.

06

Reports & Analytics

Generate custom reports and track key metrics across your operation with exportable dashboards.

Why Businesses Choose Clerxi Universal

Built for universal.
On purpose.

6 specific reasons teams in universal operations switch to Clerxi — and stay.

  • 01Works for any business type — no industry-specific setup required
  • 02Free tier with core features — dashboard, docs, messaging, compliance
  • 03Insurance marketplace connects you to multiple brokers and carriers
  • 04Document management with version control and team sharing
  • 05Team messaging built in — no need for Slack or separate tools
  • 06Upgrade to industry-specific modules when your needs grow
— Universal

See it in action
for universal.

Book a 15-minute demo and we'll show you exactly how Clerxi works for your universal operation.