Clevero offers CRM & Business Management Solutions and Workflow Automation for your business. Our SaaS offering allows our customers to track, manage, and automate all aspects of their day-to-day operations, digitising manual and paper-based processes, and reducing the need for multiple apps.
Rated
5.0
out of 5Reviewed by
5
Xero usersListed for
2 years
August 2022Key functions
CRM
Invoicing and jobsClevero can help your business
Manage operations
- Manage workflow
- Manage customer or client contracts
- Maintain client contact details
Manage accounts, cash flow and finance
- Invoicing and debt collection
Reporting
- Internal reporting (not for compliance purposes)
Overview
Clevero allows customers to track, manage, and automate all aspects of their day-to-day operations in a single platform. Features Including:
- CRM
- Quote Generation
- Email Tracking
- Job Management
- Job Profitability
- Task Management
- Resource Scheduling
- Invoicing
- Contract Management
- Report Generation
- eSignatures
- Automation and Workflows
Clevero + Xero
Clevero can handle mulit-organisation integrations. Two or more Xero integrations are possible from the same Clevero Solution.
Clevero will sync some or all of the following into Xero:
- Customers
- Suppliers
- Quotes
- Invoices
- Tracking Categories
- Purchase Orders
- Supplier Bills
- Payments
- Credit Notes
- Items
- Timesheets
- Journal Entries
Clevero will pull the following data from Xero into Clevero:
- Chart of Accounts
- Tax Rates
- Currencies
- Items
- Branding Themes
Getting started
In Clevero navigate to Settings -> Company Settings > Integration and click "Connect".
Choose your organisation you wish to associate with the integration.
During initial sync Clevero will import Chart of Accounts, Customers, Suppliers, Tax Rates, Items and Payment Terms, Branding Themes, Currencies.
Clevero will now be connected to Xero and ready to sync future Customers, Suppliers, Invoices, Bills and much more!
Reviews & ratings
5 Reviews
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Most recent reviews
ML
Mary Ledwich
Posted 27 Jun 2024
Clevero
We engaged with Clevero over a year ago and to date they have been so helpful.
I am completely impressed with their professionalism and customer service.
Lez and his team are absolutely wonderful and are always coming up with innovative ideas. No task is too big and pricing is fair and transparent - definitely value for money.”
I highly recommend this business.
MB
Mary Barker
Posted 26 Jun 2024
Love Clevero
If you havent got it, then get it. You wont regret it. We manage everything from Clevero. Its been fantastic. Support is also great if you have a question. We have customised our CRM for our business and its been great. I would give more stars if I could.
MJ
Mary Jo Nash
Posted 26 Jun 2024
Manages our business
Clevero has enabled us to streamline most of our business processes into the one application, making it the first source of access for all our client information, billing, scheduling, assignment requests, contractor payments etc. It's seamless interface with Xero has allowed accounts receivable, payable, contractor payments, payroll etc to occur without undue stress and time overheads to our very small management team.
Additional info
Shared data
Xero
Clevero
Invoicesshared from Clevero to Xero
Credit Notesshared from Clevero to Xero
Contactsshared from Xero to Clevero and from Clevero to Xero
Employeesshared from Clevero to Xero
Timesheetsshared from Clevero to Xero
Quotesshared from Clevero to Xero
Accountsshared from Xero to Clevero
Tracking Categoriesshared from Xero to Clevero and from Clevero to Xero
Tax Ratesshared from Xero to Clevero
Purchase Ordersshared from Clevero to Xero
Paymentsshared from Clevero to Xero
Itemsshared from Xero to Clevero
Currenciesshared from Xero to Clevero
Branding Themesshared from Xero to Clevero
Functions
CRMInvoicing and jobsIndustries
HealthProfessional servicesConstruction and tradesApp details
By Clevero
Added in 2022Countries
Australia, Global, New ZealandLanguages
EnglishSupport
Setup walkthroughContact supportsupport@clevero.coFollow
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