Clevero offers CRM & Business Management Solutions for Small 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 productivity apps.
Rated
5.0
out of 5Reviewed by
2
Xero usersListed for
1 year
August 2022Key functions
Invoicing and jobs
CRMOverview
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 will sync some or all of the following into Xero:
- Customers
- Suppliers
- Invoices
- Tracking Categories
- Purchase Orders
- Bills
- Payments
- Credit Notes
- Items
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
2 Reviews
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Antony Darvill
Posted 14 Jan 2024
Solid single point of truth
Clevero has moved very well with our operational iterations. It has quickly become the single source of truth and back bone of both sales and delivery sides. The removal of manual repetition saves time and improves accuracy.
JD
Jo Davey
Posted 24 Aug 2022
transactions in one click!
Using Clevero as our BMS has improved all aspects our our office processes.
Having Clevero integrated with Xero means less time (and stress!) dealing with the transaction side of our business so much easier. One click and transactions are imported in to Xero and sitting there as invoices, it's a perfect pairing!
One person found this review helpful.
Additional info
Shared data
Xero
Clevero
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
Invoicesshared from Clevero to Xero
Currenciesshared from Xero to Clevero
Credit Notesshared from Clevero to Xero
Contactsshared from Xero to Clevero and from Clevero to Xero
Branding Themesshared from Xero to Clevero
Functions
Invoicing and jobsCRMIndustries
Construction and tradesProfessional servicesHealthApp details
By Clevero
Added in 2022Countries
Australia, Global, New ZealandLanguages
EnglishSupport
Setup walkthroughContact supportsupport@clevero.coFollow
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