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Clevero

By Clevero
5 out of 5 stars
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 5
Reviewed by
2
Xero users
Listed for
1 year
August 2022
Key functions
Invoicing and jobs
CRM

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 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

Reviews & ratings

5.0 out of 5 stars
2 Reviews

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Most recent reviews

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Antony Darvill
Posted 14 Jan 2024
5 out of 5 stars

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
5 out of 5 stars

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 jobsCRM

Industries

Construction and tradesProfessional servicesHealth

App details

By Clevero
Added in 2022

Countries

Australia, Global, New Zealand

Languages

English

Support

Setup walkthroughContact supportsupport@clevero.co

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Get started with Clevero

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.