
I like Clevero for its flexibility, as it lets us scale, change, and adapt on the fly without issues. The automation of customer communications when milestones are met is really helpful for us. I appreciate the document generator and e-signature functions which save us from costly DocuSign fees. Clevero integrates seamlessly with Xero, making invoicing smooth. The open API is a big plus, allowing us to integrate with third-party systems like external report writing tools easily. Clevero automatically creates the endpoints and authentication for third-party integrations, enabling us to create new records or modules and instantly integrate them with our tech stack. I also found the initial setup incredibly easy, especially with help from the Clevero team who handled the build and even data migration from Salesforce. Review collected by and hosted on G2.com.
Cross table reporting features are in its infancy and could be more robust. I would need to be able to apply parent level conditional filters or criteria through the UI when reporting on the child entity data. Review collected by and hosted on G2.com.
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Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.


