--- title: Clevero Reviews meta_title: 'Clevero Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 13 reviews by the users' company size, role or industry to find out how Clevero works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 13 scale: '5' date_modified: '2026-07-17' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Clevero Reviews **Vendor:** Clevero **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.7/5.0 **Total Reviews:** 13 ## About Clevero Clevero is a low-code, all-in-one business management platform that is perfect for businesses with 5+ staff up to 500. Clevero helps businesses set the foundation for their business operations allowing them to scale their business and processes. Clevero centralises sales, delivery and financials. It combines CRM, project management, bookings, e-signatures, invoicing and accounting integrations (Xero + MYOB) into a single system so teams can automate workflows, reduce tool chaos, and run their business with consistency and control. ## Clevero Pros & Cons **What users like:** - Users find Clevero **very easy to use** , requiring minimal training and providing seamless access to information and customizable features. (6 reviews) - Users value the **automation** features of Clevero, enhancing efficiency and streamlining patient communication with ease. (4 reviews) - Users value the **exceptional customer support** of Clevero, noting quick responses and helpful assistance throughout their experience. (4 reviews) - Users value the **automation features** of Clevero, enhancing efficiency through seamless integration and customized processes. (3 reviews) - Users highlight the **easy customization** of Clevero, allowing effortless adjustments without IT assistance and enhancing overall efficiency. (3 reviews) - Users find the **initial setup easy** , appreciating Clevero's no-code solution for seamless management and integration. (3 reviews) - Users appreciate the **customizability** of Clevero, enabling extensive personalization without the need for coding skills. (2 reviews) - Easy Implementation (2 reviews) - Feature Richness (2 reviews) - Project Management (2 reviews) **What users dislike:** - Users find **difficult reporting** in Clevero limits their ability to analyze overall business performance effectively. (2 reviews) - Users feel the price of Clevero is **expensive** , though they acknowledge cheaper alternatives come with significant drawbacks. (1 reviews) - Users find the **expertise required** for configuration can complicate the setup process of Clevero. (1 reviews) - Users find **cross table reporting features insufficient** and seek more robust options for better data management. (1 reviews) - Users find the **incomplete information** in Clevero hinder reporting, limiting their ability to assess overall business performance. (1 reviews) - Users find the **learning curve challenging** , but support from the Clevero team helps ease the process. (1 reviews) - Limited Customization (1 reviews) - Missing Features (1 reviews) - Not Intuitive (1 reviews) - Slow Performance (1 reviews) - [View Clevero pricing details and edition comparison](https://www.g2.com/products/clevero/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-22+18%3A08%3A20+-0500&secure%5Bsession_id%5D=d3dfebe2-0819-46f6-8067-49c858ae2fbb&secure%5Btoken%5D=621e336ba6289afcc9a13f1f462e0d38be60bb7ed87dc5a45d575d88147a5528&format=llm_user) ## Clevero Integrations - [Aircall](https://www.g2.com/products/aircall/reviews) - [ConnectEHR](https://www.g2.com/products/connectehr/reviews) - [MYOB](https://www.g2.com/products/myob/reviews) - [Twilio](https://www.g2.com/products/twilio/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## Clevero Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Lead Management **Tasks** - Creation & Assignment - Due Dates - Task Prioritization - To-Do Lists - Dependencies - Mass Updates - Drag & Drop - Recurring Tasks **Automation** - Workflows - Customization - Data repository **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Projects** - Planning - Project Map - GANTT - Calendar View - Views - Project Budgeting - Issue Tracking - Templates - Critical Path - Time & Expense - Methodologies **Administration** - Permissions - Procedures - Remote Work **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Resource Management** - Resource Definiton - Capacity - Scheduling **Project management** - Task Prioritization - Dependencies - Planning - Views - Scheduling - Dashboards **Mobile & Social** - Mobile User Support **Project Monitoring** - Baselining / KPIs - Resource Allocation - Dashboards **Workload** - Resource Allocation - Insights **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Communication & Collaboration** - Communication Channels - Document Management **Generative AI** - AI Text Generation - AI Text Summarization **Integration** - Data Import & Export Tools - Integration APIs **Cost Management** - Project Budgeting - Time & Expense - Profitability **Agentic AI - Project Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Integration** - Front Office - Back Office - External data ## Top Clevero Alternatives - [Accelo](https://www.g2.com/products/accelo/reviews) - 4.3/5.0 (661 reviews) - [Progress Podio](https://www.g2.com/products/progress-podio/reviews) - 4.2/5.0 (507 reviews) - [Scoro](https://www.g2.com/products/scoro/reviews) - 4.5/5.0 (487 reviews)