--- 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) ## Clevero Reviews ### 1. Streamlined CRM for Biotech B2B Collaboration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Biotechnology | Mid-Market (51-1000 emp.) **Reviewed Date:** June 15, 2026 **What do you like best about Clevero?** I appreciate Clevero's streamlined design tailored specifically for B2B partnership and project collaboration, which fits our biotech R&D work perfectly. It has a clean, uncluttered interface without unnecessary sales-focused features, making it easy to navigate and focus on managing partnerships. I really value its well-organized record system, where all contact details, meeting notes, and follow-up tasks are neatly grouped under each partner's profile. This makes reviewing past interactions and briefing the team on joint R&D plans straightforward. Additionally, it integrates smoothly with our daily tools like video conferencing software and cloud storage, running stably with no lag even when managing large volumes of data. Clevero strikes an ideal balance between practicality and simplicity, serving as a reliable backbone for our daily partner development and R&D collaboration. **What do you dislike about Clevero?** To begin with, its document handling capabilities are fairly basic. We can only upload files as standard attachments without a built-in preview function, so we have to download files first to view them. It also lacks annotation and comment tools, which disrupts our review efficiency. Secondly, the role-based access control is too simplistic. Clevero only provides general read and write permission groups with no options to create custom access rules, which adds to our daily management burden. **What problems is Clevero solving and how is that benefiting you?** Clevero centralizes partner data, ensuring instant access to accurate information—it tracks communication, preventing inconsistencies and missed follow-ups. It organizes project milestones, avoiding delays, and eliminates unnecessary CRM functions, reducing workload and letting us focus on biotech R&D. ### 2. Streamlines Operations But Requires Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Alisha J. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2026 **What do you like best about Clevero?** I appreciate how Clevero combines automation and organization into one system, making our business operations faster and less stressful. It solves the problem of chaotic, manual, and disconnected business operations by centralizing and automating everything on one platform. This helps us make better decisions and improves client experience. **What do you dislike about Clevero?** My initial experience with Clevero was very complex. There were occasional performance issues, and I found the flexibility and integrations to be limited. Third-party tools seem to struggle with understanding and integrating with Clevero. **What problems is Clevero solving and how is that benefiting you?** Clevero centralizes and automates our chaotic and manual operations, combining automation and organization into one system, making business operations faster, less stressful, and improving client experience. ### 3. Organized our small business! **Rating:** 5.0/5.0 stars **Reviewed by:** Kat B. | Owner / Operator, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2025 **What do you like best about Clevero?** We run a small hot air balloon business. Clevero has helped us organize our passengers better, allowing us to plan our flying season in a much more organized way. We know exactly how many outstanding passengers we have at any given time and that allows us to plan how many new bookings we have capacity for each year. **What do you dislike about Clevero?** I can't think of anything that I would say I dislike about Clevero. **What problems is Clevero solving and how is that benefiting you?** The major problems were tracking customer information, organization of customers into categories and tracking customers that needed follow up. Clevero allows us to see how many bookings passengers have had, how they paid, when they booked, if they have flown with us or not. So much information that we couldn't harness before using a CRM system. It has changed how our small business runs! ### 4. User-Friendly Portal with Valuable Custom Features **Rating:** 5.0/5.0 stars **Reviewed by:** Sheree H. **Reviewed Date:** January 11, 2026 **What do you like best about Clevero?** I find Clevero very easy to use for both our internal team and our patients. It's great that we can work with Clevero to add tailored features like the MMA, which is a standout feature in our industry. It has been a game changer in reducing admin time and makes the process more seamless for our patient care team, particularly in automating access to orders based on dosage instructions. We're happy with how Clevero helps us introduce new features regularly, especially compared to our previous product. Even though I wasn't personally involved in all the initial setup, Clevero has been great to work with, which has been really reassuring. **What do you dislike about Clevero?** Sometimes it can be quite slow to launch a new feature, but I don't think this is specific to Clevero. It seems to be just the reality of constantly needing more features and the time it generally takes to build these kinds of projects out. Clearer timelines on things could improve this process. **What problems is Clevero solving and how is that benefiting you?** I use Clevero as a patient portal where our team and patients can access treatment plans easily. It centralizes all patient information, reduces admin time with the MMA feature, and automates order access, making it user-friendly and efficient. ### 5. Flexible, Cost-Effective, and Effortless Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Michael S. | Chief Technology Officer **Reviewed Date:** December 09, 2025 **What do you like best about Clevero?** 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. **What do you dislike about Clevero?** 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. **What problems is Clevero solving and how is that benefiting you?** Clevero automates customer communications, generates documents, and integrates with Xero for seamless invoicing. It also offers an open API for easy third-party integrations, which helps simplify our processes and reduces costs like Docusign fees. ### 6. Effortless to Use, Outstanding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Cameron B. | Workshop Foreman, Mid-Market (51-1000 emp.) **Reviewed Date:** December 18, 2025 **What do you like best about Clevero?** Clevero is very easy to find your way around. Floor level staff required very little training and could easily complete their work. Office staff enjoyed the easy access to information and how simple it is to search for and filter data. It is also intuitive for a user level staff to customise the layout and add fields etc. without bothering our IT. Tech support was amazing too, the fastest response to questions I've ever had. **What do you dislike about Clevero?** Great on desktop and tablets, not so easy on a small phone screen. **What problems is Clevero solving and how is that benefiting you?** Tracking staff worked hours, fleet maintenance, costs and suppliers. ### 7. Clevero: Effortlessly Manages Admin Tasks with Ease **Rating:** 4.5/5.0 stars **Reviewed by:** Kezia W. **Reviewed Date:** December 17, 2025 **What do you like best about Clevero?** I really like that Clevero is a no-code solution, making it super easy to use. It's impressive that every setting or operation that seems impossible in other systems is possible with Clevero. It's almost like having an ERP-like system without needing much support, as I can manage it all by myself. I love using Clevero, and it caught my attention right from the start. The initial setup was very easy too. **What do you dislike about Clevero?** I can't think of one.. maybe there are some of configuration that require code/script and you need to set here and there, maybe someday those can be improved so we can easily set it up **What problems is Clevero solving and how is that benefiting you?** Clevero makes managing schedules, generating reports, and automating emails easy without needing code. It's like having an ERP system that I can manage on my own. ### 8. Effortless to Use with Impressive Customization and Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2025 **What do you like best about Clevero?** What stands out to me is how easy it is to use, yet it still offers a wide range of customization options and automation features. Additionally, support is fantastic. **What do you dislike about Clevero?** The most challenging aspect is probably the learning curve involved in understanding the full depth of what the platform offers. However, the support team and the wider Clevero team are always willing to assist, which makes the process much easier. **What problems is Clevero solving and how is that benefiting you?** It has allowed us to scale more effectively and efficiently. As a result, we have gained access to enhanced reporting, greater automation for tasks that previously required significant administrative effort, and an improved capacity to continue scaling as our organization grows. ### 9. Clevero’s Attention to Detail and Speedy Customer Service Shine **Rating:** 4.5/5.0 stars **Reviewed by:** Daysi P. | Production Assistant Intern, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2026 **What do you like best about Clevero?** I like Clevero’ attention to detail and speedy customer service **What do you dislike about Clevero?** There is nothing I dislike about Clevero. **What problems is Clevero solving and how is that benefiting you?** Clevero is benefiting me by being way and unproblematic in any way. ### 10. Seamless Connectivity and Stellar Support with Low-Code Simplicity **Rating:** 4.5/5.0 stars **Reviewed by:** Ant D. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2025 **What do you like best about Clevero?** I appreciate the strong connectivity features, the low-code approach, and the quality of customer support. **What do you dislike about Clevero?** I wish the price were lower, but I realize that a cheaper option would likely mean having to deal with disconnected tools and relying on manual workarounds. **What problems is Clevero solving and how is that benefiting you?** Ensuring that nothing is overlooked while maintaining complete visibility into the business. ### 11. Budgeting and Project Earnings **Rating:** 4.5/5.0 stars **Reviewed by:** MV J. | Onboarding Specialist, Logistics and Supply Chain, Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2024 **What do you like best about Clevero?** Clevro’s integrated platform is enticing at first conceptualisation. Being able to have project management, invoicing of clients, and the ability to do administrative work all in one program was a relief. It made it easier to interact and lessen the back-and-forth between numerous applications. **What do you dislike about Clevero?** Reporting in Clevero is not very cohesive, as its reporting functionality is separated. It is not as useful in giving you an overall picture of your figures in different areas of your business. This makes it very hard to even gauge general performance and come up with more specific ways of drafting improvement. **What problems is Clevero solving and how is that benefiting you?** Clevro makes the complicated process of using many different applications less confusing. It helps in the management of the different projects and communication with the clients.I find stressful is the lack of detailed reporting that enables me to assess projects’ profit and the efficiency of the teams. ### 12. Optimize the Business **Rating:** 4.5/5.0 stars **Reviewed by:** Jagadeesh P. | Marketing Operations Analyst, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2024 **What do you like best about Clevero?** east use and effective Streamline most of our business processes and effective utilization and tracking of the data flow **What do you dislike about Clevero?** Should be given roof for more opinions to explore in the trial period for to have some knowledage **What problems is Clevero solving and how is that benefiting you?** To optimise the usage and enhancement database in streamlining the unorganized data into flow ### 13. Managing clients and their pipelines **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Environmental Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2024 **What do you like best about Clevero?** I really appreciate the ability to create different timelines and dashboards in it. **What do you dislike about Clevero?** Sometimes, data integration does not work with emails. **What problems is Clevero solving and how is that benefiting you?** For me it is solving the issue to stay connected with my clients. Since I can visualize all my clients's pipelines there, it is easy for me to follow-up with them when needed. - [View Clevero pricing details and edition comparison](https://www.g2.com/products/clevero/reviews?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-06+10%3A58%3A41+-0500&secure%5Bsession_id%5D=f1771603-de3a-43ef-88eb-ef32c44d02ea&secure%5Btoken%5D=63c681a738414524b129fe08fb9ecbdb2c07c0742c847aaf12008b14e9e155c0&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 - Contract/License Management **Marketing Automation** - Email Marketing - Lead Management - Email Management - File Management - Deal Management **Tasks** - Creation & Assignment - Due Dates - Task Prioritization - To-Do Lists - Dependencies - Mass Updates - Drag & Drop - Recurring Tasks - Real-Time Updates **Automation** - Workflows - Customization - Data repository **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Projects** - Planning - Project Map - GANTT - Calendar View - Views - Project Budgeting - Issue Tracking - Templates - Critical Path - Time & Expense - Methodologies - Project Time Tracking - Bug Tracking - Milestone Tracking - Task Progress Tracking - Activity Tracking - Project Tracking - Status Tracking - Progress Tracking - Agile Methodologies - Sprint Planning - Project Planning - Release Planning - Multiple Projects - Multi-Department/Project - Customizable Templates - Project Templates - Gantt/Timeline View - Percent-Complete Tracking - Reporting/Project Tracking - Goal Setting/Tracking - Time Tracking - Traditional Methodologies - Task Planning **Administration** - Permissions - Procedures - Remote Work **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Resource Management** - Resource Definiton - Capacity - Scheduling - Task Scheduling - Project Planning/Scheduling **Project management** - Task Prioritization - Dependencies - Planning - Views - Scheduling - Dashboards **Mobile & Social** - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Project Monitoring** - Baselining / KPIs - Resource Allocation - Dashboards - Activity Dashboard **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 - Mobile Access - Lead Generation **Communication & Collaboration** - Communication Channels - Document Management **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Integration** - Data Import & Export Tools - Integration APIs - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **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 - Third-Party Integrations - File Transfer **Additional Functionality** - Backlog Management - API - Retrospectives Management - Task Management - Access Controls/Permissions - Supports Scrum - Team Management - Kanban Board - Request Management - Commenting/Notes - Charting - @mentions - Planning Tools - Projections - Collaboration Tools - Calendar Management - Email Management - Project Workflow - Deadline Management - Role-Based Permissions - Alerts/Notifications - Reporting & Statistics - Customizable Fields - AI Copilot - Resource Management - Workflow Management - Template Management - Negative Feedback Management - Data Import/Export - File Management - Assignment Management - Progress Reports - Budget Management - Real-Time Reporting - Real-Time Notifications - Requirements Management - Search/Filter - Issue Management - Document Management - Release Management - For IT Project Management - Product Roadmapping - Change Management - Mobile App - Portfolio Management - Testing/QA Management - Billing & Invoicing - Risk Management - Web-based Deployment - Idea Management - Client Portal - File Sharing - Version Control - Availability Management - Productivity Analysis - Multi-Channel Communication - Forecasting - Key Performance Indicators - Remote Support - Predictive Analytics - Tagging - Feedback Management - User Management - Network Diagram - Project Management - Document Storage - Visualization - Customizable Reports - Time Clock - Reminders - Daily Reports - Configurable Workflow - Roadmapping - Iteration Management - Timeline Management - KPI Monitoring - For Small Businesses - Chat/Messaging - Messaging **Integration** - Front Office - Back Office - External data **Generative AI** - Generative AI - Proposal Generation **Agentic AI - CRM** - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## 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 (488 reviews)