Clevero allows businesses to consolidate a large number of apps into one platform, but nobody is an island, and integration is a big part of what we do for our customers.
The Clevero platform integrates seamlessly with your core productivity, accounting, communication systems, web assets (and more) to create a cohesive tech stack. In combination with our Zapier connector and RESTful API, our customers can build the perfect technology ecosystem for their business.
Clevero offers native integrations that can be set up in just a couple of clicks.
Connect seamlessly to your email system, calendar, Paypal, Stripe, Twilio or Xero account, and even industry-specific vendors such as Medipass. Your are setup and ready to go in minutes!
Clevero offers a variety of off-the-shelf widgets that can be embedded directly into your website and connect seamlessly to your platform.
Our web-form, booking and self-scheduling functionality can be easily added to your Square, Squarespace, Weebly, WordPress, Wix, WooCommerce (or just about any other website) in just a few clicks. We track source of conversion too on all web forms, making marketing campaign attribution a breeze!
Clevero offers a standard Zapier connector which allows you to connect to more than 3,000+ platforms and tools quickly and easily. Unlike other legacy platforms, our connector dynamically adapts to your custom fields and data model making it possible to create a Zap for anything.
Clevero has a fully dynamic RESTful API which allows customers to set up any integrations they desire. End points are completely user-configurable allowing your team, Clevero or third party consultants to create any custom integrations you need.
Users can also quickly and easily set up data streams to be consumed by analytics platforms like Tableau or Power BI.
Already a customer? See these instructions on how to access the API and associated documentation.
Running a service-based business in Australia often means relying on several separate systems. You might use a CRM for client details, a separate scheduling tool, a platform for invoicing, and a project management system to keep everything in line. While each tool has a purpose, disconnected systems create data silos, double-handling, and extra admin work.
This is where business software integration becomes vital. When your systems connect, they share information automatically. Your CRM updates your billing tools, your scheduling software syncs with project tasks, and your data stays consistent without manual updates. Its smart design reduces friction in daily operations.
For busy Australian business owners and operations leads,integration is essential for keeping workflows running smoothly. It cuts repetitive admin, reduces errors, and gives you clearer control over client work and internal processes.
Let’s explore how connecting your software can bring clarity, save time, and help you maintain control over your operation.
Business software integration connects different applications to share information automatically. This cuts out repetitive manual data transfers. Your CRM, accounting tools, scheduling systems, and project management software work together in one connected workflow, keeping information consistent across your business.
Instead of re-entering the same information in different tools, integrated systems sync data in real time. This reduces double-handling and cuts down on admin tasks. It creates a unified setup where your tools stay aligned without extra admin, giving you one reliable source for client details, jobs, and financial information. This leads to smoother processes and more visibility and control across daily work.
Takeaway: Integrate your software to automate data flow, reduce manual work, and maintain one accurate, connected system for all business information.
Integration matters for Australian service businesses because it reduces manual admin and keeps information consistent. When your systems connect, tasks like onboarding, tracking jobs, or invoicing can run automatically — reducing delays and keeping work moving.
This automation saves time for owners and operations leads. They can then focus on client work and business improvements instead of wasting hours on repetitive admin. Integrated systems also make reporting easier and keep your records consistent, helping you stay organised and make quick, informed decisions.
Takeaway: Embrace integration to streamline service delivery, manage client projects better, and free up time for meaningful business growth.
Integration cuts down manual data entry and errors by automatically sharing information between your connected systems. Instead of entering the same details multiple times, data is captured once and updated everywhere needed. For instance, when you add a new client to your CRM, their information can sync across tools like project management and accounting systems without extra steps.
This eliminates the need to re-type information, a common source of mistakes. Automated data flow keeps records accurate, saves admin time, and reduces the back-and-forth that creates unnecessary admin.
Takeaway: Use integration to automate data transfer, cut down double-handling, and ensure information stays accurate across all your systems.
Data silos happen when teams or tools store their information separately. This makes it harder to get a clear, accurate picture of your operations. Often, it leads to outdated or inconsistent client details across systems. This slows down decision-making and often leads to extra steps like double-handling or chasing missing details. For instance, your CRM might have client contact details, while your accounting tool has older records that aren’t updated.
Business software integration helps fix this issue by syncing information in real time. It creates a central data source, keeping client details, project updates, and financial records consistent across all systems. With one reliable source of truth, your team spends less time checking or re-entering data and more time on client work.
Takeaway: Use integration to break down data silos. Keep information consistent across your business. This supports clearer day-to-day decisions.
Integration boosts workflow efficiency by automatically moving information and tasks through each stage of your client or project process. Instead of manual updates, connected systems handle the next steps for you. For example, when a new client is confirmed in your CRM, integration creates the project, assigns tasks, and notifies the right team members instantly.
This setup eliminates manual handovers, cuts delays, and keeps client details updated across your tools. Teams get the information they need without digging through emails or spreadsheets. The outcome is smoother transitions, fewer errors, and a more consistent workflow that reduces admin and keeps work moving.
Takeaway: se integration to automate task transitions and share accurate information across your systems. This improves workflow efficiency and client handovers while reducing admin work.
