Integrate Kleer with Upsales
By connecting Kleer (PE Accounting) to Upsales CRM you can automate important steps in your sales process. Save time and cut costs.
How the integration between Kleer and Upsales works
Every sale made in Upsales automatically triggers an export of that order to Kleer as a new invoice. In other words: when a deal is closed in Upsales, an invoice is created in Kleer.
If you already have customers, products and sales in PE, they are imported straight into Upsales to make getting started easier.
Remove unnecessary admin with Kleer and Upsales
Organise your workflow more efficiently by integrating Kleer with Upsales. Spend more time selling and less on unnecessary administration.
More functionality with Kleer Premium
With Kleer Premium you can simplify even more steps in your sales process.
As well as automatically converting sales in Upsales into invoices in Kleer, invoices in Kleer are also converted into sales in Upsales.
Premium gives you full, automatic two-way sync, which makes it easier to keep companies, products and contacts up to date between the two systems.