Features

12 modules to cover all your business processes

CRM

Contact, company, opportunity and sales pipeline management. Track every interaction from first contact to closing.

Catalog

Products, categories and pricing. Centralized management of your product catalog with prices and descriptions.

Sales

Quotes, orders, invoices, credit notes and payments. Multi-currency management with automatic conversion and built-in emailing.

Inventory

Warehouses, stock levels, movements, inventories and reorder alerts for controlled logistics.

Purchasing

Suppliers, purchase orders, receipts, supplier invoices and payments. Complete procurement workflow.

Employee Portal

Self-service portal for every employee: leave, expenses, certificates, payslips and internal announcements.

Human Resources

Employees, departments, contracts, leave, expenses, training and multi-level approval workflows.

Accounting

Chart of accounts, journal entries, bank reconciliation, fixed assets and regulatory financial statements. Natively multi-country.

Payroll

Professional payslips, country-specific contributions, year-to-date totals and automatic accounting integration. 10 countries supported.

Recruitment

Job postings, applications, interviews and evaluations. Structure your recruitment process end to end.

Treasury

OFX/CSV import, automatic and manual bank reconciliation, cash flow forecasting with payroll integration over 12 weeks.

Executive Dashboard

Consolidated KPI view per module, real-time charts and multi-currency totals converted to local currency.

Cross-cutting features

Common tools across all modules for a unified experience.

Global search

Multi-module search bar via Ctrl+K. 13 models, 8 modules, grouped results with direct navigation.

Multi-currency

Automatic price conversion when creating documents in foreign currency. Aggregated totals converted to local currency.

Accounting integration

Entries automatically generated when validating invoices, payments, payslips and expense reports.

Automated backup

Daily PostgreSQL backup with 30-day rotation. Manual backup and download from the interface.

GDPR export

Full data export as ZIP archive compliant with GDPR Article 20. 17 JSON files, 11 modules.

Documented REST API

Auto-generated Swagger UI and ReDoc via OpenAPI 3.0. JWT authentication for third-party integrations.

Ready to discover Cleo ERP?