Align your sales and accounting
Manage your bookkeeping, invoicing, reconciliation, and accounts payable with Xero. Step it up by connecting it with OnePageCRM to align your sales and accounting, save time, and grow your small business!
No more copy and paste
- Draft an invoice straight from within OnePageCRM.
- Search and connect invoices to contacts in Xero (if a contact doesn’t exist, we’ll automatically create one for you!).
- Add and edit details like the invoice’s date, description, reference, and amount.
All accounting information at your fingertips
- View the saved copy of the invoice anytime in OnePageCRM from the deal information or the contact’s Activity timeline.
- Open your Xero account in just one click to preview the invoice and make any further edits.
What does an action-focused CRM mean?
OnePageCRM is the only action-focused CRM for small businesses. Built on Getting Things Done (GTD) principles, it transforms your database into a simple to-do list (we call it Action Stream).
Accounting software, like Xero, and an action-focused CRM are a powerful combo.
your business now
OnePageCRM transforms your database into an actionable to-do list with specific actions assigned to every contact.
Instant free trial. No credit card required. Full access.