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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.
OnePageCRM is the only action-focused CRM in the world. Built for small businesses, it transforms your client database into a simple to-do list (we call it Action Stream).
Set follow-up reminders next to contacts.
See a prioritized list of tasks for today.
Stay motivated with the Target Widget.
Keep all client info on one scrollable page.
Streamline your invoicing process
Ready to grow your business and see Xero CRM integration in action?
No, Xero is an app used by businesses to manage invoicing, reconciliation, accounts payable and bookkeeping.
On the contrary, a CRM system is a customer relationship management tool used for storing contact data and building and nurturing business relationships. The CRM data is not limited to financial data only.
What are the benefits of Xero CRM integration?
Once you connect OnePageCRM to Xero, you will be able to create a draft of an invoice right from within your CRM account. It’s a huge time saver as all the contact details, deal name and value will go directly into your Xero account.
Moreover, if a customer already exists in Xero, we will detect this and assign the invoice to it.
How can I use Xero CRM integration?
Once you set up this integration in your CRM account, you’ll notice a Xero icon just within your Deals section.
When clicked, a pop up appears asking for invoice details – enter all relevant information and click Send to Xero. Then hey presto, you’ve just created a draft invoice with all customer data sent to Xero. Simple isn’t it?
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