Xero integration with CRM

Are you struggling running your business using an antiquated spreadsheet system, or even with accounting software that feels like it’s from another time? Xero can change all that by helping small businesses work simply, and exactly the way they need to in the modern business world.

While using Xero integration with CRM software take full advantage of having real-time access to your financial dealings with your clients and money managers. Within your Teamgate system, link each client‘s contact card directly to Xero and stay on top of every financial transaction. This integration allows you to easily create invoices,  view due dates, follow up on overdue payments, access your linked bank accounts, and analyse and grow your business with more financial security.

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The Real Benefits of Xero:

Through Teamgate and Xero the CRM integration will allow you to take control of your finances, any place, anytime, from any device with an internet connection.

The easy to manage Xero integration with CRM allows you to create and send quotes, invoices, payment reminders and control online payments instantly and in real time. Having billing software directly within your CRM can help ensure that your business gets paid faster, and smarter.

How it can help you

  • Check your invoices directly from your Deal’s or Contact’s card in Teamgate
  • Create a new invoice in Teamgate and it will sync with your Xero account too
  • Connect existing invoices in Xero with a Deal or a Contact in Teamgate
  • Stop wasting time on data entry, copy company contact details from Xero to Teamgate, and vice versa
  • Filter the relevant invoices by status
  • It couldn’t be easier, the Teamgate Xero integration system is intuitive to learn and sets up in seconds 
  • With the integration of Teamgate and Xero, CRM will be taken to a whole new level freeing your time to be more successful.

Xero together with Teamgate liberates you from the stressful mechanism of managing your finances with confusing spreadsheets and out-of-date software packages. Welcome to the real world, integration between Xero and Teamgate Sales CRM brings you to the next level in managing your business, freeing up your time, and edging you towards greater profitability.

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Let’s have a chat

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Hi, I am Ilmaras, Sales Manager here at Teamgate. I am responsible for ensuring that you drive maximum value from our tool. I would like to learn more about your main goals for using the CRM solution and to tell you how other companies are using our CRM. Please fill in the form and I will get back to you ASAP.