Xero integration with CRM
Xero integration with Teamgate CRM makes invoicing easier and faster for ever-busy salespeople. Real-time invoice sync provides accurate insight into financial transactions.
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.
The Real Benefits of Xero:
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
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with Teamgate liberates you from the stressful mechanism of managing your finances with confusing spreadsheets and out-of-date software packages.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.
Discover other integrations with Teamgate
Users with Teamgate account can sync events and tasks between Teamgate and Google Calendar
Store all kind of files in Teamgate – from documents and text files to PDFs, photos, videos and more
Get the location of your contact in seconds and navigate there, using OpenStreetMap integration with Teamgate
Everytime when you edit your Google contact’s details, this particular change will be also synced to Teamgate, and vice versa
Outlook / Gmail
Teamgate users can save any email to Teamgate in just couple of seconds. Also, you can reply to your emails without even opening your email platform
MailChimp integration allows you to send marketing emails, automated messages, and targeted campaigns to your Leads or Contacts using custom filters, and more
This extension automatically absorbs data from any LinkedIn profile and sends it straight to your Teamgate account just in one click
Automate your workflows between Teamgate and 600+ apps so you can minimize all the manual work
Using Twilio, Teamgate created SmartDialer – a phone system that allows to call directly from Teamgate, also to log calls, analyse them, and more
Nexmo integration allows you to send outbound and inbound SMS to your customers or your team members, also set SMS-messages as reminders
Using Teamgate CRM forms for WordPress you can connect your WordPress website with your Teamgate account.
Let’s have a chat
Hi, I am Mindaugas, Director of Sales 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 and increasing their sales performance. Please fill in the form and I will get back to you ASAP.