Xero CRM Integration

Use our Xero integration to add new leads to Xero create draft invoices, sync contacts, and view invoice history

Rated 5 Stars By Xero Users

Xero CRM Integration

Exsalerate’s Xero CRM Integration gives your team a powerful sales and account management tool to win and retain more business.

Award Winning Xero CRM Software

Sync Contacts

Add a customer directly to Xero and issue an invoice. Once connected any changes made in Xero update Exsalerate CRM

Comparative Invoice Data

Identify companies that are spending more or less with your business with live data from Xero inside your CRM

Draft Invoices

Send draft invoices to Xero ready for approval, we also notify Accounts that a new invoice has been created

Account Management

Visual sales and account management dashboards pull through products/services used by your customers directly from Xero

Import Quotes

Automatically import quotes sent from Xero and add them to the correct stage in your sales pipeline

Lead Capture

Embed a form on your website so leads are automatically sent to your Exsalerate sales pipeline

Display Overdues

Display overdue invoices on your customer dashboard with a direct link to the invoice in Xero

Motivate Your Sales Team

Monitor and reward your sales team performance with measurable KPI sales data from Xero

"EASY, that's the word that describes how Exsalerate & Xero team up".
Grant Lewis
Steamtech Systems Ltd
Xero CRM Software

What is Xero

Xero is easy to use online accounting software that’s designed specifically for small businesses.

It’s all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.

Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.

Invite your team and work together on financials. You can collaborate over your up-to-date numbers.

Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

Find out more or try Xero Accounting Software for free.