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