Are your invoices and customer information in two different apps? Bring them together with Xero and Salesmate integration. Have a unified view of your sales, customer information, invoices, estimates, and payments.
Xero is a cloud-based accounting software that presents businesses with a clear and concise view of their financial data. It provides a deeper understanding of the cashflow by highlighting bank balances, upcoming bills, and outstanding invoices in a visually appealing way.
Xero offers really useful features, such as:
Salesmate + Xero
Now no more juggling between two apps for finding revenue-critical data. With Salesmate CRM and Xero integration, you can keep your data organized and manage your financial records from a single place. Easily track all your invoices, payments, and estimates without leaving your CRM.
How does it work?
Open set up inside Salesmate CRM and jump right into the “Apps” section to find Xero. Install Xero inside Salesmate and enjoy a streamlined view of all your financial records. Easily view the status of invoices, billing, and estimate without losing focus on sales. Now you don’t need to make an internal request for tracking payments; it can be automated inside Salesmate CRM.
Benefits of this integration
Once you authorize Salesmate and Xero integration, you’ll be able to
- Seamlessly access estimates and information inside Salesmate CRM.
- Creates new estimates and invoices without any hassle.
- Easily check the payment status and outstanding amounts.
Combine the power of a sales intelligence tool and a smart accounting solution to enhance your selling game. Check out the support article on how you can use this powerful integration. Not a Salesmate user? Try us out for free and see why Salesmate & Xero together are a great option to enhance your business growth.