The winning Accounting & CRM combo for Small and Medium Businesses that will empower your sales team in minutes, nurture your customer relationship and grow your business, the easy way.
Take Your Customer Relationship
from Xero to Hero
The winning Accounting & CRM combo for Small and Medium Businesses that will empower your sales team in minutes, nurture your customer relationship and grow your business, the easy way.
Invoice management
View your Xero invoices without leaving Xapsys CRM, track their payment statuses and keep them attached with the respective customer records. Create quotes, orders and proformas straight from CRM, which will be automatically created in Xero and synchronized back into CRM.
Invoice management
View your Xero invoices without leaving Xapsys CRM, track their payment statuses and keep them attached with the respective customer records. Create quotes, orders and proformas straight from CRM, which will be automatically created in Xero and synchronized back into CRM.
Sales management
Never miss an opportunity again ! With all your Xero contacts in CRM, easily create, manage and track your sales opportunities to prioritize your work effort. As you progress the deal, simply move your prospects from one stage to the next to update your sales pipeline. Color coded icons show you exactly where you are with each of your opportunities at a glance.
Sales management
Never miss an opportunity again ! With all your Xero contacts in CRM, easily create, manage and track your sales opportunities to prioritize your work effort. As you progress the deal, simply move your prospects from one stage to the next to update your sales pipeline. Color coded icons show you exactly where you are with each of your opportunities at a glance.
Contact management
In minutes, all your contacts are imported from Xero and synchronized both ways with Xapsys CRM. Instantly find your contacts thanks to a powerful search engine, or simply filter them by company type, account manager or city. Create new companies with different currencies, tax rate, price band and assign them to the account manager of your choice. Save time with the “find on maps” widget which will populate all known fields from a company´s name.
Contact management
In minutes, all your contacts are imported from Xero and synchronized both ways with Xapsys CRM. Instantly find your contacts thanks to a powerful search engine, or simply filter them by company type, account manager or city. Create new companies with different currencies, tax rate, price band and assign them to the account manager of your choice. Save time with the “find on maps” widget which will populate all known fields from a company´s name.
Reporting made easy
Xapsys CRM comes with pre-configured dashboard widgets that give you a real time picture of your businesses´ essential key performance indicators. With the possibility to create several dashboards per function, and the integrated custom widgets builder, you can report on everything and anything you want. The data is your only limit.
Reporting made easy
Xapsys CRM comes with pre-configured dashboard widgets that give you a real time picture of your businesses´ essential key performance indicators. With the possibility to create several dashboards per function, and the integrated custom widgets builder, you can report on everything and anything you want. The data is your only limit.
Office 365 integration
- Booking appointments – create a new appointment in either Xapsys CRM or Outlook and it will fill in your calendar in both applications.
- Organize Tasks – creating a new task automatically adds a reminder in Outlook or onscreen notification in Xapsys CRM.
- Track emails – clicking “File Email” in Outlook will attach the message(s) to the “activity” tab for the opportunity in your CRM.
- Share documents – attach documents from the “files” tab in Xapsys CRM to emails sent from Outlook.
Office 365 integration
- Booking appointments – create a new appointment in either Xapsys CRM or Outlook and it will fill in your calendar in both applications.
- Organize Tasks – creating a new task automatically adds a reminder in Outlook or onscreen notification in Xapsys CRM.
- Track emails – clicking “File Email” in Outlook will attach the message(s) to the “activity” tab for the opportunity in your CRM.
- Share documents – attach documents from the “files” tab in Xapsys CRM to emails sent from Outlook.
Customer support
Because your customer relationship does´t end after billing, Xapsys CRM allows you to deliver excellent customer service level with case management. Easily create and follow support cases for your clients : customize typical problems and solutions scenarios, assign it to any customer service representative or a specific team, define priority and log the progress status to ensure exceptional customer satisfaction.
Customer support
Because your customer relationship does´t end after billing, Xapsys CRM allows you to deliver excellent customer service level with case management. Easily create and follow support cases for your clients : customize typical problems and solutions scenarios, assign it to any customer service representative or a specific team, define priority and log the progress status to ensure exceptional customer satisfaction.
What Xero Does
Xero is online accounting software that lets you run your business easily and efficiently.
See your up-to-date cash position
Know how you’re doing financially with secure daily updates from your bank accounts and a clear visual dashboard.
Run your business from anywhere
Access your business finances anytime, from any internet-connected device, and use the Xero app for iOS and Android.
Get paid faster and improve cash flow
Easily create and send invoices with online payments and automated invoice reminders for faster payment.
Connect and collaborate anytime
Invite your team and your advisors to work with you in real time from home, office, or on the go using the mobile app.
Connect Xapsys CRM to Xero in 3 steps
1 - Login to Xapsys CRM
Go to settings and click the Xero button. Then click “connect to Xero”
2 - Sign into you Xero account
Simply login to your Xero account
3 - Authorize Xapsys CRM
Grant permission for Xapsys CRM to access securely your Xero data
”We recently moved away from Sage CRM because we realized we were only using 50% of its features. We were after a straight forward way to handle our customer relationship management. Xapsys CRM gave us just that and more! The sales team can now raise quotes and orders without having to go into Sage 200.
Nigel CoxFounder and CEO at Trifibre
”We recently moved away from Sage CRM because we realized we were only using 50% of its features. We were after a straight forward way to handle our customer relationship management. Xapsys CRM gave us just that and more! The sales team can now raise quotes and orders without having to go into Sage 200.
Nigel CoxFounder and CEO at Trifibre
The best accounting and CRM combo
for small and medium businesses
There´s beauty in simplicity. Setup in minutes, Our CRM is so intuitive and easy to use that it instantly give super powers to your salesforce.
14 days on us, no credit card required
The best accounting and CRM combo
for small and medium businesses
There´s beauty in simplicity. Setup in minutes, Our CRM is so intuitive and easy to use that it instantly give super powers to your salesforce.
14 days on us, no credit card required
