Xero
Cloud CRM integrated with Xero Online Accounting and Online Bookkeeping app. CRM integration with Accounting, in the Cloud, means even small business can have an affordable system to manage the entire business, with one or two logins.
Salesboom Cloud CRM is integrated with Cloud Accounting vendor Xero. The combined CRM plus Accounting system, synchronizes customer data in real time, between the CRM and the Accounting databases.
Stay in your user interface of choice and keep Sales Quotations, Time sheets, Invoicing tightly integrated between the CRM and Accounting & Bookkeeping systems.
Xero is online accounting software for small businesses. Use Xero to manage invoicing, bank reconciliation, bookkeeping & more.
Xero provides small business online accounting solutions for small business owners. Integration with Cloud CRM helps your business grow sales revenues, increase Sales productivity and do more with less.
Update contact information for Contacts, Accounts in the CRM and have the Customer data synchronized between the CRM and Xero.
Generate Quotes in Salesboom or In Quickbooks as you like. The Quotes are replicated from the CRM to Xero and vice versa.
Track Projects and Time sheets in Salesboom Cloud CRM and/or in Xero. The Time sheets and Invoices will be kept in check between Salesboom and Xero.
Salesboom is a Cloud CRM pioneer, since 2003 we have been developing our software and integrations in-house. We build and maintain the integration between the CRM and Freshbooks and build custom solutions with our clients using our Built-to-Suit Model.
For over 15 years Salesboom has implementing our own customers with our FastTrack program. It's an all-you-can-eat professional services package from our in-house Pro Services department where we configure your CRM system, do a requirements analysis and consultation, then roll out and train employees on your custom system.
Salesboom professional Services built and maintains the CRM to Xero Integration. Over 15 years of building our own integrations between our CRM and ERP systems puts Salesboom in the leadership position on providing CRM pre-integrated with Accounting Software.
CRM Tightly integrated with your Accounting Software makes your business more agile.
Reduce friction in the buying and supplying processes so employees, customers, partners are rewarded in real time with real time data and alerts
Transform your company into a digital organization with Web self-serve, Quote to Cash and Accounting all in one system, at your fingertips.
Built custom reports, Dashboards & KPIs that span all departments of your company, with the click of a button.
Salesboom was the first Cloud CRM vendor to add Quotes to our CRM platform, at the request of customers, via our Built-to-Suit model of building our own customizations and integrations. We deal with small businesses and startups, and they have always been asking for these features since we started in 2003.
We have added Billing & Invoicing with customized Pricing, Sales Orders & Purchase Orders, Inventory Management & Warehousing, Expenses, Receipts & Reimbursements, Sales Commissions management, Project Management with TImesheets & HR all as part of our Cloud CRM system.
When Salesboom integrates with Accounting software, we have the best of both worlds. Salesboom has the Cloud modules that are easy-to-use and fully cusomizable with the click of a button. With our Xero to CRM plugin, we synchronize customer information between the Accounting software and the CRM, in real time.
Accounting users get to stay in their familiar Xero Cloud app, and don't have to be re-trained. Salesboom sets up the integration and tests it and migrates the data and trains admin users and end users, in one all-you-can-eat package, called the FastTrack program.
Free up time. Consultants and Salespeople and management rely on CRM integrated with Accounting to grow sales and improve Sales efficiencies.
Do more with less. Automate business processes and streamline the organization, in a fully customizable environment, using a system that grows with you.
Put yourself in the driver's seat by making your business agile and able to withstand the constant change of today's business environment.
Contact a sales representative today to discuss how we can build you the perfect marriage of CRM & Xero Accounting.