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Xero + Stock-Aware CRM

Take more orders by connecting Prospect 365 Stock-Aware CRM to Xero

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Stock-Aware CRM is the the only cloud CRM built specifically for selling products and stock from Xero.

Produce Quotes and Orders with ease

With Prospect CRM for Xero, your customer facing staff will produce beautiful quotations and take sales orders using all your Xero managed products, and confirm orders directly into Xero with a click of a button.

A centralised view for your whole team

Pull together all customer information in a single, consolidated CRM view. Unparalleled integration with Xero means your sales team can access all customer history without leaving the CRM interface.

Eliminate rekeying of orders

By connecting Xero with Prospect 365 CRM, you can eliminate time-consuming, error-prone rekeying, allowing your sales team to spend more time selling.

Sales History and Credit Limits

Prospect CRM takes all your customer's account information like sales history, special pricing and account details from Xero, empowering you and your team to offer the best possible customer service 24/7.

Learn More

Discover how we can help grow your business with Stock-Aware Xero CRM.

Key Info

What is Xero?

Xero is a world-leading online accounting software built for SMEs to help them save time on paperwork and get paid faster.

Minimum CRM Package

CRM Start-Up

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Help Files

Visit Xero's Training Site below for access to live and online courses, webinars and events.

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More about Unleashed

Visit Xero's website here.

Xero's Website

Contact Xero

Get in touch with Xero here.

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Xero - Online Accounting Software

About Xero

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.
More about Xero

Try CRM integrated to Xero

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