Menu

Prospect CRM for Xero

Take more orders by connecting Prospect, the #1 Stock-Aware CRM platform, to Xero

Take a CRM Free Trial Try Xero for free
ProspectSoft Logo

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

Produce Quotes & Orders With Ease

With Prospect, your customer facing staff can produce quotations and sales orders using all your Xero information, and confirm orders directly into Xero with a click of a button.

Feel In Full Control - With One Version of the Whole Truth

Real-time visibility gives you a complete picture of what's happening with your customers in a consolidated view so you're empowered to give solid gold customer service. Our 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 CRM, you can eliminate time-consuming, error-prone rekeying, allowing your sales team to spend more time selling from Prospect CRM.

Even More Stock Record Flexibility

With the ability to organise sales by multiple pack sizes (e.g. single, small box, large box, pallet etc.), you have complete control over how you can sell your products - making it more convenient for your customers.

Share Xero Stock Information with Front-Line Staff

Knowing which products are available today/tomorrow/next week means Sales teams are Stock-Aware too - they can sell the right thing at the right time to the right customers; improving stock management & customer service.

Freedom to Expand your Sales Product Range

Our Stock-Aware CRM for Xero enables your Sales teams to sell from the entire product range using dynamic product creation, meaning they can sell more from a larger catalogue of products than just what's in the stock file.

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

Start-Up CRM

Integrating Prospect to Xero

Want to set up the integration to Xero? Check out our set up guide below!

Integration Guide
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

Book a Demo
no credit card required