With the best CRM for Xero, changes made in one platform are automatically reflected in the other with real-time data synchronisation. Xero CRM integration enables Sales and Finance teams to work from the same accurate information for smooth order management.
The Ultimate Xero CRM Integration
Prospect CRM and Xero provide a unified platform for sales and finance management, simplifying workflows and boosting productivity.
The Ultimate Xero CRM Solution
Optimise Quote-to-Order Workflow
Enable seamless data flow between sales and accounting to reduce manual entry and error. Xero and CRM integration lets Sales teams create quick quotes which can be instantly converted into orders and invoices.
Take More Orders
Process orders more efficiently by automating key steps in the sales process. Sales teams have instant access to customer and product data, allowing them to take orders without switching between systems. Streamline order conversions and progress sales quickly through the pipeline.
Two-Way Sync
Why Prospect CRM?
Understand your customer base
The Stock-Aware Xero CRM system enables customer-facing teams to leverage key features like RFM Segmentation and Web Enquiry forms that capture lead and customer data that can be analysed and converted into valuable insights to promote customer loyalty.
Drive more revenue
With Xero CRM integrations like Prospect CRM, teams gain real-time access to customer data, including orders, invoices, and payment statuses. This integration empowers businesses to seize cross-selling and upselling opportunities as well as uncover new revenue channels, all while improving efficiency and financial transparency.
Keep customers for longer
When integrated, Prospect CRM and Xero provide a complete view of each customer’s purchasing history, preferences, and interactions, allowing teams to deliver a more personalised service. Automated follow-ups allow for consistent and timely follow-ups to foster strong, long-lasting relationships to improve satisfaction and loyalty.
Customer Success Stories
Trusted by wholesale businesses worldwide
Grow your business with CRM Integrated to Xero
Target Quality Leads
Allocate resources more effectively by analysing data from both systems to identify leads with a higher potential for long-term value. With lead profiling and financial metrics at your fingertips, you can monitor lead engagement and buying behaviour in real time.
Boost Conversion Rates
Convert customers quickly and confirm orders across Prospect CRM and Xero with the click of a button. By uniting accounts and sales data, you can guide prospects effortlessly through the opportunity pipeline.
Nurture Customer Loyalty
By connecting Xero to Prospect CRM, Sales and customer-facing teams get key insights to effortlessly increase average order value and frequency for each customer. Prospect CRM brings your wholesale products to life with upsell, cross-sell & must-sell capabilities.
Manage Product & Finance Problems
By centralising customer, order, and financial data, teams can quickly identify discrepancies, track product performance, and resolve invoicing or payment issues without digging through multiple systems.
Work Collaboratively
Xero and Prospect CRM work together to foster better collaboration between accounting and sales by sharing access to accurate data across both platforms. From quoting to problem resolution, all departments stay connected.
Gather Intelligent Insights
Pool together a comprehensive dataset that allows you to analyse trends and identify profitable opportunities. Make informed decisions and develop targeted strategies with deeper insights into customer purchasing patterns, financial health, and revenue optimisation.
FAQs
What is Xero and why integrate CRM and Xero?
Xero is a world-leading online accounting software built for SMEs to help them save time on paperwork and get paid faster. Xero and CRM integrated creates a best of breed system to supercharge the sales process. Prospect is the best CRM for Xero for both SME's & B2B businesses.
How much does Prospect CRM cost?
After your 14-day, Xero CRM integrated Free Trial (no credit card required for this), our most popular package that businesses subscribe to is Professional CRM – take a look at our pricing here.
Is there any training/onboarding available?
Sure – all of our CRM Subscriptions include one of our FlightPaths to get the whole team up & running faster, with increased ROI & reduced staff frustration. With a mixture of guided self-help & professional assistance, there’s a FlightPath to suit everyone!
How do I integrate my Prospect CRM trial to Xero?
It's easy! Just follow these simple steps.
How long does the import take to run?
It completely depends on the amount of data in your Xero system – the more data you have, the longer it will take. This could be anything from a few minutes to a few hours.
Can I connect Xero as well as my inventory management system to Prospect CRM?
Yes! Prospect CRM supports multiple connections, so you can integrate both Xero and your inventory management system. For a step-by-step guide on adding Xero as a secondary connection, check out our help article.