With our Xero CRM Integration, 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.
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.
By connecting Xero with Prospect CRM, you can eliminate time-consuming, error-prone rekeying, allowing your sales team to spend more time selling.
Our CRM for Xero takes all your customer's account information like sales history and special pricing from Xero, empowering you and your team to offer the best possible customer service 24/7.
Discover how we can help grow your business with Stock-Aware CRM for Xero.
Xero is a world-leading online accounting software built for SMEs to help them save time on paperwork and get paid faster.
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If you'd like to find out how to set up the Xero CRM Integration, check out our set up guide below.Integration Set Up
To integrate Prospect CRM to Xero, follow the steps in our set up document here, or watch our video below. The key information shared between Prospect and Xero is illustrated in our diagram below our video.