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.
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 365 CRM, you can eliminate time-consuming, error-prone rekeying, allowing your sales team to spend more time selling.
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.
Discover how we can help grow your business with Stock-Aware Xero CRM.
Xero is a world-leading online accounting software built for SMEs to help them save time on paperwork and get paid faster.
CRM Start-UpView our Pricing
Visit Xero's Training Site below for access to live and online courses, webinars and events.View Resources
If you'd like to find out how to set up the integration to Xero, check out our set up guide below.Integration Set Up
Visit Xero's website here.Xero's Website
Get in touch with Xero here.Visit Contact Page
To integrate Prospect 365 CRM to Xero, follow the steps in our set up document here. The key information shared between Prospect 365 and Xero is illustrated in our diagram below.