Prospect CRM for Xero

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

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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 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.

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 CRM, you can eliminate time-consuming, error-prone rekeying, allowing your sales team to spend more time selling.

Sales History

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.

Learn More

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

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

View our Pricing

Integration Set Up

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

How to connect

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.

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

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