Insightly CRM

CRM

Insightly is the easiest customer relationship management solution (CRM) to use for managing deep customer relationships.

Insightly is the easiest customer relationship management solution (CRM) to use for managing deep customer relationships.

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About Insightly CRM

Insightly is an affordable customer relationship management (CRM) and project management application that provides a lot of value by helping small- to medium-sized businesses manage customers more efficiently.

Explore all Features of Insightly CRM

Insightly CRM + Xero

Using the Insightly–Xero integration, your team can track Xero invoices and bills under the Xero sub-tab in Contacts, Organizations, Projects & opportunities. And, you can create new Xero invoice drafts right from Insightly and add new contacts to Xero with just a click.

Getting started

An Insightly administrator with a Xero login can set up the integration.  

Connecting Insightly to Xero

Using Insightly with Xero

Explore how to setup Insightly CRM

Summary


Added on

08/11/2015

Integration details


Xero

Countries

United States, Canada, South Africa, Hong Kong, New Zealand, Malaysia, Philippines, Global, Australia, Singapore, United Kingdom

Languages

English

Categories


CRM

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