Imagine if your sales people and your accounts people could access and share the same data seamlessly, saving time, hassle and money.
All this is possible with our latest add-on SugarCRM, an open source CRM solution.
The SugarCRM Xero connector, developed by SugarCRM partner CRM Online, provides a fully integrated CRM and accounting solution that syncs clients, invoices and purchases between Xero and SugarCRM.
You can create a draft invoice and view invoices already created within SugarCRM without involving an accounts person. And because there’s only one point of data entry you’ll have fewer mistakes. Plus there’s a handy link to the invoice in Xero too!
You can also view the up to date status of an invoice, then when ready, print or email PDF invoices. Perfect for streamlining and automating billing processes.
With these features everyone in the team will be able to get a complete view of a client account within SugarCRM.
To find out more, check out the CRM Online SugarCRM Xero Connector