Send invoices faster
Sales teams can draft an invoice directly within Insightly. This means sending invoices as soon as the customer says yes (and getting paid faster).
It’s a challenge to keep track of your customer activity. Insightly organizes every point of customer interaction, enabling Xero users to access this data with a single click. You can easily reference any sales opportunity, email or project.
Stay ahead of unpaid invoices and bills
Xero + Insightly store your key information in one place. You can track Xero invoices and bills alongside sales opportunities and project and customer contact data in Insightly. This single operational view allows your sales teams to better connect with customers to keep ahead of payment deadlines.
Popular features that you and your business will love
Xero is online accounting software with all the time-saving tools for your growing business. Insightly delivers a complete CRM solution with comprehensive project and contact management. Together, Xero + Insightly link all of your important information – the complete picture of your business – available with a single click.
Run your business anywhere, from any device
Xero and Insightly understand that you’re not tied to a desk. That’s why you can check balances, upload receipts and invoice customers across a browser or mobile device – and automatically reconcile any transaction made through Insightly – anytime, anywhere.Find out more about Xero Touch >