Xero Integration in Agile CRM

Xero Integration in Agile CRMWe are pleased to announce the new Agile CRM Xero plugin. Xero is a cloud-based accounting and payroll software that offers a streamlined interface and unlimited collaboration with your staff and advisors. With almost 300,000 users in over 100 countries, Xero is a popular QuickBooks alternative for SMBs. Agile’s new Xero integration lets small business owners track and manage payments and invoices – and view billing histories – without ever leaving the Agile CRM dashboard.

Agile’s Xero CRM plugin gives you access to essential billing information exactly when it’s most useful. Once you activate the plugin, you’re able to:

  • See customer invoices on their contact detail pages in the CRM. Agile’s innovative one-page contact view gives you access to a complete view of your customers, and once you install the Xero plugin your customers’ billing histories update automatically.

Xero Invoices

  • Know the status of every invoice (draft, sent, paid) and see itemized details with a simple click.
  • Add new invoices quickly. Just click ‘Add Invoice’ from the Xero widget, edit the appropriate details and click ‘Approve.’

New Xero Invoice in CRM

Bringing your Xero data into Agile provides numerous benefits to your sales and marketing team. A complete picture of every contact’s financial interaction with your company helps you to interact with your customers with confidence, add customers to the right campaigns and follow up as needed, and analyze how accounting trends compare with other company trends such as interaction with your app or social media.

To set up Xero integration in Agile CRM, go to the Xero Integration setup page and follow the instructions to install the Xero widget in your CRM account. If you don’t have an Agile CRM account yet, sign up today. It’s free for up to two users.

Use Stripe or FreshBooks for billing and invoicing? Check out our Stripe plugin or FreshBooks plugin.

Manohar Chapalamadugu

With over ten years of entrepreneurial experience in SaaS/Mobile/Telephony, Manohar Chapalamadugu has founded many successful product companies like InVox, MantraGroup (acquired) and ClickDesk (more than 125,000 businesses). He has held VP, Product Development at Corsoft and Director, Product Development at Veratron. He has a Masters in Computer Science from SUNY, Stony Brook and Bachelors from Birla Institute of Technology and Science, Pilani.

6 Comments

Kregg

about 3 years ago

Hi Guys Is there any plans to add quicbooks online integration? Thanks

Reply

Jeff

about 3 years ago

Hope you integrate with FreeAgent!

Reply

Lee

about 2 years ago

Hiya, So this has existed since 2014 but it is not a two way sync. I can single button click to create a contact, which is great, but if I have to then go update the contact details I have to update both systems. How long until you deliver two way sync for contact details pls?

Reply

Chandan K. Jilukara

about 2 years ago

Hi Lee, Thanks for your feedback. We at Agile CRM, define our product roadmap based on customer requests. We pick up customer requests from UserVoice (https://agilecrmcom.uservoice.com/). We would request you do provide your feedback or vote up if it's already there on our UserVoice. Based on the votes we will take your feedback in our product roadmap.

Reply

Shaun

about 1 year ago

Is it possible to get Xero Practice Manager on a 2-Way sync with Agile CRM for contacts?

Reply

Chandan K. Jilukara

about 1 year ago

Thanks for the idea. You can add it to our uservoice. https://agilecrmcom.uservoice.com. Our roadmap is based on the user feedback.

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