Create invoices, send them to your contacts and track them, all from your Agile dashboard. Agile's Xero integration automatically shows you the list of invoices with itemized details in the contact pages within the CRM.
Monitor payments status from the Xero widget in the contact pages. Find out who hasn't paid the invoices yet and send them reminders.
View all of the past invoices of your customers, along with itemized details, pinned to your contact pages with Xero Integration in Agile CRM.
Agile is an integrated Sales & Marketing suite with Contact Management, Marketing Automation, Web Analytics, Social Suite, Appointment Scheduling, Telephony and more. Xero Integration lets you manage your invoices, track payments and billing histories right from the CRM.
Add the widget by clicking the 'Add/Manage' Widgets button in the contact detail page.
Find the Xero widget in the Billing Tab and click '+Add' to add the widget to the app.
Login to your Xero account by entering your login credentials and it takes you to the app authorization page.
Authenticate Agile CRM app in your Xero 'Authorise Application' page and select the organisation you need Agile to access, from the drop down. That's it!
Check the Xero CRM setup guide for more detailed instructions.
Xero is easy to use online accounting software that’s designed specifically for small businesses.
Create and send invoices to customers and track their status right from the CRM with Agile's FreshBooks integration.
See customers' subscription details & payment histories right on contact pages in Agile & manage them with Stripe integration.
Bringing your Xero data into Agile CRM provides numerous benefits to your sales and marketing team.