Use the Capsule CRM integration for Xero and get one complete view of your business, from capturing leads to invoicing & payments.
From capturing that first lead, right through to creating invoices and taking payments, finding the right combination of CRM system and accounting solution is critical. Integrating Xero with Capsule CRM creates the perfect foundation to run and grow your business as efficiently as possible.
The Xero integration for Capsule is an easy-to-use and convenient solution to keep your customer data in sync. It gives you instant access to an overview of payment due dates, whether an invoice has been paid and any estimates provided. All of this is shown for your contacts without ever needing to leave Capsule.
The integration allows you to work from Capsule and add customers directly to Xero, following them from the initial enquiry right the way through to a sale. You also have the option to add your suppliers if you need to do so.
Because Capsule is treated as the source for your contact data, it automatically keeps customer and supplier records up-to-date and syncs it to Xero. That means that you only have to update records in one place, minimizing the risk of mis-keying data and saving you valuable time.
You can access a summary of invoices and overdue amounts from within Capsule, right next to your customer records. This means you can prioritise your workload and have a complete picture available when you speak to them.
Frequently Asked Questions
Xero CRM integration involves connecting Xero, an accounting software, with a CRM (Customer Relationship Management) system. This integration streamlines business operations by syncing financial data and customer information, enhancing customer relationships and sales processes.
Integrating CRM software with Xero enhances sales processes by providing comprehensive software solutions that combine sales data, customer communication, and financial insights, leading to more informed sales decisions and improved customer satisfaction.
Some of the best Xero CRM integrations for small businesses include Agile CRM, Zoho CRM, and HubSpot CRM. These integrations offer a range of features from automated workflows to comprehensive contact management.
Yes, Xero CRM integrations can significantly aid in managing customer accounts and invoice history by syncing data from the CRM system with Xero, allowing for easy access to financial transactions and customer interactions.
HubSpot Xero integration connects HubSpot's CRM capabilities with Xero's accounting functionalities. This integration facilitates automated workflows, improved customer communication, and streamlined invoice generation.
Contact management is a crucial aspect of Xero CRM integrations, allowing businesses to store and manage contact data efficiently, leading to better customer relationships and more effective marketing campaigns.
Sales teams benefit from CRM integrations with Xero by gaining access to real-time financial data, which helps in identifying sales opportunities, managing sales data, and reducing manual data entry.
Businesses should look for features like seamless invoice generation, efficient data sync, comprehensive reporting features, and the ability to create workflows in the best Xero CRM integration.
Yes, Xero CRM integration can significantly reduce manual data entry for the sales department by automating data transfer between the CRM system and Xero, ensuring accuracy and saving time.
Xero CRM integration enhances customer communication by providing a unified platform for tracking customer interactions and financial transactions, leading to more personalized communication and increased customer satisfaction.