Xero, the popular accounting software for SMEs, integrates successfully with many cloud-based business platforms. By integrating Xero with your other systems, you can further improve efficiency in many areas of your business. For example:
Customer relationship management (CRM)
Are you manually syncing your invoices or contacts between Zoho CRM and Xero? Are you relying on members of the Sales and Accounts teams to pass on information to each other?
Squirrel can integrate Zoho CRM and Xero, allowing you to:
- add or edit contacts in Zoho or Xero and automatically update the information in the other system
- create or update an invoice in Xero and have it automatically created or updated in Zoho
- automate your billing by setting up triggers in Zoho CRM that will create invoices in Xero at pre-determined times
- provide your Sales and Accounts teams with access to exactly the same records, including invoice history and accounts payable, and therefore full visibility on every customer
Other systems Xero can be integrated with include:
Xero integration in action
See how real-life businesses we’ve worked with have benefited from Xero integration:
Case Study: Zoho CRM-Xero integration for automated invoicing
Xero integration and your business
Although many of these systems usually work together very well, getting them to do exactly what your business needs them to do sometimes involves a little customisation. Squirrel and its team of developers can do this for you.
Squirrel can also help you decide where Xero integration would work best for your business and carry out the integration for you.
And if you’re not yet using Xero, we can get you up and running and then explore whether integration would be beneficial to your business.
Squirrel Business Hub specialises in finding the right system for a business, and then getting them set up, trained and up and running as quickly and as seamlessly as possible. To find out what system is right for you, book a free consult today.