Unify your sales and finance data for smarter decisions and happier customers
By pushing Xero invoice data to SugarCRM, sales and customer service teams can access up-to-date financial data within the CRM they use daily. This provides a comprehensive view of customer interactions, including their sales histories.
Key Benefits
- Two-Way Account Sync: Customer details stay perfectly in sync between SugarCRM and Xero, automatically.
- Contact Harmony: Keep your entire team on the same page with unified contact information across both platforms.
- Financial Insights at Your Fingertips: Access real-time Xero invoice data directly in SugarCRM for a complete customer view.
Requirements
Users will require active SugarCRM and Xero accounts. If you’re not an active SugarCRM user, we can help you get started!
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