Link Xero Cloud Accounting and SugarCRM for the full 360 degree view of your customer information.
Combine the power of Cloud CRM and Accounting
Connect your Xero accounting software with SugarCRM. Know more about your customers, service them faster, and save your team time.
Give your business the modern business growth platform it deserves
Connect your Xero accounting software with SugarCRM. Know more about your customers, service them faster, and save your team time.
✅ Make client information easier to access
Connecting SugarCRM and Xero gives you one place for all the information you need to have conversations with clients. Review accounts history with fast access to sales history information, respond to customer questions quickly, send invoices and get paid faster.
✅ Eliminate double handling
Use one central source of truth for both your CRM and accounting data and improve inefficient double handling of data. Save the precious time of your sales, customer service, and finance teams so they can keep doing what they do best.
About Xero
Reduce unnecessary internal communications by combining your CRM customer and Xero sales information in one view – your sales and customer service staff will never have to wait for information from finance again.
Xero is world-leading online accounting software built for small business
- Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
- Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
- Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
- Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.
How SalesRoller connects to Xero
Get the Full 360 degree view of your Customers Enable your sales staff to see the full view of your customer in CRM by including invoice and sales history on customer contact and account records in SugarCRM. This means your sales team can see what clients have previously purchased, what they paid, how recently they ordered and if they owe anything to your business. This can all be done from inside SugarCRM with no access to Xero required.
Intelligent customer records
Reduce unnecessary internal communications by combining your CRM customer and Xero sales information in one view – your sales and customer service staff will never have to wait for information from finance again.
Client Account Summary
- Customer lifetime value – understand the true value of your clients.
- Outstanding amount – make sure your team follow up those late invoices.
- Days since last transaction – keep on top of customers that become inactive.
- Terms of trade – enable your staff to set expectations on when invoices will be due.
Invoice Record View
Fully detailed invoice record view that includes:
- All invoice line items – see exactly what products were invoiced and how they were priced.
- Direct link to the Xero online invoice – send templated invoice emails and record that against the client history.
- All other important invoice fields such as ‘date fully paid’.
Invoice History Sub-panel
Hourly updates sync your client’s full invoice history from Xero into SugarCRM. The invoice history sub-panel exposes all details of your clients’ invoices, including: reference invoice number, amount, date of invoice and payment status so your team have all the details they need to respond quickly to client needs.Seamless account management
Improve your customers’ experiences with better workflows from quoting to invoicing and account relationship management.
Automated alerts and updates
SugarCRM’s flexible workflow engine enables you to use pre-designed email alerts or design your own
- Alert your team within the hour of an invoice being paid for their accounts.
- Alert account managers to overdue invoices.
- Notify account managers about changes in terms of trade.
Streamline quote to invoice process
Use SugarCRM’s powerful and flexible quoting tool with product catalogue items in Xero to deliver accurate, professional quotes.
Business insights, reporting and intelligence
Visualise your combined financial and customer data for better business intelligence with SugarCRM’s versatile and easy to use dashboard & reporting platform.
Customisable dashboards and reports
Give your management, sales, customer service and account management teams full visibility into the key financial metrics they need with personalised dashboards.
User dashboards can include:
- List of Accounts with overdue invoices.
- Top 10 products invoiced.
- Top 10 customers by invoiced revenue.
- Plus much more.
