Why Integrate Xero with CRM?

Sync Contacts, Track Payments and Billing Histories from CRM Instantly

Xero is widely popular accounting software that can help small businesses get a real-time view of their cash flow. Integrating your CRM system with Xero can close the information gap and save time switching between financial applications.

Xero Vtiger integration gives a holistic picture of your business, from lead generation to managing payments, bills, and invoices. It is the best way to run your business on the go - sync contacts, reconcile bank transactions and track online invoices.

Benefits of Vtiger Xero integration

Integrating Xero with Vtiger is a smart solution that can help you manage your sales process and accounting needs in a unified platform. It reduces errors through automation, saves time by syncing contact information, and streamlines all major workflows.

Eliminate Data-Entry Errors: Real-time and automatic sync of financial data eliminate unreconciled entries and double data entry errors.

Manage Invoices: Helps you create accurate invoices, send them to contacts and monitor them - you can easily view itemized details in Vtiger to gain complete information!

Monitor Payments: ATrack all payments from the Vtiger dashboard without switching to any other business application. It is super easy to monitor pending payments and send periodic reminders.

Sync Data Between Teams: Automatic two-way syncing of data between accounting in Xero and Vtiger helps in viewing all products, services, payments, invoices, and contacts in a single portal.

Advanced Reporting: Helps you generate real-time reports - this facilitates better decisions, boosts data visibility, and collaboration between teams.

Cashflow Visibility: Leads to complete cash flow visibility across the organization and makes it easy to import and categorize bank statements quickly.

Improves Workflows: Makes it possible to sync contact data and getting an overview of vital financial information without logging off Vtiger - a great way to structure workflow and build operational efficiency.

Available in these editions:

Sales Professional Sales Enterprise One Professional One Enterprise