CreataCRM LINKS with Xero and enables you to access all ERP data from your Business activities. All the great features that Xero offers are further enhanced inside CreataCRM.
CreataCRM offers the business person access to all their Xero ERP data in real time and fully accessible via the Cloud. From anywhere, you can access the data you need from Xero along side your vital CRM data. Having both data available on any device, means you can be fully informed when working away from the office. Whilst in the office too, you are reducing double handling, by accessing all data from a centralised location.
Watch a video.
Watch a Video Tutorial - Xero with CreataCRM
Sync Xero Accounts into CreataCRM. Contacts, Accounts and Companies all synronised into Xero
|Invoices||Send invoices from CreataCRM to Xero, allowing you to manage your Sale Cycle from Lead to Invoice in one location.|
|Update Invoices||Update your invoices from Xero to CreataCRM enabling workflow (eg reminders etc).|
|Invoice Items||List of Invoice Items|
|Followup Tasks||Create Task Reminders of Over Due Invoices|
|Warehousing||CreataCRM has a fully integrated Warehousing and Inventory System which gives real-time stock levels|
What is Xero
Xero is an easy to use online accounting software that is designed specifically for small business.
- Its online so you can work when and where you want. Just login with your PC, Mac, or Mobile.
- Your bank statements are automatically imported and categorised, letting you see your cashflow in real-time.
- Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
- Xero has all you need - including invoicing, paying bills, sales tax returns, reporting and much more.
Find out more or try Xero Accounting Software for free.
To know more about Xero & CreataCRM together, simply call 02 9125 0575 or email us at email@example.com