CreataCRM and Xero work together for your business
Keen to stay with Xero, but need to enhance your features to grow your business? Manage your Customers all in one place! Access your Xero data along side your vital CRM data in real time via the Cloud. Reducing double handling by accessing your data from a centralised location. And having your data available on any device means you can be fully informed even when working away from the office.
Automatic Sync of Xero data
CreataCRM lets you choose what you need from Xero, and keeps it synced with CreataCRM. Now you can keep your Customers, Suppliers, Invoices, Items and Bills up to date and all in one place!
Optimize Your Sales
Manage your Sales Pipeline with CreataCRM! Follow your Leads all the way from Prospect to Invoice, then send those Invoices to Xero. Once you've sent an Invoice to Xero, receiving payments from Customers is business as usual
Improved Customer Experience
With access to customer Buyer Behaviour, your team can anticipate customer needs! CreataCRM uses Buyer Behavior to suggest additional products per-customer, increasing your sales!
CreataCRMs Warehousing feature can manage all your Xero Items, keeping track of stocks and purchase orders. When you make Purchase Orders in CreataCRM they get sent to Xero as Bills, letting you manage your payments all in one place!
With CreataCRM eCommerce, you can display all your Xero items in a branded online shop, fully synced with you Xero prices and descriptions. Need to update a products details or apply a discount? Make changes in one place, and let CreataCRM handle the rest!