noCRM.io Meets Xero
Connect noCRM.io with Xero to manage your leads and sync invoices and turn leads into customer
Last update on April 13
What is Xero
Xero is world-leading online accounting software built for small business.
With Xero you can:
- 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.
- Run your business on the go. Use the 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.
noCRM.io is integrated with Xero to enhance sales teams’ workflow
- Create Xero invoices and quotes from noCRM.io with one click. Lead information is automatically pushed to Xero to avoid manual entry.
- Attach Xero invoices to leads in noCRM.io and automatically change lead status to WON with updated deal amount.
Learn more about getting started with noCRM.io and Xero here.
noCRM.io is an easy lead management system that focuses on lead conversions
- Easily create leads from several sources including LinkedIn, business cards, e-mails, web forms, etc.
- Distinctively manage cold prospects and hot leads
- Efficient end-to-end lead management
- Don’t drop important leads and close more deals!
Try noCRM.io for free if you don't have an account yet!
How to connect noCRM.io & Xero
Login to your noCRM.io account and go to the Admin Panel to select Xero. Click on Connect my Xero account and enter your credentials to enhance your sales teams’ workflow.
Sales CRM integration
For more information on what you can do with our Xero integration, visit our help page here.
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