Agile CRM + Xero Integration

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Agile CRM and Xero work together to make accounting and bookkeeping simple.

When you create a deal in Agile CRM, it will automatically create an order in Xero. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Agile CRM and Xero.

Do you use Agile CRM to keep track of your company's deal? If so, did you know that you can also use it to create sales invoice directly in Xero?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.

In Agile CRM, when you create a contact, it automatically creates a task in Xero for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.