Project Management CRM Gmail Xero
Project Management CRM Gmail - Xero to Hero!
Xero is easy to use online accounting software that’s designed specifically for small businesses. Your bank statements are automatically imported and categorized, letting you see your cashflow in realtime. Invite your team and work together on financials. You can collaborate over your up-to-date numbers. Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting, and much more.
Your invoices and bills live in Xero. Your prospect, customer, and partner information lives in Insightly. Now, the Insightly Xero integration gives you a complete picture of your business from early prospect communication, through the sales process to invoicing and payments.
How to use Xero with Insightly:
- Install Xero integration and manage user and team permissions in the “Integrations” section of Insightly System Settings
- Track Xero invoices and bills under the Xero subtab in Contacts, Organizations, Projects, and Opportunities
- Create new Xero invoice drafts right from Insightly and add new contacts to Xero
The connection between Insightly and Xero is seamless, These innovations make it possible to focus on what you are good at. Understand the financial standing of any given client at a glance. Try a full version of Inisghtly free for 14 days.