Best CRM for XERO
Connect CRM with Xero to see the whole picture and save time
Xero is your source of truth for accounting – Tall Emu is your source of truth for leads, sales and the relationships with your customers. By connecting Tall Emu CRM and Xero you have an all-in-one view of your business, accessible anywhere. You can use our powerful software and keep the accounting system that you love!
Day one we can pull in data to Tall Emu CRM to populate your CRM with customer data and all the financials straight from your Xero Accounting Software.
You can now see your lead and customer data on google maps, in our KanBan view – plus generate online quotes, which once accepted can be easily transferred to Xero.
Maintain notes of the relationships you establish with your clients with one single view of your data, your promises and your opportunities available from anywhere, on any device.
- See what you’ve sold before – Xero invoices available in Tall Emu
- Convert more quickly – no need to pass data to accounts team, create it automatically
- View consolidated lead and customer data for activity planning
- Centralise your data
- Work with Back Orders and Sales orders (See How to handle back orders and sales orders in Xero)
- Manage complex stock and product types
Tall Emu CRM means XERO is now able to connect to other systems.
When you connect Tall Emu CRM and Xero, you can have data transfer to and from the following systems into Xero too!
- Woocommerce and Xero
- Ezidebt and Xero
- Eway and Xero
- Online Quoting Software and XERO
- Xero Data in Outlook
Xero is world-leading online accounting software built for small business.
- Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
- Run your business on the go. Use our 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.
Try Xero for free.