Streamlined business processes
Save time by not having to enter customer records into separate systems. Have both SugarCRM and Xero keep each other up to date with new and changing customer details.
See the full 360 degree view of the customer when in SugarCRM by seeing customer sales invoice and purchase order history combined with the regular CRM history of email, call, task and meeting history. Also, see lifetime value of the customer, date of last payment and total outstanding amounts all from within SugarCRM.
Increased Cross-system Functionality
Empower CRM users with the ability to create sales invoices from inside of CRM.
Trigger SugarCRM workflows from sales history synced from Xero.
More Effective Marketing
Identify and target market to clients based on purchase history or areas of product interest.
Use the power of SugarCRM reports that combine your SugarCRM and Xero Accounting data.