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ACT! Link by Xact Software

Achieve true workflow with the only link for Xero & ACT! CRM - the worlds #1 selling contact manager. Works with desktop and cloud versions of ACT!

Act! CRM makes it easy to build lasting customer relationships and provides the freedom to tailor your CRM software to your business.

The link for Xero helps you operate more efficiently by eliminating dual entry of data and exposing most of Xero's functionality directly from CRM.

For sales teams, managers and business administrators.

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ACT! Link by Xact Software + Xero

Xact Link for Act! CRM and Xero is an integrated workflow solution for both desktop and web interfaces of the popular Act! CRM. It allows sales staff to see customer sales history or create invoices from Xero and auto-links customer records between Act! CRM and Xero. Includes access control that lets you set the appropriate level for sales staff view or document creation rights in Xero.

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Made by Xact Software
Added in 2012

Countries

Australia, Global, New Zealand, United Kingdom, United States

Languages

English

Support

Setup walkthroughIntegration walkthrough

Contact

+64 9 3776516