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Payaca

By Payaca
5 out of 5 stars
Free trial available
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Premium CRM software for field service businesses. Manage your jobs, organise your customers, automate your processes and more. Integrate seamlessly with Xero
Rated
5.0
out of 5
Reviewed by
5
Xero users
Try this app
Free trial
available
Listed for
3 years
December 2020

Overview

Impress your customers, with CRM software designed for businesses with field-based teams.

Your field team will thank you, your office team will love you and your business will start operating at its best.

Discover the software that makes you look good.

  • Grab your customers’ attention with proposals they can interact with
  • Stop wasting time working out what your customers need, store all the information you require in customer journey pipelines
  • Say goodbye to late payments and forgotten customers with automated text and email messages
  • Don’t leave your field team hanging when they’re with a customer! Quote and invoice instantly from the Payaca app and deliver the best experience there and then

Sell more. Stay organised. Get paid fast.

Payaca
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Payaca + Xero

Love Xero?! Meet Payaca, the perfect partner for field-based businesses.

Invoices sent in Payaca are automatically created in Xero saving you from entering the information twice.

All your items, contact records and other information are seamlessly passed to Xero, creating and matching the records across both accounts.

In addition, you can optionally import all of your contacts and items from Xero to Payaca in a single click. This makes it super fast to create new quotes in Payaca.

Reviews & ratings

5.0 out of 5 stars
5 Reviews

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Most recent reviews

CR
Chris Richards
Posted 2 Apr 2023
5 out of 5 stars

BEST CRM AVAILABLE

I've been using payaca for years now and from the start to present it's been a massive help to me and has helped develop my business to new levels. The team are fantastic any questions they're always there. The features available on payaca is everything and more your going to need. They're always looking to better themselves so you'll always be a front runner using this company. Sign up and try for yourself. You won't be disappointed. Thanks guys keep up the great work.
JE
James Eccles
Posted 17 Mar 2023
5 out of 5 stars

Seamless connectivity

If you are looking for a CRM that connects and speaks to xero effortlessly then Payaca is the one. The team are great and are continuously looking for ways to improve the system and listening to feedback from the users. If you are a tradesman and send quotes to customers for work, Payacas quotes are the best I have seen.

Response from Payaca

Thanks Jamie, it's a pleasure working with you too!
TL
Thames Limited
Posted 16 Mar 2023
5 out of 5 stars

Probably the CRM you're looking for!

After using a few other CRM softwares, I am now settled on Payaca. It has a user friendly interface It is customisable in all the right areas Data management to handle all of your customer and supplier data Collaborative team to support you when needed Reports and analytics to track and optimise your business performance And thats just off the top of my head!
One person found this review helpful.

Response from Payaca

Thank you for this and thanks for sharing so many ideas about how we can make things better, so much more to come!

Additional info

Shared data

Xero
Payaca
Invoicesshared from Payaca to Xero
Contactsshared from Xero to Payaca and from Payaca to Xero
Tax Ratesshared from Xero to Payaca
Paymentsshared from Payaca to Xero
Itemsshared from Xero to Payaca and from Payaca to Xero

Functions

CRMInvoicing and jobs

Industries

Professional servicesConstruction and trades

App details

By Payaca
Added in 2020

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supporthello@payaca.com

Contact

+44 3330 509475

Follow

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Try Payaca for free

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.