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  2. CRM
Connecting SugarCRM and Xero via SalesRoller gives you one place for all the information you need to have conversations with clients.
Overview
  1. Make client information easier to access: Connecting SugarCRM and Xero via SalesRoller gives you one place for all the information you need to have conversations with clients. Review accounts history with fast access to sales history information, respond to customer questions quickly, send invoices and get paid faster.
  2. Eliminate double handling: Use one central source of truth for both your CRM and accounting data and improve inefficient double handling of data.
Explore all features of SalesRoller

SalesRoller + Xero

Get the Full 360 degree view of your Customers. Enable your sales staff to see the full view of your customer in CRM by including invoice and sales history on customer contact and account records in SugarCRM. This means your sales team can see what clients have previously purchased, what they paid, how recently they ordered and if they owe anything to your business. This can all be done from inside SugarCRM with no access to Xero required.

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Additional info

Shared data

Xero
SalesRoller
Contacts
Currencies
Invoices
Items
Tax Rates

App details

Added in 2021

Countries

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

Languages

English

Support

Setup walkthroughIntegration walkthroughsupport@evolutionmarketing.com.au

Contact

61734233551

Follow

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