Overview
Accrete CRM offers you as individual or as a Sales Team the ability to manage customers, create Quotations, manage and keep client relationships and much, much more.
The system is designed based on a unique methodology called “Calling Cycles” to revolutionize the way you manage sales, our comprehensive Task and Project management features, integrated calendar, and the ability to organize your time like never before!
With Accrete & Xero Integration you will be able to get access to the following features.
Create Xero invoices from Quotes that have been Accepted in Accrete. Synchronize Customers and allow your business to keep your leads and non-active customers in your CRM program and not in your Accounting system.
Keep track of stock on Quotation level, allowing your Sales Team to know stock levels while creating Quotes.
Accrete + Xero
Accrete CRM allows you to capture Customers, Leads, Payments and Quotations and Integrate these Transactions with Xero.
Our key features include:
Create Invoices from Quotes: Accrete automates the capturing of Invoices and Customers by transforming Accepted Quotes from Accrete to Xero Draft Invoices.
Clean & Clear Customer base: Your Customer base in Xero will be uncluttered, allowing Accrete to capture leads and other non-active clients for your sales team and keeping your active customers in Xero.
Item & Stock Management: The Accrete CRM and Xero item integration allows your sales team to know what stock is available on Quote level based on Xero item Tracking.
Getting started
Start with a free 21 day Trial or book a demo with us to see the benefits Accrete.
To get started with your Xero Integration, sign up with your Xero Account or Register with a new Accrete Account.
- Once registered go to the Integration simply click Xero to Connect.
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Accrete will re direct you to Xero to Allow Access. - After allowing Access, your Linked Xero Organization will be displayed in the Connected to List, click on the Xero icon to view connection options and linked Companies.
• When connected you will be able to link default Xero Accounts for creating Invoice Drafts by clicking on Setup Referance books. • Additional Sync Options will allow you to choose what to “Pull” from Xero, by default all options will be available.
