Teamgate is a full process Sales CRM simply and smartly designed to strengthen your entire sales experience. Teamgate’s award-winning web based software better manages your sales teams through every step of the sales process; ensuring no leads or opportunities are dropped along the way. Regardless of your sales team’s size Teamgate’s intelligent array of integrated features allow your team to prospect, connect, analyse and close deals easier than ever before. It’s never been simpler to grow your business.
Teamgate + Xero
The easy to manage Xero integration with CRM allows you to create and send quotes, invoices, payment reminders, and control online payments instantly and in real-time. Having billing software directly within your CRM can help ensure that your business gets paid faster, and smarter. No need for switching between multiple software providers. Teamgate integration with Xero lets you focus on all aspects of sales process in one place while saving your time in the process.
For a quick and easy integration set-up, you should already have both Teamgate and Xero accounts (trial version is applicable). First, log in to the Teamgate account and navigate into the settings section. Under "Additional features" go into Integrations and find Xero block. Click to connect an app and enter your Xero login details. Allow suggested permissions and 2 apps become connected. You are ready to start using Teamgate and Xero integration.