Connectably provides one of the most extensive integrations of any CRM solution on the Xero marketplace. Connectably brings your most important business systems – marketing, sales, taking payments, onboarding, bookkeeping and accounting – under management with just two core logins: Connectably and Xero:

Connecting Xero to Connectably means you:

• always keep your customer database up to date, with every new customer in Xero synced to your CRM (& vice-versa);
• see the value of prospective business in Connectably’s sales workflows and actual business won in both Xero and Connectably;
• raise and send Xero invoices automatically from Connectably quotes / order forms;
• can take secure payments on mobile-responsive Connectably order forms via debit or credit cards (Stripe) or direct debit (GoCardless), and;
• can track ‘sales to date’ by contact in your CRM.

Connectably helps you, your bookkeeper & accountant to:

• have simpler points of focus for reviewing, measuring and helping guide your business;
• save effort, errors and admin time by not having to re-key invoices in Xero;
• have payments reconciled automatically in Xero, saving time on Xero bookkeeping;
• see what creates paying customers, by automatically mapping Connectably ‘lead source’ to Xero’s ‘tracking categories’ so that;
• without extra effort, review how and which of your marketing and sales activities drive your revenue and profit in Xero’s financial reports.