Skip to main content
You’re on the Australia site
Free Xero trial

Free Xero trial

Payaca

By Payaca
5 out of 5 stars
 5 reviews
Get this app
Sales CRM meets job management software. Built for businesses managing field based teams in industries such as plumbing, heating, HVAC, electrical, glazing, carpentry, roofing, pest control and more.

Overview

Sales CRM meets job management software. Built for businesses managing field based teams in industries such as plumbing, heating, HVAC, electrical, glazing, carpentry, roofing, pest control and more.

Payaca helps you sell more, stay organised and get paid fast.

  • Interactive proposals help you sell more, faster.
  • Customer journey pipelines keep you organised.
  • Automations help you send perfectly timed messages to your customers and leads.
  • Mobile apps for field service teams helps you deliver the best customer experience.
Payaca
Play Video
, opens in a dialog

Payaca + Xero

When you send an invoice with Payaca an invoice record will automatically be created in Xero and marked as sent. Item and contact records will be matched or created if none exist.

In addition you can optionally import all of your contacts and items from Xero to Payaca in a single click at any time to make it super fast to create new quotes in Payaca.

Getting started

Just head to web.payaca.com/connections and hit the button to "Connect to Xero". Once connected you'll be asked to confirm tax rates then you are ready to go. Every invoice sent in Payaca will appear in Xero and you'll have one-click options to import your contacts and items.

Explore how to setup Payaca
Screenshot 1 for app Payaca

Reviews & ratings

5.0 out of 5 stars
5 Reviews
5 star(100%)
4 star(0%)
3 star(0%)
2 star(0%)
1 star(0%)
CR
Chris Richards
Posted
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
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
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!
View all reviews

Additional info

Shared data

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

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

TwitterFacebookInstagramLinkedIn
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.