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Connectably

5 out of 5 stars
Business management software for B2B or B2C service businesses who get paid for their expertise by other businesses, individuals or homeowners.

Overview

For UK service and trades businesses who use Xero, Connectably is the smart-choice CRM that helps you systemise your business more simply, quicker and in a more connected way. Unlike expensive, disconnected software, Connectably provides a complete software platform to manage enquiries, do follow-up email marketing, create quotes, convert sales, get paid and measure outcomes.

Connectably is the simple CRM for Xero users that connects your sales & marketing with your accounting & bookkeeping.

Connectably replaces expensive, disconnected software. All these functions are included in your Connectably subscription:

  • CRM & Lead Management
  • Email Marketing & Automation
  • Appointment Scheduling
  • Quote Builder Using Xero Data
  • Take Payments Securely - Direct Debits or Debit / Credit Cards
  • Full Integration With Xero, GoCardless, Stripe, GSuite, Office365, Zoom, Keap, Docmail and Zapier.

Connectably is how Xero-using service and trades businesses simplify disconnected sales, marketing & finance processes so they serve their clients more professionally and get paid quicker.

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Connectably
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Connectably + Xero

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.

Reviews & ratings

5.0 out of 5 stars
3 Reviews
5 star(100%)
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1 star(0%)
RD
Rob Drummond
Posted
5 out of 5 stars

The Ultimate CRM for Busy Xero Users

This is the ideal CRM for busy Xero users who want to follow-up with leads automatically. Connectably also makes it easy and seamless to close orders via a choice of payment gateways, and streamline the proposal / call scheduling process. Connectably does all the things you rarely have time for - all integrated to Xero. I'm perhaps the only Connectably user who uses the system as primarily a direct mail tool (using the integration to docmail). Connectably support is extremely responsive with any challenges / queries you have.

Response from Connectably

Thanks for your support and advocacy, Rob, and for pushing the boundaries of our software's capabilities with the way you run your marketing across multiple media types.
SH
Susan Heaton-Wright
Posted
5 out of 5 stars
Connecting a CRM system with billing and calendar booking is an invaluable tool for any small business. It is very easy to use with some clever functionality. Whenever I have needed tips or help using the system, the support has been excellent. My website designer has been tips by Connectably for integration of features to connect my site to Connectably; and as a result she is now recommending Connectably to other clients too. It is a one shop solution for any Small Business and I highly recommend it.

Response from Connectably

Thank you for the positive review, Susan. We're delighted you and your web designer value the service and support.
RD
Rory Delahoyde
Posted
5 out of 5 stars
I have used many different CRM systems but was pleasantly surprised as to how sensible and straightforward everything is in Connectably. Having completed the trial I am confident that I will be able to use the CRM, replace our email marketing software and calendar booking systems. Connectably isn't just replacing them it is providing better solutions all round. Of course, the Xero integration just works also.

Response from Connectably

Thanks for the wonderful review, Rory. Great to have you on board as a user.

Additional info

Shared data

Xero
Connectably
Tracking Categoriesshared from Xero to Connectably and from Connectably to Xero
Itemsshared from Xero to Connectably
Invoicesshared from Xero to Connectably and from Connectably to Xero
Contactsshared from Xero to Connectably and from Connectably to Xero
Accountsshared from Xero to Connectably and from Connectably to Xero

App details

Added in 2019

Countries

United Kingdom

Languages

English

Support

Setup walkthroughContact supportsupport@connectably.com

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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.