For UK service and trades businesses who use Xero, Connectably is the leading 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 £25/mo 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, 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.
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 styled 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.
Visit https://connectably.com/ to discover more and start your free 14-day trial.