Overview
Use Legrand CRM to record the people you do business with — prospects, customers and suppliers — and track the sales pipeline and key activities, e.g. phone calls, emails, meeting notes. Any business with repeat customers will benefit from Legrand CRM because we enable you to keep your finger on the pulse of the business. Legrand CRM excels because of its integrations with XERO, Outlook and Gmail.
Legrand CRM Online + Xero
Our seamless integration with XERO enables you to import your XERO customers, create new customers in XERO and view customer sales transactions in Legrand CRM. You can easily find customers by amount spent, view their invoices and perform targeted communications based on sales.
Getting started
Sign up for a free trial, then follow the instructions to link with XERO and
import your existing customers:
http://help.legrandcloudcrm.com/support/solutions/articles/3000054009-integration-
with-xero