Overview
Link for Act! is a live data connection between CRM and Xero, displaying information directly from Xero, no “sync” required. Sales staff get to see a customer’s buying history to best evaluate the need, check what products have been popular in the past and offer best advice to the customer.
Link for Act! CRM + Xero
A sales process commences with enquiry, the prospect’s contact details, and the nature of the enquiry are recorded in CRM. And with one click, a Xero contact is created, and the link is made between Act! and Xero.
The link provides the pathway for the contact details to be updated and for Xero invoice, quotes or even bills and purchase order to be created – in real time!
Past documents are made visible in CRM through a “Xero” tab in Act!. Documents can be emailed from within Act! using Xero’s own emailing process or through the local email apps.
Getting started
Book a test drive to experience Act! CRM with Link for Xero in our demo server, no installation required!
Or, download a fully-featured 14 days fully featured trial.
