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Accrete

By Accrete
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Accrete offers a new approach to Growing Sales with Sales-focused CRM. A Simple Cloud Solution for your Business Development and Sales Growth. The System for Real Sales Growth and Real Relationships.
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Free 21 day
trial available
Listed for
9 months
July 2024

Accrete can help your business

Overview

Accrete CRM offers you as individual or as a Sales Team the ability to manage customers, create Quotations, manage and keep client relationships and much, much more.

The system is designed based on a unique methodology called “Calling Cycles” to revolutionize the way you manage sales, our comprehensive Task and Project management features, integrated calendar, and the ability to organize your time like never before!

With Accrete & Xero Integration you will be able to get access to the following features.

Create Xero invoices from Quotes that have been Accepted in Accrete. Synchronize Customers and allow your business to keep your leads and non-active customers in your CRM program and not in your Accounting system.

Keep track of stock on Quotation level, allowing your Sales Team to know stock levels while creating Quotes.

Accrete
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Accrete + Xero

Accrete CRM allows you to capture Customers, Leads, Payments and Quotations and Integrate these Transactions with Xero.

Our key features include:

Create Invoices from Quotes: Accrete automates the capturing of Invoices and Customers by transforming Accepted Quotes from Accrete to Xero Draft Invoices.

Clean & Clear Customer base: Your Customer base in Xero will be uncluttered, allowing Accrete to capture leads and other non-active clients for your sales team and keeping your active customers in Xero.

Item & Stock Management: The Accrete CRM and Xero item integration allows your sales team to know what stock is available on Quote level based on Xero item Tracking.

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Additional info

Shared data

Xero
Accrete
Contactsshared from Xero to Accrete and from Accrete to Xero
Overpaymentsshared from Accrete to Xero
Itemsshared from Xero to Accrete and from Accrete to Xero
Invoicesshared from Xero to Accrete

Functions

CRM

Industries

AgricultureManufacturingAutomotive

App details

By Accrete
Added in 2024

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Contact supportsupport@accrete-x.com

Contact

+27832859079

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21 day free trial available

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