It’s how you do CRM with Xero

No, it is not possible to use Xero as a CRM. Xero is the market leading bookkeeping and accounting software for small businesses. Whilst you can add and manage contacts in Xero and use it for getting paid and financial reporting, in order to manage relationships, marketing and sales activities a CRM that connects seamlessly with Xero is important.

For more details of what a Xero CRM should do, see the Connectably 'Features' page.

A Xero CRM is a small business CRM software that connects your sales and marketing with your accounting and bookkeeping. For service-based businesses, practically-speaking a CRM should enable you systemise core processes in your business like managing:

• contacts and leads;
• enquiry, marketing and sales workflows;
• diary and task;
• appointment bookings;
• email marketing (& ideally, automation);
• sending and following-up on proposals, and;
• taking credit / debit card and direct debit payments securely.

The CRM should integrate seamlessly both ways across major functions of your Xero account, for example: contacts, organisations, products, invoices, payments and tracking categories.

For more details of what a Xero CRM should do, see the Connectably 'Features' page.

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.

For more details of what a Xero CRM should do, see the Connectably 'Features' page.

Connectably Starter Edition is £10 / month and is a fully functioning account, for up to 1 user and 250 contacts. It is for Xero ‘Starter‘ users.

Connectably Standard Edition (most popular) is just £25 / month and is a fully functioning account, for up to 5 users and 2500 contacts. It is for Xero ‘Standard‘ or ‘Premium‘ users.

Connectably Growth Edition is £50 / month and is a fully functioning account, for up to 10 users and 5000 contacts. Like Standard, it is for Xero ‘Standard‘ or ‘Premium‘ users.

Additional users and contacts can be added if required. See below.

No. Payments, cancellations and refunds are handled simply and fairly:

• There are no long-term contracts. You set the renewal term, whether as a monthly or an annual subscriber. As long as you continue to pay for the service and use it within the terms, you will have access to the system.
• You can cancel your account without further period billing if notice of cancellation is given within 7 days of the subscription expiry date.

For more details on payments, cancellations and refunds, please see this page.

No you do not.

Signing up for the free 14-day trial does not require any payment details.If you decide during the trial that you'd like to start a full subscription then you can complete a direct debit agreement to do so at any time.

If you decide to not continue your subscription, then your trial account data will be securely deleted 7 days after trial completion.

Discounts? No, but we don't blame you for asking....

Our pricing is simple and offers incredible value for money. We're not one of those software companies with large sales teams to feed that needs to have a strategy of yo-yo pricing to keep teams of middle management busy and create mock-scarcity, selling to buyers who mistrust us.

We do have annual pricing plans (see below) offering 12 months' subscription for the price of 10, a 17% saving.

If price is your biggest barrier or most important selection criteria, then we haven't articulated the value of Connectably well enough. Sorry. Please see our features page, if you haven't done so already.

Your account will continue to function if you add more users or contacts to your account.

Upgrades will be billed automatically by the month / part of month so you can upgrade and downgrade between Connectably editions at any time.

The Starter plan automatically upgrades to the Standard plan; Standard plan automatically upgrades to the Growth plan.

Growth plan subscribers with more than 5000 contacts and / or 10 users will be billed as follows for additional contacts or users:

Yes. Your Connectably system is a secure area which is only accessible by you and your authorised users. Connectably support has controlled user access to your Connectably system which may be withdrawn by you or us at any time.

You agree to use your reasonable endeavours to prevent any unauthorised access to, or use of, your Connectably system. In the event of your becoming aware of any such unauthorised access or use, you must notify us immediately so that we can help you to mitigate any associated risk.

There's more on Service Security Here and Connectably Service Terms and Conditions here.

Connectably is how you do CRM with Xero and is a great fit for these two types of business:

‘helping services’ businesses: coaching, consulting, marketing, support services, or;

‘home-services’ businesses: flooring, cleaning services, plumbing / HVAC, gardening and landscaping etc

Unlike disconnected software providers that don't ever quite have all the functionality you need, Connectably delivers simpler, quicker and more connected sales, marketing and finance processes. It helps you manage leads and contacts, book meetings, write quotes or proposals, do follow-up email marketing and send letters, get decisions on sales, take secure payments, and sync beautifully with your Xero account.

If you’re a current or future Xero accountancy software user where you get paid by clients for work you do for them on one-off jobs, packages, projects or on a recurring basis, then Connectably is probably a good fit for you.

There's another important factor in determining if you’re a good fit for Connectably. Compared to your competition, in your attitude to serving your clients, do you take a more professional approach than the vast majority to the way your market and deliver your services? And are you already charging more, or aspire to charge more for your services than most of your peers do? If you answered 'yes' - or would like to answer 'yes' to either or both of those questions, then Connectably is likely a great fit for you. Our successful users have a 'client first' mindset where they strive to provide excellent service to their clients, offer value for money, but are paid well for what they do.

Connectably is a full-service CRM software: so you can manage contacts, sales opportunities, marketing and workflow processes, send email marketing and run marketing and communications automation.

Your subscription to Connectably sits at the core of integrations we provide to Xero; Stripe and GoCardless for taking payments quickly and securely; email, calendar and tasks integration with GSuite and Office365 services; Zoom online meeting software; Docmail direct mail services for sending letters, postcards and cards.

We manage a Facebook community - The Connectables - for our users and provide online help content and chat support to help you implement Connectably successfully in your business.

As you launch you Connectably trial, you'll connect to four online services that are not included in your Connectably subscription as you begin to use the software: Xero, GSuite (or Office365), GoCardless and Stripe. Do ask us if you need assistance with signing up to, or implementing any of them, though....

Optional additional integrations that can be added are Zapier (free), Docmail direct mail services for sending letters, postcards and cards and Zoom (if you run online meetings).

Absolutely. See the Implementation Help page.

The free trial is a fully functional version of Connectably. The trial lasts for 14 days. No features are excluded from use and we fully expect you to be able to be up and running with the parts of Connectably that are important to your business in that time.

Why 14 days? Our goal is to get you to a "big result" quickly - whatever that "big result" is to you, e.g. having your contact relationships managed better, creating your first email marketing, getting paid for a service or package you sell etc. Our onboarding is designed around doing that quickly. Depending on your experience and confidence with tech, you might need a few hours, couple of days, or a week or so to get to your own "big result". With a small commitment of time over a couple of hours, first few days or first couple of weeks, you don't need lengthier trials to achieve your "big result" with Connectably.

The free trial of Connectably focuses on tangible outcomes for your business. There are just 10 simple steps to fully onboarding with Connectably, all with video and step-by-step walkthroughs. Some take just a couple of minutes, others might take 20-45 minutes to achieve, like: importing contacts, creating your first emails, creating your first marketing automation, or creating and testing your first order form.

To start your 14-day free trial, click the ‘Start Your Free Trial’ button. You will be taken to a page on Xero's website where you will authorise our integration with your Xero account and that will then open your Connectably account, using the same account information you've got set up in Xero.

If, however, you'd rather use a Xero demo account to trial Connectably instead of connecting your own Xero account up, then you can sign up for a Xero demo account here.

We recognise your time is precious so we have designed the Quickstart process in a way that doesn't require significant time to complete the 10 steps. If you do need longer to complete the onboarding process, then we recommend commencing a 'Starter' or 'Standard' subscription at the end of your 14 day trial and complete the onboarding process then, or ask us about 'Done For You' implementation services where we do some or all of the implementation for you.

If you decide that Connectably isn't for you and you do not continue and take a Connectably subscription, then your trial account data will be securely deleted 7 days after trial completion.