A simple CRM for Xero users connecting your sales & marketing with your accounting & bookkeeping
Helping small service businesses get rid of admin headaches with simple connected software. Putting sales, marketing, CRM, workflows, proposals and payments all in one app and all connected to Xero. A simple, connected CRM for Xero users and accountant partners.
Connecting your business better with a simple CRM for Xero users
Connectably is simple all-in-one online business software designed for small service-based businesses. It connects the tasks, actions and admin small service businesses need to do to work better and make money.
From marketing, enquiries, connecting with customers, making sales, to getting paid and measuring results. Replacing ‘stuck together with sticky tape’ different software and systems that most small businesses are trying to make work at once.
Connecting Xero means you see what creates paying customers, as your ‘numbers’ track back to marketing and sales activity. You also save time on your Xero bookkeeping with order forms and online payments that raise invoices and reconcile payments automatically. And your customer database is always up to date as every new contact in Xero is also in your CRM.
Not having to re-key invoices, cross-reference contacts from your CRM into your Xero, and map across sales results to your pipeline and reports saves an awful lot of admin time.
- Invoices raised automatically from quotes/order forms
- Payments reconciled automatically from online payments (cards, direct debits)
- Sales to date tracked per contact in your CRM
- New customers added automatically to your CRM
- Reports track your ‘numbers’ against marketing and sales activity
How Connectably works for you
We join up your business admin and tasks so you don’t need a mixed-up overwhelming bundle of separate software trying to work together. No gaps, no mistakes, no misinformation (or missing information)–we’ve put everything a small service business needs in one CRM for Xero users, saving time, stress, and virtual sticky tape (to hold it all together).
We’ve created a smoother, streamlined, connected business back-end taking care of all the time-consuming tasks that take small service business owners away from what they would rather be doing (work, family time or whatever). We help stop leads being lost and help invoices get paid while saving time on all the other essential tasks.
Here are the 11 connections that help a business work better
Save time by easily setting up, managing and monitoring your email marketing and lead generation, and be clear on what’s working.
Welcome your prospects, share great content and inspire your market so they want to meet with you.
Simply and quickly create great quotes & proposals making it easy to buy from you, then follow up without losing a lead.
Confidently take payments online, or automate your invoices so getting paid is simple and fast (with a lot less chasing) with all transactions going straight into your Xero.
Simply see what’s working (and what’s not) to confidently review and refine running your business at its best.
Xero is world-leading online accounting software built for small business.
- Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
- Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
- Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
- Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.
Find out more or try Xero Accounting Software for free.
How Connectably works for Xero users
Already a Connectably user? Get started here…
As you can see above, Xero integrates directly in eight ways with Connectably and our payment partners, GoCardless and Stripe (via Connectably).
To get started with your Xero integration via Connectably, you’ll discover how to do the following:
- Ensure your client contact records in Xero are complete with information and ready to be synced into Connectably.
- Check that you have, or add, the relevant chart of account codes in Xero for one-off sales, subscription / recurring products and bank fees (for processing charges by Stripe and GoCardless).
- Ensure you have products set up in Xero against the correct account codes that you’ll use in Connectably when you sell your products, services and packages via Connectably order forms and quotes.
- Confirm you have an invoice template in Xero with appropriate formatting and text to be sent with your invoices triggered by Connectably for one-off or subscription payments.
- See what syncs into Xero from Connectably and partners, GoCardless and Stripe.
- See what information updates in Xero when you make contact and company updates in Connectably and make sales using Connectably order forms, or via Stripe or GoCardless.
- Link Connectably with your Xero on the first log in.
- Manage the configuration settings in Connectably that join Connectably’s order form processes with your Xero chart of account settings.
- See how and where Connectably pulls in contact and product information from Xero.
- Understand how you can disconnect your Xero account from Connectably if you choose to end your subscription.
To get started, visit the Xero Connection Help Guide and review the next steps to complete your set up in Connectably.