Connectably is a simple CRM for Xero users that connects your sales & marketing with your accounting & bookkeeping
It’s frustrating when software complicates business. Connectably is a simple, quick and better connected CRM for Xero users that:
⇨ improves appointment booking and sales workflows;
⇨ gets money into your bank faster, and;
⇨ helps you serve clients more professionally.
Connected workflows in Connectably and deep integrations with Xero, GoCardless, Stripe and other products ensure all your Sales, Marketing, Bookkeeping, Accounting and Customer Onboarding workflows can be handled in two systems: Connectably and Xero.
Improve your sales and marketing workflows in your Xero-using business with our simple, quick & better connected CRM
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
In-Built Integrations Included In Your Connectably Subscription
How Connectably Integrates With Xero
Already a Xero & 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.
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.