TT – Managing your Accounts using OpenCRM and Xero

If your sales people live in your OpenCRM system and your finance department works spends their working day within your accounting software then this is for you.

Our Xero integration makes it easy to keep your accounts in line with your CRM. Details such as credit control or outstanding payments are vital to all members of your team. The finance people know who to chase, and your sales people know when to put the brakes on if a client is in arrears. Account managers can also get involved if they use payment reminders as part of their day-to-day account management and customer service.

Without the accounts integration you would have your different departments constantly chasing one another for information – once the integration is switched on, you should see a significant increase in efficiency.

Xero is growing in popularity, currently boasting over 1,000,000 subscribers in the UK. It is straightforward to learn and use, which explains its success.

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