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Base CRM

Started by Xero API -   in App Reviews |CRM

1 out of 5 stars
Based on 3 user ratings
If you are a user of Xero and Base CRM, tell us how you are getting on and your experience so far. Any tips?

About Base CRM

Manage sales and customers with Base, sync your invoices in Base to Xero and automate your sales and accounting workflows. For more information, check out Base CRM.


Remember if you have questions or need assistance with Base CRM, this is not the best place to ask - this forum is for reviews and feedback only.

For general support, check out the Base CRM support center or this page for information on connecting Base CRM to Xero.

The best outcome here would be to have customer financial info from Xero displaying against the record INSIDE Base. This is currently pointless and misleading.

Duncan McGill  

Agree with the other review. Tried the integration, very poor. Sends the details from base to Xero, but doesn't really keep a strong link between the 2 systems. Also updating contact details in base doesn't update in Xero. UI have disabled and hopefully there is a fix so I dont need to move CRM's

Josh Guest  

This is very misleading. There is no 2-way sharing between Base CRM and Xero other than sending the customer details from Base once a new deal is won. No order details are sent so everything is manual. Any invoice entered in Xero from our website is isolated in Xero and Base doesn't even know it exists.

Frustrated as I really liked Base CRM.

Scott Wilson