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OnePage CRM

Started by Xero API -   in App Reviews |CRM

5 out of 5 stars
 
Based on 2 user ratings
If you are a user of Xero and OnePage CRM, tell us how you are getting on and your experience so far. Any tips?

About OnePage CRM


OnePageCRM is focused on sales activity and converts leads to customers fast. It does it in a beautiful user experience on one, simple, dashboard. For more information, check out OnePage CRM.

Tip

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

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

Hi Polly, our Support team will be able to confirm the type and status of the transaction that's been bought into Xero, and explain what can be done with it. :)
 

Kelly M (Community Manager)  

I am trialling OnePageCRM because of it's integration with Xero. I tried the draft invoice feature, but in Xero I cannot edit the invoice and it seems to not be a draft. Is there any way to fix this in Xero?
 

Polly Hutchison  

Just starting a trial of OnePage, to integrate with our existing Xero, Skype and Outlook files and its looking very promising ...
 

Mark Berry  

The Xero integration with OnePageCRM eased my daily work flow!
 

Kati Fazakas