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Community > Using Xero Connected Apps >

CRM which receives copies of quotes (as Opportunities) created from Xero

Started by Luke Simmons -   in Using Xero Connected Apps

We want to implement a CRM to better manage sales opportunities because what currently happens is our general manager creates a quote in Xero when Opportunities are found.

If we use a CRM which isn't connected to the quotes in Xero, it means that we'll have to double enter the transaction. i.e. Send the quote via Xero and then manually create the opportunity in the CRM. This may not sound like a lot of work, but when changes come into play (i.e. won, closed lost), the two databases will paint different pictures very soon...

I want to know if anyone knows of a CRM which connects with Xero, but - most importantly - displays quote data. Ideally the quotes would be displayed as Opportunities!
Hi there - If you are prepared to consider a slight change to your workflow, i think we can help. We supply Stock-Aware CRM. Our CRM allows you to create and send quotes to a prospect, and for those quotes to be managed through an easy to use Pipeline, along with all the usual CRM stuff (notes, call backs, documents and correspondence). Users can follow-up on these quotes in the CRM. If your customer then buys, the Order can be posted to Xero without any rekeying. If (now or later on) you need more in the way or order or inventory management, we also integrate with Unleashed - a popular inventory management solution for Xero. See https://www.prospectsoft.com and https://www.prospectsoft.com/unleashed for more details.

Or, definitely feel free to contact us directly for a chat. +44 (0) 330 0880 365
 

Andrew Ardron