Accounting CRM Software Integrations
KashFlow is designed to help make running small businesses (and larger companies) easy, without you needing any accounting or bookkeeping knowledge. So you’ll be able to pick it up quickly. Please note, KashFlow is only available to UK based customers.Find out more
Xero’s easy to use online accounting software is designed specifically for small businesses with all the time-saving tools you need to grow your business. It’s secure and reliable with 24/7 support. Please note, Xero is available to customers worldwide.Find out more
Sage One is online accounting and payroll software that makes quick work of the daily tasks. SageOne integration lets you create invoices directly from your CRM Opportunities. Please note, the SageOne integration is only available for UK based customers.Find out more
Benefits of Accounting CRM Software
With online accounting you can seamlessly create and update customers between your accounting system and CRM, and create invoices directly from your Opportunities. So when you confirm your sale in your CRM you can send the invoice to the customer straight from their CRM account. Being cloud-based means any data changes made by your accounts team is synchronised with the CRM so your sales team will always have the latest information.