CRM Accounting Software Integration
Your Really Simple Systems CRM can be integrated with the online accounting software systems Xero, KashFlow and SageOne. Setting up CRM accounting software integration means you can seamlessly create and update customer records between your accounting system and CRM so your customer data is always up to date. The integration also allows you to create invoices directly from the Opportunities screen in your CRM. This means you can email them directly to your customers without changing systems.
Integration with your accounting software is easy to set up and will help you ensure your customer records are always up to date. You can also view your invoices from the CRM so you don’t need to keep switching from one system to the other to view your customer activity. You can find out more about CRM accounting software integration here.
Please note, Xero is available worldwide and KashFlow and SageOne are available in the United Kingdom.Take a 14 day trial of our CRM
Can I integrate the CRM with my accounting software?
Yes, your Really Simple Systems CRM can be integrated with Xero, Kashflow and SageOne online accounting software systems. The integration set up is simple and means your customer records are always synchronised across both systems.