HubSpot is better at marketing, Square at Point of Sale, Stripe at payments and QuickFee for Buy Now Pay Later for Accountants and Lawyers – and they all integrate with Xero.
Being online these software programs integrate and share data so you can manage many different parts of your business and have live, up-to-date information and reports.
Our new Accounting Software Integrations course is now available and included with selected Xero Online Training Courses.
Continue reading Integrations turn Xero into a Powerful Business Administration System for Small Business
‘Seal the deal’ with a beautiful proposal
Sometimes it’s all in the proposal: win over your clients by presenting them with your value proposition in a way that not only looks professional and competitive; but that you can also track online.
FOR MANY BUSINESSES sending quotes and estimates to prospects doesn’t accurately describe the work you’ll be providing them.
Sometimes it’s because you’ll be providing an ongoing service or solution to a business problem — property management, content marketing, bookkeeping — and other times it’s because your business will be competing with others in a public tender.
In these instances, you’ll need to send a proposal to potential clients to explain your value proposition and how you’ll solve their business problem. Rather than sending a proposal in a Word document that you can’t track, use a cloud-based document management platform.
Here are some popular Xero CRM Integrations.
Continue reading The Best Xero-Integrated Document Management Platforms