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The Best Xero-Integrated CRMs

How can you provide great customer service? Consistently?

IF YOU ARE LIKE most businesses, you’re probably communicating with your customers and clients via multiple touch points — email, social media, phone calls, chat bots. But how are you keeping track of all these interactions?

A while back I wrote a blog asking the question whether MYOB is, in fact, a CRM and which CRMs I found to be the best and why. It’s worth a read if you want to familiarise yourself with exactly what it is CRMs can do for you and your business.

Batchbook

Batchbook CRM xero integrated learn xero online training course videosBatchbook is a customer relationship management (CRM) tool that collects your communications in one central place. It also lets you organise to-do lists and automate tasks, but you will need to go elsewhere if you’re looking for a platform that will automate the sales process.

Batchbook integrates with Campaign Monitor, Wufoo, G Suite (on the “advanced” plan only), Twitter, Hootsuite (if you’ve multiple social channels), Xero, Quickbooks and Freshbooks.

Pricing starts at $19.50 per month for an “essential” plan and tops out at $39.95 for the “advanced” plan.

Batchbook alternatives

Hubspot

hubspot crm integration with xero learn xero online learning training course videosHubspot is one of the leading CRM apps and it’s always free. Businesses get everything they need to manage their contacts and companies, book meetings, log emails, phone calls (you can phone any telephone number for free through the Hubspot app) and sales.

If you want to manage your marketing and social media, you’ll need to go up a step to the paid Marketing plans.    

It integrates with Zendesk, PandaDoc, Proposify, WorkflowMax, and Freshbooks; a Google Chrome extension lets you track emails so you can see when emails, documents and links are opened.

Zoho CRM

zoho projects best integrated xero apps for project managementZoho CRM lets you manage your contacts, log emails, phone calls (you can make calls to any telephone number through the Zoho app) social media, and online chats, while Zoho provides detailed analytics of each communication.

Meanwhile, advanced CRM analytics give clear snapshots of top performing salespeople and your best clients. It also lets you “gamify” the sales process to motivate your sales team.

Zoho CRM integrates it Slack, Zendesk, Microsoft Office and Google G Suite. Being part of the Zoho ecosystem, you can also connect to other Zoho apps — Zoho Books, Projects, Campaigns, etcetera.

Pricing starts at $15 per month, per user for the “standard” plan and tops out at $100 per month, per user for the “ultimate” plan. A free plan for a maximum of 10 users is also available.

Freshsales

Freshsales is the fourth addition to the Freshdesk ecosystem, which includes its online customer service platform, IT support, call centre management, HR, messaging, and marketing platforms.

With Freshsales you can manage your leads, contacts, accounts, and deals; send and reply to emails, while its built-in phone lets you make and log calls. It integrates with Google G Suite, as well as other Freshdesk apps.

Basic “sprout” plans are free, while paid plans begin at $12 per user, per month for “blossom” plans and top out at $49 per user per month for “estate” plans.


We will help you keep abreast of new and emerging technologies for doing business better. As part of our Updates and Additions policy, any new content we add is yours’ FOR FREE as a current EzyLearn student. 

Interested in finding out about more Xero-integrated apps to help you manage your project more efficiently? See our recent blogs where we review for you and come up with a list of pros, cons and prices: Best Xero-Integrated Time Management Apps and Best Xero-Integrated Project Management Apps and the Best Xero-Integrated Document Management Platforms.


cashflow reports in xero and excel

Our Xero online training courses include EVERYTHING for ONE LOW PRICE. Furthermore, if you select our Lifetime Membership option, you’ll have LIFETIME access to our ongoing course updates. All EzyLearn courses are accredited by the Institute of Certified Bookkeepers (ICB) and can be counted towards Continuing Professional Development (CPD) points. Find out more about our Xero online training courses. 


 

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The Best Xero-Integrated Document Management Platforms

‘Seal the deal’ with a beautiful proposal

best xero integrated proposal quote software learn xero online learning training course videos
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.

Quote Roller

quote roller learn xero online learning course training videosNow powered by PandaDoc, Quote Roller lets businesses create proposals and quotes quickly and uniformly, using templates and pre-set content blocks.

The platform’s real selling point is its back-end analytics that provides insights. For instance, you can see how long a prospect has spent reading each section; prospects can also ask questions in the built-in messaging tool and sign electronically.

Quote Roller integrates with Salesforce, Zoho CRM, Basecamp, time management app Harvest and cloud accounting software Xero.

Professional plan pricing starts at $19 per month, per user; business plans cost $39 per month, per user. Enterprise plans can be tailored to your business needs.

Quote Roller alternatives

PandaDoc

pandadoc-logo best xero integrated crms learn xero online training course videosPandaDoc acquired Quote Roller in 2015, but the two still provide fairly different services. Quote Roller is a basic solution for businesses wanting to automate and monitor their documents using analytics; PandaDoc, on the other hand, provides a robust tool to generate proposals, contracts and quotes.

It integrates with Salesforce, Microsoft Dynamics, Hubspot CRM, Oracle, Zoho CRM, Zendesk, Dropbox, Google Drive, and Xero.

Professional plan pricing starts at $19 per month, per user, and business plans cost $39 per month, per user. Enterprise plans can be tailored to your business needs.

Proposify

proposify learn xero online learning course videos training in xero onlineProposify promises to help you create beautiful proposals that close deals. It’s where design meets business, with a gallery of free, customisable templates that get the full electronic treatment — document analytics, electronic signatures, messaging.

Proposify also integrates with a boatload of third party apps, including Salesforce, Zoho CRM, Hubspot CRM, Harvest, Basecamp, and the cloud accounting apps Quickbooks, Xero and Freshbooks. Next on the list: PayPal, Dropbox, Trello, Slack, Asana, and more.

Pricing begins at $25 per month for individuals (5 active proposals) or $75 per month for unlimited users (50 active proposals).

Better Proposals

Better Proposals will help smaller businesses create beautiful proposals, just like Proposify; they’ll also close deals. The difference? Template design is limited, the analytics aren’t as in-depth, there’s no messaging built into the platform, but the pricing is more affordable. You get what you pay for.

It’ll integrate with Salesforce, Hubspot CRM and Zoho CRM, as well as payment provider PayPal; no accounting software integrations, though.

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We will help you keep abreast of new and emerging technologies for doing business better. As part of our Updates and Additions policy, any new content we add is yours’ FOR FREE as a current EzyLearn student. 

Interested in finding out about more Xero-integrated apps to help you manage your project more efficiently? See our recent blogs where we review for you and come up with a list of pros, cons and prices: Best Xero-Integrated Time Management Apps and Best Xero-Integrated Project Management Apps.


learn online training Xero courses videos for less

Our Xero online training courses include EVERYTHING for ONE LOW PRICE. Furthermore, if you select our Lifetime Membership option, you’ll have LIFETIME access to our ongoing course updates. All EzyLearn courses are accredited by the Institute of Certified Bookkeepers (ICB) and can be counted towards Continuing Professional Development (CPD) points. Find out more about our Xero online training courses.