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By Use Case
Simplify invoicing with Freshsales and Xero.
Freshsales is an intuitive, easy-to-use CRM that your sales force will love. With AI-based lead scoring, built-in phone, email, activity capture and more, you can now stop juggling between multiple tools and start selling faster and more importantly, smarter.
The Freshsales - Xero integration combines the benefit of two popular, powerful tools — invoicing with Xero and CRM with Freshsales.
Click here to start a 21-day free trial of Freshsales.
Xero is a world-leading online accounting software built for small business.
Find out more or try Xero Accounting Software for free.
The Xero integration in Freshsales will allow you to view invoices within Freshsales, search for Xero invoices in Freshsales, search your Xero invoice without leaving Freshsales, pin invoices for easy access, and get a summary of receivables for your leads, contacts, accounts, and deals.
Learn how to integrate Xero with Freshsales
View all the open and paid invoices of a lead or a contact under the Xero integration widget.
Search for Xero invoices using invoice IDs. Filter invoices based on date ranges to get a quick history of invoices associated with the customer.
Get a summary of the total outstanding balances in Xero for each account or deal in Freshsales. Use the paid and unpaid invoice filters for a drill-down view.
“For the past several years, it's been difficult to get our sales team to use our clumsy, difficult-to-understand CRM (myself included). In less than an hour, I had all of our leads imported and the system figured out. It actually makes sales fun again.”
“With the Freshdesk Integration, Freshworks CRM (formerly Freshsales) has taken the sales side of our business a step forward. My support staff can see a full picture of a customer - deals, customer details and activities. It has both sides of our business talking again!”
“Our sales people used to spend a lot of time before the call to analyze the prospect's need and behaviour using multiple sources. Today, Freshworks CRM (formerly Freshsales) provides all those insights in a single screen enabling us to move quickly and close deals easier.”
“Freshworks CRM (formerly Freshsales) allows us to focus on converting our leads. The interface is so intuitive that our new sales staff do not require training on how to use it, they just hit the ground running.”
“I really like that this CRM tool integrates with Freshdesk and I am a fan of the "open email alert". I am also impressed with the service that I have received at Freshworks CRM (formerly Freshsales); I had a suggestion for the software and the support team immediately jumped on a call with me to figure out a solution.”
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