What is Freshsales?

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.

 

What is Xero?

Xero is a world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorizes your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero Accounting Software for free.

How does Freshsales CRM work with Xero?

 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

Integrate Freshsales with Xero for a complete
CRM - invoicing solution

View your Xero invoices within Freshsales


View all the open and paid invoices of a lead or a contact under the Xero integration widget. 

Search for Xero invoices without leaving Freshsales

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 receivables for your accounts, contacts, leads, and deals

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.

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