FiveCRM and Xero

Streamline your operations and get the most out of both FiveCRM and Xero with our seamless integration. Data entry is a thing of the past - enjoy the benefits of automated data syncing to save time and energy that can be put towards more important tasks. Get on board with FiveCRM and Xero today for improved customer management and efficient operations.

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about Xero

Xero is an accounting software that helps small businesses streamline their processes and automate accounting tasks. Its easy-to-use interface simplifies day-to-day bookkeeping and can even be used to track expenses and generate financial statements. With Xero, small businesses can save time on accounting by automating tasks, reducing paperwork, and staying compliant with payroll requirements.

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integration benefits

  • Increased productivity: Integrating FiveCRM and Xero allows small businesses to significantly improve efficiency while eliminating tedious manual data entry. This integration streamlines the process of entering data into both systems, saving time and reducing possible errors. As a result, businesses can reap the benefits of having accurate data in both systems quickly and with minimal effort. The integration also lets businesses take advantage of advanced features in both platforms without needing to switch between them. With FiveCRM and Xero working together, businesses can achieve more with less effort.
  • Make better financial decisions with ease: Integrating FiveCRM with Xero provides businesses with a comprehensive overview of their financial data in one place. This allows for accurate tracking of revenue, expenses, and profits, simplifying the process of staying up-to-date on financial performance. With the integration, businesses can also get real-time updates on their financials, making it easy to make decisions based on current trends without manually monitoring them. The integrated solution makes managing finances easier for businesses of all sizes, allowing them to stay ahead of their competition.
  • Customizable for how you work: Integrating FiveCRM with Xero gives businesses an all-encompassing view of customer relationships and financial data. This allows businesses to make informed decisions based on customer relationship management and current financial performance. With the integrated solution, businesses can obtain real-time updates on their financials without manually monitoring them, making it easier to track revenue, expenses, and profits. The integration also simplifies managing customer relationships and staying on top of finances for businesses of all sizes.

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Frequently Asked Questions

Firefox, Internet Explorer and Google Chrome are all compatible with FiveCRM.

To read recommended settings for each, please visit our help centre and navigate to troubleshooting and recommended browser settings.

Deleting Internet Cookies will resolve a number of common glitches in your system.

Emptying the Internet Cache removes all stored copies of Web Pages, Scripts, Images etc on your local PC. This can be especially useful after an update has been applied to the system.

The method for deleting Cookies and Cache is specific to different Browsers. For detailed steps for your browser, visit our help centre and navigate to troubleshooting and deleting browser settings.

FiveCRM works with any operating system capable of running a supported Browser.

This includes:

  • - Windows XP/Vista/7/8/10 and future Windows releases
  • - Mac OS X and Linux.

You can contact FiveCRM customer support in a number of ways.

You can increase the amount of licenses you hold with FiveCRM at any time. The method of achieving this is dependent on your payment method.

If you pay manually, i.e. by credit card each month, then you can add licenses by navigating the Menu option About and selecting Manage Subscription/Users. The system gives an option to add Users to the current month or add months.

If you pay by any other method you can increase your licenses by contacting Customer Support.

Additional customer training can be conducted on an individual or group basis.

To schedule a training session, contact your account manager or customer success representative.

More questions? Additional resources can be found on our: Support Portal, LinkedIn Profile, and Youtube Channel.