Act CRM for Xero

What is CRM?

CRM is an acronym for Customer Relationship Management. All the information relating to a customer forms the basis of a customer relationship package including information in your accounting system, email correspondence and other documents.

CRM is about process – it is about how a business deals with its customers

Today CRM is the term generally used to reference CRM software, this however is merely the tip of the iceberg. At its heart, CRM is much more than a technology product; CRM is about process – it is about how a business deals with its customers.


  • Import and Export Xero contact records into Act!

  • Link any Act! contact(s) to an existing Xero customer or supplier record

  • Create and Update a Xero contact record

  • Create customer and supplier invoices from within Act!

  • Create supplier purchase order

  • Filtered view of invoices that are familiar to Xero users

  • View, email, print, or save invoice PDF to Act! history and documents

  • Customisable Field Mapping between Act Contact fields and Xero

  • Restrict individual Act user access to Xero Link function and operations with easy to use User Access Control

  • Invoice multi-currency and branding theme support

  • Converts opportunity to Xero invoice

  • Use an Auto Link Wizard to easily links between your existing Act! and Xero contacts

  • Apply payment to an invoice

  • Import Xero inventory items to Act! for Time and Billing integration

  • And more..

Pricing and Downloads


Starts from US$35*

One User
Per month

Billed annually

*includes subscription for both Act! and Xero Link

Act! Premium v20

Fully featured for 30 days

Xact Link for Xero

Fully featured for 14 days.


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