Act CRM for Xero
 
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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
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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.

Features

  • 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

Download
Fully featured for 30 days
 

Xact Link for Xero

Download
Fully featured for 14 days.

 

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