Keep your inventory up to date by synchronising your stock levels.
Synchronise contacts and customers between your applications.
Replicate your invoices and save your important data.
Keep control of your accounting by exporting your transactions.
Pipedrive provides sales personnel full visibility of different sales pipelines. An interface displays the progress stages for each deal with the complete details for next actionable items. The activity & goal feature allows users to track the pending activities in each pipeline. Pipedrive also offers custom sales reporting tools to monitor individual and team level targets, analyze sales data and generate visual reports.
Pipedrive's mailing system seamlessly integrates with multiple email service providers including Outlook, Gmail and Yahoo. Users can send and receive emails from multiple accounts using their Pipedrive account. The solution also integrates with various leading CRM tools to transfer contact details, communication history and other information across applications. Apart from these, the solution also integrates with Google Maps, MailChimp, Trello and Zapier.
Bank transactions are all automatically imported and coded. Online bill pay helps keep track of spending and stay on top of bills due, improving relationships with the vendors by providing critical business materials.
Synchron offers a accounting to accounting solutions, with Wave or Quickbooks, but Xero offers user support and integration with a larger variety of systems, including ADP, Bill.com and Vend.
Tips to integrate Xero and Pipedrive easily
Xero is a web-based accounting system designed for small and growing businesses. Xero connects small businesses with their trusted advisors and provides business owners with instant visibility of their financial position.
Pipedrive is a simple CRM tool that helps you get more qualified leads and grow your business faster.