We just became an approved partner of Xero, the world-leading accounting software provider. Our Salpo CRM + Xero integration provides dynamic contact and activity management, seamlessly blended with the best accounting software on the market.
We partnered Xero to build our comprehensive integration, allowing you to view and report on accounting data within Salpo CRM and sync records across both platforms. After a rigorous process, Xero approved our app to appear in its Partner Marketplace.
With Salpo CRM + Xero you can:
- View Contact billing history and track account balances and invoicing status
- Access and report on transaction data across multiple clients simultaneously
- Create orders within Salpo CRM and push them to Xero to generate invoices
- Sync and share records across both platforms to create cross-team visibility
Read more about our Salpo CRM + Xero integration