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XERO and CRM

  • 4 posts
  • # 115115

Does anyone have any experience of attaching a CRM package to Xero. We have been thinking about Salesforce and SugarCRM, but would appreciate anyone's thoughts

Many thanks


Gilly

  • Member
  • Practice Licence
  • 119 posts
  • # 115154

I currently use Capsule CRM, which I love. I know this integrates with Xero, but haven't experienced it yet. I am planning to utilise the integration when I move our accounts from QuickBooks.

 

https://capsulecrm.com/

 

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