Integrate Xero & Batchbook
Get more done by keeping everything connected.
- Record important information
- Assign customer-specific to-dos
- Keep track of your conversations
Full Relationship Details
See everything you know about your customer in one place, from the first email to that final payment!
- View open invoices and see which contacts are overdue
- Assign to-dos to follow up on open invoices
- Record your conversations, including emails and phone calls
- Get to know customers by seeing what they are up to on social networks
Get Your Team Involved
Empower your team with the information they need to provide great customer service.
- Give your team high-level invoice information without sharing access to your sensitive financial data
- Get to all of your Xero-related tasks right from the dashboard
Build Lasting Relationships
Stay in touch with your customers. Keep them coming back for more.
- Reconnect with customers you haven’t talked to in a while
- Mark your favorite customers as Champions so you can show them more love