Xero CRM integration

Make Money While Making Friends

Go beyond invoices. Build better relationships.


Integrate Xero & Batchbook

Get more done by keeping everything connected.

  • Record important information.
  • Assign customer-specific to-dos.
  • Keep track of your conversations.

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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.

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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.

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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.