BriteBiz

World’s #1 CRM, Sales & Workflow tool for SMBs

BriteBiz CRM for Quickbooks & Xero

Sell More. Do More. Bill More.

The two core functions in any business are accounts and sales. These systems are often isolated from each other, meaning a huge loss in productivity.

BriteBiz streamlines back-office processes to grow small-and-medium businesses.

Sales automation, digital documents, quotes, invoicing, contracts & payments. Full accounts integration. Done. All in BriteBiz.

BriteBiz Sales Automation Feature

SALES AUTOMATION

Develop a sales process that is streamlined, repeatable and automated. No more manual work required.

BriteBiz Analytics Feature

ANALYTICS

See more than just basic management reports. Complete advanced customer analytics in BriteBiz. Imagine Excel in the cloud.

BriteBiz integrates with Xero, Quickbooks, PandaDoc, MailChimp & Stripe

INDUSTRY LEADING INTEGRATIONS

Beyond Xero & Quickbooks, BriteBiz also integrates with PandaDoc, MailChimp & Stripe.

BriteBiz Beautiful Digital Docs feature

BEAUTIFUL DIGITAL DOCS

From beautiful proposals that close fast to full contract lifecycle management. All managed from within BriteBiz.

BriteBiz Quotes & Invoicing Feature

QUOTES & INVOICING

Create, manage, and share custom quotes and raise line-item invoices right from BriteBiz, two-way syncing into Xero & Quickbooks.

BriteBiz Payments Feature

PAYMENTS

Request & receive payments, enabling clients to download receipts at the click of a button.

BUILT TO SCALE WITH YOU

With all of your core processes ; sales, operations and billing managed within BriteBiz, you can scale safely. No more confusion, no more moving between different systems, no more wasting time. Everything is streamlined in one place – from hello all the way to final payment.

Manage sales, operations & billing in one place

What our Users Say

CRM for Quickbooks Quote | John Masterson

“Integrating BriteBiz and Quickbooks has been transformational.”

John Masterson, Director of Sales, Ag-Grid

Integrating BriteBiz & Xero Dez Carpenter

“We have enjoyed 40% year-on-year growth since integrating BriteBiz and Xero.”

Dez Carpenter, General Manager, Bentley Productions

“I wanted to let you know that we are loving the Britebiz system. It’s making a huge difference in keeping us organized, and your support team is remarkable.”

Adrianna DiNapoli, Director of Business Development, The Briarcliff Manor

Powerful CRM for Xero Rory Finnegan

“BriteBiz is the most powerful Xero-CRM integration I’ve seen.”

Rory Finnegan, Managing Director, Beyond Accounting Xero Gold Partner

Combine cloud accounting platform with CRM

Easy As 1…2…3…

In order to thrive, small-to-medium businesses need an integrated eco-system of cloud solutions that allow them to streamline their entire business. Combining BriteBiz with industry leading cloud accounting platforms – Xero & Quickbooks – its never been easier to have a fully integrated business system for your business.

Empower & Connect Sales

Empower and Connect Sales & Accounts

Our one click sync with Xero & Quickbooks ensures that sales and accounts are connected and empower, ensuring your team can avoid unnecessary admin and focus on what matters.

Automation is a key feature of BriteBiz

Automation

One day a week per employee is lost to tasks that could be automated. 80% productivity gains can be achieved through the automation of everyday tasks with BriteBiz.

Ready to get started?

Get in touch, or schedule a demo