BriteBiz & Xero

Are you looking for a smart CRM that handles your sales, client communications, payments and integrates with Xero? Then you’ve come to the right place. BriteBiz is the most advanced Xero-CRM integration available.

What makes us different? Check out the reasons below.

One Click Sync with Xero

Automatic Xero contact integration (no manual sync required).

Invoicing from BriteBiz

Create line item invoices in your CRM using the product codes and tax rates from Xero. These invoices automatically carry over into Xero.

Process Payments in BriteBiz or Xero

Process payments in either BriteBiz or Xero. Payments in either system are automatically reconciled. You can also provide a secure client portal for client login and payment.

Process Deposit or Advance Payments

Process deposit or advance payments against a deal, holding the advance payments on the balance sheet in Xero until the final payment is processed.

Manage Credit Control in BriteBiz

Manage credit control in BriteBiz, a powerful feature that allows you to view every deal and see what is outstanding.

Rory Finnegan

Managing Director

Beyond Accounting

Xero Platinum Partner

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

 

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FULL TWO-WAY LIVE INTEGRATION

We are not ones to boast, but sometimes you have to lay it on the table. BriteBiz is the only CRM in the marketplace that has a full two-way live integration with Xero.

WHAT IS XERO?

Xero is easy to use online accounting software that’s designed specifically for mall businesses. It’s all online, so you can work when and where you want to. Just login with your PC, Mac mobile.

Ready to get started?

Get in touch, or schedule a demo