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.”.
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.
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