Powerful CRM and Accounting Integration for Modern Businesses

Salesboom Cloud CRM is fully integrated with Xero, the leading cloud accounting software for small businesses.

This powerful combination creates a unified system that synchronizes customer data in real-time between the CRM and accounting databases, eliminating duplicate data entry and reducing errors.

With Cloud CRM integrated with accounting in the cloud, even small businesses can afford an enterprise-grade system to manage their entire operation with just one or two logins. No more switching between disconnected systems or manually transferring information between platforms.

Stay in your user interface of choice and keep sales quotations, timesheets, and invoicing tightly integrated between the CRM and accounting systems. Whether your team prefers working in Salesboom or Xero, data flows seamlessly between both platforms automatically.

Xero provides online accounting software that manages invoicing, bank reconciliation, bookkeeping, and more. When combined with Salesboom's comprehensive CRM capabilities, businesses gain complete visibility across sales, service, and financial operations.

Real-Time Data Synchronization Across Your Business

The Salesboom-Xero integration delivers powerful capabilities that streamline operations and improve efficiency across your organization.

Unified Customer Data Management

Update contact information for contacts and accounts in the CRM and have customer data automatically synchronized between Salesboom and Xero. Changes made in either system are reflected instantly, ensuring your teams always work with accurate, up-to-date information. No more data discrepancies or duplicate records.

Seamless Quote Generation and Management

Generate quotes in Salesboom or in Xero as you prefer. The quotes are automatically replicated from the CRM to Xero and vice versa, giving both sales and accounting teams immediate visibility. Sales teams can create professional quotes in the CRM, while accounting can access them directly in Xero for invoicing and financial tracking.

Integrated Project Tracking and Timesheets

Track projects and timesheets in Salesboom Cloud CRM and/or in Xero. The timesheets and invoices are kept synchronized between both systems, ensuring accurate project costing and billing. Consultants and service professionals can log time in their preferred interface while accounting maintains perfect accuracy for invoicing and profitability analysis.

Automated Invoice Management

Invoices created in either system are automatically synchronized, maintaining consistency between sales records and financial records. This eliminates manual data entry, reduces billing errors, and accelerates the quote-to-cash cycle. Your accounting team always has real-time visibility into sales activities and revenue.

Cloud CRM Integrated with Xero for Every Industry

The Salesboom-Xero integration serves businesses across diverse industries, each benefiting from unified CRM and accounting capabilities.

Retail: Manage customer relationships, inventory, and point-of-sale integration with accounting
High Tech: Track complex sales cycles, recurring revenue, and project-based billing
Non-Profit: Manage donors, grants, and fund accounting in one integrated system
Legal: Track billable hours, client matters, and trust accounting seamlessly
Hospitality & Cafés: Coordinate customer service, reservations, and financial management
Construction: Manage project quotes, change orders, and job costing with integrated accounting
Professional Services: Track time, expenses, and project profitability with automated invoicing
Healthcare: Coordinate patient information, billing, and practice management
Manufacturing: Integrate sales orders, inventory, production, and financial tracking
Real Estate: Manage properties, tenants, commissions, and transaction accounting
Ecommerce & Amazon Sellers: Sync online sales, inventory, and financial records automatically
Startups & Small Business: Affordable enterprise capabilities that scale with your growth
Farming & Agriculture: Track seasonal operations, equipment, and financial cycles
Tourism: Manage bookings, customer experiences, and revenue in one system
Creative Agencies: Track projects, billable hours, and client relationships efficiently

Custom Integration Built and Maintained by Salesboom

Since 2003, we have been developing our software and integrations in-house using our Built-to-Suit model.

Custom integration development and maintenance

Salesboom is a Cloud CRM pioneer—we build and maintain the integration between the CRM and Xero, creating custom solutions with our clients using our Built-to-Suit model.

Unlike third-party integrations that break with updates or lack support, the Salesboom-Xero integration is professionally developed and maintained by our internal team. Over 15 years of building our own integrations between CRM and ERP systems puts Salesboom in a leadership position for providing CRM pre-integrated with accounting software.

Key Advantages of Our In-House Integration:

Direct support from the team that built the integration
Rapid response to Xero updates and API changes
Custom functionality tailored to your business requirements
Deep understanding of both CRM and accounting workflows
Continuous improvement based on customer feedback
No dependency on third-party integration platforms

FastTrack Implementation Program: All-Inclusive Setup

Get up and running quickly with our comprehensive implementation program that includes everything you need for success.

Discovery & Planning

Requirements analysis, workflow mapping, and integration design customized to your business processes.

Configuration

System setup, Xero integration configuration, custom field creation, and workflow automation design.

Data Migration

Import existing customer data, synchronize with Xero accounts, and validate data integrity across systems.

Training & Launch

Comprehensive user training, go-live support, and ongoing optimization to ensure adoption success.

What's Included in FastTrack:

Dedicated implementation manager
Business requirements analysis and workflow design
Complete system configuration and Xero integration setup
Data migration and synchronization services
Custom field and automation development
User training sessions (recorded for reference)
Documentation and knowledge base access
Post-launch support and optimization

FastTrack implementation program workflow

Complete CRM Capabilities Beyond Basic Integration

Salesboom delivers a full-featured CRM platform, not just an accounting integration.

Sales Force Automation

Pipeline management, opportunity tracking, forecasting, territory management, and sales analytics integrated with Xero financial data.

Marketing Automation

Email campaigns, lead nurturing, landing pages, and marketing analytics with ROI tracking tied to Xero revenue data.

Customer Service

Case management, knowledge base, service level agreements, and customer portals with billing history from Xero.

Project Management

Project planning, task management, resource allocation, and time tracking synchronized with Xero for accurate billing.

Business Intelligence

Real-time dashboards, custom reports, predictive analytics combining CRM and Xero financial data for complete insights.

Mobile CRM

Full-featured iOS and Android apps with offline access, enabling field teams to work anywhere with Xero data on the go.

Transform Your Business Operations with Integrated Systems

Organizations using the Salesboom-Xero integration experience measurable improvements across operations.

Eliminate Duplicate Data Entry

Save hours every week by entering customer information, quotes, and invoices once. Data flows automatically between systems, reducing errors and freeing staff for higher-value activities.

Improve Cash Flow Management

Real-time synchronization between sales activities and accounting gives you instant visibility into revenue, outstanding invoices, and payment status. Make better financial decisions with current data.

Enhance Customer Experience

Complete customer history including purchases, payments, and interactions in one place enables personalized service and faster issue resolution.

Accelerate Quote-to-Cash

Streamlined workflows from quote generation through invoicing and payment reduce cycle times and improve revenue velocity.

Scale Without Adding Overhead

Automated synchronization and workflows allow you to grow revenue without proportionally increasing administrative staff.

Gain Complete Business Visibility

Unified reporting across sales, service, and finance provides executives with comprehensive insights for strategic decision-making.

Enterprise-Grade Technology Built for Reliability

Our cloud infrastructure and integration architecture deliver the security, performance, and reliability your business demands.

Bank-Level Security

256-bit SSL encryption, SOC 2 Type II compliance, role-based access controls, two-factor authentication, and comprehensive audit trails protect your sensitive financial and customer data.

99.9% Uptime Guarantee

Redundant infrastructure, automatic failover, and 24/7 monitoring ensure your integrated systems are always available when your team needs them.

Lightning-Fast Performance

Optimized database queries, intelligent caching, and CDN delivery ensure sub-second response times even with large data volumes and concurrent users.

Automated Backups

Daily automated backups with point-in-time recovery capability ensure your data is protected and recoverable in any scenario.

Open API Architecture

RESTful APIs enable custom integrations with other business systems beyond Xero, giving you flexibility to build your ideal tech stack.

Scalable Infrastructure

Start small and grow without limits. Our cloud infrastructure scales automatically to handle increased users, data volume, and transaction processing.

Proven Success Across Industries and Business Sizes

Thousands of businesses worldwide trust the Salesboom-Xero integration to run their operations efficiently.

Professional Services Firms

Use the integration to track billable hours in Salesboom's project management module while Xero handles invoicing and accounts receivable. Time entries flow automatically from CRM to accounting, ensuring accurate billing and eliminating timesheet reconciliation.

Retail Operations

Synchronize customer purchases, loyalty programs, and inventory movements between the CRM and Xero accounting. Sales data flows from point-of-sale through CRM to financial reporting, providing complete visibility into customer lifetime value and profitability by product line.

Construction Companies

Manage estimates, change orders, and project costs in Salesboom while Xero handles job costing, payroll, and financial statements. The integration ensures accurate project profitability tracking and eliminates disputes over billing.

Healthcare Practices

Coordinate patient information, appointment scheduling, and billing seamlessly. Patient demographics and insurance information in the CRM sync with Xero for accurate claim submission and payment tracking.

Manufacturing Businesses

Integrate sales orders, inventory, production schedules, and shipping in Salesboom with Xero's cost accounting and financial management. The result is real-time visibility into profitability by product, customer, and order.

Non-Profit Organizations

Track donors, grants, and fundraising activities in the CRM while Xero handles fund accounting and compliance reporting. The integration ensures transparent financial management and accurate donor recognition.

Start Your 30-Day Free Trial Today

Experience how integrated CRM and accounting can transform your business operations.

What's Included in Your Trial:

Complete access to Salesboom Cloud CRM features
Xero integration setup and configuration assistance
Sample data and industry templates to get started quickly
Access to our knowledge base and video tutorials
Email support from our customer success team
No credit card required to start
No obligation to continue after the trial period

Next Steps:

Schedule a consultation with our team to discuss your requirements

We'll configure your CRM and set up the Xero integration

Import your existing customer and financial data

Train your team on the integrated system

Go live and start experiencing the benefits

Contact our sales team today to discuss how we can build you the perfect integration between Salesboom CRM and Xero Accounting. Our experts will help you understand exactly how the integration will work for your specific business needs and industry.

Ready to Unify Your CRM and Accounting Systems?

Start your 30-day free trial and experience seamless integration between Salesboom CRM and Xero accounting. Contact our team today to discuss your requirements and see how integrated systems can transform your business operations.

Book a Demo Today Start Free Trial

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