Looking For Some Customization ?
A closer look at Xero Module
XERO Integration module for Perfex CRM allows you to synchronize your Invoices & Payments with XERO. Here are some main features of the XERO module:
Easy integration
Just create a new XERO account and connect your Perfex CRM with XERO.
Sync Invoices Instantly
You can instantly sync your paid invoices to XERO right from your invoices page.
Upload Automatically or Manually to XERO
You can select whether to upload invoices / payments Automatically OR Manually to Xero.
The Perfex Xero module allows you to manage invoices, import all payments related details and manage your contacts’ details from Perfex dashboard.
The Perfex CRM Xero plugin does not require any coding at all and it can be installed in a few minutes.
Enjoy the smoothly running, bugs free module which helps you stay on top of your accounting stuff
If you don’t have a Xero account, create one and integrate it with Perfex CRM and all your data will be immediately synchronized.