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Legrand CRM and XERO work great together!

Our seamless integration with XERO provides quick and easy access to customer sales data from within Legrand CRM.   Your team instantly has the full picture when dealing with customer queries.

Our XERO integration enables you to:-

  • Import XERO contacts and business names into Legrand CRM and sync contacts
  • Create customers in XERO from Legrand CRM
  • Transfer sales invoices and customer payments to Legrand CRM.
    ( Note: this enables your customer service team to more quickly respond when a customer calls with a question regarding a recent purchase they made. )
  • Quickly find customers by amount spent
  • Perform targeted communications based on sales; e.g. send a Thank-You email to all customers who spent more than $1,000 with you last month.

Why a CRM system?

In essence a CRM system is a central database of all the people you do business with — prospects, customers, suppliers, contractors, partners — and all the activities that have taken place with all those people. A CRM system provides business intelligence and business continuity.

Business Intelligence, because a CRM system enables the business owner to keep his/her finger on the pulse of the business – e.g. what has been happening with clients and prospects.

Business Continuity, because information about client relationships and client activities is stored centrally in the CRM database. When a team member leaves that data stays with the business, enabling the next person to easily pick up the thread and continue the relationship with clients.

About XERO

Xero is world-leading online accounting software built for small business.
  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Try Xero for free.