CRM Software With Custom Invoice Generator
Looking for a cloud CRM with Xero integration? Bitrix24 partner CloudXchange has just released Xero app.
This Xero-Bitrix24 connector works both ways, which means that you can create invoice in Bitrix24 and then automatically check for the payment status for the invoice in Xero, or you can create invoice in Xero first and have it added to appropriate CRM record in Bitrix24.
Most CRM systems that integrate with Xero charge you on per users basis and get expensive fast. Bitrix24 CRM plans are for unlimited users. The Xero CRM add on comes with 10 free invoices, additional ones can be purchased from CloudXchange directly.
* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.
Basic Features
- Unlimited users free
- Custom quotes and invoice
- 5GB free online storage
- Web based and on premise
- Unlimited CRM records
- CRM Import/Export
- Flexible access rights
- Free mobile apps for iOS and Android
- API and source code available
Cloud CRM
- Leads/Contacts/Companies/Deals
- Custom sales stages
- Custom fields in CRM
- Quotes and Invoices
- Products and Product Catalog
- CRM activity stream
- Currencies and taxes
Import & Export
- Excel & CSV
- Email to lead
- Call to lead
- Web to lead (external web forms)
- Manual entry
- Mobile entry
Sales Automation
- Custom workflows (business processes)
- Email marketing
- Access rights
- Automatic lead assignment
- Sales funnel
- CRM reports
- Tasks and documents
- Calendar and scheduling
Call Center and Telemarketing
- Incoming calls
- Outbound calls
- Rent local number
- Rent toll free number
- Use your number
- Call recording
- Call forwarding
