Please incorporate Xero accounting software in Salesmate. Tens of Thousands of businesses use Xero as their accounting package such as my business and many other CRM platforms have Xero integration such as Pipedrive and Sales Force. This would, in my opinion help gain many new customers in Salesmate who use Xero as it would make life a lot easier with invoicing.
This feature is added inside our grooming list.Comment actions
I agree. Xero (invoicing in general) integration is important
Meanwhile, as you work on such an integration, please make products feature more robust. Currently its a joke (sorry, brutal but true)
I can't even search / filter companies or contacts that have purchased a product (based on me adding a product to a deal that is linked to either a company, contact, or both).
It's basically useless.
For example, I want to create filter that shows me all companies (customers) who purchased a specific product (ex: had a product tied to a deal they won) so I can thank them or hit them up to renew the same product. Currently the only way to do this if to go to products, view it , then look for "related deals" in the product, etc. This is not good enough. We need to be able to do this from all list pages such as companies, contacts, and/or deals.
It's essential, otherwise products as its currently implemented is incredibly weak and far too lightweight. Seems like it was added simply to show it in the features list on your website. Please give us real use for enabling the products module.
I realize that a zero integration will take some time, hence this is why I am proposing you upgrade the products module so in the meantime we can at least use that as a means of tying purchase data to our CRM more efficiently.
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