Connect Your CRM to Xero: Automate Invoicing and Payments
Your team is retyping won deals into Xero by hand. One client cut that from six hours a week to one, started getting paid nine days sooner, and recovered R117,000 in year one.
All Integrations
CRM Integrations
We build custom CRMs for specific industries, migrate teams off platforms that no longer fit, and connect your CRM to accounting, full CRM↔ERP bidirectional sync (customers, products, orders, credit limits, and inventory with SAP Business One, Sage X3, Dynamics, and Odoo), email including Gmail API and Microsoft Graph Outlook logging plus automatic email-to-deal association for forecast and coaching, Google and Outlook calendar sync with meeting auto-logging, embedded website booking widgets that create CRM leads on confirm, WhatsApp, VoIP telephony, World-Check sanctions screening, and the rest of your stack. That includes offline mobile apps for field sales, multi-currency deals with ZAR pipeline consolidation, territory management with automatic lead assignment, multi-location and franchise CRM with HQ roll-up reporting and location-scoped pipelines, Shopify and WooCommerce ecommerce sync that unifies online orders with showroom conversations, CRM-connected customer portals for live order status, invoices, tickets, and documents, DocuSign and HelloSign (Dropbox Sign) send-from-CRM with live signed-status sync, field-level change history with immutable audit logs and exportable evidence packs, independent CRM backup with point-in-time recovery beyond native recycle bins, document management that keeps proposals and contracts on the deal record, instant branded PDF quotes, sales proposals, and invoices from deal fields, Closed Won contract PDF generation into e-sign-ready templates, governed template libraries with merge-field auto-populate, duplicate detection and smart merge rules including cross-system fuzzy matching with survivorship merges, AI deal-outcome predictions and next-best-action recommendations, deal alerts and inbound lead SLA notifications, dual B2B/B2C architecture for hybrid go-to-market teams, custom-field architecture that stays fast, search and saved views reps actually use, ops-facing CSV import/export, and performance work when contact volumes grow from tens of thousands into the hundreds of thousands. Whether you need a new system from scratch, a structured move off Salesforce or spreadsheets, embedded FICA screening so sales never leaves HubSpot or Salesforce, GDPR consent and DSAR tooling for EU buyers alongside POPIA, or two-way sync that keeps deals, invoices, and contacts current across tools, we handle the full lifecycle with South African compliance (POPIA, SARS, ZAR) built in.
Custom CRM Development
Purpose-built CRMs for real estate, recruitment, law, finance, healthcare, construction, insurance, automotive, manufacturing, nonprofits, SaaS, professional services, education institutions, and travel and tourism agencies. Covers pipeline design, data modelling, custom-field architecture, full-text search and saved views, offline mobile with GPS and signatures, multi-currency deals and ZAR reporting, territory and sales-region assignment, multi-location and franchise CRM with HQ roll-up reporting, location-scoped pipelines, and shared customer visibility across branches, Shopify and WooCommerce ecommerce CRM sync with online-offline clienteling, CRM-connected customer portals for order status, invoices, tickets, and documents, DocuSign and HelloSign (Dropbox Sign) send-from-CRM with live signed-status sync, field-level change history with immutable audit logs and exportable evidence packs, CRM document management for proposals and contracts, instant branded PDF generation from deal fields including same-day sales proposals, Closed Won contract PDFs into e-sign-ready templates, governed template libraries with CRM merge-field auto-populate, duplicate detection with smart merge rules, B2B vs B2C dual-motion architecture (account hierarchies and buying committees vs high-volume lifecycle segmentation), AI deal-outcome predictions and next-best-action recommendations, deal alerts with stale-deal flags and inbound lead SLA notifications, Google/Outlook calendar sync with meeting auto-logging and follow-up CRM tasks, VoIP click-to-call and call logging, CSV import/export and bulk ops, performance optimisation at scale, reporting dashboards, WhatsApp, POPIA and GDPR consent/DSAR tooling, and build-vs-buy analysis.
CRM Migration
Structured moves off Salesforce, HubSpot, Pipedrive, Zoho, Dynamics 365, Monday.com, Airtable, Notion (wiki databases used as a makeshift CRM), Trello (Kanban sales boards used as a pipeline), VTiger, SugarCRM / Sugar Sell, Odoo CRM (including all-in-one ERP untangling that keeps accounting and inventory in place), Bitrix24, Freshsales, Insightly (opportunity-to-project continuity), Copper (Google Workspace exits where email bodies and activity history split across Gmail and Copper), Close CRM (call, email, SMS and sequence timelines), South African local platforms (BluWave, Softline/Pastel-linked CRMs, MahalaCRM, and custom ZA CRMs with VAT numbers, SA ID formats, local bank details, and POPIA consent), spreadsheets, Access, and legacy databases. Covers realistic phase calendars (vendor two-week promises vs a typical 2–6 month programme), stakeholder RACI and migration governance with an executive sponsor plus sales, marketing, support, finance, and IT ownership locked before cutover, vendor evaluation, API vs CSV approach selection (relationships, attachments, deltas), ETL and iPaaS tool selection (Talend, Fivetran, Informatica vs native wizards, Data Loader, and custom scripts), pre-cutover staging and sandbox environments with representative-data dry runs and object-count reconciliation before production touch, data cleaning, field mapping, picklist and dropdown value mapping (Industry, Lead Source, Deal Stage alignment, Salesforce restricted picklists, HubSpot property option limits), first- and last-touch UTM preservation with Campaign Member timeline rebuild and locked original-source properties so marketing ROI survives cutover, External ID and old-to-new ID mapping tables for relationship rebuild, validation, and rollback, record ownership transfer (OwnerId to active user email, inactive/departed-user successor rules, territory-aligned ownership, and commission/credit continuity at cutover), multi-currency FX policy (historical vs spot rates, corporate rate tables, locked closed-won converted amounts, and ZAR board-pack validation), timezone-aware date conversion (Created Date day-shifts, SAST vs UTC timestamps, SLA clock integrity), custom-module preservation, suite and dialler history extraction, email conversation and thread migration (Gmail/Outlook backfill vs native CRM log export), notes/tasks/call activity timeline preservation, attachment and file migration with storage mapping and URL rewriting, report and dashboard recreation with formula/filter inventory and same-period KPI validation, HubSpot workflow and list inventory plus Outreach sequences, Salesloft cadences, and Salesforce Sales Engagement cadences with step timing, templates, enrolment conditions, A/B variants, and mid-cadence handoff rebuilt before cutover, role mapping, permission-set redesign, sharing-rule rebuild, and pre-go-live access testing so least privilege lands without locking out sales, Pipedrive deal-centric to HubSpot contact-centric remapping, role-based user training and change management for adoption, parallel running, rollback planning, and post-go-live validation. Also covers archive-vs-migrate retention (recent closed-won stay live; older closed deals and inactive contacts go to a searchable cold archive), API rate-limit and Bulk/batch pacing so weekend cutovers do not stall on 429s, marketing list and segment transfer with subscription-status timestamps and global suppression/opt-out continuity before first send, multi-year historical analytics export to a warehouse or BI tool before the old CRM is cancelled, and post-migration decommission (licence cancellation, orphaned integration shutdown, archival handoff, and stopping dual-system spend).
CRM to Accounting
Two-way sync between your CRM and Xero, Sage, QuickBooks, FreshBooks, MYOB, Zoho Books, or NetSuite. Automates invoicing, payment tracking, credit notes, commissions, revenue reconciliation, and multi-currency handling with full audit trails. Also covers full CRM↔ERP bidirectional sync of customers, products, orders, credit limits, and inventory with SAP Business One, Sage X3, Dynamics, and Odoo, beyond contact-only or invoice sync.
CRM Backup & Disaster Recovery
Independent CRM snapshots and point-in-time recovery for Salesforce, HubSpot, and Dynamics that close native recycle-bin gaps: accidental deletes, mass overwrite, ransomware, and retention limits that leave customer relationships unprotected.
CRM Compliance Screening
Embed LSEG World-Check sanctions and PEP screening in HubSpot, Salesforce, Dynamics, or Pipedrive deal and contact workflows so sales screens without leaving the CRM and compliance gets status sync-back with an audit trail.
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