integración

FiveCRM y Xero

Streamline your operations and get the most out of both FiveCRM and Xero with our seamless integration. Data entry is a thing of the past - enjoy the benefits of automated data syncing to save time and energy that can be put towards more important tasks. Get on board with FiveCRM and Xero today for improved customer management and efficient operations.

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acerca de Xero

Xero is an accounting software that helps small businesses streamline their processes and automate accounting tasks. Its easy-to-use interface simplifies day-to-day bookkeeping and can even be used to track expenses and generate financial statements. With Xero, small businesses can save time on accounting by automating tasks, reducing paperwork, and staying compliant with payroll requirements.

ícono de cadenaIntegración Nativa ícono de nubeIntegración Nativa

beneficios de la integración

  • Increased productivity: Integrating FiveCRM and Xero allows small businesses to significantly improve efficiency while eliminating tedious manual data entry. This integration streamlines the process of entering data into both systems, saving time and reducing possible errors. As a result, businesses can reap the benefits of having accurate data in both systems quickly and with minimal effort. The integration also lets businesses take advantage of advanced features in both platforms without needing to switch between them. With FiveCRM and Xero working together, businesses can achieve more with less effort.
  • Make better financial decisions with ease: Integrating FiveCRM with Xero provides businesses with a comprehensive overview of their financial data in one place. This allows for accurate tracking of revenue, expenses, and profits, simplifying the process of staying up-to-date on financial performance. With the integration, businesses can also get real-time updates on their financials, making it easy to make decisions based on current trends without manually monitoring them. The integrated solution makes managing finances easier for businesses of all sizes, allowing them to stay ahead of their competition.
  • Customizable for how you work: Integrating FiveCRM with Xero gives businesses an all-encompassing view of customer relationships and financial data. This allows businesses to make informed decisions based on customer relationship management and current financial performance. With the integrated solution, businesses can obtain real-time updates on their financials without manually monitoring them, making it easier to track revenue, expenses, and profits. The integration also simplifies managing customer relationships and staying on top of finances for businesses of all sizes.

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detalles

Preguntas Frecuentes

Firefox, Internet Explorer y Google Chrome son todos compatibles con FiveCRM.

Para leer las configuraciones recomendadas para cada uno, visita nuestro centro de ayuda y navega a solución de problemas y configuraciones recomendadas del navegador.

Eliminar las cookies de Internet resolverá varios errores comunes en tu sistema.

Vaciar la caché de Internet elimina todas las copias almacenadas de páginas web, scripts, imágenes, etc. en tu PC local. Esto puede ser especialmente útil después de que se haya aplicado una actualización al sistema.

El método para eliminar cookies y caché es específico para diferentes navegadores. Para obtener pasos detallados para tu navegador, visita nuestro centro de ayuda y navega a solución de problemas y eliminación de configuraciones del navegador.

FiveCRM funciona con cualquier sistema operativo capaz de ejecutar un navegador compatible.

Esto incluye:

  • - Windows XP/Vista/7/8/10 y futuras versiones de Windows
  • - Mac OS X y Linux.

Puedes contactar con el soporte al cliente de FiveCRM de varias maneras.

Puedes aumentar la cantidad de licencias que tienes con FiveCRM en cualquier momento. El método para lograrlo depende de tu método de pago.

Si pagas manualmente, es decir, con tarjeta de crédito cada mes, entonces puedes agregar licencias navegando a la opción del Menú Acerca de y seleccionando Gestionar Suscripción/Usuarios. El sistema ofrece la opción de agregar usuarios al mes actual o agregar meses.

Si pagas por cualquier otro método, puedes aumentar tus licencias contactando a Atención al Cliente.

Se puede realizar capacitación adicional para clientes de forma individual o grupal.

Para programar una sesión de capacitación, contacta a tu gerente de cuenta o representante de éxito del cliente.

¿Más preguntas? Recursos adicionales se pueden encontrar en nuestro: Portal de Soporte, Perfil de LinkedIn, y Canal de YouTube.

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