Xero CRM Telephony Integration

Xero CRM Telephony Integration

Automate all your accounts in one platform. Avoid data leaks and enable consistent messaging. Get started with your Xero (Accounting Software)Integration today.

System Characteristics

Application Information:

Manufacturer: Xero

Application: Xero (Accounting Software)

Market: Accountancy

Other Information:

Operating System: Windows

Installation Options: Mandatory remote installation required.
Product: Go Integrator sipdesk

Integration Type

Client Add-in

Add-in Classification

Controlled

Product/License Type

Unite

Supported Features (related to latest supported release)
Address book search
Caller details preview
Click to dial via Communicator for sipdesk
Click to dial via business application
Manual screen pop
Auto screen pop
Automatic call activity logging
Manual call activity logging
Additional features
Integration with Notes

Notes / Advisories

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

References

  1. Xero (Accounting Software) (Product Website)
  2. Xero (Manufacturer Website)

See how Xero (Accounting Software) Telephony Integration can transform
your business.

A sales advisor will contact you for a personalized, informative demo on the key features and benefits of a cloud phone system.