Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.
Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.Customerly Integrations
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Triggered when you add a new bill. (Accounts Payable)
Triggered when you add a new contact.
Triggered when you receive a new payment.
Triggered when a new quote is created.
Triggered when you add a new sales invoice. (Accounts Receivable)
Triggers when a new lead is created.
Triggers when a new user is created.
Transfers money between two bank accounts.
Creates a new bill (Accounts Payable).
Creates a new credit note for a contact.
Creates a new quote draft.
Applies a payment to an invoice.
Creates a new purchase order for a contact.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new item or updates a item if a product already exists.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Xero is a cloud accounting software that allows users to record their financial transactions in an electronic format. It was founded by Chris Riddell and Rod Drury in 2006, who previously worked for Xero’s competitor, MYOB. Xero has since grown rapidly in its user base, as well as its revenue.Xero offers five different packages for companies to use. Starter, Basic, Premium, Plus, and Advanced. The Starter package costs for $20 per month and includes up to three transactions per month and 100 customers, which can be upgraded to the Basic package for $30 per month that includes up to 50 invoices and 1,000 customers, which can be upgraded to the Premium package for $50 per month that includes unlimited invoices and 5,000 customers. Users can also upgrade to the Plus package for $300 per month that includes unlimited transactions and 25,000 customers, or the Advanced package for $900 per month that includes unlimited transactions and 100,000 customers.Xero has earned over $200 million in revenue from its users in 2017.Customerly is a cloud accounting software that allows businesses to optimize their customer relationship management by using analytics and artificial intelligence. The company was founded in 2015 by Jasper Zalm, who previously worked at Xero and Quickbooks. Customerly has attracted over 500,000 users since its launch.Customerly offers two packages for companies to use. Starter and Pro. The Starter package costs $10 per month and includes up to 20 contacts while the Pro package costs $25 per month and includes up to 200 contacts. Other features include a contract tracker, multiple CRM integrations, email marketing integrations, numerous marketing automation tops for sales teams, and more.Customerly reports that they raised over $7 million in revenue in 2017.Both Xero and Customerly have been featured on CNBC, Bloomberg Businessweek, Forbes, Inc Magazine, TechCrunch, The Next Web, Channel News Asia, The Straits Times, The Australian Financial Review, SmartCompany.com.au, CNN Money, Yahoo! Finance, TechInAsia.com, SmartCompany.com.au, and Huffington Post.The integration between these two companies allow businesses to get access to Customerly’s analytics and artificial intelligence capabilities directly within Xero’s cloud accounting software.The integration between Xero and Customerly is done through an application programming interface (API. An API allows companies to share data with one another without having to go through a third party service or company. This integration allows businesses that are using Xero to access the analytics features of Customerly directly within its cloud accounting software. This integration allows users to monitor how customers are interacting with their company through metrics like conversion rates and churn rates. Through these metrics businesses can make better decisions about how they market to their customers based on data instead of assumptions made by individuals within the company. This integration can also help businesses learn more about their customers by asking them questions directly from within the Xero application. For example, a business may want to know why a customer canceled their subscription with the company. With this integration businesses can ask their customers directly from within their cloud accounting software instead of having to send surveys out via email or calling them on the phone. This integration can also help businesses find out what products their customers want through ppls within the application. For example, if a business wanted to know which product they should develop next they could ask their customers directly from their cloud accounting software instead of sending out surveys on social media or emailing them asking them what products they want to see developed next.This integration can also help businesses increase the productivity of their employees by allowing them to receive notifications when a customer has requested something from them. For example, if a customer posts a request for a refund on a social media post then an employee can immediately get notified about it through their Customerly account within their Xero application. This notification will allow the employee to respond quickly to the customer’s request so they don’t have to go through the hassle of finding out about it later from someone else or having to check multiple websites for information about it. This integration also allows customers to communicate with each other through their interactions with your business. For example, if a customer had issues with the product they had purchased then your business could create a survey asking them why they were unsatisfied with it or what improvements they would make to it if there was a way they could improve it themselves. This would give you information on what your customers think about your products so you can make better decisions when creating new ones or improving existing products based on their feedback on it.
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