Leads, prospects and quotes live in TabletCRM. The moment a customer actually buys, the transaction flows into Xero on its own — in real time, in both directions, with nothing typed twice.
✓ Real-time two-way sync ✓ No double entry ✓ Xero stays with your accountants
Stays in TabletCRM
Only real transactions arrive
So don’t make it one. TabletCRM handles everything that happens before the sale and everything around it — and hands Xero only what belongs in the books.
A lead is a possibility, not a customer. TabletCRM only creates a customer or supplier contact in Xero when there is real money involved — a sale, an invoice, a payment or a purchase.
Prospects, proposals and opportunities stay in TabletCRM for as long as they need to. The ones that never buy never clutter your customer list or your reports.
Real-time, bi-directional syncing runs quietly behind the scenes. No export files, no import wizards, no “did someone run the sync?”
Sales, service and warehouse teams work entirely in TabletCRM with role-based permissions, so nobody wanders into banking, payroll or reports they shouldn’t see.
A lead captured from your website becomes the account, the quote, the order and finally the Xero transaction — the same data, carried forward, never retyped.
Your accountant sees only finished business. Your team sees everything that leads up to it.
Everything to the left of the $ lives in TabletCRM. Only when money changes hands does anything cross into Xero.
A form on your website creates the lead in TabletCRM automatically.
Calls, e-mails and follow-ups are tracked against the lead.
Real pricing and stock, delivered as a PDF with e-signature.
The accepted quote becomes an order — this is the moment that counts.
Customer and transaction are created in Xero, automatically.
When prospects and quotes are kept out of Xero, your customer list, A/R and sales reports reflect real business only. No more inactivating hundreds of names who asked for a price once.
Connect your Xero organisation once. From then on TabletCRM keeps both systems in step automatically, so sales sees what accounting sees and nobody has to remember to run anything.
Your team gets everything they need to sell, serve and ship. Xero logins stay with the people who manage the books.
No. Leads and prospects stay in TabletCRM. A customer contact is created in Xero only when a monetary transaction — such as an invoice or payment — is recorded for them.
Nothing reaches Xero. Quotes, proposals and opportunities remain in TabletCRM for reporting and follow-up, so lost deals never clutter your books.
Two-way and real time. Changes flow in both directions automatically in the background — there are no files to export or schedules to run.
No. Your team works in TabletCRM with role-based permissions. Xero access can stay with your accountants and bookkeepers.
No. A web lead becomes the account, quote, order and Xero transaction without being retyped at any step.
You connect your Xero organisation securely from inside TabletCRM, and our team can help map your workflows during onboarding.
Book a 30-minute demo and we’ll show you a web lead travel all the way to a Xero invoice — without anyone typing it twice.
Xero is a trademark of Xero Limited. TabletCRM is not affiliated with or endorsed by Xero.
