Item: Xero
Rating: 8
Author: Verified User

Overall Satisfaction with Xero

Use Cases and Deployment Scope

We use Xero for our invoicing. It allows us to track our invoices and quotes all in one place and integrates with our CRM. It also provides information about overdue invoices and sends automatic reminders which is helpful.

Pros and Cons

Pros

Stores customer details
Different views for invoicing and quotes
Multi-currency options

Cons

Allocate certain projects invoices to certain contacts within an organisation

Return on Investment

Helps us to follow up on overdue invoices
Gives a good account overview for customers quotes and invoices

Usability

It is user friendly and has clear filtering options.

Cloud Costs

I'm not sure as it was already implemented when I started with the business.

Ease of Integration

We have integrated with another product. Some functionalities are not easy to configure and means we have to manually edit our invoices once they come through to Xero.

Key Insights

Do you think Xero delivers good value for the price?

Yes

Are you happy with Xero's feature set?

Yes

Did Xero live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Xero go as expected?

I wasn't involved with the implementation phase

Would you buy Xero again?

Yes

Other Software Used

Kantata PS Cloud, Jira Service Management, Employment Hero

Likelihood to Recommend

Xero can integrate with other products for invoicing and contact creation. Sometimes, a customer will have one contact for a project and a different one for another project, so the ability to assign contacts to certain invoices through automation would be good.

Xero Feature Ratings

Comments

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Xero - invoice and quote management