{"id":16547,"date":"2022-04-18T11:00:00","date_gmt":"2022-04-18T15:00:00","guid":{"rendered":"https:\/\/www.method.me\/?page_id=16547"},"modified":"2025-12-12T13:58:41","modified_gmt":"2025-12-12T18:58:41","slug":"workflow-automation","status":"publish","type":"page","link":"https:\/\/www.method.me\/xero-crm\/workflow-automation\/","title":{"rendered":"The #1 CRM automation tool for Xero users"},"content":{"rendered":"\n
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Enhance your Xero automation<\/h1>\n\n\n\n

Maximize your customer satisfaction with automated follow-up emails, two-way sync, and online portals.<\/p>\n\n\n\n

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Try Method CRM and sign up for a free trial with Method<\/span><\/a><\/div>\n<\/div>\n\n\n\n

Want to see it in action first? Take me there \u2192<\/a><\/p>\n<\/div>\n\n\n\n

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Supercharge your sales process with Xero automation<\/h2>\n\n\n\n
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Never miss out on sales opportunities with automated workflows that ensure accuracy and speed.<\/p>\n<\/div><\/div>\n\n\n\n

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Bring revenue in sooner<\/h3>\n\n\n\n

Give your sales team the tools to turn leads into customers<\/a> with quick estimate creation in Method CRM. 
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Then, relax as Method\u2019s two-way sync with Xero<\/a> automatically takes care of the rest.<\/p>\n\n\n\n

Close sales directly from your inbox<\/h3>\n\n\n\n

Increase your productivity and sales<\/a> with Xero automation features like access to customer data from Gmail or Outlook, pre-scheduled nurture efforts, and adding new leads in bulk.<\/p>\n<\/div>

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Achieve more with Xero automation<\/h2>\n\n\n\n
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Reach your marketing and growth goals with Xero automation that covers every part of your sales process.<\/p>\n<\/div><\/div>\n\n\n\n

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Make collaboration a breeze<\/h3>\n\n\n\n

Empower your sales reps to quickly find sales data, view customer interactions, create unlimited lead contracts, and make estimates<\/a> for potential customers.<\/p>\n\n\n\n

Eliminate double data entry and manual tasks<\/h3>\n\n\n\n

With Method <\/a>and Xero in constant contact with each other, you never have to worry about inaccurate information or time-consuming double data entry.<\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n

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Power your business with Xero automation.<\/h2>\n\n\n\n
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Try for free<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n
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Get a return on your marketing efforts<\/h2>\n\n\n\n
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Take your email marketing strategy to the next level with Method\u2019s marketing automation apps.<\/p>\n<\/div><\/div>\n\n\n\n

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Increase your repeat business<\/h3>\n\n\n\n

Xero automation makes it easy for your customers to interact with your products or services. <\/p>\n\n\n\n

From visiting your website landing page to using online payments, Method CRM simplifies your entire sales process.<\/p>\n\n\n\n

Get a positive return on your marketing dollars<\/h3>\n\n\n\n

Email marketing has never been easier with Method CRM\u2019s automation tools.

Create reusable templates, schedule email campaigns<\/a>, and lock in on your target audience in a few clicks.<\/p>\n<\/div>

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\u201cMethod has a clean beautiful interface and seems to sync well with Xero. But, it has been the support that got them this 5 star review.\u201d<\/em><\/p>\n\n\n\n

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Ean Murphy<\/strong><\/p>\n\n\n\n

“Excellent support”<\/p>\n<\/div><\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n

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\u201cThis is a wonderful app! It syncs great with Xero, all the information goes over without hesitation, no problems there. Contacts, accounting, etc. It’s very user friendly, straight forward in all areas \u2013 invoicing, payments, etc. A great app to make your work life that much easier \ud83d\ude42 Highly recommend.\u201d<\/em><\/p>\n\n\n\n

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Amy DeVries<\/strong><\/p>\n\n\n\n

“Excellent – Highly Recommend”<\/p>\n<\/div><\/div>\n<\/div><\/div>\n<\/div><\/div>\n<\/div><\/div><\/div>

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Try for free and sign up for a free trial with Method<\/span><\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n
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Xero automation that grows with you<\/h2>\n\n\n\n
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Method\u2019s integration with Xero ends double data entry to save you hours each workday.<\/p>\n<\/div><\/div>\n\n\n\n

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