{"id":16566,"date":"2022-04-18T11:00:00","date_gmt":"2022-04-18T15:00:00","guid":{"rendered":"https:\/\/www.method.me\/?page_id=16566"},"modified":"2025-12-12T14:25:57","modified_gmt":"2025-12-12T19:25:57","slug":"portals","status":"publish","type":"page","link":"https:\/\/www.method.me\/features\/xero\/portals\/","title":{"rendered":"The #1 CRM portals for Xero users"},"content":{"rendered":"\n<div class=\"wp-block-group alignfull m-section is-layout-constrained wp-container-core-group-is-layout-0969ed4c wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<h1 class=\"wp-block-heading\" id=\"h-keep-your-customers-coming-back-with-portals\">Keep your customers coming back with portals<\/h1>\n\n\n\n<p class=\"m-subtext-h1 wp-block-paragraph\">Streamline your payment process to save time and keep your customers happy.<\/p>\n\n\n\n<div class=\"wp-block-buttons m-button m-button-attr-large is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button cta-hero\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\/\">Try Method CRM<span class=\"screen-reader-text\"> and sign up for a free trial with Method<\/span><\/a><\/div>\n<\/div>\n\n\n\n<p class=\"m-text-small wp-block-paragraph\">Want to see it in action first? <a href=\"https:\/\/grow.method.me\/see-in-action\/\">Take me there \u2192<\/a><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"703\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/01-offer-online-portalsV2-1024x703.png\" alt=\"An online customer portal view\" class=\"wp-image-14648 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/01-offer-online-portalsV2-1024x703.png 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/01-offer-online-portalsV2-300x206.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/01-offer-online-portalsV2-768x528.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/01-offer-online-portalsV2.png 1156w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/703;\" \/><\/figure>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-bg-grey is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 id=\"bring-cash-into-your-business-sooner\" class=\"wp-block-heading has-text-align-center\">Bring cash into your business sooner<\/h2>\n\n\n\n<div class=\"inherit-container-width wp-block-group m-subtext-width is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"has-text-align-center m-subtext-h1 wp-block-paragraph\">Empower your customers to pay and self-serve online.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-media-text alignwide has-media-on-the-right is-stacked-on-mobile is-vertically-aligned-center\"><div class=\"wp-block-media-text__content\">\n<p class=\"wp-block-paragraph\">Relying on your customers getting in touch with you to complete every sales transaction is tedious and time-consuming. CRM portals for Xero solve this problem by letting your customers serve themselves online.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Let your customers view, print, and pay invoices online using Method\u2019s various\u00a0<a href=\"https:\/\/www.method.me\/features\/xero\/payment-gateways\/\">payment gateway integrations<\/a>. From there, your payments sync from <a href=\"https:\/\/www.method.me\">Method<\/a> to Xero for easy accounting.<\/p>\n\n\n\n<div class=\"wp-block-buttons m-button m-button-attr-ghost is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.method.me\/features\/xero\/payment-gateways\/\">Learn more<span class=\"screen-reader-text\"> about Method&#8217;s payment gateways<\/span><\/a><\/div>\n<\/div>\n<\/div><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"1024\" height=\"679\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/04-simplify-your-sales-process-method-1024x679.png\" alt=\"Online portals for customers to view transactions\" class=\"wp-image-14629 size-full lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/04-simplify-your-sales-process-method-1024x679.png 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/04-simplify-your-sales-process-method-300x199.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/04-simplify-your-sales-process-method-768x510.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/04-simplify-your-sales-process-method.png 1462w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/679;\" \/><\/figure><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 id=\"automate-tedious-admin-work\" class=\"wp-block-heading has-text-align-center\">Automate tedious, admin work<\/h2>\n\n\n\n<div class=\"inherit-container-width wp-block-group m-subtext-width is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"has-text-align-center m-subtext-h1 wp-block-paragraph\">Create a positive experience for your customers and employees.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe data-src=\"https:\/\/player.vimeo.com\/video\/913484859?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Automate workflows with the best CRM for Xero - Method\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe><\/div><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph\">Customers want flexibility, especially when it comes to payments. A customer self-service portal speeds up the process and takes the pressure off your team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With Method CRM\u2019s online portals, your customers make payments quickly while you grow your business.<\/p>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group m-section m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-power-your-business-with-xero-automation\">Power your business with Xero automation.<\/h2>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\">Try for free<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-bg-grey is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 id=\"turn-your-customers-into-repeat-buyers\" class=\"wp-block-heading has-text-align-center\">Turn your customers into repeat buyers<\/h2>\n\n\n\n<div class=\"inherit-container-width wp-block-group m-subtext-width is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"has-text-align-center m-subtext-h1 wp-block-paragraph\">Business never stops with online portals.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-media-text alignwide has-media-on-the-right is-stacked-on-mobile is-vertically-aligned-center\"><div class=\"wp-block-media-text__content\">\n<p class=\"wp-block-paragraph\">Empower your customers during the sales process to keep them coming back for more.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM portals for Xero eliminate friction during the billing and payment process to give your customers control over how they pay and from where.<\/p>\n<\/div><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/Xero-payment_gateways.svg\" alt=\"Logos of payment gateway integrations\" class=\"wp-image-16565 size-full lazyload\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 id=\"support-your-customers-247-online\" class=\"wp-block-heading has-text-align-center\">Support your customers 24\/7 online<\/h2>\n\n\n\n<div class=\"inherit-container-width wp-block-group m-subtext-width is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"has-text-align-center m-subtext-h1 wp-block-paragraph\">Be there when your customers need you.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-media-text alignwide is-stacked-on-mobile is-vertically-aligned-center\"><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"724\" height=\"465\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/07\/the-best-xero-hero-V3.png\" alt=\"Method CRM syncs with Xero\" class=\"wp-image-17159 size-full lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/07\/the-best-xero-hero-V3.png 724w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/07\/the-best-xero-hero-V3-300x193.png 300w\" data-sizes=\"(max-width: 724px) 100vw, 724px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 724px; --smush-placeholder-aspect-ratio: 724\/465;\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<p class=\"wp-block-paragraph\">If your customers can make payments outside of business hours, you reduce the chances of late payments.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Method CRM\u2019s customer support portal takes you beyond business hours by allowing your leads and customers to connect with you 24\/7.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Plus, you don\u2019t have to wait for the next business day to process the payment, as it shows up in Xero instantly.<\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group m-section m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-power-your-business-with-xero-automation\">Power your business with Xero automation.<\/h2>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\">Try for free<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-bg-grey is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 id=\"personalize-your-customers-experience\" class=\"wp-block-heading has-text-align-center\">Personalize your customer\u2019s experience<\/h2>\n\n\n\n<div class=\"inherit-container-width wp-block-group m-subtext-width is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"has-text-align-center m-subtext-h1 wp-block-paragraph\">The possibilities are endless with Method CRM.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-media-text alignwide has-media-on-the-right is-stacked-on-mobile is-vertically-aligned-center\"><div class=\"wp-block-media-text__content\">\n<p class=\"wp-block-paragraph\">CRM portals for Xero shouldn\u2019t be one-size-fits-all. Tailor your CRM software to create an efficient system that reflects your unique business needs.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Whether it\u2019s allowing your customers to approve key documents, manage warranties, or order items, Method CRM makes it possible.<\/p>\n\n\n\n<div class=\"wp-block-buttons m-button m-button-attr-ghost is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.method.me\/xero-crm\/custom-crm-software\/\">Learn more<span class=\"screen-reader-text\"> about customizing Method<\/span><\/a><\/div>\n<\/div>\n<\/div><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"1024\" height=\"808\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/05-portal-customizationV2-1024x808.png\" alt=\"Custom portal for customers in Method\" class=\"wp-image-14708 size-full lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/05-portal-customizationV2-1024x808.png 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/05-portal-customizationV2-300x237.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/05-portal-customizationV2-768x606.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/05-portal-customizationV2.png 1156w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/808;\" \/><\/figure><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-width-half is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 id=\"xero-crm-portals-frequently-asked-questions\" class=\"wp-block-heading has-text-align-center\">Xero CRM portals frequently asked questions<\/h2>\n\n\n\n<div class=\"inherit-container-width wp-block-group alignfull is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<h3 id=\"how-does-method-crm-integrate-with-xero\" class=\"wp-block-heading\">How does Method CRM integrate with Xero?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">What sets Method CRM apart from other CRM solutions that integrate with Xero is its two-way sync.\u00a0If you make a change in Xero, you see it in <a href=\"https:\/\/www.method.me\">Method<\/a>, and if you make a change in Method, you see it in Xero. This makes it easier for your team to keep track of new updates and stay informed on all aspects of your business.<\/p>\n\n\n\n<h3 id=\"why-integrate-xero-with-method-crm\" class=\"wp-block-heading\">Why integrate Xero with Method CRM?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Method\u2019s two-way sync eliminates double data entry and ensures that your team is always on the same page. When you have information flowing automatically, your project management improves, and you deliver great service to your customers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Since you can access your Xero data from Method, there\u2019s no need to give every member of your sales team access to your Xero account. This makes it easier to keep your accounting data secure.<\/p>\n\n\n\n<h3 id=\"who-can-benefit-from-crm-portals-for-xero\" class=\"wp-block-heading\">Who can benefit from CRM portals for Xero?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">It doesn\u2019t matter if you\u2019re a construction business or a retailer. Every small business needs CRM portals, especially one that syncs with your online accounting software.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For Xero users, Method CRM is the best solution to&nbsp;<a href=\"https:\/\/www.method.me\/features\/xero\/api\/\">integrate portals<\/a>&nbsp;into your billing process and simplify your overall business management. Method seamlessly integrates with Xero to create an all-in-one solution to better manage your projects and teams.<\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group m-section m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-power-your-business-with-xero-automation\">Power your business with Xero automation.<\/h2>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\">Try for free<\/a><\/div>\n<\/div>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Keep your customers coming back with portals Streamline your payment process to save time and keep your customers happy. Bring cash into your business sooner Empower your customers to pay and self-serve online. Relying on your customers getting in touch with you to complete every sales transaction is tedious and time-consuming. CRM portals for Xero [&hellip;]<\/p>\n","protected":false},"author":33,"featured_media":0,"parent":16603,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-site-content-layout":"full-width-container","site-content-style":"unboxed","site-sidebar-style":"unboxed","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"wf_page_folders":[6769],"class_list":["post-16566","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>The #1 CRM portals for Xero users &#8212; 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