Whether it can be connected depends on each software and on how it can be reached. If it has an API, we connect it.
Lead status and pipeline.
The software your firm or your clients use.
Portfolio, demands and viewings.
Availability and appointments.
Stock, orders and shipping status.
Campaign and contact tools.
The data you already measure.
Your team's real availability.
You tell us your current software: CRM, invoicing, calendar, whatever it is.
If it has an API, we can connect it. If it does not, tell us anyway: it is a custom case and we will tell you whether it can be done.
Once connected, XERA prepares the work between your tools for your team to approve.