JiveConnect - Integrations
Xero
Welcome to a new era of business communication - the JiveConnect integration for Xero. Our powerful tool seamlessly merges your phone system and accounting software, bringing unparalleled efficiency and convenience to your daily operations.
Address Book Search
No more wasting time hunting for contacts. With JiveConnect for Xero, you can easily search your Xero contact directory right from the JiveConnect App. Dial or view contacts directly from the search results, saving you precious time.
Click to Dial via JiveConnect App
Say goodbye to manual dialing. With the Click to Dial feature, you can instantly dial your Xero contacts directly from the JiveConnect App, saving you time and reducing errors.
Caller Details Preview
Be prepared before you even answer the call. Our Caller Details Preview shows incoming caller details on your screen when a match is found in your Xero database, giving you an edge in every conversation.
Auto Screen Pop
Get instant access to vital customer information with Auto Screen Pop. As soon as a call comes in, the caller's contact record from your Xero database pops up automatically, keeping you informed at all times.
Manual Screen Pop
Stay informed during every call. With Manual Screen Pop, you can pull up the contact record of the caller manually from your Xero CRM, empowering you to provide personalized and effective service.
Add Contact
Expand your business network with ease. The Add Contact feature allows you to directly add a new contact to your Xero CRM from the JiveConnect App. It's quick, it's simple, and it's effective.
Automatic Call Activity Logging
Let the system do the work for you. Our Automatic Call Activity Logging feature records every call activity in your Xero CRM, ensuring no interaction goes unrecorded.
Manual Call Activity Logging
Keep track of every customer interaction with our Manual Call Activity Logging feature. If a call deserves special attention, you can manually log the call activity to the matched contact in your Xero CRM.
Integrating JiveConnect with Xero is more than an upgrade - it's an evolution of your business operations, maximizing your efficiency. Streamline your communication and accounting today with JiveConnect and Xero.
