Includes 1 UK Number
Every call, voicemail and call recording can be logged in Xero as notes assigned to a contact.
Automatic sync of your Xero contact data into CircleLoop’s phone system.
If the contact is in your Xero address book, you'll see full their contact details and any tags on the inbound call.
As all your Xero contacts sync automatically with CircleLoop you’ll always know who is calling, whether they’re within your business or an external contact. This means you’ll always be prepared for the call, with all that contact’s information and a link to their notes being displayed.
There’s no need to leave the Xero platform to speak to clients. All of your calls can be made or received in-app, which means you have better oversight of your invoices, customers and sales. Easily track a contact’s transaction history alongside contact dates.
All calls are logged automatically in CircleLoop, then assigned to a contact in Xero. This information includes answer rate, call length, attempted calls and more, so you’ll have full oversight of your transactions and invoices. Full call analytics is available in CircleLoop too.
You can add notes to your contacts and invoices while you’re making calls with CircleLoop, to give you a better understanding of the wider picture.
As CircleLoop is completely app-based you can call your Xero contacts when you’re out on the move. This means you can chase an invoice from anywhere you can access the internet. Calls work best through our desktop apps but you can also make contact through our smartphone apps too.
If you’re concerned about a particular invoice and you’ve had to chase multiple times, you can also add call recording at no extra charge. These recordings can be added to a contact as a note.
Absolutely! CircleLoop is a secure platform, both the data stored in it and the calls you make are secure, so you don’t have to worry about sensitive financial information.
This is as easy as the click of a button! Learn more about syncing Xero contacts.
This is done automatically within the CircleLoop app and goes straight into Xero. Once you’ve installed the app it’s as simple as ticking the box to track your calls.
As a cloud-based business phone system, CircleLoop can offer a number of other functions in addition to the integration with Xero. Your number will work on any device with the CircleLoop app installed, plus free conference call capabilities and a whole host of other features at no extra charge. Access virtual numbersIVR Greetings & Menus. If you want more information on CircleLoop features, check out our page.
Make 15 + mins of calls a day
+ VAT monthly per user
14 day free trial, no credit card required
Unlimited inbound calls
Setup only takes a couple of minutes. 14 day free trial - no card details required.
All you need to do is link your CircleLoop Xero accounts.