SET and Xero:
An Unstoppable Team

Nurture your opportunities with SET, manage your cashflow with Xero. You can now create invoices from within SET and send them to Xero at the touch of a button, and keep track of your customers’ payments without leaving your CRM.

Try SET for free > Try Xero >

About Xero

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Try Xero for free.

Xero Integration
Sync Contacts

Link contacts

Link your SET contacts and organisations to those in your Xero account for up to date financial information

Xero - Create Invoices

Create invoices

Create draft invoices directly from SET to be saved straight into your Xero account

GBP Icon

View payments

Keep informed about outstanding and up to date payments on your contacts and organisations

What can SET do for your business?

  • Keep up-to-date info on your contacts
  • Quickly view and update sales pipelines
  • Tasks and repeat activities keep you selling
  • Amazing map function shows you nearby leads
Try SET for free >
Xero Integration

Ready to get started?

Linking Xero and SET is as simple as a few clicks. And with free trials on both, what have you got to lose?

SET CRM and Xero

Try SET for free > Try Xero >

Trusted with over £2,000,000,000 of business opportunities

After getting lost in Salesforce the simplicity of SET and ease of use allowed us to spend more time doing what we do best, selling. Darran and the team made sure the switch to SET was stress free. We couldn’t be happier. SET does exactly what it says it does, helps your sales soar.

Sam Samuels, Managing Director, Furniture Fusion

SET has had such a positive impact on our sales productivity. It’s taken away the headache of the usual administration and given us more control. We get far better information and more time to talk to customers and prospects

Heidi Lavery, Client Engagement Manger, RFS

Check out a few of our valued customers


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