Your CRM and your accounting system, finally talking to each other
Astra CRM connects with Xero and MYOB Business.
Import existing customers, contacts, customer balances,
products, prices and stock-on-hand from your accounting system,
and create new customers and sales orders in your accounting system.
Financial context, right on the record
See a customer's outstanding balance, recent transactions and invoice history directly on their CRM record — no need to log into the accounting system to answer a simple question.
Two-way sync, no double entry
Start by importing your existing customer contacts from your accounting system. New customers created in Astra CRM flow through to your accounting system. Opportunities and sales quotes that are Won are converted into sales orders in your accounting system. No manual data entry!
Access without the extra logins
Sales and customer service staff see exactly what they need — balances, invoices, payment status — without requiring a full seat or login in your accounting system.
Target outreach by what customers actually buy
Use purchase and spend history to find your best customers for a thank-you campaign, or a targeted upsell/upgrade campaign. Surface accounts that haven't ordered in a while for a re-engagement send.