Solve360 is a web-based CRM, built by a small self-funded Calgary company called Norada. It’s a terrific tool for managing your customer list and nurturing prospects. It’s similar to Salesforce.com, except much less painful to use and without the features that only big companies need.
Xero is a web-based accounting system, built by a much bigger New Zealand company. Generally, Xero does what QuickBooks does but in a more web-native fashion.
Xero has added a lot of US bank connections since then — and none too soon, since so many firms are transitioning to a cloud-based business systems infrastructure.
Anyhow, last week Norada announced that Solve360 users could pull Xero-based customer invoice data into the Solve360 contact profile views.
This gives your sales and support teams a fuller context when communicating with customers. Read about the feature here — page 3 shows the payoff.
Strategically, this makes it easier to include the two apps as part of a full “recipe”. We think they are solid tools for most small businesses.