We are ISO Certified
A central hub for every client: contacts, contracts, billing terms, addresses, and full transaction history. Tied directly to invoices, payments, and ledgers in XYRA Books.
Beyond contacts: every detail, every transaction, every interaction in one place.
Multiple contacts, billing/shipping addresses, payment terms, currency, and tax setup per client.
Every quote, order, invoice, payment, and credit note for the client in a single chronological view.
Auto-generate statements with outstanding balance, aging buckets, and ready-to-send reminder emails.
Set per-client price lists, discount tiers, and currency. Sales team always uses the right pricing.
Store contracts, NDAs, trade licenses, and TRN docs per client, encrypted and audit-ready.
Each client links to its receivable account in XYRA Books: every invoice posts to the right ledger.
A client lifecycle that captures every interaction along the way.
Capture company, contacts, addresses, terms, and tax details in a single guided form.
Send quotes and orders pre-filled with client-specific pricing, terms, and currency.
Invoice, send reminders, and reconcile payments, all tied to this client's ledger.
See lifetime value, payment behavior, and product mix per client to focus sales effort.
Every client maps to a receivable account in XYRA Books. Send an invoice, it posts. Receive a payment, the balance closes. Always reconciled, always audit-ready.
Centralize every detail, every transaction, every interaction, connected directly to your books.