Unlock streamlined financial processes within Rex CRM, tailored specifically for the New Zealand market, enhancing efficiency and accuracy in your business operations. Seamlessly synchronise your financial data and operations with the following features:
- NZ-Compliant Two-Way Sync: Ensure compliance with NZ financial regulations with our tailored sync between Rex CRM and Xero.
- Agent Invoices: Simplify commission payments with specialised salesperson invoices, integrating directly with Agent Ledgers.
- Enhanced Invoicing: Generate itemised invoices effortlessly, ensuring clarity and accuracy in financial transactions.
- Effortless Task Sharing: Assign users or user groups to reminders, optimising task allocation and workflow management.
- Flexible Reminders: Create floating tasks without strict due dates, providing flexibility in managing your processes.
- Internal Approval: Introduce a new reminder type for internal approval, streamlining workflows and ensuring accountability.
