This cheatsheet is a quick-reference guide to help advisors identify when Xero Inventory is the right fit and when a client’s needs call for stepping up to Unleashed or Cin7.
The download pulls together the core comparison framework, escalation triggers, and the five discovery questions you can use to guide clients toward the right pathway without slipping into an IT deep dive.
Included
Side-by-side fit criteria for Xero Inventory, Unleashed and Cin7
Escalation indicators that signal when a client has outgrown their current setup
Five high-impact discovery questions to anchor your advisory process
Clear rules of thumb for identifying the right system type
A structured summary you can use in scoping, reviews and client workshops
Publication date
November 2025
Disclaimer
This cheatsheet provides general guidance only and is based on product capabilities as at November 2025. Advisors are responsible for validating current features and suitability for individual client situations. The Software Coach accepts no liability for decisions made using this resource.
This cheatsheet is a quick-reference guide to help advisors identify when Xero Inventory is the right fit and when a client’s needs call for stepping up to Unleashed or Cin7.
The download pulls together the core comparison framework, escalation triggers, and the five discovery questions you can use to guide clients toward the right pathway without slipping into an IT deep dive.
Included
Side-by-side fit criteria for Xero Inventory, Unleashed and Cin7
Escalation indicators that signal when a client has outgrown their current setup
Five high-impact discovery questions to anchor your advisory process
Clear rules of thumb for identifying the right system type
A structured summary you can use in scoping, reviews and client workshops
Publication date
November 2025
Disclaimer
This cheatsheet provides general guidance only and is based on product capabilities as at November 2025. Advisors are responsible for validating current features and suitability for individual client situations. The Software Coach accepts no liability for decisions made using this resource.
