CRM
Manage sales and customers in one place with CRM software apps that connect to your Xero account for a complete business view. Choose from user-reviewed customer relationship management apps that personalise every touchpoint in your customer's lifecycle.
- Accountant tools, CRM
IdentityCheck
5 out of 5 stars3Accountant tools, CRMVerify the identity of Xero/XPM contacts in one click. Biometrically matches a contact's selfie with a government-issued identity document such as Passport or Drivers Licence. - CRM, Invoicing and jobs
Inbound Accounts
CRM, Invoicing and jobsIntegrate HubSpot and Xero to create invoices automatically from HubSpot and view Xero invoice details in HubSpot and much more. Plus custom options. - CRM
FreeDAM Online
CRMFuneral Management Software that registers deaths electronically, creates invoices and all required paperwork, and comes with an arrangement app. - CRM, Inventory
Qblue Inventory Management
5 out of 5 stars4CRM, InventoryFlexible solutions with Zeablue's cloud-based inventory management software designed for SMEs. Our systems include a wholesale B2B portal, sales portal for iPad/tablets, CRM and multi-channel orders management. Try our premium yet affordable software solutions today. - CRM, Invoicing and jobs
TwoCanConnect
CRM, Invoicing and jobsTwo Way Integration and Sync with Salesforce. Sync Contacts, Invoices, Products, Payments, Bills, Purchase Orders, Credit Notes, Quotes and more. - CRM, Point of sale
Pet Manager
5 out of 5 stars6CRM, Point of saleCloud Kennel, Cattery and Daycare, Training & Grooming Software. The Solution to Running a Modern Pet Resort. Works on any device - pc, mac, tablet, phone - CRM, Invoicing and jobs
Payaca
5 out of 5 stars5CRM, Invoicing and jobsPremium CRM software for field service businesses. Manage your jobs, organise your customers, automate your processes and more. Integrate seamlessly with Xero - CRM, Invoicing and jobs
Connectorly
5 out of 5 stars6CRM, Invoicing and jobsConnectorly quickly syncs invoices, payments and accounts between your Microsoft Dynamics 365 and Xero systems. - CRM
Pipedrive Advanced Automation - SyncQ
5 out of 5 stars4CRMSync Xero records with Pipedrive and vice versa automatically. View quotes, invoices and payments directly in Pipedrive. No need to log in to Xero and switch between apps. SyncQ instantly syncs your Pipedrive records with Xero! - CRM, Ecommerce
Oncord
5 out of 5 stars9CRM, EcommerceA professional website platform with built-in tools to grow a contact database, send e-mail and sms campaigns, and sell online. - CRM, Invoicing and jobs
WORK[etc] CRM + Projects
4.73 out of 5 stars41CRM, Invoicing and jobsAll-in-one business management including CRM, Projects, Billing & more. Link with Xero & for end-to-end management of your business. - CRM
BriteBiz
CRMBriteBiz is built by Wedding & Event Experts for Venue, Wedding, and Event Management Companies (such as Venues, Caterers, Florists, and Entertainment providers) to streamline their inquiries, proposals/quotes, contracts, bookings, event management, and payments. - CRM, Inventory
Vtiger CRM
3 out of 5 stars1CRM, InventoryVtiger CRM gives sales teams a 360-degree historical view of every contact they work with, to enable better decisions. With tools that help plan and prioritize work, collaborate across teams, automate tasks, and discover insights, you'll know your customers better and more effectively win deals - CRM, Custom integration
Magnetism Solutions: Dynamics 365 Integration
CRM, Custom integrationXero Integration for Dynamics 365 Sales is a two-way sync between Dynamics CRM & Xero. Automatically sync payments, invoices, credit notes, contact information and more. Trust in our latest app fully supported by a Microsoft Gold Partner backed by thousands of deployments. - Bills and expenses, CRM
Utilmate
Bills and expenses, CRMFlexible and scalable billing solution for suppliers of electricity, gas, water, solar and data services to multi-tenanted homes and businesses. - CRM
Really Simple Systems
5 out of 5 stars4CRMThis cloud CRM system combines Sales, Marketing, Customer Service and Support into one easy-to-use, yet powerful, solution for small businesses. - CRM, Invoicing and jobs
Muzeek
CRM, Invoicing and jobsMuzeek is a B2B SaaS platform that saves live music artists, venues, promoters, agencies, managers, touring companies and festivals time & money. Instantly access branded booking workflows, collaborative calendars, automated docs, legally-binding contracts, ticket reports, dynamic payments & more. - CRM, Custom integration
Nettverk
5 out of 5 stars2CRM, Custom integrationNettverk seamlessly integrates Salesforce and Xero, synchronizing all your business information effortlessly. Custom solutions available. Thank you for choosing Nettverk! - CRM, Workflow builders
Clevero
5 out of 5 stars9CRM, Workflow buildersClevero offers CRM & Business Management Solutions and Workflow Automation for your business. Our SaaS offering allows our customers to track, manage, and automate all aspects of their day-to-day operations, digitising manual and paper-based processes, and reducing the need for multiple apps. - Bills and expenses, CRM
Zeevou
5 out of 5 stars4Bills and expenses, CRMJoin a global community of hosts and grow your hospitality business. Love the sound of industry-renowned training, sleek automation and reliable support? Then it’s Zeevou you need! - CRM, Invoicing and jobs
Link for Act! CRM
CRM, Invoicing and jobsA live link between Act! CRM and the Xero contact, enabling continuous and efficient sales workflow from the first enquiry to invoice creation – all in Act!. - Bills and expenses, CRM
Apptivo
Bills and expenses, CRMCloud business management software with 60+ suites of applications to manage your complete business workflow and streamline your end-to-end operations right from where you are. - CRM, Workflow builders
Jebra
5 out of 5 stars1CRM, Workflow buildersAutomate your data workflows with Jebra to reduce operation costs and increase efficiency: Send financial reports to Google Sheets/Data Studio daily; Send raw data to Google Sheets on-demand; Automate invoicing and emailing; and more. - CRM
Dental4Windows
CRMAustralia's leading dental practice management system trusted by over 50,000 active users nationwide. Dental4Windows delivers a comprehensive suite of practice management tools that power dental practices across Australia.
What is CRM software?
CRM, or customer relationship management, is a software solution that lets you store and track customer information from one centralised place.
You can use a CRM system to identify new sales opportunities, create records of all interactions with leads, manage marketing campaigns, and align communication to reach out to customers at the right time, with personalised content.
What are the benefits of CRM systems?
Improved customer service: Improve customer communication and ensure customer information is available to everyone across the organisation. CRM software can manage contacts and records across all channels, providing the details you and your team need to increase customer satisfaction at every point
Increased sales opportunities: Synchronise sales processes and help build an effective pipeline. Your sales teams can use a CRM to automate tasks, establish a sales process, and analyse sales data in real time, for a smooth sales experience that closes the deal.
Automation from start to end: Automation technology is built into CRM tools, so you can feel confident your customers are receiving the right messages and follow ups right on queue. Set up task automation across sales, marketing and customer service to reduce inefficiency across your business and say goodbye to any tasks slipping through the cracks.
What are the typical features of CRM systems?
Contact management: Track customer records and organise detailed information about your prospects and leads to build complete profiles on every customer.
Automation: Automate marketing and sales tasks, or create workflows with step-by-step rules for different customer actions.
Customisation: Send personalised marketing and sales offerings based on customer behaviour and preferences
Task management: Assign tasks to specific employees and track performance to reduce inefficiencies and manage workloads..
Advanced analytics: Get detailed reports and insights on customers, sales processes, marketing campaigns, and performance with real-time insights to inform your next business move.
How CRM apps work with Xero
Integrating your CRM app with Xero makes it easy to get a full picture of all customer and sales activity with data that flows effortlessly between your Xero account and your CRM.
Say goodbye to updating customer information across two platforms manually and hello to detailed customer data that takes personalised sales and communication to another level. Connecting your CRM to Xero can make it easier to:
Instantly sync new and existing contact updates between platforms
Draft invoices and update invoice status automatically between your CRM and Xero so you can see what’s sent and move sales along the funnel
Keep on top of customer history and purchasing behaviour to quickly set up retargeting offers based on sales
Find your fit
Every CRM apps’ integration with Xero can be different.
To learn more, browse through the customer relationship management apps in this category. Click on an app to find detailed information on how it works and integrates with your Xero account, and ratings and reviews by other Xero users. Want to try an app? You can then get started directly from the app listing page in just a few clicks.