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.