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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.

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  1. Featured app
    CRM, Inventory

    Upstock

    5 out of 5 stars
     5
    CRM, Inventory
    B2B wholesale ordering designed for food & beverage suppliers. Streamline logistics and acquire new customers in our marketplace filled with top restaurants, cafes, bars and supermarkets.
  2. CRM, Other

    Data sync by HubSpot

    CRM, Other
    An automatic, bi-directional contacts sync between HubSpot and Xero.
  3. CRM

    Capsule CRM

    4.63 out of 5 stars
     63
    CRM
    A simple online CRM used by thousands of businesses worldwide. Capsule integrates seamlessly with Xero to provide a complete picture of your customers.
  4. CRM, Invoicing and jobs

    Splose

    5 out of 5 stars
     4
    CRM, Invoicing and jobs
    splose is AI Practice Management Software that exists to put time back into the hands of allied health professionals.
  5. CRM, Time tracking

    ShiftCare

    4.82 out of 5 stars
     38
    CRM, Time tracking
    Your all-in-one NDIS Software, ShiftCare gives teams and care providers everything they need to manage rostering, billing & invoicing, documents, and progress notes all in one place, including a mobile app for caregivers on the go.
  6. CRM, Inventory

    Prospect CRM

    4.84 out of 5 stars
     19
    CRM, Inventory
    The #1 Stock-Aware CRM platform for Xero. Prospect CRM is perfect for growing Wholesalers, Distributors & Manufacturers
  7. CRM, Invoicing and jobs

    Formitize

    4.33 out of 5 stars
     5
    CRM, Invoicing and jobs
    Powerful business management platform with modules including CRM, Jobs, Forms, Safety, Pipelines, Workflows, Accounts and so much more!
  8. CRM, Invoicing and jobs

    HaloPSA

    CRM, Invoicing and jobs
    Empower your business with a single all-inclusive cloud platform, easy PSA software designed for your as-a-service business.
  9. CRM, Invoicing and jobs

    Accelo

    3.45 out of 5 stars
     14
    CRM, Invoicing and jobs
    Accelo is an end-to-end platform to manage all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more. Accelo integrates seamlessly with Xero by automatically syncing invoices and payments.
  10. CRM, Invoicing and jobs

    Dubsado

    5 out of 5 stars
     1
    CRM, Invoicing and jobs
    Business management platform with the tools to help build lasting relationships with your customers and streamline your projects from start to finish.
  11. CRM, Invoicing and jobs

    VaultRE

    CRM, Invoicing and jobs
    The complete sales/listings and rentals management system built on the latest technology to give your CRM a fresh face.
  12. CRM, Inventory

    MRPeasy

    4.57 out of 5 stars
     48
    CRM, Inventory
    Production planning and inventory management trusted by over 1500 companies worldwide. MRPeasy is a powerful yet affordable cloud-based MRP/ERP software with a full built-in Xero integration.
  13. CRM, Reporting

    infoodle

    5 out of 5 stars
     17
    CRM, Reporting
    For charities and churches, a highly versatile CRM, with donor and fundraising management, Gift Aid, volunteers, email & text, receipting & reporting
  14. CRM, Invoicing and jobs

    Pylon

    5 out of 5 stars
     1
    CRM, Invoicing and jobs
    Solar design software for fast-growing solar businesses. Create high resolution solar sales proposals in under 2 minutes.
  15. CRM, Invoicing and jobs

    FranchiseOps

    CRM, Invoicing and jobs
    An end-to-end solution designed by franchisors for franchisors. Automate processes. Network-wide visibility. Complete franchisee job management.
  16. CRM, Invoicing and jobs

    iTrade

    4.92 out of 5 stars
     24
    CRM, Invoicing and jobs
    Powerful Job Management software developed primarily for tradespeople, or companies with field workers. Take the hassle out of quoting, booking, scheduling and dispatching jobs. Features include safety forms, invoicing in real-time with GPS, reports & timesheets. Get the job done faster with iTrade.
  17. CRM, Invoicing and jobs

    Friendly Manager

    5 out of 5 stars
     4
    CRM, Invoicing and jobs
    Friendly Manager is a powerful and intuitive club administration platform made for clubs. Whether you're a sports or dance club, volunteer organisation or community group, every club needs help. Make running your club easy with Friendly Manager.
  18. CRM, Practice manager

    Exsalerate

    4.81 out of 5 stars
     42
    CRM, Practice manager
    Exsalerate CRM is a powerful sales and account management tool to win and retain more business that's deeply integrated with Xero.
  19. CRM

    Productive

    5 out of 5 stars
     6
    CRM
    A one-stop-shop agency tool for running sales, projects, time tracking, resource planning, invoicing and monitoring profitability.
  20. CRM, Other

    Sporty

    CRM, Other
    Proudly powering web, registration and payment solutions for thousands of organisations, from tiny sports clubs & schools to national sports bodies.
  21. CRM, Invoicing and jobs

    FieldPulse

    CRM, Invoicing and jobs
    FieldPulse is a premium field service management app trusted by tradies around the world.
  22. CRM

    Semble

    CRM
    Empowering clinicians & medical staff. The integrated clinical system for managing patients'​ data and admin tasks.
  23. CRM, Invoicing and jobs

    HoopsCRM

    CRM, Invoicing and jobs
    Thriving Promotional Products, Screen Printing & Embroidery companies use Hoops to run their entire business
  24. CRM, Invoicing and jobs

    Invoice Stack for HubSpot

    5 out of 5 stars
     1
    CRM, Invoicing and jobs
    HubSpot invoices ...done your way. Let Sales teams create Xero invoices from deals with the most powerful invoicing app for HubSpot

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. 

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.