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.
- CRM
Productive
5 out of 5 stars6CRMA one-stop-shop agency tool for running sales, projects, time tracking, resource planning, invoicing and monitoring profitability. - CRM, Invoicing and jobs
HoopsCRM
CRM, Invoicing and jobsThriving Promotional Products, Screen Printing & Embroidery companies use Hoops to run their entire business - CRM, Invoicing and jobs
Nexudus
CRM, Invoicing and jobsFeature-rich management and member platform for coworking spaces and flexible workspaces. - CRM, Invoicing and jobs
Invoice Stack for HubSpot
5 out of 5 stars1CRM, Invoicing and jobsHubSpot invoices ...done your way. Let Sales teams create Xero invoices from deals with the most powerful invoicing app for HubSpot - CRM, Invoicing and jobs
Enrolmy
CRM, Invoicing and jobsEnrolmy is an all-in-one registration and booking platform for activity providers. Our Xero integration streamlines accounting, making it easy to manage finances. Ideal for any activity-based business, Enrolmy simplifies operations with online registration, payment, scheduling, and so much more! - CRM, Invoicing and jobs
Luxie Tech for monday.com
CRM, Invoicing and jobsConnect your Work OS to Xero. Avoid double handling data, entry errors and more. - CRM
MagManager
5 out of 5 stars4CRMAn all-in-one cloud-based platform for magazine publishers, MagManager combines accounting with Xero with CRM, flat planning and marketing management. - Bills and expenses, CRM
SFX Connect
Bills and expenses, CRMSFX gives you the power to automate and sync Invoices, Bills and Credit Notes across Salesforce and Xero. Quick and easy to configure. Automate your business. - CRM, Invoicing and jobs
Clarity Go
3 out of 5 stars1CRM, Invoicing and jobsClarity Go is click through business software from lead generation through to invoice. No matter what you are supplying, producing or simply buying and selling. - Bills and expenses, CRM
Splynx
Bills and expenses, CRMWISP billing and network management platform created for Internet service providers and network administrators. - 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
Infusionsoft Connect powered by Workato
4.6 out of 5 stars6CRMAutomate beyond accounts with customizable bidirectional syncs; save time & get better insights from leadsource to transactions to customer follow-up. - 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
MembershipWorks
CRMMembership Software for Chambers of Commerce, Trade Associations, Professional & Networking Groups, Societies, Non-profits and other membership groups - CRM, Invoicing and jobs
BrewMan
CRM, Invoicing and jobsPremier Systems offer reliable and flexible software applications for business. Our cloud-based brewery management software, BrewMan, has been designed specifically for breweries and distilleries and is trusted by over 300 businesses globally. - CRM, Inventory
Tall Emu CRM
4.25 out of 5 stars4CRM, InventoryTall Emu helps you work efficiently and streamline your business processes end to end. We work together with you and can achieve the efficiency and process optimisation you’re looking for while keeping the accounting software you love! - CRM, Invoicing and jobs
Thryv
CRM, Invoicing and jobsThryv's small business management software is an end to end solution to running your business. In one dedicated platform you can manage your contacts, keep track of your schedule, create estimates & invoices, accept payments and so much more. - CRM, Time tracking
SuperOps
CRM, Time trackingProfessional services automation is software designed to help MSPs, IT professionals and consultants with resource management and billing operations for client projects and utilization rate management for billable staff. - CRM, Invoicing and jobs
Jobman
CRM, Invoicing and jobsJobman is a versatile ERP (Enterprise Resource Planning) system built for the Australian manufacturing industry. Data from every stage of the production process meets in a single user-friendly interface, giving you vital insight into operational, customer and financial data. - CRM, Payments
Glue Up
CRM, PaymentsGlue Up is the leading provider of the cloud solutions that provide associations, event organizers, Chambers of Commerce, agencies, marketers, businesses, and NGOs with a full suite of tools designed to streamline operations, modernize processes, and eliminate engagement challenges. - CRM
FreeDAM Online
CRMFuneral Management Software that registers deaths electronically, creates invoices and all required paperwork, and comes with an arrangement app. - CRM, Invoicing and jobs
TwoCanConnect
CRM, Invoicing and jobsTwo Way Integration and Sync with Salesforce. Sync Contacts, Invoices, Products, Payments and more. - 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, 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
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.