CRM and marketing
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 and marketing, Practice manager
Exsalerate
4.81 out of 5 stars42CRM and marketing, Practice managerExsalerate CRM is a powerful sales and account management tool to win and retain more business that's deeply integrated with Xero. - Accountant tools, CRM and marketing
BOMA
5 out of 5 stars16Accountant tools, CRM and marketingBOMA is the only 5 star rated, AI-powered marketing platform designed specifically for accountants. - CRM and marketing, Invoicing and jobs
Nexudus
CRM and marketing, Invoicing and jobsFeature-rich management and member platform for coworking spaces and flexible workspaces. - CRM and marketing, Invoicing and jobs
Enrolmy
CRM and marketing, Invoicing and jobsEnrolmy is an all-in-one booking platform for kids activity providers. Ideal for Wrap-Around Care, Holiday Programmes, Sports and extra-curricular activities. Enrolmy handles all operations including booking, online payments, compliance, staff rostering, and so much more! - CRM and marketing, Invoicing and jobs
Thryv
1 out of 5 stars1CRM and marketing, 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 and marketing, Invoicing and jobs
Luxie Tech for monday.com
2.67 out of 5 stars3CRM and marketing, Invoicing and jobsConnect your Work OS to Xero. Avoid double handling data, entry errors and more. - CRM and marketing, Time tracking
SuperOps
CRM and marketing, 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. - Bills and expenses, CRM and marketing
SFX Connect
Bills and expenses, CRM and marketingSFX 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 and marketing
Insightly CRM
4.52 out of 5 stars124CRM and marketingInsightly empowers companies to build lasting relationships with their customers. - CRM and marketing, Invoicing and jobs
Clarity Go
3 out of 5 stars1CRM and marketing, 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. - CRM and marketing
MagManager
5 out of 5 stars4CRM and marketingAn 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 and marketing
Splynx
Bills and expenses, CRM and marketingWISP billing and network management platform created for Internet service providers and network administrators. - CRM and marketing, Invoicing and jobs
Jobman
CRM and marketing, 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 and marketing, Invoicing and jobs
Auxo Workshop
CRM and marketing, Invoicing and jobsAuxo Workshop is your helpful co-driver to running a smooth and efficient workshop. It not only provides insights into your workshop's performance but also offers actionable suggestions for improvement. - CRM and marketing, Invoicing and jobs
BrewMan
CRM and marketing, 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 and marketing, Payments
Glue Up
CRM and marketing, 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 and marketing
MembershipWorks
CRM and marketingMembership Software for Chambers of Commerce, Trade Associations, Professional & Networking Groups, Societies, Non-profits and other membership groups - CRM and marketing, Inventory
Tall Emu CRM
4.25 out of 5 stars4CRM and marketing, 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! - Accountant tools, CRM and marketing
IdentityCheck
5 out of 5 stars4Accountant tools, CRM and marketingVerify XPM contacts in one click. Clients complete a secure ID check via selfie and government-issued photo ID. Results are synced back to XPM. No extra software, no manual steps — built for privacy, speed, and compliance with ATO/TPB, AUSTRAC AML/CTF (Tranche 2), ICAEW, ACSP, and more. - CRM and marketing, Invoicing and jobs
TwoCanConnect
CRM and marketing, Invoicing and jobsTwo Way Integration and Sync with Salesforce. Sync Contacts, Invoices, Products, Payments, Bills, Purchase Orders, Credit Notes, Quotes and more. - CRM and marketing, Other
Constant Contact
5 out of 5 stars2CRM and marketing, OtherSpend less time on marketing with Constant Contact’s easy-to-use email, social media, and AI tools that do the heavy lifting for you. Connect with Xero to save time with automatic follow-ups, target customers with purchase and engagement data, and track results in real dollars. - CRM and marketing, Inventory
Qblue Inventory Management
5 out of 5 stars4CRM and marketing, 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 and marketing, Invoicing and jobs
Inbound Accounts
CRM and marketing, 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 and marketing
FreeDAM Online
CRM and marketingFuneral Management Software that registers deaths electronically, creates invoices and all required paperwork, and comes with an arrangement app.
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.