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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. CRM

    HubSpot CRM integration

    3.84 out of 5 stars
     44
    CRM
    Xero is collaborating with HubSpot, a CRM, online marketing, sales and customer service growth platform to deliver the best end-to-end customer journey possible.
  2. 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.
  3. CRM, Inventory

    Prospect CRM

    4.65 out of 5 stars
     20
    CRM, Inventory
    The #1 Stock-Aware CRM platform for Xero. Prospect CRM is perfect for growing Wholesalers, Distributors & Manufacturers
  4. 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!
  5. CRM, Debtor tracking

    Mailchimp

    1 out of 5 stars
     11
    CRM, Debtor tracking
    Mailchimp is a web-based email marketing automation service. It helps you design email newsletters, share them on social networks, integrate with services you already use, and track your results.
  6. 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.
  7. 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.
  8. 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
  9. CRM, Inventory

    MRPeasy

    4.57 out of 5 stars
     43
    CRM, Inventory
    MRPeasy is a cloud-based, affordable and user-friendly ERP/MRP software for small manufacturers and distributors (10-200 employees). Production, inventory, sales, purchases, shop floor, and finance – all in one simple interface.
  10. CRM

    Constant Contact

    CRM
    Easily create beautiful emails and reach your customers where they are every day; their inbox. Export lists from Xero to Constant Contact.
  11. CRM

    Microsoft Outlook

    1.22 out of 5 stars
     9
    CRM
    Xero and Microsoft collaborate to help you spend less time looking for the right contact and more time in your business.
  12. 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.
  13. CRM

    Google Contacts

    1.43 out of 5 stars
     14
    CRM
    Xero and Google Contacts collaborate to help you spend less time looking for the right contact and more time in your business.
  14. CRM, Reporting

    ScaleXP

    5 out of 5 stars
     39
    CRM, Reporting
    Comprehensive B2B financial reporting. Integrate financial and CRM data with automated SaaS metrics, dashboards, and presentations. Automate revenue recognition, deferred income and prepayments. Instantly report and convert currencies, track multiple budgets and Tracking Codes.
  15. CRM

    Semble

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

    HoopsCRM

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

    Nexudus

    CRM, Invoicing and jobs
    Feature-rich management and member platform for coworking spaces and flexible workspaces.
  18. CRM

    Insightly CRM

    4.52 out of 5 stars
     124
    CRM
    Insightly empowers companies to build lasting relationships with their customers.
  19. 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
  20. CRM, Invoicing and jobs

    Enrolmy

    CRM, Invoicing and jobs
    Enrolmy 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!
  21. CRM

    MagManager

    5 out of 5 stars
     4
    CRM
    An all-in-one cloud-based platform for magazine publishers, MagManager combines accounting with Xero with CRM, flat planning and marketing management.
  22. Bills and expenses, CRM

    SFX Connect

    Bills and expenses, CRM
    SFX 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.
  23. CRM, Invoicing and jobs

    Clarity Go

    3 out of 5 stars
     1
    CRM, Invoicing and jobs
    Clarity Go is click through business software from lead generation through to invoice. No matter what you are supplying, producing or simply buying and selling.
  24. Bills and expenses, CRM

    Splynx

    Bills and expenses, CRM
    WISP billing and network management platform created for Internet service providers and network administrators.

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.