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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

    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
  2. Featured app
    Accountant tools, CRM

    IdentityCheck

    5 out of 5 stars
     3
    Accountant tools, CRM
    Verify the identity of Xero/XPM contacts in one click. Biometrically matches a contact's selfie with a government-issued identity document such as Passport or Drivers Licence.
  3. CRM, Invoicing and jobs

    HubSpot CRM integration

    3.84 out of 5 stars
     44
    CRM, Invoicing and jobs
    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.
  4. 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.
  5. CRM, Other

    Data sync by HubSpot

    CRM, Other
    An automatic, bi-directional contacts sync between HubSpot and Xero.
  6. CRM, Invoicing and jobs

    Splose

    5 out of 5 stars
     4
    CRM, Invoicing and jobs
    All-in-one practice management software for Allied Health & NDIS providers. Automate onboarding, scheduling, invoicing, payments, reporting and more.
  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, Debtor tracking

    Mailchimp

    1 out of 5 stars
     12
    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.
  9. 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.
  10. 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.
  11. 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.
  12. 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
  13. 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.
  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

    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.
  17. 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.
  18. 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.
  19. CRM, Invoicing and jobs

    Gas Engineer Software

    CRM, Invoicing and jobs
    All-in-One Software for Heating & Plumbing Companies. Easy to use Job Management Software helping over 5,000 UK heating & plumbing companies to schedule & organise jobs, build quotes, issue records & certificates, send invoices & get paid faster.
  20. 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.
  21. 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.
  22. CRM, Time tracking

    CMAP

    CRM, Time tracking
    Easily transfer relevant accounting transactions between CMap and Xero, eliminating the need to re-key data.
  23. 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.
  24. 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.

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.