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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

    Insightly CRM

    4.52 out of 5 stars
     124
    CRM
    Insightly empowers companies to build lasting relationships with their customers.
  2. 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
  3. 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!
  4. CRM, Invoicing and jobs

    Luxie Tech for monday.com

    CRM, Invoicing and jobs
    Connect your Work OS to Xero. Avoid double handling data, entry errors and more.
  5. 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.
  6. 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.
  7. 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.
  8. Bills and expenses, CRM

    Splynx

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

    Payaca

    5 out of 5 stars
     5
    CRM, Invoicing and jobs
    Premium CRM software for field service businesses. Manage your jobs, organise your customers, automate your processes and more. Integrate seamlessly with Xero
  10. CRM

    Infusionsoft Connect powered by Workato

    4.6 out of 5 stars
     6
    CRM
    Automate beyond accounts with customizable bidirectional syncs; save time & get better insights from leadsource to transactions to customer follow-up.
  11. CRM, Invoicing and jobs

    Inbound Accounts

    CRM, Invoicing and jobs
    Integrate HubSpot and Xero to create invoices automatically from HubSpot and view Xero invoice details in HubSpot and much more. Plus custom options.
  12. CRM

    MembershipWorks

    CRM
    Membership Software for Chambers of Commerce, Trade Associations, Professional & Networking Groups, Societies, Non-profits and other membership groups
  13. CRM, Invoicing and jobs

    BrewMan

    CRM, Invoicing and jobs
    Premier 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.
  14. CRM, Time tracking

    SuperOps

    CRM, Time tracking
    Professional 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.
  15. CRM, Payments

    Glue Up

    CRM, Payments
    Glue 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.
  16. CRM, Payments

    Beacon

    5 out of 5 stars
     1
    CRM, Payments
    Beacon is the modern CRM for charities. It's easy to use, cloud-based, and flexible enough for anything. Rated #1 in Fundraising Magazine.
  17. CRM, Invoicing and jobs

    TwoCanConnect

    CRM, Invoicing and jobs
    Two Way Integration and Sync with Salesforce. Sync Contacts, Invoices, Products, Payments and more.
  18. CRM, Invoicing and jobs

    Surefire Software

    CRM, Invoicing and jobs
    A CRM for plumbing, heating, and electrical engineers. Incorporating everything from vehicle tracking to full accounts integration.
  19. CRM, Inventory

    Qblue Inventory Management

    5 out of 5 stars
     4
    CRM, Inventory
    Flexible 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.
  20. CRM, Point of sale

    Pet Manager

    5 out of 5 stars
     6
    CRM, Point of sale
    Cloud Kennel, Cattery and Daycare, Training & Grooming Software. The Solution to Running a Modern Pet Resort. Works on any device - pc, mac, tablet, phone
  21. CRM, Invoicing and jobs

    WORK[etc] CRM + Projects

    4.73 out of 5 stars
     41
    CRM, Invoicing and jobs
    All-in-one business management including CRM, Projects, Billing & more. Link with Xero & for end-to-end management of your business.
  22. CRM, Payments

    ClubRight

    CRM, Payments
    Membership management software for professionals. From Gyms to Health Clubs, Boutique Studios and even Martial Arts Clubs; our app has been built by ex gym owners who know exactly what you need when it comes to club membership software and how you need it delivered.
  23. CRM

    Really Simple Systems

    5 out of 5 stars
     4
    CRM
    This cloud CRM system combines Sales, Marketing, Customer Service and Support into one easy-to-use, yet powerful, solution for small businesses.
  24. CRM, Ecommerce

    Oncord

    5 out of 5 stars
     9
    CRM, Ecommerce
    A professional website platform with built-in tools to grow a contact database, send e-mail and sms campaigns, and sell online.

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.