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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, Custom integration

    Data Fetcher

    CRM, Custom integration
    Data Fetcher is the easiest way to import Xero data to Airtable with no-code.
  2. CRM, Custom integration

    Magnetism Solutions: Dynamics 365 Integration

    CRM, Custom integration
    Xero Integration for Dynamics 365 is a two-way sync between Dynamics CRM & Xero. Automatically sync payments, invoices, credit notes, contact information and more. Trust in our latest app fully supported by a Microsoft Gold Partner backed by thousands of deployments.
  3. CRM

    BriteBiz

    CRM
    BriteBiz is built by Wedding & Event Experts for Venue, Wedding, and Event Management Companies (such as Venues, Caterers, Florists, and Entertainment providers) to streamline their inquiries, proposals/quotes, contracts, bookings, event management, and payments.
  4. CRM, Custom integration

    Kondesk

    CRM, Custom integration
    A CRM solution packed with premium features for businesses of all sizes. KONDESK flawlessly integrates with XERO to provide you a superior accounting experience.
  5. Bills and expenses, CRM

    Apptivo

    Bills and expenses, CRM
    Cloud business management software with 60+ suites of applications to manage your complete business workflow and streamline your end-to-end operations right from where you are.
  6. Bills and expenses, CRM

    Utilmate

    Bills and expenses, CRM
    Flexible and scalable billing solution for suppliers of electricity, gas, water, solar and data services to multi-tenanted homes and businesses.
  7. CRM, Invoicing and jobs

    Link for Act! CRM

    CRM, Invoicing and jobs
    A live link between Act! CRM and the Xero contact, enabling continuous and efficient sales workflow from the first enquiry to invoice creation – all in Act!.
  8. Bills and expenses, CRM

    Zeevou

    5 out of 5 stars
     4
    Bills and expenses, CRM
    Join a global community of hosts and grow your hospitality business. Love the sound of industry-renowned training, sleek automation and reliable support? Then it’s Zeevou you need!
  9. Accountant tools, CRM

    BOMA

    5 out of 5 stars
     13
    Accountant tools, CRM
    The content library and digital marketing platform for busy accountants and bookkeepers.
  10. CRM, Invoicing and jobs

    Oomph CRM

    CRM, Invoicing and jobs
    Save time and boost productivity with the complete customer relationship management system
  11. CRM

    SalesRoller

    CRM
    Connecting SugarCRM and Xero via SalesRoller gives you one place for all the information you need to have conversations with clients.
  12. CRM, Point of sale

    ChiDesk

    CRM, Point of sale
    Scheduling and point-of-sale software in a single seamless solution. Trusted by salons, spas, medical practises and other service businesses.
  13. CRM, Invoicing and jobs

    mSales App

    CRM, Invoicing and jobs
    Anyone can sell with mSalesApp! Mobile app to help sales reps to sell more, better and faster through e-catalogues, fast order taking, real-time stocks and lead generation tools. Get a free trial and free demo today from our website: www.msalesapp.com
  14. 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.
  15. 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.
  16. 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.
  17. CRM, Debtor tracking

    Funding Gates

    4.75 out of 5 stars
     4
    CRM, Debtor tracking
    AR Financing, AR Software, or AR Staffing. Funding Gates offers solutions to transform your AR and get paid faster, All in One Place.
  18. CRM

    Legrand CRM Online

    CRM
    Easy, Powerful, Flexible. Legrand CRM provides an informative view of all your business relationships.
  19. CRM, Debtor tracking

    Mailchimp

    1 out of 5 stars
     13
    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.

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.