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.
- CRM, Inventory
Prospect CRM
4.85 out of 5 stars20CRM, InventoryThe #1 Stock-Aware CRM platform for Xero. Prospect CRM is perfect for growing Wholesalers, Distributors & Manufacturers - CRM
Capsule CRM
4.63 out of 5 stars63CRMA simple online CRM used by thousands of businesses worldwide. Capsule integrates seamlessly with Xero to provide a complete picture of your customers. - CRM, Invoicing and jobs
Formitize
4.33 out of 5 stars5CRM, Invoicing and jobsPowerful business management platform with modules including CRM, Jobs, Forms, Safety, Pipelines, Workflows, Accounts and so much more! - CRM, Invoicing and jobs
HaloPSA
CRM, Invoicing and jobsEmpower your business with a single all-inclusive cloud platform, easy PSA software designed for your as-a-service business. - CRM, Invoicing and jobs
Accelo
3.45 out of 5 stars14CRM, Invoicing and jobsAccelo 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. - CRM, Invoicing and jobs
Dubsado
5 out of 5 stars1CRM, Invoicing and jobsBusiness management platform with the tools to help build lasting relationships with your customers and streamline your projects from start to finish. - CRM, Inventory
MRPeasy
4.6 out of 5 stars51CRM, InventoryProduction planning and inventory management trusted by over 1500 companies worldwide. MRPeasy is a powerful yet affordable cloud-based MRP/ERP software with a full built-in Xero integration. - CRM, Reporting
infoodle
5 out of 5 stars18CRM, ReportingFor charities and churches, a highly versatile CRM, with donor and fundraising management, Gift Aid, volunteers, email & text, receipting & reporting - CRM, Invoicing and jobs
Pylon
5 out of 5 stars1CRM, Invoicing and jobsSolar design software for fast-growing solar businesses. Create high resolution solar sales proposals in under 2 minutes. - CRM
Productive
5 out of 5 stars6CRMA one-stop-shop agency tool for running sales, projects, time tracking, resource planning, invoicing and monitoring profitability. - CRM, Practice manager
Exsalerate
4.81 out of 5 stars42CRM, Practice managerExsalerate CRM is a powerful sales and account management tool to win and retain more business that's deeply integrated with Xero. - CRM
Semble
CRMEmpowering clinicians & medical staff. The integrated clinical system for managing patients' data and admin tasks. - CRM, Invoicing and jobs
Invoice Stack for HubSpot
5 out of 5 stars1CRM, Invoicing and jobsBetter Invoicing for HubSpot. Making linking Xero to HubSpot easy with this top-rated, HubSpot-certified integration. - CRM, Invoicing and jobs
HoopsCRM
CRM, Invoicing and jobsThriving Promotional Products, Screen Printing & Embroidery companies use Hoops to run their entire business - CRM, Invoicing and jobs
Nexudus
CRM, Invoicing and jobsFeature-rich management and member platform for coworking spaces and flexible workspaces. - CRM
Insightly CRM
4.52 out of 5 stars124CRMInsightly empowers companies to build lasting relationships with their customers. - CRM
MagManager
5 out of 5 stars4CRMAn all-in-one cloud-based platform for magazine publishers, MagManager combines accounting with Xero with CRM, flat planning and marketing management. - CRM, Invoicing and jobs
Clarity Go
3 out of 5 stars1CRM, 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. - Bills and expenses, CRM
SFX Connect
Bills and expenses, CRMSFX 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. - Bills and expenses, CRM
Splynx
Bills and expenses, CRMWISP billing and network management platform created for Internet service providers and network administrators. - CRM, Time tracking
SuperOps
CRM, 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. - CRM, Invoicing and jobs
Inbound Accounts
CRM, 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, Invoicing and jobs
BrewMan
CRM, 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, Payments
Glue Up
CRM, 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.
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.