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CRM

Keeping track of sales opportunities and contacts is so much simpler when using a CRM system that integrates with Xero. Choose a CRM software solution that links up to Xero to get a complete view of your business and create the best customer experience.

  1. 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.
  2. CRM

    HubSpot CRM integration

    3.91 out of 5 stars
     43
    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.
  3. CRM, Inventory

    Prospect CRM

    4.84 out of 5 stars
     19
    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

    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.
  7. 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.
  8. 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.
  9. 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
  10. CRM, Inventory

    MRPeasy

    4.55 out of 5 stars
     41
    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.
  11. 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.
  12. 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.
  13. CRM, Practice manager

    Exsalerate

    4.81 out of 5 stars
     43
    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.
  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, Reporting

    ScaleXP

    5 out of 5 stars
     33
    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.
  16. CRM

    Semble

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

    HoopsCRM

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

    Productive

    5 out of 5 stars
     6
    CRM
    A one-stop-shop agency tool for running sales, projects, time tracking, resource planning, invoicing and monitoring profitability.
  21. 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
  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

    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.
  24. Bills and expenses, CRM

    Splynx

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