Best CRM Software for Xero
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Compare the Top CRM Software that integrates with Xero as of November 2024
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This a list of CRM software that integrates with Xero. Use the filters on the left to add additional filters for products that have integrations with Xero. View the products that work with Xero in the table below.
What is CRM Software for Xero?
CRM software is a type of software that businesses use to manage and analyze customer interactions and data. It helps businesses improve customer service by tracking customer information, analyzing trends, and providing customized communications for customers. CRM software also helps organizations to manage sales leads, track contacts, and automate certain customer-facing activities. Many CRM solutions offer automated workflows that streamline processes such as marketing campaigns and customer onboarding. Compare and read user reviews of the best CRM software for Xero currently available using the table below. This list is updated regularly.
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1
HubSpot CRM
HubSpot
HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot CRM is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot CRM includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.Starting Price: Free -
2
SuiteMaster
LeadMaster Solutions Group
SuiteMaster - An Open-Source ERP & Implementation Solution * SuiteMaster is an affordable, fully integrated ERP business platform. Clients can select from thousands of core business applications, including CRM, Marketing Automation, Case Management, HR, Operations, Accounting, e-commerce, Inventory, and more. The apps easily "snap" into SuiteMaster's core ERP platform. SuiteMaster provides enterprise-class ERP/CRM at an attractive price point. SuiteMaster can be fully white-labeled, allowing you to bundle it with your organization's value-added services. We are also an Odoo-authorized Premier Partner. We provide consulting and implementation services to support Odoo's award-winning ERP solution. Companies of all sizes rely on us to deploy Odoo ERP successfully. With over 50,000 successful deployments, Odoo ERP has become a top ERP provider. Companies rely on LeadMaster Solutions Group to ensure cost-effective implementations with high adoption rates. -
3
Act!
Act!
Act! Premium is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! Premium accommodates the unique ways you do business, whether it’s on-premises (Act! Premium Desktop), in the cloud (Act! Premium Cloud), or, you can leverage a hybrid deployment for maximum flexibility! Act! also offers customizations to fit your specific business or industry processes or your preferences for deployment and access, the possibilities with Act! Premium are limitless. Act! Premium includes powerful CRM and Marketing Automation tools in one platform, making it easy for you to up your sales and marketing game – and ultimately create customers for life.Starting Price: $30.00/month/user -
4
Odoo
Odoo
Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.Starting Price: $25.00/month/user -
5
Pipeliner CRM
Pipelinersales Corp.
Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. There is no other CRM that provides both salespeople and sales management with so many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights. Plus, thanks to our automation engine and ease of integration with other systems (such as email, ERP, Marketing), Pipeliner eliminates many of the manual and routine tasks that other systems force on both salespeople and sales managers. The Pipeliner CRM experience is so different from traditional CRM which is why we drive the highest adoption rates, lower Total Cost of Ownership, and rapid Return On Investment. Plus with fast onboarding and how easy it is to learn to use and/or administer the system, there is little to no business interruption when deploying.Starting Price: $25 -
6
Vivantio
Vivantio
Vivantio is a leading provider of service management software for both internal- and external-facing teams. Centralize your service operations across B2B Customer Support, IT, HR, Facilities, Finance, and Legal. By combining enterprise-level functionality with the flexibility of a modern cloud-based solution, Vivantio provides an intuitive, scalable, and fully configurable platform that empowers businesses to achieve service excellence. The platform scales to meet the complex business needs of large, multi-site organizations, especially during periods of high growth. Vivantio is a trusted partner offering cost-effective solutions through flexible licensing.Starting Price: $59.00/month/user -
7
Birdeye
Birdeye
Birdeye is the leading reputation, social media, and customer experience platform for local businesses and brands. Over 150,000 businesses use Birdeye’s all-in-one platform to effortlessly manage online reputation, connect with prospects through digital channels, and gain customer experience insights to grow sales and thrive. Founded in 2012 and headquartered in Palo Alto, Birdeye is led by a team of innovators from Google, Amazon, Salesforce, and Yahoo and is backed by the who’s who of Silicon Valley, including Salesforce founder Marc Benioff, Yahoo co-founder Jerry Yang, Trinity Ventures, World Innovation Lab, and Accel-KKR. Learn more at birdeye.com.Starting Price: $250/month -
8
Pepperi
Advantive
The #1 B2B sales platform for medium, large and enterprise consumer goods manufacturers and distributors. Pepperi is a comprehensive, unified commerce platform to manage all aspects of your B2B sales. We combine a B2B eCommerce storefront, sales rep app for mobile order-taking (iOS/Android), Trade Promotions module, Retail Execution, Route Accounting / DSD & Inside Sales - in ONE UNIFIED cloud-based platform that runs online and offline to maximize in-person and online B2B sales. Thanks to its proprietary IPaaS (Integration Platform as a Service), Pepperi syncs seamlessly to your existing tech stack such as ERPs, Accounting software, Payment and Shipping gateways. Pepperi is the ONLY purpose-built mobile solution on the market and currently serves over 1000 companies in 65 countries. -
9
Pylon
Pylon
Create accurate proposals from anywhere in under 2 minutes using hi-res imagery, energy analysis and 3D shading tools in Pylon's intuitive design studio. Pylon is the only solar design software to give you high-resolution imagery in-app with no monthly fees. Identify dates of concern and track shading impact throughout the year using Pylon's award-winning 3D Solar Shading toolkit. Help your team better understand customer consumption patterns and maximize self-consumption using Pylon's load profile and interval data analysis. Analyze load profiles & interval data. Close more solar proposals with interactive Web & PDF proposals, native eSignatures and a payment processing gateway. Fully integrated solar CRM designed to integrate with your solar design software and convert proposals. Get 2-way SMS and email, communications with your team, lead management, and ready-made deal pipelines with Pylon Solar CRM.Starting Price: $4 per project -
10
TicketSearch
TicketSearch
TicketSearch is a complete event ticketing, box office management, CRM, and fundraising solution providing organizations of any size the tools and support to sell tickets, registrations, workshops, and merchandise, as well as accept donations and manage customer relations. TicketSearch offers two levels of service, the standard edition, with features for every organization, and the enterprise solution, which provides additional services such as marketing, phone sales, and additional support services. From loading events to managing ticket inventory and providing daily revenue reports, TicketSearch can customize a box office solution for your team. Virtual phone sales, ticket distribution, and patron package mailing services are available. A dedicated sales and support representative will be assigned to your account to ensure TicketSearch integrates seamlessly with your team. -
11
Ravetree
Ravetree
Ravetree is an award-winning work management software platform that empowers teams to deliver work faster, be more informed, and spend less time searching for information. Companies use Ravetree to manage their projects, resources, and creative workflows—all in one place. Ravetree eliminates the pain of moving between different applications to find important information, relying on cumbersome spreadsheets, and entering the same data in multiple places. It’s easy to get work done with Ravetree!Starting Price: $29/user/month -
12
SurveySparrow
SurveySparrow
Transform organizations into brands by refining experiences with SurveySparrow. The experience management platform helps create not only engaging surveys but assists in closing the feedback loop efficiently. Supporting 70+ languages and dedicated NPS and Customer experience modules help better understand customer loyalty. SurveySparrow enables business organizations to collect feedback via a chat-like interface, gain insights, and make data-driven decisions to improve products, services, and customer experience. Set up automation and manage feedback with the in-built Ticket management tool. Monitor and manage online reviews efficiently with the Reputation management module. Join the bandwagon of 100k+ customers in 149 countries to deliver delightful customer experiences.Starting Price: $19.00/month/5,000 responses -
13
1CRM
1CRM Systems Corp.
1CRM is the All-in-One CRM solution for your business. Available on the Cloud or On-Premise, with quote and orders management, calendar/email, project management, product catalogs, marketing automation, customer service, inventory management and more! Highly customizable to suit the unique needs of your business, including a free Mobile Client App 1CRM has got you (and your customers) covered, whether you are in the office, or on-the-go! A complimentary guided tour of the system, with a 30-day free trial offered to every client, you are sure to hit the ground running from day 1 of your 1CRM experience, with professional services and training available, onboarding could not be simpler.Starting Price: $13.00/month/user -
14
Tracker
TrackerRMS
For all your sales and recruiting needs, Tracker helps you build better with a cloud-based all-in-one recruitment ATS and sales CRM solution. Perfect for all kinds of staffing and consulting businesses, Tracker helps firms grow by creating better relationships. From applicant sourcing and placement to employee onboarding, Tracker streamlines the entire recruitment workflow, increasing recruiter, candidate, and client success.Starting Price: $75.00/month/user -
15
Buildertrend
Buildertrend
Buildertrend is the leading residential construction project management software trusted by home builders, remodelers and specialty contractors. Since 2006, we’ve empowered contractors to take control of projects and bring efficiency, organization and seamless communication to their businesses. Builders can manage jobs, sales, finances, materials, client relationships and more on one convenient platform. More than one million users across over 100 countries have chosen Buildertrend as their preferred platform for real-time collaboration throughout the building process. Our software helps construction professionals complete more projects while reducing delays, eliminating costly errors and increasing customer satisfaction. Buildertrend also provides integrations with other valuable software like QuickBooks, Xero, HubSpot, Salesforce, Gusto, The Home Depot’s Pro Xtra loyalty program and GreenSky. To learn more about Buildertrend, visit buildertrend.com.Starting Price: $199 (First month) -
16
Caflou
Caflou
Caflou lets you take control of business, your projects and team and increase your company’s profit. Caflou is all-in-one yet easy-to-use online business management system ideal for marketing agencies or IT teams. With Caflou you can manage your customer relations, projects with their budgets, finances and profitability, track time, manage your team and workload or even automate trivial activities, all in one place from anywhere. Caflou is professional and complex. Replaces the majority of tools that you’re using at present. Functions are logically connected and linked to each other. Constantly and quickly evolving. Keeps your data safe and in one spot. Join 3500+ companies using Caflou. Start Free!Starting Price: $13.00/month/user -
17
ChilliDB
Polymorphic Solutions
Client management made easy! Can manage all your information. Track all services and interactions. Designed for the Australian Not for Profit, Community and Health sectors. Use Xero to automatically invoice your members from ChilliDB and receive confirmation of payments as they occur. Integrate with Mailchimp and link your distribution lists in ChilliDB to a MailChimp list. Save time with Case management and Contract management tools with dedicated support for various national programs. Use surveys to capture anything from assessments, evaluations to information updates. Provide online pre-populated forms to your clients and have their responses automatically merged back into ChilliDB. Simplify your membership management with support for unlimited members, paid and non-paid membership and renewal tracking. Integrate with your website in less than 30 mins! Event and membership signup forms, service directories, newsletter subscriptions and more!Starting Price: $22 AUD per user per month -
18
Dealership CRM
Dealership CRM
Smart, simple CRM software for motorcycle and powersports dealerships. We make CRM smart and simple so you can build stronger customer relationships, sell more units and save time. Maintain relationships with your existing customers by sending automated service reminders by email or text. Be more organized with your customer information in one place. Easily track conversations, know the history and deliver more personal experiences. Win more deals by tracking your prospects and your sales’ team as leads flow though your sales pipeline. Take advantage of our existing pipelines – Showroom, Website & Phone calls – or create your own to suit your dealership. Feel in control of your deals as you tailor your pipeline to match your process. Easily spot the deals in need of attention and those about to land. Team up with your favorite apps with 870+ integrations like Shopify, WordPress, and Zapier available, you’ll have all the tools you need to succeedStarting Price: $35 per month -
19
Freshdesk
Freshworks
Freshdesk is a cloud-based customer service software that helps businesses provide exceptional customer service across every customer touchpoint. With Freshdesk, businesses can: - Manage customer conversations across multiple channels such as email, phone, chat, social media, etc., from a unified view - Improve agent productivity with smart workflow automation rules - Deliver seamless self-service experiences with AI-powered chatbots and branded help centers - Monitor key performance metrics with advanced analytics and custom reports Over 50,000+ customers including Hugo Boss, Toshiba, Cisco, The Atlantic, Chargebee, Grofers, and PhonePe trust Freshdesk to help them provide faster customer service with ease.Starting Price: $15.00/month/user -
20
Mailchimp
Intuit Mailchimp
Mailchimp is a marketing automation platform boasting 11 million users worldwide to personalize every email and SMS for every customer using AI-powered insights and content creation tools. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses connect with their customers, foster repeat business, and build lasting brand loyalty while fitting into their existing workflows. Businesses including TEDTalks, Shutterstock, Boston Market, Nikon India use Mailchimp to drive revenue through emails. Founded in 2001 and based in Atlanta with offices in Brooklyn, Oakland, Vancouver, London, Seattle, and Santa Monica. In 2021 Mailchimp was acquired by Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp. Since then, the company has released 100+ new features to help its customers.Starting Price: $9.99 per month -
21
Zoho CRM
Zoho
Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.Starting Price: $14.00/month/user -
22
Pipedrive
Pipedrive
Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.Starting Price: $14/month (billed annually) -
23
Raklet
Raklet
Raklet is an all-in-one membership management software to grow your organization. Build, grow and monetize your audience through memberships, newsletters and other digital tools. Import your contacts easily and create custom fields. Automate your messages through different channels. Collect one-off or recurring payments. Automate reminders & invoices. Be there for your people whenever they need you, wherever they are. With our mobile app for iOS & Android, you can engage your members on the go or let us develop a branded mobile app just for you. Engage with your audience through different channels like events, private messages, newsletters, and much more. Create your own digital membership cards to check in at the door, and help your members feel more engaged. Use our Zoom integration for online events to track attendees. Raklet's membership management tools enable you to run your organization from a single platform.Starting Price: Free -
24
OnePageCRM
OnePageCRM
OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time. Main features: - Next Action sales: action every generated lead - Log calls, notes, and deals. All you need to close a deal is on one scrollable page - Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab - Manage deals with pipelines and send quotes in seconds - Save time with smart sales automation features - Use our Browser Extension and Web Forms to easily capture leads - Custom reports and Live KPIs Dashboard - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more! - World-class support: email, phone & chatStarting Price: $9.95 per user/month -
25
Microsoft Dynamics 365
Microsoft
Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.Starting Price: $190 per user per month -
26
HoneyBook
HoneyBook
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.Starting Price: $19 monthly ($16 annually) -
27
Bitrix24
Bitrix24
Replace a multitude of services and apps with a single ecosystem for your business to work in. Explore the tools of Bitrix24 Activity stream, group chat, calendars, workgroups and other collaboration tools at your disposal. Bitrix24 helps you plan and execute your projects on time every time. Available online and on-premise with open source code access. Collaborative task management for teams large and small. Time tracking, reminders, reporting, templates, task dependencies and more. The world’s most popular free CRM by number of users (12 million companies and growing). Outstanding real time assistance tools that keep customers happy and coming back for your goods or services. Stunningly beautiful websites, landing pages and online stores that can be created by anyone without writing a single line of code. Free domain name and hosting is included. You can use the self-hosted version of Bitrix24 to run on your server.Starting Price: $ 49 per month -
28
Freshsales
Freshworks
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales. If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill.Starting Price: $9 per user per month -
29
Keela
Keela
Powerful, accessible, nonprofit-friendly software Keela is a cloud-based donor management tool that allows organizations to easily engage and build meaningful relationships with their contacts. Using powerful, but easy-to-use tools to automate workflows, increase capacity, and decrease stress, Keela has helped thousands of nonprofit professionals grow their mission. Fundraise effectively and delight your donors with Keela’s uniquely powerful tools. Reach the right audience with contact insights and campaign communications. Raise more money with smart donation forms. Repeat success by stewarding donor retention and reporting on the data that supports your decisions. Keela offers all the key features expected in a Nonprofit focused CRM like donor management, email marketing, and reporting, but we give you so much more!Starting Price: $99.00/month -
30
Zendesk Sell
Zendesk
Accelerate sales with Zendesk Sell (formerly Base), a next-generation CRM software for modern sales teams. Zendesk Sell makes it easy for small business, mid-market or enterprise sales teams to enhance their processes, productivity, and pipeline visibility. The platform features an intuitive user interface that enables teams to access, analyze, and collaborate on relevant data, prioritize leads and opportunities, and drive sales actions with data. Make calls, send emails, schedule meetings, and view deal history all from one place—without logging everything by hand. When it comes time to close deals, you can do it anywhere, because Sell gives you the power of a desktop sales tool in the palm of your hand—even when you're offline. Legacy sales management tools are often clunky and difficult to use, but Zendesk Sell is simple and designed to keep reps selling.Starting Price: $19 per user per month