21 Best CRM Software That Integrates with Xero Reviewed in 2024
Best CRM Software That Integrates with Xero Shortlist
Here’s my pick of the 10 best software from the 21 tools reviewed.
Our one-on-one guidance will help you find the perfect fit.
Finding the right CRM software that integrates with Xero is tough. You want to manage customer relationships and streamline your accounting but need to figure out which tool fits best.
With several years of experience in revenue operations and CRM software, I can help. I tested and reviewed several CRMs that integrate with Xero to help teams pick from the best options on the market. From there, I compiled my insights into in-depth reviews to help teams find the solution that best fits their business needs and drive accounting processes.
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Best CRM Software That Integrates with Xero Summary
| Tools | Price | |
|---|---|---|
| CRM Creatio | From $25/user/month | Website |
| EngageBay | From $12/user/month (billed annually) | Website |
| Insightly | From $29/user/month (billed annually) | Website |
| TeamWave | From $39/month | Website |
| Freshsales | From $9/user/month (billed annually) | Website |
| FiveCRM | From $63/user/month (min 5 licenses) | Website |
| Tall Emu | From $43/user/month + $400 onboarding fee (billed annually) | Website |
| Capsule | From $18/user/month (billed annually) | Website |
| Nutshell | From $19/user/month | Website |
| Spotler CRM | Pricing upon request | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareHow to Choose a CRM Software That Integrates with Xero
As you work through your unique software selection process, keep the following points in mind:
- Ease of Integration: Ensure the CRM software has a straightforward integration process with Xero. This is vital to avoid technical difficulties and to ensure that financial data is synchronized with your customer data.
- Data Accuracy and Efficiency: One of the primary benefits of integrating CRM with Xero is the automation of data entry processes. This significantly reduces the risk of human error, ensuring that financial data is accurately reflected in the CRM, leading to better business decisions.
- Financial Visibility and Reporting: A good CRM integration with Xero should provide enhanced financial visibility and powerful reporting capabilities. This allows businesses to stay on top of their cash flow, monitor invoice statuses, and generate insightful reports for stakeholders.
- Scalability and Customization: Choose a CRM that can grow with the business and offers customization options to fit company needs. This way, you can save on unexpected expenses with a new solution in the future.
- User Experience and Support: Your chosen CRM software should be user-friendly and come with reliable customer support to assist with any issues.
Best CRM Software That Integrates with Xero Reviews
This section provides an in-depth analysis and overview of each CRM software that integrates with Xero. We will walk through the pros and cons of each tool, their features, and their best use cases.
Creatio is a no-code platform designed to automate customer-facing and operational workflows. It offers CRM applications for marketing, sales, and service, enabling businesses to manage the entire customer journey.
Why I picked CRM Creatio: Creatio's no-code platform empowers your team to automate workflows and build applications tailored to your business needs. This flexibility ensures that your CRM system aligns perfectly with your processes, enhancing efficiency and adaptability. Additionally, Creatio's CRM applications for marketing, sales, and service provide comprehensive tools to manage customer interactions across various channels, ensuring a unified approach to customer relationship management.
Standout features & integrations:
Features include lead management, opportunity tracking, sales forecasting, order management, contract management, customer segmentation, campaign management, case management, knowledge base, service level agreement management, and field sales management.
Integrations include Xero, Accelo, Act!, ActiveCampaign, Acumatica, Adobe Analytics, Asana, Microsoft Exchange, Excel, Mailchimp, HubSpot Marketing Hub, Google Calendar, and Tableau.
Pros and cons
Pros:
- Supports scaling businesses
- No-code platform
- Extensive customization options
Cons:
- Hefty feature set can be overwhelming
- Customization can be time-consuming
EngageBay is an all-in-one CRM software that offers marketing, sales, and support functionalities that help cater to various business needs.
Why I picked EngageBay: EngageBay combines advanced tools used to manage customer relationships and grow your business. It offers advanced marketing automation and affordable pricing plans for businesses with limited budgets. The software comes with strong lead generation and nurturing capabilities and detailed analytics and reporting for business owners to make informed decisions and optimize sales and marketing efforts.
Standout features & integrations:
Features include marketing automation, email marketing, sales CRM, and service automation.
Integrations include Zapier, Shopify, SendGrid, Mailgun, Mandrill, Xero, Amazon SES, Stripe, QuickBooks, JustCall, and Twilio.
Pros and cons
Pros:
- Strong reporting analytics
- Lead scoring and nurturing
- Advanced marketing automation
Cons:
- Slower customer support response time
- Limited advanced features
Insightly is a modern and scalable CRM platform to help businesses build lasting customer relationships. It offers advanced features that support customer relationships and project management, making it ideal for growing businesses.
Why I picked Insightly: Insightly’s dual functionality in CRM and project management make it an excellent solution for managing customer relationships and business operations. It provides workflow automation, email tracking, and a customizable dashboard to streamline processes.
Standout features & integrations:
Features include lead routing, sales pipeline management, workflow automation, and customizable dashboards. It also provides project management tools such as task tracking, milestone setting, and project timelines.
Integrations include QuickBooks Online, Xero, Sage, Workday, ADP Workforce Now, BambooHR, ZoomInfo, Gong, Docusign, and WordPress.
Pros and cons
Pros:
- Role-based permissions
- Comprehensive email integration
- Integrated CRM and project management features
Cons:
- Performance issues with large and complex projects
- Limited advanced customization
TeamWave is an advanced software combining CRM and project management capabilities. It consolidates essential business operations into one platform, making it highly efficient for small businesses.
Why I picked TeamWave: TeamWave offers an all-in-one solution with its customizable sales pipeline and project management features, allowing teams to manage customer relationships, projects, and HR processes within one software. Along with its affordable pricing and mobile accessibility, Teamwave is an ideal choice for businesses looking to improve productivity.
Standout features & integrations:
Features include sales management, project management, and HR management. It also offers electronic signatures and AI-powered content generation.
Integrations include G Suite, Xero, QuickBooks, Dropbox, Slack, Zapier, Mailchimp, Trello, Pipedrive, BambooHR, and Insightly.
Pros and cons
Pros:
- Lead and deal tracking
- Strong collaboration tools
- All-in-one with CRM, project management, and HR
Cons:
- Limited customization
- Integrations are limited
Freshsales is an AI-powered CRM system that boosts revenue by streamlining sales processes. It uses Freddy, an AI assistant, to highlight the best leads, offer insight, and automate repetitive tasks.
Why I picked Freshsales: Freshsales comes with extensive AI capabilities that significantly help enhance sales productivity, lead scoring, and deal recommendations. The software has powerful sales automation, lead and customer management, smart workflow automation, email tracking, and customizable dashboards to visualize key metrics. Additionally, it includes lead nurturing features with personalized email campaigns, behavior-based segmentation, and multi-channel communication options that help drive growth and improve customer relationships.
Standout features & integrations:
Features include smart sales campaigns, efficient organizing with Kanban views, and AI-powered assistance through Freddy AI. It also provides a 360° customer view and multi-channel engagement.
Integrations include Google Workspace, Microsoft Office 365, Mailchimp, Zapier, Slack, QuickBooks, Xero, Shopify, Stripe, and Docusign.
Pros and cons
Pros:
- Automated workflows
- Detailed analytics and reporting
- AI-powered lead scoring and insights
Cons:
- Complex initial setup
- Limited customization options
FiveCRM is a specialized CRM software for telemarketers that offers advanced tools to enhance outbound sales processes and improve lead management efficiency.
Why I picked FiveCRM: FiveCRM provides users with powerful lead management, advanced automation, and multi-channel communication tools that enhance productivity and customer engagement. The software caters to telemarketers focusing on high-volume outbound sales with customizable call scripting and email marketing features that can optimize call center operations and drive sales growth. FiveCRM also offers appointment scheduling, follow-up reminders, and customer segmentation, ensuring no lead is overlooked.
Standout features & integrations
Features include telemarketing tools, email marketing software, analytics and reporting, and a native app builder.
Integrations include Xero, Mailchimp, Google Analytics, Zapier, Twilio, Slack, Microsoft Outlook, Salesforce, HubSpot, and QuickBooks.
Pros and cons
Pros:
- Powerful lead management features
- Real-time performance monitoring
- Specialized telemarketing tools
Cons:
- Limited customization for non-telemarketing needs
- Complex setup and configuration
Tall Emu is an Australian-developed sales and accounting software that provides strong inventory, project, and manufacturing management that can handle complex operations.
Why I picked Tall Emu: Tall Emu provides users with extensive lead, stock, and order management services tailored for various roles and industries. It removes unnecessary processes by centralizing key functions like customer relationship management, quoting, and invoicing. The software also offers reporting and analytics tools through its MYOB and Xero CRM integration to help with growth and scalability.
Standout features & integrations:
Features include marketing management, inventory management, simple manufacturing, warehouse management, a B2B customer portal, website and e-commerce services, CRM customizations, automation and workflows, job and in-field management, accounting & finance, and reports, dashboards & KPIs.
Integrations include MYOB, Xero, WooCommerce, Mailchimp, Campaign Monitor, Burst SMS, Google Maps, and Facebook.
Pros and cons
Pros:
- Centralized customer data
- Strong sales automation
- Advanced inventory and manufacturing management
Cons:
- Higher cost for SMEs
- Complex setup and customization
Capsule is a versatile tool designed to help small businesses manage contacts, leads, and sales opportunities efficiently. It has a user-friendly interface and essential features tailored for small enterprises.
Why I picked Capsule: Capsule’s intuitive user interface and powerful features make it easy for teams to adopt and use effectively without extensive training. It offers strong contact management, sales pipeline tracking, and task management capabilities all in one platform. Additionally, it has efficient email integrations, custom fields, a tagging system, strong reporting and analytics features, and a mobile app that can manage customer relationships on the go.
Standout features & integrations:
Features include contact management, email marketing, task and calendar management, sales pipeline tracking, sales analytics, project management, workflow automation, and AI content assistance.
Integrations include Xero, QuickBooks, Gmail, Outlook, Zapier, FreshBooks, Mailchimp, WhatsApp, FreeAgent, and Microsoft 365.
Pros and cons
Pros:
- Strong integrations list
- Essential contact management features
- User-friendly interface
Cons:
- No built-in email marketing
- Restricted customization options
Nutshell is a CRM software that simplifies pipeline and contact management for sales teams. It has customizable pipeline views and an intuitive interface, helping sales reps easily manage and prioritize leads.
Why I picked Nutshell: Nutshell’s advanced pipeline management makes it ideal for teams seeking to streamline their sales processes. It offers a visual way to track and manage sales opportunities and ensures that no lead falls through the cracks. The software has built-in marketing that allows businesses to manage campaigns directly within the CRM and supports lead capture from web forms. Additionally, its mobile app can conveniently manage sales pipelines and customer interactions.
Standout features & integrations:
Features include sales automation, email and calendar sync, reporting and analytics, and team collaboration tools.
Integrations include Xero, Google Suite, Microsoft 365, PandaDoc, Dropbox, QuickBooks, Slack, Zapier, and AppConnect.
Pros and cons
Pros:
- Supports lead capture
- Excellent pipeline management
- Powerful sales automation
Cons:
- Mobile app limitations
- Occasional lag with large data sets
Spotler CRM is an advanced CRM solution for B2B marketing teams. It helps build long-lasting relationships, save time, and increase sales.
Why I picked Spotler CRM: Spotler CRM comes with advanced email marketing and lead management tools, providing an integrated platform for strong customer engagement. The software has powerful marketing automation features and real-time lead scoring which enhances marketing campaigns and sales processes. Additionally, it offers social media integration, allowing diverse and targeted customer outreach and segmentation capabilities to help tailor marketing efforts to specific customer groups.
Standout features & integrations:
Features include lead management, campaign management, email marketing, marketing automation, and analytics.
Integrations include Xero, QuickBooks, Google Sheets, Zapier, Mailchimp, Campaign Monitor, Burst SMS, WooCommerce, Microsoft Outlook, and Google Analytics.
Pros and cons
Pros:
- Segmentation capabilities
- Real-time lead scoring
- Integrated email marketing
Cons:
- Limited customer support hours
- Limited customization
Other CRM Software That Integrates with Xero
Below is a list of additional CRM software that integrates with Xero that I shortlisted. While they didn’t make the top 10, they’re still valuable and worth further research.
- Salesmate
For advanced sales automation
- Pepper Cloud
For WhatsApp and Facebook integration
- Agile CRM
For multi-channel marketing
- HoneyBook
For creative professionals
- NetSuite
For comprehensive ERP solutions
- Copper
For G Suite integration
- HubSpot CRM
For inbound marketing automation
- Simpro
For field service management
- Lightspeed
For retail and e-commerce businesses
- monday.com
For customizable workflows
- BeeCastle
For relationship intelligence
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CRM Software That Integrates with Xero Selection Criteria
The criteria for choosing a CRM software that integrates with Xero should directly address buyer needs and common pain points, ensuring that the software solution serves its intended purpose effectively. As an expert who has personally tried and researched these tools, here are the requirements I use when evaluating software:
Core Functionality (25% of total score):
- Centralizes customer information and tracks interactions
- Monitors opportunities from lead generation to deal closure
- Integrates with invoicing and billing system and automates financial data synchronization
- Offers advanced analytics and customizable reports
- Allows the creation, assignment, and tracking of tasks and activities
Additional Standout Features (25% of total score):
- Identifying unique features and functionality not offered by the competition
- Tools leveraging new and innovative features
- Exploring and testing for functionality that goes beyond generic CRM software
- Examples include AI-driven insights, advanced automation, and customizable dashboards
Usability (10% of total score):
- Evaluating power and complexity vs ease of use
- Interface design aesthetic
- Intuitive navigation and user-friendly layout
- Customizable workflows and dashboards
Onboarding (10% of total score):
- Quick, simple, and easy onboarding
- Availability of training videos, templates, and interactive product tours
- Chatbots and webinars for support
- Evaluating the post-purchase stage, migration, and realization of value
Customer Support (10% of total score):
- Availability and responsiveness of support channels
- Quality of support documentation and resources
- Access to live chat, email, and phone support
- Community forums and user groups
Value for Price (10% of total score):
- Comparing pricing against the competition
- Evaluating the range of features offered at different price points
- Assessing the scalability of pricing plans
- Considering the total cost of ownership
Customer Reviews (10% of total score):
- Analyzing overall satisfaction ratings
- Identifying common pain points and praises
- Evaluating the frequency and recency of reviews
- Considering the reputation and reliability of the product
Trends for CRM Software That Integrates with Xero
Here are some trends I’ve noticed for CRM software that integrates with Xero, plus what they might mean for the future. I sourced countless product updates, press releases, and release logs to tease out the most important insights.
- AI-Powered Analytics: AI-driven analytics are becoming standard in CRM software. These tools provide deeper insights into customer behavior and financial data which is important for making data-driven decisions.
- Automated Invoicing: Automated invoicing features are increasingly common as they reduce manual entry and errors, save time and resources, and improve efficiency.
- Mobile Accessibility: Mobile-friendly CRM solutions are on the rise as they allow users to access customer and financial data on the go. This trend is increasingly significant for remote and field teams.
- Enhanced Security Measures: Advanced encryption and multi-factor authentication protect sensitive financial data, maintaining trust and compliance. This trend helps companies ensure that all confidential information is locked away and free from threats.
- Customizable Dashboards: Customizable dashboards are gaining popularity as they enable users to tailor their view of customer and financial metrics for personalized user experiences.
Embracing the latest advancements in the best Xero CRM integration will undoubtedly pave the way for more streamlined and effective business processes. Staying ahead of these trends ensures that companies can enhance their operational efficiency, improve customer insights, and maintain a competitive edge in their respective markets.
What is CRM Software That Integrates with Xero?
A customer relationship management (CRM) system is a software tool designed to help businesses manage and analyze customer interactions and data throughout the customer lifecycle. CRMs that integrate with Xero streamline the management of customer relationships by synchronizing financial data and customer information between the two platforms.
This integration allows businesses to automate invoicing, track payments, and gain advanced insights into customer interactions and financial health, ultimately enhancing efficiency and decision-making.
Features of CRM Software That Integrates with Xero
When shopping for your next CRM, here are the most important features to look for:
- Contact Management: This feature maintains a comprehensive customer database and supplier information. It’s vital for keeping track of all interactions and ensuring that customer data is up-to-date and easily accessible.
- Email Marketing & Tools: Integrating email marketing tools with CRM can help send campaigns and email templates directly from the CRM. This is important for maintaining consistent communication with customers and leads.
- Task and Calendar Management: This feature creates and manages tasks for appointments, meetings, and phone calls. It ensures that daily activities are efficiently organized, including important follow-ups.
- Sales Pipeline Management: A sales pipeline provides a complete summary of sales opportunities. It’s essential for tracking the progress of deals and identifying bottlenecks in the sales process.
- Sales Analytics: This feature monitors every aspect of the sales cycle through detailed reports. It helps in gaining insights into sales performance and making data-driven decisions.
- Project Management: Integrating project management tools within your CRM manages sales and service projects. This ensures that all team members are on the same page and that projects are completed on time.
- Workflow Automation: Automating workflows can streamline sales and business processes by automating routine tasks. This reduces manual effort and ensures data synchronization between the CRM and Xero.
- AI Content Assistance: AI tools can help write emails and other content. This feature is important for improving productivity and ensuring professional and timely communication.
- Invoice Management: The ability to create and manage invoice history directly from the CRM is important. It helps with due date tracking and overdue payments and ensures that financial data is always updated.
- Integration with Other Tools: The CRM should offer seamless integration with other business tools like Gmail, Outlook, and various marketing platforms. This ensures business processes are interconnected and data flows smoothly between different systems.
CRM software that integrates with Xero offers a powerful combination of financial and customer relationship management features, providing businesses with a comprehensive toolset to streamline operations. Embracing such features empowers businesses to maintain a competitive edge while delivering superior customer experiences.
Benefits of CRM Software That Integrates with Xero
A CRM software that integrates with Xero offers numerous advantages for businesses. Some of the perks you may experience with your CRM-Xero software include:
- Improved Data Accuracy: Automating data entry processes minimizes human errors, ensuring that financial and customer data are accurate and updated.
- Increased Efficiency: The integration saves time by eliminating manual data entry, allowing sales teams to focus on generating and closing deals rather than administrative tasks.
- Enhanced Financial Visibility: Users can access a comprehensive view of their financial status, including invoice statuses and cash flow from a single dashboard, facilitating better financial management.
- Better Decision-Making: With all data centralized in one system, businesses can analyze customer behavior and financial trends more effectively, leading to more informed and strategic business decisions.
- Improved Customer Management: The integration provides valuable insights into customer interactions and financial transactions, enabling businesses to offer personalized services and improve customer relationships.
By unifying customer and financial data, businesses can automate tasks, reduce errors, and make more informed decisions. Ultimately, this integration empowers companies to deliver better customer service and achieve greater financial control.
Costs & Pricing of CRM Software That Integrates with Xero
When searching for a new CRM software, it’s important to compare not only features, but also pricing plans. Below is a detailed overview of various CRM software options that integrate with Xero, including their pricing plans and common features, to help you make an informed decision.
Plan Comparison Table for CRM Software that Integrates with Xero
| Plan Type | Average Price | Common Features |
| Free Plan | $0 | Basic contact management, email campaigns, help desk service, and one integration |
| Starter Plan | $8.99 - $25 per user | Two-way data sync, invoice tracking, basic automation, and contact management |
| Professional Plan | $23 - $75 per user | Advanced automation, workflow management, and detailed financial tracking |
| Enterprise Plan | $40 - $150 per user | Strong financial management, advanced reporting features, and multi-currency support |
When selecting a CRM software that integrates with Xero, consider the specific needs of your business, such as the level of automation required, the complexity of financial tracking, and the budget available. Each plan offers different features and pricing, so choose the one that best aligns with your business goals.
CRM Software That Integrates with Xero FAQs
Here are some frequently asked questions I’ve received about CRM software that integrates with Xero.
What does the integration process look like for most CRMs with Xero?
While the specifics may vary by CRM, the integration process generally involves locating the Xero integration within the CRM’s settings or integration tab, connecting the two platforms, and confirming the connection. Once connected, data can typically be synced automatically between the two platforms, enabling a more streamlined, efficient workflow.
How does the Xero integration improve sales processes?
The Xero integration improves sales processes by providing real-time financial insights. Sales teams can access invoice statuses, payment histories, and financial data within the CRM. This transparency helps in making informed sales decisions and tracking client payments efficiently.
Can I customize data fields in CRM software integrated with Xero?
Yes, most CRM software integrated with Xero allows customization of data fields. This customization ensures the CRM aligns with specific business needs and processes. It enhances data management and usability.
Is it difficult to set up the Xero integration in CRM software?
Setting up Xero integration in CRM software is generally straightforward. Most CRMs offer step-by-step guides and support resources. However, the initial setup might require some technical knowledge.
Does integrating with Xero affect CRM performance?
Integrating with Xero typically does not affect CRM performance. These integrations are designed to be seamless and efficient. Any potential performance issues are usually minimal and quickly resolvable.
Can I access Xero-integrated CRM software on mobile devices?
Yes, most Xero-integrated CRM software offers mobile apps. These apps provide access to CRM features and financial data on the go. Mobile access enhances productivity and flexibility for sales and management teams.
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