The 6 Best Xero CRM Integrations for 2022

A CRM is a software system designed to help companies keep track of their vital information, and the best integrations allow users to access that data from anywhere. Here are six of the most popular and powerful Xero integration options for 2022.

The “hubspot” is the 6th most popular CRM in the world. It’s a perfect fit for your small business.

Xero is a cloud-based accounting program that allows users to produce invoices, monitor payments, and keep track of inventory. When used in conjunction with customer relationship management (CRM) software, it enables users to link customer and financial information in real time. Some Xero CRM connections or add-ons, on the other hand, are more powerful than others. We looked at hundreds of CRM tools to come up with the best six Xero-friendly solutions.

Our top selections and their finest use cases are listed below:

• For organizations with extensive invoicing requirements, Agile CRM is the best overall Xero CRM.
• Freshsales: The most effective Xero CRM for forecasting future receivables
• Systems that are really simple: Excellent choice for companies who want a Xero CRM with real-time cashflow views.
• Sell with Zendesk is the best choice for teams looking for the easiest Xero connection and access to the most important invoicing capabilities.
• HubSpot CRM (Customer Relationship Management) is a great option for entrepreneurs looking for a free CRM product to pair with Xero.
• For enterprise-level enterprises, Salesforce is the best Xero CRM.

If you’re new to CRM systems and want to learn more about CRM integrations, we recommend reading our CRM integrations guide. You may also read our in-depth Xero review to see how it can help your company.

Comparison of the Best Xero CRM Integrations

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*Based on a yearly billing cycle

If this list of Xero-integratable CRMs isn’t quite right for you, see our guide to the top CRMs for small companies to discover a better fit.

Overall, Agile CRM is the best. With Robust Invoicing Capabilities, Xero CRM Integration

Agile CRM

4.78 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• Apart from producing bills, the software may also follow the invoice’s progress till payment is received.
• A free plan for up to ten users is available.

What Isn’t There

• Technical knowledge is required for setup.
• Customer assistance seems to be of poor quality, according to user evaluations.

Summary of Costs*

• Up to ten users are free.
• Starter: $9.99 per month for each user
• Regular price: $39.99 per month, per user
• Enterprise: $64.99 per month for each user
• 14-day free trial

*Based on a yearly billing cycle. Monthly subscriptions are also available at higher rates.

Agile CRM has a direct connectivity with Xero, so you can monitor and handle payments right from your dashboard. Once the interface is set up, you can use the Agile platform to generate and send invoices to clients, as well as monitor the status and progress of payments. Users may also access all of their previous bills and their associated data, as well as pin them to their contacts’ pages.

While Agile CRM is ideal for users who want basic invoicing features, it does necessitate some technical knowledge. Furthermore, several people are dissatisfied with the company’s poor customer service. HubSpot CRM (Customer Relationship Management) is a good option for those who want a basic and easy-to-set-up CRM, whereas Freshsales is a good option for those who want a more dependable customer service staff.

Features of Agile CRM

Agile CRM is a platform that brings together your sales, marketing, and customer care capabilities into one place. The following are some of the features that we believe are most valuable to users:

• Payment tracking: Use the Xero widget within Agile to check the status of payments to see which contacts haven’t paid and need reminders.
• Quick invoicing: The Xero widget’s “Add Invoice” option lets you add or amend stored invoice templates, as well as approve and send bills to clients.
• Data-driven reports provide information on a wide range of variables, including sales performance, trends, marketing initiatives, and activity reports.
• Reminders and task management: Shows all future tasks, such as contacting a lead, sending an email, meeting with your team, or pushing a transaction along the pipeline.

Users can easily produce, approve, and submit Xero bills from inside their Agile CRM account. (Image courtesy of Agile CRM)

Agile CRM is designed for users that need a CRM with integrated sales, marketing, and customer care features to assist enterprises in making informed choices. To understand more about the benefits and drawbacks of adopting Agile CRM, read our review.

Visit Agile CRM for more information.

Freshsales: The Best Xero CRM Integration for Receivables Forecasting

Freshsales

4.75 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• From the CRM platform, users may search and examine client billing history.
• All options have the option to integrate Xero.
• Integrations with a variety of third-party services

What Isn’t There

• The CRM dashboard does not have the functionality to create or send invoices.
• Only the most expensive package includes advanced reporting metrics.

Summary of Costs*

• Plan 1: Supports an infinite number of users. Plan 2: Supports an unlimited number of users
• $15 per month per user growth
• Pro: $39 per month, per user
• Enterprise: $69 per month for each user

*Based on a yearly billing cycle. Monthly subscriptions are also available at higher rates.

Freshsales’ Xero connection allows you to get data on receivables from pipeline prospects, leads, contacts, accounts, and deals to have a clearer picture of projected payments over time. Xero invoices may also be pinned, viewed, and searched right from your CRM dashboard.

Through the Xero widget, you may see open and paid bills for leads or contacts. You can also examine the history of invoices created for a given client by utilizing the filter option to look for past bills based on date ranges.

While Freshsales’ Xero connection is straightforward to set up, it lacks several invoicing functionality seen in other suppliers, such as the ability to generate and send invoices directly from your CRM dashboard. Agile CRM is your best choice if you want a vendor that can produce invoices straight. Unlike Salesforce, which provides advanced reporting across all plans, Freshsales’ advanced reporting tools are confined to the highest-priced plans.

Features of Freshsales

Freshsales is a user-friendly CRM that comes with a variety of features to help you engage new leads and close more sales. We’ve compiled a list of some of its most notable characteristics below:

• Receivables summary: From inside Freshsales, see total outstanding amounts in Xero for each account or contract.
• Create follow-up tasks, plan and monitor appointments, and keep track of notes for every lead, contact, account, and deal with task management.
• To make your lead outreach more efficient, use the in-app phone to make unlimited calls, record discussions, and provide country-specific telephone numbers to your employees.
• Send communications over many channels, including email, text, chat, social media, and messaging apps like WhatsApp and Apple Business Chat.

Freshsales’ Xero connection allows users to monitor their clients’ outstanding bills directly from their CRM dashboard. (Image courtesy of Freshsales)

Freshsales is a powerful and scalable sales CRM with tools for managing leads, sales pipelines, tasks, and deals. In this in-depth Freshsales review, you’ll learn more about what this software can achieve for your company.

Freshsales is a great place to start.

Best CRM With Real-Time Cash Flow View

Systems that are really simple

4.69 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• All plans come with Xero integration.
• Setup and navigation are simple.
• CRM software for sales, marketing, and customer service teams.

What Isn’t There

• There isn’t a mobile app.
• Third-party integrations are limited.

Summary of Costs*

• Free for up to two users
• Starter: $14 per month per user
• Professional: $30 per month for each user
• Enterprise: $46 per month for each user
• 14-day free trial

*Based on a yearly billing cycle. Monthly subscriptions are also available at slightly higher rates.

Systems that are really simple’ integration with Xero automatically imports and categorizes bank statements to let you see your cash flow in real time. You can create and manage invoices, make and accept payments, extract financial reports, and calculate your company’s sales tax returns inside the system. You can also add company accounts saved in the CRM to Xero and vice versa for easy customer data syncing.

While Systems that are really simple’ integration with Xero offers users with useful finance-related features, some of its areas are lacking, like limited integrations with other business tools and the lack of a mobile app. Users who need extensive integrations will benefit from using HubSpot CRM (Customer Relationship Management). Meanwhile, those who want a mobile app should consider Salesforce as it provides users with helpful tools, such as remote CRM data access and a mobile artificial intelligence (AI) assistant.

Systems that are really simple’ Features

Systems that are really simple offers extensive sales automation features to help users reduce repetitive tasks and focus on closing deals. Below are some of the features we like most about the platform:

• Quotes for sales: Customers and leads may see, download, or email the quote.
• Web lead capture: Use web forms to collect new leads and expand your client database.
• View messages to and from your contacts, as well as email openings, phone conversations, social media communications, and previous interactions.

Systems that are really simple shows the total value of opportunities and allows users to create invoices based on them. (Source: Systems that are really simple)

Systems that are really simple provides essential sales operations features in an easy-to-navigate dashboard. It also gives users a centralized set of tools for managing sales, marketing, and customer service activities. To learn more about what this software can do for your business, read our Systems that are really simple review.

Visit Systems that are really simple

Sell with Zendesk: The Best CRM With Basic Invoicing Functions

Sell with Zendesk

4.64 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What Isn’t There

• Only the two most expensive options have Xero integration.
• It is lacking in marketing instruments.

Summary of Costs*

• Sell Team for $19 per month per user
• Sell Professional for $49 per month per user
• Sell Enterprise for $99 per month per user.
• Sell Elite for $199 per month per user.
• 30 day free trial

*An yearly contract is the only option.

Sell with Zendesk’s integration with Xero lets you create Xero invoices directly in the Sell with Zendesk app. It has the ability to automate invoice generation and reduces the need for manual invoice creation, which is especially useful for recurring payments. It also has the capability to send alerts to users to remind them to send a new invoice for each newly closed deal.

To integrate Sell with Zendesk with Xero, you have to subscribe to its Enterprise or Elite pricing plan, which ranges from $99 to $199 per user, per month. If you add the pricing for Xero software, you’ll pay an extra $11 to $62 per month.

Sell with Zendesk’s biggest setback when it comes to Xero integration is the expensive pricing, as the integration is only available in the two most expensive plans—unlike Freshsales, which allows you to integrate any pricing plan, including the free option. It also doesn’t offer marketing tools, something users get access to when they subscribe to HubSpot CRM (Customer Relationship Management).

Sell with Zendesk’s Features

Sell with Zendesk gives users access to integrated sales tools that provide an overall view of their projects and accounts in a single place. Apart from the features shared above for its integration with Xero, some of the fundamental standout features include:

• 360-degree view of your consumer: Get a complete picture of your customer, including communication history, related offers and opportunities, and online activity.
• Mobile app: Displays charts that monitor activity, metrics, reports, and objectives on your sales key performance indicator (KPI) dashboard in a mobile-friendly format.
• Messaging tools: Use in-app messaging to stay in touch with customers, managers, and team members, as well as communicate and save crucial information regarding meetings, deals, and tasks.
• Lead scoring: Create scoring algorithms based on factors such as amount of interaction or job titles to rapidly identify which leads are most likely to become paying clients.

Once integrated, a prompt from Xero will become visible every time the system detects a new closed deal that is yet to be billed. (Source: Sell with Zendesk)

Sell with Zendesk lets business organizations streamline their sales process through its robust lead management capabilities, omnichannel communication tools, and mobile app. To learn more about its features, read our Sell with Zendesk review.

Visit Sell with Zendesk

HubSpot CRM (Customer Relationship Management) is the best free Xero CRM for small businesses.

HubSpot CRM (Customer Relationship Management)

3.91 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• Ability to classify several types of payment transactions that startups often employ, such as bank transfers, credit cards, and PayPal.
• All plans, including the free one, have integration.
• Provides powerful email marketing capabilities.

What Isn’t There

• Only 15 minutes of call time are included in the free plan.
• Upgrades to plans are costly.

Summary of Costs*

• Free: A restricted set of services for an unlimited number of users.
• HubSpot for Startups: Starts at $40 per month and goes up to $89 per month.
• Starter: $45 per month for a minimum of two users.
• Professional: $450 per month, with a minimum of 5 users.
• Enterprise: $1,200 per month for a minimum of ten users.
• 30 day free trial

*Based on a yearly billing cycle. Monthly subscriptions are also available at higher rates.

HubSpot CRM (Customer Relationship Management) and Xero’s integration lets you monitor and categorize payments received through bank transfers, as well as other payment channels used by your clients, including credit cards and PayPal. This makes it ideal for small companies that receive payments from various sources. The integration also allows you to send invoices to customers and get updates as soon as they are opened.

Furthermore, it lets you sync your contacts in both systems, so all invoice and payment data are accurate and updated. Invoices can also be created directly from HubSpot CRM (Customer Relationship Management) and it will automatically sync with Xero, making it easy to be reviewed and approved in one place.

While HubSpot CRM (Customer Relationship Management)’s integration is robust, startup companies that depend heavily on their CRM to call their customers should consider Freshsales instead due to its extensive in-app phone capabilities with unlimited call time. Its paid plans are also costly, especially for startup owners planning to scale their business in the future. For a more affordable option, we recommend Systems that are really simple.

HubSpot CRM (Customer Relationship Management)’s Features

HubSpot CRM (Customer Relationship Management) provides email, social media, lead, and pipeline management tools to help users streamline their sales activities. Check out some of our favorite features below:

• Set up a workflow condition to send automatic payment reminders to clients who haven’t paid their bills in a timely manner.
• Email tracking: Easily monitor your customers’ responses to your emails, including whether they were read, acted on, or just ignored in their inbox.
• Live chat: Provides a live chat capability that can be accessed from anywhere through its mobile app, allowing you to engage with your website visitors.
• Email campaigns: You may use the mobile app to start email campaigns by initiating the campaign and sending it to your distribution list.

HubSpot CRM (Customer Relationship Management)’s integration with Xero shows all the pertinent details of an invoice—including deal owner, invoice number, amount, and status. (Source: Xero)

HubSpot CRM (Customer Relationship Management) offers essential tools to manage leads and customers, monitor and track sales, as well as run email marketing campaigns. It is best for those looking for a free, easy-to-use CRM tool. Check out our HubSpot CRM (Customer Relationship Management) review to learn if it suits your business needs.

Go to HubSpot CRM’s website. (Customer Relationship Management)

For enterprise-level enterprises, Salesforce is the best Xero CRM.

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Salesforce

3.48 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• Salesforce users can produce Xero invoices.
• Users may keep track of their account payables and receivables.
• Customizations of the system to meet any business procedure

What Isn’t There

• There is no free plan; premium plans are more costly than those offered by most other carriers.
• To link the two platforms, you’ll need to download Breadwinner, a third-party program. The cost of a Breadwinner subscription is high.
• Not recommended for people who have no prior CRM expertise.

Summary of Costs*

• Essentials: $25 per month for each user
• Professional: $75 per month for each user
• Enterprise: $150 per month for each user
• Unlimited: $300 per month for each user
• 14-day free trial

*Based on a yearly billing cycle.

Breadwinner, a third-party connectivity tool that integrates Salesforce with most financial applications, can connect Salesforce to Xero directly. To integrate Xero and Salesforce with Breadwinner, you must subscribe to one of Breadwinner’s plans, which include a free option and four subscription options starting at $3,000 per site license, per year.

Zapier, OneSaaS, Workato, SFC, and Invoice This are some of the breadwinner options that can be used to connect the two platforms. However, since they’re API-based, you’ll have to diagnose and go through a more sophisticated setup procedure to utilize them, rather than using Breadwinner’s simpler integration.

You’ll be able to produce Xero invoices straight from Salesforce in any currency, and check their status—whether they’re late, due, or paid—once the two systems are merged. You may offer certain team members access to private payment information via the integration. You may also use the system to handle accounts payables by creating and tracking invoices, as well as accounts receivables by creating and tracking bills and purchase orders (POs).

While Salesforce’s invoicing tools are comprehensive when combined with Xero, it has its own downsides. Unlike other suppliers, such as Freshsales, Salesforce does not provide a free plan and makes scaling costly for consumers. In contrast to Agile CRM, which has a direct link with Xero, it also needs customers to subscribe to a third-party app.

Features of Salesforce

Salesforce has robust sales automation, lead management, and customer service features. Some of our favorite features from this supplier are listed below.

• Changes to invoices and client information produced in Salesforce are immediately reflected in Xero.
• To quickly identify hot leads, define scoring metrics and criteria, such as geography or purchase history.
• Sales forecasting: Examines both current and past forecasting and performance data to provide the most appropriate objectives for your company.
• Create several tasks under an opportunity or project to ensure that no steps are missed and follow-up activities are done on time.

Users may access the details of all outstanding bills thanks to Salesforce’s interface with Xero through Breadwinner. (Image courtesy of Salesforce)

Salesforce is one of the most sophisticated and powerful customer relationship management systems available. It’s noted for its comprehensive reporting capabilities, sales automation, and artificial intelligence (AI) prediction tools. Check out our in-depth Salesforce review to see how it can help you expand your company if you require an enterprise-level CRM system with great sales and opportunity management skills.

Visit Salesforce.com to learn more.

How Did We Pick the Top Xero CRM Integrations?

Xero’s CRM interface allows you to create and send invoices from your CRM without having to duplicate your efforts in the accounting software, as well as record payments in both. The better choices, on the other hand, provide extra functions like preparing tax returns, providing financial reports, and sending automatic reminders for unbilled work.

When it comes to connecting with Xero, we recommended Agile CRM as the best overall CRM solution since it allows you to generate and send invoices from its dashboard, as well as track your clients’ payment status. It has a free plan with a 10-person limit, as well as cheap subscription choices that start at $9.99 per user, per month.

More information about our selection process for the finest CRM that can be linked with Xero can be found in the sections below:

40% of the overall score

CRM price was the most strongly weighted while analyzing our top selections since cost is usually a significant issue. We also looked at whether or not there was a free plan, entry-level pricing, yearly prepayment discounts, and whether or not monthly paying choices were available.

20% of the overall score

We looked at some of the Xero capabilities you’ll have access to via your CRM, such invoicing and the option to just see Xero invoices. We also looked at the whole CRM feature set, which included customized workflows, reporting, and analytics.

15% of the overall score

CRM systems come in a wide range of designs and features, and they must be simple to use while connecting with Xero. We judged how user-friendly each CRM choice is, as well as whether prior CRM expertise is necessary.

15% of the overall score

Assistance is an essential component of any CRM system, particularly for small organizations without in-house technical support. We looked at the many methods of help available from these companies through live chat, email, and phone.

10% of the overall score

We looked at existing customer evaluations on reputable websites to see how satisfied current customers are and what difficulties they often face. Our ideas and expert opinions on essential features, value for money, and popularity were also included.

*Percentages based on total score

“The 6 Best Xero CRM Integrations for 2022” is a blog post that discusses the best integrations with Xero. The article includes information on what the author considers to be the “best crm“.

Related Tags

• xero crm system
• zoho crm
• agile crm
• best crm for small business