6 Best CRMs That Integrate With Xero

Cody Cromwell
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Top 6 CRMs That Integrate With Xero

Sales, especially in the online retail sector, is only getting tougher. The competition is becoming tougher and tough. The competition is higher and higher. And the market place is becoming more crowded, leading to consumers struggling to find that "buy button".

Correspondingly, CRM software packages are becoming the latest market space craze. Yet, as mentioned above, they're a tougher field. CRM is proven to boost lead generation, assist with the sales cycle, lower the buying time and boost the conversion rate, which are all critical base elements for your business. But what CRMs will help you enhance your marketing actions and increase conversion rates?

In this post, I am going to narrow down to the 6 best CRMs that integrate with Xero. In order to accomplish this, I have focused on the above-mentioned factors. I have also ruled out CRMs that are limited to only one platform, as one of the aims of this post is to analyze market trends and pinpoint competitors.

I have also analyzed the sales performance of the companies that make the list for the duration of 2016.

How We Evaluated Xero CRM Integrations

When it comes to CRM, it’s not easy to know how to choose and which software solution to use. We all have different requirements and Xero requires more than just a CRM but need some quantity of integrations as well.

We did not like to follow the herd; take the default route as banks and large companies have never done things according to the best practices. So, we evaluated the Xero CRM Integrations in a different way; summarized the best practices and picked the CRMs from the different countries of the world.

The criteria were the ease of use, price, payment options, functionality, availability, ease of integrating, customer support, user experience, as well as the reviews and ratings from the community.

We wanted to create this blog post so you don’t waste your valuable time on researching around the web and start a proper table. Also, it is designed to guide you to choose the right CRM for your small business.

Freshworks CRM : Best Overall CRM That Integrates With Xero

Freshworks CRM is a complete customer relationship management (CRM) solution that comes with all kinds of business intelligence, calendar and email integration, and other powerful tools. Here’s how it works with Xero:

  • What’s good: Freshworks offers pricing tiers that match the level of service you need. As an added bonus, the company gives you unlimited license upgrades free of charge. This means you can scale up your sales and marketing business without spending a fortune. It’s My Best Pick for Sales and Marketing
  • What’s bad: Freshworks is an expensive product with a limited user base. It’ll need a lot of marketing to build audience awareness.

Freshworks CRM Pricing

Freshworks provides a modern approach to both office and customer service, providing a single view of all data with intuitive, mobile-friendly user interfaces. The widely praised Freshdesk service integrates with Freshworks calendar and tasks applications; Freshworks have integration clients for Salesforce and Mattermark and they mentioned they are working with Xero.

Freshworks CRM Tiered Features

Freshworks prides itself on its web-based CRM system, which means that controlling your CRM means controlling the web, and using the Freshworks CRM, you can do so from almost any device.

Freshworks has products that you can download and install on your computer, but they are designed to integrate with Freshworks.

Freshsenses, for example, is an add-on that adds Freshworks CRM features to your desktop and allow you to check in and view your activity reports from your computer.

The platform also has mobile apps that you can install on your phone or tablet. You can check in and view your activity reports, add customers, and even track your time with Freshworks.

Freshworks CRM Tiers

To be able to fully enjoy all that Freshworks CRM has to offer, you’ll need to purchase a license.

The more feature you need, the more expensive the license will be, so if you want to be able to differentiate between customers, have the flexibility to have unlimited contacts, and follow up with different types of marketing, you’ll need a license that’s more expensive than, perhaps, a regular license. You can pay by subscription, and as you use the Freshworks CRM more, you’ll be able to choose from a number of subscription plans.

What Freshworks CRM Is Missing

Freshworks CRM is one of the first CRM Software that has been gathering a lot of attention at the moment. This software is designed to give small business owners an added edge over their competition. This software is easy to install and use and also enables business owners to have better communication with their customers, while also keeping a track of their business’s activities.

One of the features that differentiates Freshworks CRM from other CRM Software such as Salesforce is that it has a farm of apps for all the different functionalities that you need for your business. This farm very well enables you to just set and forget your business and allows you to concentrate more on other areas of your business, while subscribing to the various features of Freshworks CRM.

But, sometimes, you might find yourself wondering about certain missing features in Freshworks CRM. There are no doubts that there might be some. But it is a software created by a team of experts. So they have added certain features to make Freshworks CRM a complete CRM Software.

There are numerous CRM Software in the market today including Freshworks CRM. We collaborated with around 10 partners who are well known for their innovation. After this collaboration, we now have the perfect CRM Software on which the most modern business relies.

What Users Think About Freshworks CRM

Salesforce : Best CRM With Xero Integration for Advanced Reporting

Salesforce Pricing

Salesforce Tiered Features

To keep you inspired in the New Year with what’s in store for you and your business in 2016, here’s a glimpse at six of the most powerful new sales and marketing CRM tools for your business.

This article is a comprehensive review of the favorite CRMs for sales and marketing teams. It covers everything from what each tool does and doesn’t do to which features are the best. At the end, I’ve listed the strengths and weaknesses of each tool.

Salesforce Marketing Cloud

The Salesforce Marketing Cloud helps marketers and sales teams collaborate online seamlessly. Marketers, product managers, and other members of the sales team can use the tools they already understand to nurture their prospects and convert them into customers. The Marketing Cloud empowers marketers to easily create, publish, and analyze content. In addition to creating reports and dashboards, it enables you to share data and collaborate with your teams from different domains.

Salesforce has always had a strong reputation within the marketing industry. It’s not surprising that many of the most popular CRM marketing apps are inspired by and tailored to the Salesforce Marketing Cloud. The best part is that Salesforce marketing apps include the features you need to run a successful business.





What Salesforce Is Missing

If you’re like the vast majority of businesses looking to streamline your operations, productivity, and efficiency, you’re probably exploring different options for your Customer Relationship Management strategy.

Most buyers who have tried the LMS route have found out that it is just too pricey or not to their liking. Is CRM the answer for your business?

What Users Think About Salesforce

"Salesforce CRM comes in many forms and all are an absolute must for salesintelligence. Even users who aren’t too much into the technical side can easily configure it and keep track of their reps without too much trouble. Apart from that, it’s also very closely tied up with other important functions of and integrations with other software used by the company, so this helps to keep things organized."


HubSpot CRM : Best Free CRM That Integrates With Xero

For a free CRM that integrates with Xero, there’s no better recommendation than HubSpot CRM. Shatterproof allows HubSpot CRM users to manage their personal and professional lives across multiple accounts from a single dashboard. It’s a fully automated CRM that makes it easy to create timely and relevant marketing campaigns through the proven HubSpot platform.

Ideal for freelancers who want to efficiently keep track of client information, HubSpot CRM doesn’t require any specialized knowledge. Here are its main benefits:

  • Complete customer service
  • Quick e-commerce transactions
  • Multiple payment options with online billing
  • Quick appointment scheduling
  • Apply for a business license
  • Find a business nearby
  • Complete business tax forms
  • Multiple forms of payment
  • Multiple shipping options with tax
  • Complete government services

HubSpot CRM Pricing

HubSpot CRM Features

There are a lot of CRM (Salesforce, NetSuite, Microsoft Dynamics, and SalesForce) and Xero products out there. However, out of all of them this particular one is the preferred choice if you feel that you are studying CRM, then here is the best choice for you.

HubSpot CRM: Enterprise Edition has very few features which are missing from other CRM. The features included are attractive and useful than the others. The important aspect of this CRM is that it has a lot of features which are mentioned below. These features make it unique and also appreciated by the customer using.

Capabilities: This CRM brings many amazing features which make its subscriber happy. This includes app integration, elaborate reports, custom reports, industry-related contacts, and online product research. Because of all these features, it is considered as one of the best CRM.

What HubSpot CRM Is Missing

CRM (customer relationship management) software is a must for e-commerce websites but also for B2B business. But when it comes to HubSpot CRM, chances are it may not be the best fit.

HubSpot CRM is designed to attract the web traffic and nurture them to become paid customers over time. And after getting their business, the best way to make sure the website converts to sale is to nurture them up to the point when they are ready to take that risk.

And once they are an email subscriber, the best way to keep in touch is through email marketing.

For example, HubSpot CRM doesn’t allow you to embed or link to a Facebook page or Twitter profile. You can’t have an embedded Facebook page for your business.

If you want to use Twitter as an external lead source, HubSpot CRM doesn’t allow you to link to it directly. You can only include a link via twitter card. Calling Twitter a lead source is a bit misleading because once the lead follows twitter, they might not become a lead after all.

What Users Think About HubSpot CRM

HubSpot CRM is one of the best CRM in the market with all the features required for a growing startup. It is easy to use and you can get started in a few minutes.

Before HubSpot announced that they will integrate with Xero, Xero was a very conventional accounting software and it was difficult to integrate it with Google Analytics. But now you can leverage HubSpot CRM with Xero by directly create Hubspot record into Xero. It is one of the best records in the market.

These records can be immediately displayed on Xero dashboard and you can work on your marketing and customer relationship management.

Here is the list of 6 best CRMs that integrate with Xero.

HubSpot Piq

This is one of the first features that we implemented with HubSpot CRM. What is the Piq? It is a map guide to help you find the business or a metric that you need using a mouse click. Every time you are logged in, it shows up as a desktop icon and is one of the best features that comes with HubSpot. If you want to find a specific contact, vendor, customer, social media contact, you just click on Piq. Piq is one of the best features of HubSpot CRM. And now they introduced HubSpot Piq for Xero.

Agile CRM : Best Training-included CRM That Integrates With Xero

Agile CRM is a comprehensive online CRM software that offers an integrated solution for businesses. It has an impressive feature set and is suitable for all types of businesses. It is one of the best CRMs that integrate with Xero. Agile CRM is a cloud-based CRM tool that is easy to set up and use. It has a great user interface, and the best part is it offers a free trial to all its users.

Agile CRM is a cloud-based CRM tool that is easy to set up and use. It has a great user interface, and the best part is it offers a free trial to all its users. It is one of the best CRMs that integrate with Xero and offers options like automatic bank reconciliation, and more.

A free trial offers you full set of features along with an installation and training package that can be availed with your free trial.

Although it comes free of cost, you will have to upgrade to purchase certain features of Agile CRM like Payroll. Upgrade can be a pain while you are trying to use a specific feature, but it is not the case with Agile CRM.

You can use Agile CRM for free but choose to upgrade it to use all its features. It is a best CRM that integrates with Xero.

Agile CRM Pricing

To our eyes, there have been some controversial developments in CRM pricing in recent years. There have been the free, SaaS CRMs and the self-built CRMs. And then you have enterprise CRM pricing that varies dramatically between vendors.

There’s a lot to like about free CRMs and the web-based CRMs. They provide a good glimpse into the CRM space, which allows you to quickly get up and running in a CRM, giving you an opportunity to see if you have any interest in a more expensive loaded CRM. The pricing for the self-built CRMs is also significantly lower than other CRM options, which makes it more attractive to a small business. So how can pricing be so varied by vendor, and why is there a huge discrepancy between free and paid CRMs?

The answer to that question is that the vendors are essentially selling you a solution for a problem. Some vendors may give you the impression that they are dealing with that problem, but you’ll have to dig to find out exactly what their product does and how well they do it.

Agile CRM Tiered Features

At its heart, a CRM is a data tool and in most cases, this data is valuable information to the sales team. This is where the tiered features in AgileCRM come in. By allowing the sales team to prioritize certain functions, promote sales reps to a different level, or even lock them out completely, you can control access to data and ultimately, control the sales team’s focus on the most productive CRM features for the business.

Propel your sales team further into the cloud with our range of AgileCRM tiered features. We will help you to develop the user group that best fits your company’s needs so that you can control how your sales team accesses your data.

The Tiered Features in Agile CRM Are Designed To

{1}. ensure you have control over when your reps are accessing CRM data via Smart Views,
{2}. increase productivity by promoting a different level of access for sales reps,
{3}. protect your CRM data by locking out certain users and level of access,
{4}. reduce access to data that is unimportant to the sales team.

What Agile CRM Is Missing

Here’s one to consider: Agile CRM (Click to Research)

Now that the phrase 'Agile' is widely used, the next wave of CRM software will be more 'lean'. The shift is away from the Rule Based CRM to the ‘Human Understanding’ CRM.

The ‘Human Understanding’ CRM will be no less than what the users want.

There will be one instance that will change the interpretation or implementation of a process. The ‘Human Understanding’ algorithms for interpreting the data will change as it becomes more technical. Nowadays, we are building systems that will interpret data not yet covered by the user.

Thus, the algorithms will change in real time to reflect the new analysis, interpretation and feedback the system will receive. This fits well with the ‘Agile’ philosophy.

You are allowed to experiment with the data and evaluate the next action to be taken.

What Users Think About Agile CRM

Really Simple Systems : Best Xero CRM for Document Storage

Really Simple Systems (RSS) is one of the pillars of the really simple systems (RSS). RSS, also known as Really Simple Syndication (RSS) lets you publish content from any application and turn it into semi-automated enriched result sets based on a series of search or categorization rules.

For example, RSS feeds let you send updates to your Twitter followers, automatically update a blog or feed, and post a location on Foursquare. The RSS have also found wide applicability in real estate and automotive. RSS can also be integrated with XERO to enable document storage and rapid freezing of CRMs. RSS helps you keep track of all your transactions and documents …all in one convenient location.

Here are a few different RSS feeds that can help you use XERO with some of the best CRM partners.

Desk : The Really Simple CRM

If you’re looking for a fully integrated business and productivity system, look no further than the really simple office (ROS), which is a cloud-based software suite designed specifically to help small businesses and entrepreneurs run a successful business. It can integrate with XERO through use of RSS feeds.

Really Simple Systems Pricing

For most organizations, when users talk about CRM, they’re referring to the customer relationship management system.

The idea behind this system is quite simple. A CRM system gathers, sorts, stores, and matches data about your customers, prospects, and other types of people you want to keep track of.

There are many complicated CRM systems with multiple modules, data aggregating systems between different software and other technologies. More often than not, users are left scratching their heads and wondering where to begin when it comes to installing and integrating the CRM system. One of the best examples of this is Really Simple Systems.

The company has been around for over 15 years, has built one of the most popular and well known CRM solutions, and has an average rating of 4.2 stars on their website. It’s hard not to like this company.

So why then is this CRM system the worst for beginners and database nerds? Because the price you pay for their product greatly overshadows the trouble you’ll have integrating your data. During a two week trial, not only did these CRM software applications leave me with headaches, but also I nearly wiped out my YouTube budget due to a glitch in my Gmail.

Really Simple Systems Tiered Features

The best CRM of 2018 is pretty much a tiered CRM – each time the user goes online to shop, customize or handle requests for service, the number of features is often restricted. Sure, more features mean a much easier time handling customers in the office or in the field, but it also means that the CRM system can become cumbersome, overbearing and not particularly user-friendly.

VSAllowed's Best CRM of 2018 continues to be the best in the business. While it is a tiered system, it offers enough flexibility to handle any kind of business well, be it a small biz or a large enterprise.

Wrapping Up

In this article, we narrowed down to the 6 best CRMs that integrate with Xero, and perhaps the most dominant of them all remains VSAllowed. Its features, flexibility, and overall user-friendliness make it the top CRM in the office in class.

What Really Simple Systems Is Missing

What do you need to run a business or organization: a Sales Force, Customers and a Support Team?

You can successfully manage your business from this simple three-legged combination. Is simple too simple for you?

According to the latest Deltathree study, there are 3.5 million firms in India and this is predicted to reach to 6.4 million in 2021. Clearly, the number of businesses is growing and the businesses are also expanding to include verticals.

The sales in the SME market are low and the average customer lifetime is comparatively low compared to businesses in the MNCs. SaaS products are the first choice for many businesses because there is a wide selection of apps available. The CRM products are also a good choice because they help in improving the process of customer-acquisition, nurturing, and retention.

The traditional CRM products-salesforce, nest/netsuite, sap, intouch, saleslogix, include some features like customizing the forms, grouping of the leads, scheduling of follow ups & sales meetings, running campaigns to win the lost leads; when you need to do all of that, then its all about maintenance of the CRM, set up and implementation of reports, and interacting with the clients.

A SaaS CRM is the best solution for the small businesses that are growing and handling multiple customers and accounts.

What Users Think About Really Simple Systems


Really Simple Systems (RSS), formerly DataSmith, is one of the most well-known CRM (customer relationship management) and ERP (enterprise resource planning) add-ons for Xero (or Quickbooks). If you’ve been using Xero for some time now, you’ve probably heard of RSS and know that it’s a great feature.

The best part is that RSS integrates seamlessly with Xero. Especially for those entrepreneurs that are just getting started on their own, RSS can save you a lot of time. With RSS, you can easily build easy and beautiful reports.

So although I’ve always been a fan of Rss, the latest updates make it even better. So if you’re looking for an RSS integration that fits into your company’s ecosystem, here are the 6 best RSS add ons available for Xero.

Zendesk Sell : Best CRM for Price Books That Integrate With Xero

Zendesk Sell Pricing

Zendesk's selling product lets you take advantage of a more flexible experience. We call it an "as-a-service" offering and it gives you a different take on selling.

It's powered by the Adjust CRM v2 product.

Sync you own Contacts without a sync.

Real-time analytics on sales and customer actions in the product.

You can view your historical sales data via a shared workspace on the Adjust CRM web app.

If you want to learn more, you can read our Getting Started Guide.

Zendesk Sell Tiered Features

Zendesk CRM is one of the most prominent tools that has been growing rapidly since the year 2009. The company has been leading Xero integration development and thus, making the lives of its customers easier. Zendesk CRM has different versions from which you can choose as per your requirements. It is available for 15 different platforms and companies can have their customized version in an order form.

What Zendesk Sell Is Missing

Zendesk is a leading cloud-based customer service platform that allows for communication between buyers and sellers. It’s popular primarily for its powerful CRM application that integrates with Salesforce, Outlook, and Xero.

Formerly known as Pendo, Zendesk has been around since 2007 and has since gone on to become a billion-dollar business. Zendesk tools are very user friendly and make it a cinch for service representatives to handle customer support, accepting payments, and handling any follow-up issues.

The company has recently been on something of a shake-up as the San Francisco-based firm has released new analytics tools and a new pricing strategy.

Questions to Ask when Choosing a Customer Relationship Management Solution

There are a lot of considerations you’ll need to bear in mind when choosing a CRM solution for your business. In this post, we’re outlining some of the important questions you’ll need to answer before making a final decision.

What Does Your Business Need?

First, ensure you know exactly what your business needs from a CRM solution.

What Users Think About Zendesk Sell

Finity Customers are ditching system CRM software for product / company level tools. Here are the top six CRM tools that integrate with Xero that can connect your sales and service teams, even if they’re online.

The 6 CRMs that Integrate with Xero

Zoho® Apps for Sales holds the record for providing a fully-integrated CRM solution with a simple, step-by-step interface. It’s easy to use and built for access by any user in your firm.

Salesforce allows your sales reps to keep track of what’s going on in their field. It’s a powerful product management tool that can help you get your calls, emails and competitor data under one roof.

All of the above tools offer a free trial, so you can get a feel of each product and see which one suits your needs. If you’re using an online platform like Xero or a cloud-based solution like Netsuite or Omnichannel, you can also use Zapier to easily connect your CRM tool to Xero.

Bottom Line

What’s the Best Cloud CRM for Small Businesses?

Based on your business needs, you might want to use the same CRM for your small business that you use for your personal accounts, or you might choose a different one. But whichever one you pick, you’ll likely need a solid back-end to make data entry and workflow easy to manage. We’ve canvassed the industry to find what we think are the best CRMs for small businesses, ones that have top-notch user interfaces, provide a lot of data, and are easy to learn.