Best CRM for Xero

Best CRM for Xero

CRM and marketing apps that connect to your Xero account for a complete business view, enabling personalised customer interactions across the lifecycle.

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Ideal Customer Profile

Businesses using Xero needing integrated CRM with invoicing and customer data sync

Common Pain Points

  • •Managing customer data across CRM and Xero requires manual syncing
  • •Keeping sales pipeline aligned with accounting and invoices
  • •Time-consuming admin tasks due to separate systems
  • •Difficulty obtaining a single view of customer history and payments
5
Top CRMs
100%
Vetted
Free
Options
2025
Updated

Top CRM Picks

5 expert-vetted recommendations

Ranked recommendations based on feature depth, pricing transparency, and adoption within the industry.

Top 1
1
Capsule CRM
A simple online CRM used by thousands of businesses worldwide. Capsule integrates seamlessly with Xero to provide a complete picture of your customers.

Perfect For

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Top 2
2
Splose
splose is AI-powered practice management software designed to put time back in the hands of allied health professionals—so they can focus on what matters most, caring for clients.

Perfect For

Allied health professionals

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Top 3
3
Dubsado
Business management platform with the tools to help build lasting relationships with your customers and streamline your projects from start to finish.

Perfect For

""

4
Prospect CRM
The #1 Stock-Aware CRM platform for Xero. Prospect CRM is perfect for growing Wholesalers, Distributors & Manufacturers

Perfect For

""

5
Exsalerate
Exsalerate CRM is a powerful sales and account management tool to win and retain more business that's deeply integrated with Xero.

Perfect For

""

Buying Guide

Step-by-step guide to finding your perfect CRM

Strategic considerations to shortlist the right CRM platform for your workflow, tech stack, and growth roadmap.

  1. 1

    Look for native Xero integration and reliable data sync between CRM and accounting

  2. 2

    Evaluate pricing plans and user reviews before committing

  3. 3

    Assess industry fit and typical workflows (invoicing, quotes, payments)

  4. 4

    Check ease of use and quality of customer support

Continue Your CRM Research

Continue exploring to make the best CRM decision

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Read CRM Reviews
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Buying Guides
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