8 Best Xero CRM Integrations

• You need a Xero CRM integration solution with multiple record syncs: This CRM integration enables multiple record syncs. Aside from accounts and contacts, Zoho CRM and Xero integration can synchronize products, invoices, purchase orders, and payment or reconciliation status between both applications seamlessly.
• You prefer a CRM with multiple Xero add-ons and integrations: Zoho CRM’s Professional plan ($23 per user) includes Zoho Expense that natively integrates with Xero for free.

This Xero and CRM integration lets you account for daily expenses in Zoho Expense and sync information to Xero. Users can also integrate Zoho CRM using third-party apps and plugins like ZOX – Zoho Xero Connector and Zoho CRM 2.

• You need an easy-to-integrate CRM with Xero: For non-tech-savvy users, configuring this CRM with Xero using a third-party connector or plug-in can be confusing. Users need to study how the plug-in works, its configuration settings, and the synchronization process.
  • Alternatives: The Insightly CRM enables you to integrate the system with Xero in its free plans easily. This integration can help you easily access and manage invoices sent through Xero.
• You need a Xero CRM integration with multistep workflows and progressive billing: Zoho CRM’s Xero integration capabilities are limited to general invoicing and expense tracking. If you’re a construction company or any business managing large-scale projects, you need a CRM system that integrates with Xero to support progressive billing and multistep workflows.
  • Alternatives: Pipedrive lets you build multistep workflows using Xero and other apps like Docusign, Asana, and QuickBooks. This Xero integration can help you automatically generate invoices, send payment reminders and confirmations, and update transactions in real time.

• You need an easy-to-integrate and use Xero CRM: Freshsales is easy to integrate with Xero. Once synchronized, users can view invoices sent through Xero in the CRM contact or account records.

It lets you quickly search for invoices in the CRM system, review outstanding balances within records, and receive total summaries of paid and unpaid balances. This ensures timely payments for your products and services.

• You want a Xero CRM integration solution with customizable views: Freshsales Xero integration lets you customize your views. For instance, you can bookmark important invoices for your quick reference with pinned invoices.

If a paid invoice is processed as a part payment (i.e., a payment less than the full amount owed), a payments link appears next to the corresponding paid invoice’s status field.

• You need a direct integration with more advanced accounting functionalities: While Freshsales offers free integration with Xero, the accounting features are limited to invoice management. Small businesses needing more robust accounting features like supporting multiple currencies and accounting departments may find this a disadvantage.
  • Alternative: Salesforce Cloud has advanced accounting features once integrated with Xero through Breadwinner. It automates your accounting processes to support multiple accounting departments and multiple currencies.

Pipedrive is another good alternative for multistep accounting, automated workflows, and progressive billing or invoicing for large-scale projects.

• You want more stringent CRM security for supplier invoices: The Freshsales and Xero integration offers great invoice management functionality. While all Freshsales plans offer role-based access, they are not designed to manage supplier invoices.
  • Alternatives: Capsule CRM is specifically designed to manage supplier data with strict security through its access control measures. With its Growth plan at $36 per user monthly, you can set a default team where all your Xero supplier contacts will be added, securing sensitive data.

• You need a robust expense management Xero tool: The HubSpot Xero integration lets you manage expenses and related claims when you subscribe to the Established plan of Xero for $78 per month. This Xero and CRM integration is a huge advantage for organizations needing robust expense management tools for processing reimbursements.
• You need advanced revenue management tools in Xero CRM software: Revenue operations (revops) is a sales operation structure combining sales, marketing, and service functions into a single unit. With HubSpot CRM, teams can align their strategies and share resources because it’s an all-in-one suite. For instance, you can integrate HubSpot and Xero for more advanced sales, expense, and revenue tracking functions.

• You want a CRM that is easy to integrate with Xero: While HubSpot is known for its user-friendly interface, integrating it with Xero may present a learning curve for users who are new to the process. Nevertheless, this integration lets you quickly send invoices and quotes, enter bills, reconcile bank transactions, and capture bills and receipts.
  • Alternative: Freshsales, Zoho CRM, and Pipedrive are easy to integrate with Xero. These providers also have an intuitive user interface for ease of navigation.
• You want to connect supplier data with a CRM that integrates with Xero: HubSpot and Xero integration are not specifically designed for managing supplier data. If your business regularly handles supplier data, you might experience problems like duplicating records and controlling the flow of data.
  • Alternative: Capsule CRM is specifically designed to manage supplier data. It allows you to choose authorized team members who will have access to Xero contacts. This security control feature is crucial in handling sensitive supplier information.

• You need robust CRM integrations to build multistep workflows: Pipedrive and Xero integration through Xero accounting by Make can help sales teams build multistep workflows.

These workflows involve Pipedrive, Xero, and other apps such as Docusign, Asana, and QuickBooks. Examples include generating invoices automatically, sending payment confirmations to customers, and real-time sales transaction updates.

• You want to sync and track Xero sales and receivables on your CRM: With Xero Advanced Automation (SyncQ) by HelloCODER LLP, sales managers can easily track sales trends, quotes, invoices, and more on Pipedrive. If you have long-term projects like large-scale construction, you can also enable progressive billing (invoices requesting payment for completed work to date).

• You want a free CRM that integrates with Xero without extra charges: While Pipedrive offers robust functionalities like creating multistep workflows once it integrates with Xero, these features are not available for free.
  • Alternative: Insightly CRM offers a free plan with zero charge for Xero integrations. HubSpot CRM is another excellent alternative to Pipedrive. It offers a free plan with HubSpot App Marketplace access, including Xero for integration.
• You prefer to use a Xero CRM with built-in document management tools: Pipedrive offers an advanced document management tool called SmartDocs, which includes digital signatures, shared sales templates, and trackable quotes. However, this feature requires an add-on fee starting at $32.50 monthly per company for lower tiers.
  • Alternative: Zoho CRM’s free plan offers email templates for your accounting needs. Its basic plan, Growth at $9 per user monthly, lets you create different documents such as quotes, invoices, and more.

• You want to custom map your Xero invoices: Xero invoice custom mapping is possible by using the native app, Bitrix Xero Connector. If your accounting team needs custom invoice statuses added in Bitrix24, this Xero integration solution is the best option.

You can specify what Bitrix24’s invoice status maps to Xero’s invoice status upon setup. This helps in organizing accounts and for bookkeeping purposes.

• You want a CRM system with free payment processing: In the free plan, business owners and physical shops accepting online payments can integrate Bitrix24 into payment processing providers, such as Braintree, GrabPay, and Stripe.

If you do advanced accounting with Xero, you can upgrade to the Basic plan at $49 for five users to enjoy invoice creation, payment tracking, and related accounting automated functions.

• You want a general CRM with a simple user interface: Bitrix24 is a general-use CRM with many helpful capabilities, such as customizing data fields and features. However, some users, especially newbies, might find this task complex and the user interface overwhelming.
  • Alternative: Freshsales, Pipedrive, and Capsule CRM have user-friendly user interfaces. The features are highly intuitive and ideal for first-time users.
•  You need a CRM with free Xero integration: While Bitrix24 has a free native app called Bitrix Xero Connector, to sync Bitrix24 and Xero records, like sales accounts and invoices, you need to subscribe to its basic paid plan at $49 per user monthly.
  • Alternatives: HubSpot CRM and Insightly CRM have free plans with Xero integration. This integration enables business owners to search for and review invoices in the CRM system, especially for unpaid balances.

• You want to securely manage supplier data and invoices on a CRM system: While setting up the integration, Capsule CRM will ask how you would like to manage supplier information.

If your plan has access control features, you can choose a default team to which all Xero contacts will be added. This ensures that only authorized team members can access sensitive supplier data.

• You need an invoice summarizer in an easy-to-use CRM: Capsule CRM is a highly intuitive CRM system with a user-friendly interface. Users can easily integrate it with Xero and quickly generate a link to open a Xero contact’s corresponding contact in the CRM.

• You need a Xero CRM system that can do more than invoice and record sync: Capsule CRM provides instant access to payment due dates, estimates, and payments and allows you to add clients directly to Xero. However, this CRM doesn’t have advanced capabilities like progressive billing and multistep workflows for automated accounting.
  • Alternative: Pipedrive is the best alternative to Capsule CRM because you can automate generating invoices, send payment confirmations to customers, and receive real-time sales transaction notifications.
• You need a Xero CRM solution that you can use for multiple branches: If you have several branches, you’ll need a Xero CRM system that will allow you to combine all your sales and accounting information.
  • Alternative: Salesforce Sales Cloud has advanced accounting that combines sales and accounting data. Aside from automating accounting processes, you can support multiple accounting departments or branches, as well as manage different currencies.

• You want a CRM with basic Xero features for free: If you’re looking for a free CRM that integrates with Xero for simple accounting tasks, then Insightly CRM is your best choice. The Xero subtab appears on your Insightly CRM for simple accounting capabilities like accessing Xero records, copying and linking system data, and generating invoices.
• You need to streamline Xero invoicing capabilities in your CRM: Insightly CRM and Xero integration lets you generate invoices for Xero contacts. The same is true for contacts not existing in Xero, saving you time and effort entering data on two separate systems.

• You want to fully sync your CRM with Xero: Unlike other Xero CRM integrations that automatically synchronize data between platforms and synced data is found everywhere on both systems, the integration of Insightly CRM and Xero is only a partial sync. Users can only access the accounting-related data in a Xero subtab that appears in Insightly CRM once the integration is completed.
  • Alternatives: Pipedrive can fully integrate with Xero. Combining Pipedrive’s robust sales features with Xero enables business owners to generate invoices based on their CRM data. Zoho CRM and Freshsales are also excellent alternatives with this capability.

• You want a Xero CRM integration that can link with multiple accounts: Users can only link one Insightly account with Xero at a time. If you need to integrate additional accounts, reconnect the system to switch accounts.
  • Alternative: Salesforce lets you have multiple Xero Customers linked to one account. This Xero integration is your best option if you have several branches or departments to be billed in Xero.

Even if the spelling or name is different, Breadwinner (native Salesforce app connector) knows which Salesforce account to assign an invoice to when importing newly generated Xero Invoices.

• You need advanced accounting features on a CRM that integrates with Xero: Breadwinner is Salesforce’s native app that creates a powerful, combined sales and accounting platform.

If you have a local-based accounting firm, you can benefit from the features of this integration. These include automating accounting processes, supporting multiple accounting departments, and handling various currencies.

•  You want an AI-powered mobile CRM software that integrates with Xero: Salesforce is equipped with advanced out-of-the-box reporting and analytics capabilities. Users can access built-in and customizable dashboards and reports across all plans.

These reports allow sales managers to track key performance metrics (KPIs), such as quota attainment, top accounts, deals won, and revenue pipeline.

• You want a free CRM with low-cost Xero integration: Salesforce has free and cheaper Xero integration options on the AppExchange. However, Salesforce Sales Cloud doesn’t have a free plan and doesn’t offer a monthly payment scheme. Startups wanting to test the waters before purchasing a CRM with Xero integration may find this a disadvantage.
  • Alternative: Insightly CRM offers free Xero integration. You can generate invoices and access contact details without leaving the CRM platform.
• You need robust marketing and project management features: The majority of Salesforce Sales Cloud’s tools are sales-focused. Its marketing features are limited to campaign tracking. This can be a disadvantage for small businesses, marketing agencies, and publishing companies launching large marketing projects.
  • Alternative: Zoho CRM, Freshsales, and Pipedrive have robust marketing and project management capabilities. They also have excellent integrations, including Xero CRM for your accounting needs.