When you connect Xero with customer relationship management (CRM) software, you can sync CRM sales data with Xero’s bookkeeping system. This connection keeps invoice, forecasting, and customer payment information up-to-date on both platforms.
The best Xero CRM integrations have advanced analytics for expense tracking and automated invoicing features. It should also enable a two-way data sync plus other functions at a low cost. We evaluated dozens of CRM software products that connect with Xero to find the eight best CRMs for Xero integration.
- Zoho CRM: Best overall for Xero add-ons with multiple record syncs
- Freshsales: Best for easy-to-use Xero CRM
- HubSpot CRM: Best for expense and revenue management
- Pipedrive: Best for multistep workflows and progressive billing
- Bitrix24: Best for custom mapping Xero invoices
- Capsule CRM: Best for supplier invoice management
- Insightly CRM: Best for simple accounting tasks
- Salesforce Sales Cloud: Best for advanced accounting capabilities
- Best Xero CRM Integrations at a Glance
- Zoho CRM: Best Overall for Xero Add-Ons With Multiple Record Sync
- Freshsales: Best for Easy-to-Use Xero CRM
- HubSpot CRM: Best for Expense & Revenue Management
- Pipedrive: Best for Multistep Workflows & Progressive Billing
- Bitrix24: Best for Custom Mapping Xero Invoices
- Capsule CRM: Best for Supplier Invoice Management
- Insightly CRM: Best for Simple Accounting Tasks
- Salesforce Sales Cloud: Best for Advanced Accounting Capabilities
- Frequently Asked Questions (FAQs)
- Bottom Line
Best Xero CRM Integrations at a Glance
| Provider | Starting Monthly PriceBased on annual billing per user monthly. Monthly billing is available at slightly higher rates unless otherwise specified. | Free Plan | Our CRM Rating out of 5 |
|---|---|---|---|
 | $14 per user | ✓ 3 users | 4.79 |
| Visit Zoho CRM | |||
 | $9 per user | ✓ 3 users | 4.56 |
| Visit Freshsales | |||
 | $15 per user | ✓ 5 users | 4.49 |
| Visit HubSpot CRM | |||
 | $14 per user | X | 4.45 |
| Visit Pipedrive | |||
 | $49 for 5 users | ✔ Unlimited users | 4.37 |
| Visit Bitrix24 | |||
 | $18 per user | ✓ 2 users | 4.36 |
| Visit Capsule CRM | |||
 | $29 per user | ✓ 2 users | 4.30 |
| Visit Insightly CRM | |||
 | $25 per user | X | 4.24 |
| Visit Salesforce Sales Cloud | |||
Zoho CRM: Best Overall for Xero Add-Ons With Multiple Record Sync
Zoho CRM Pricing Plan & Overview*
Cost:
- $0 for three users
Key Features:
- 10 custom email templates
- Customized home page componentsIncluding tabs, list views, and search layout
- Automation for workflow rules, tasks, and email notifications
- 1GB file storage per organization
- 10MB data storage (5,000 records)
- Lead, account, contact, and deal management
- Document library
- Tasks, meetings, and calls
- Standard reports
- Approve records on web forms
*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. Zoho CRM comes with a 15-day free trial for the paid plans. While we update pricing information regularly, we encourage our readers to check current pricing.
Zoho CRM Add-ons:
- File Storage: $4 per month for 5GB (paid plans only)
- Data Storage (up to 200 users): $4 for 100MB per month (for Professional and up)
- Data Storage (more than 200 users): $2 for 100MB per month (for Professional and up)
- Data Backup: $12 per request
The Zoho CRM and Xero integration authorization in the accounting dashboard (Source: Zoho) 
The Xero Invoice feature in the Zoho CRM (Source: Zoho)
Our Expert Opinion
Zoho CRM is the best CRM for Xero integration because users can sync various types of data like tax info, shipping codes, billing codes, and other financial, account, and contact data. While a higher-priced plan or third-party integration is required to activate this integration, users benefit from its expense, billing, and financial management features for seamless accounting transactions.
Freshsales: Best for Easy-to-Use Xero CRM
Freshsales Pricing Plan & Overview*
Cost:
- $0 for three users
Key Features:
- Contact, deal, and account management
- Tasks, appointments, and notes for each contact record
- Customization (rename CRM modules and unique fields)
- Data import, export, and migration with role-based access
- Built-in phone with inbound caller ID
- Live chat widgets
- AI chatbot builder to autoengage website visitors and book meetings from a chat widget
- Mobile app for Android and iOS devices
- 24/5 support via phone, live chat, and email
*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is available for a higher cost. It comes with a 21-day free trial for the paid plans. While we update pricing information regularly, we encourage our readers to check current pricing.
Freshsales Add-ons:
- Workflows: $5 for 10 workflows
- Phone Credits: Starts at $5
- FreshbotsBuy additional Freshbot session packs to engage with customers across channels. All interactions between an end-user and a chatbot within 24 hours count as one bot session. : $100 for 1,000 Freshbot sessions
- CPQ (Configure, Price, Quote)Generate branded documents such as invoices, quotes, contracts, and onboarding documents. : $19 per user per month
Use the Freshworks marketplace to find and install the Xero integration. (Source: Freshworks) 
Access Xero invoice payment statuses from the Freshsales CRM dashboard. (Source: Freshworks)
Our Expert Opinion
Freshsales is our top pick for easy-to-use CRM because it syncs with Xero without a steep learning curve, and its accounting features are intuitive once integrated. You can easily access and monitor customer invoices sent via Xero and customize the views depending on payment status. This integration also allows you to send automated payment reminders to ensure no invoice is left unpaid for a steady cash flow.
HubSpot CRM: Best for Expense & Revenue Management
HubSpot CRM Pricing Plan & Overview*
Cost:
- $0 up to five users
Key Features:
- Xero integration via HubSpot App Marketplace
- Quote generation and a product library
- Stripe payment processing
- Contact, company, and deal managementWith list segmentation and activity tracking
- Email integrationsWith email templates to automate email campaigns
- Activity and performance reporting with real-time dashboard metrics
- Document storage in the CRM or within records
- Built-in appointment scheduling
- Canned snippets for common questions
- Customer service ticketingWith routing to an AI chatbot
*Pricing is based on annual billing on a per-month breakdown of the Sales Hub. Monthly billing is available for a higher cost. An Enterprise plan is also available, which is ideal for large teams. While we update pricing information regularly, we encourage our readers to check current pricing.
**Customer Platform includes sales, marketing, customer service, content, operations, and commerce software bundled in one plan. Individual modules can be purchased for lower prices.
HubSpot CRM settings show Xero as a connected app. (Source: HubSpot) 
See Xero contacts reflected on the HubSpot CRM automatically. (Source: HubSpot)
Our Expert Opinion
HubSpot CRM’s Customer Platform is our best operational Xero CRM solution for small businesses. With its all-in-one marketing, customer service, and sales management system, plus Xero’s capabilities, revops teams can align their resources and strategies to scale efficiently. HubSpot Xero integration lets you seamlessly track your invoices, expense reports, and all sales transactions on one centralized platform.
Pipedrive: Best for Multistep Workflows & Progressive Billing
Pipedrive Pricing Plan & Overview*
Cost:
- $14 per user
Key Features:
- Apps marketplace for third-party integrations like Xero
- Duplicate data detection and merge
- Lead and contact managementWith activity tracking and document storage
- Products and services catalog
- Custom data fields and pipeline stages
- Deal management with rotting indicator alerts and deal progress reporting
- Comments and user mentions for collaboration
- Activity reporting
- Company and user sales goals tracking
- AI sales assistant
*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. Paid plans include a 14-day free trial. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing.
Pipedrive Pricing Add-ons:
- ProjectsProject management tools free with Power and Enterprise plans : Starts at $6.70 per user monthly
- CampaignsCustomizable email campaigns : Starts at $13.33 per company monthly
- LeadBoosterLead generation tool set (chatbot, live chat, prospector, web forms, and appointment scheduler) : Starts at $32.50 per company monthly
- Smart DocsTrackable quotes, proposals, and contracts; free with Professional, Power, and Enterprise plans : Starts at $32.50 per company monthly
- Web VisitorsWeb tracking and lead ranking : Starts at $41 per company monthly
The Pipedrive and Xero integration path via Xero Accounting by Make (Source: Pipedrive) 
Setting up the Pipedrive and Xero integration (Source: Make.com)
Our Expert Opinion
Pipedrive is our best CRM with Xero integration offering robust support for multistep workflows and progressive billing. Its strong integrations and automation workflows enable users to easily access quotes, payment history, sales trends, and receivables in the CRM, as well as generate invoices and receive real-time updates.
This is made possible by integrating your Pipedrive with Xero via Xero accounting by Make or Xero Advanced Automation (SyncQ) by HelloCODER LLP.
Bitrix24: Best for Custom Mapping Xero Invoices
Bitrix24 CRM Pricing Plan & Overview*
Cost:
- $0 for unlimited users
Key Features:
- Process orders and organize deliveries in CRM deals
- File sharing within the platform
- Bitrix24.SignElectronic signature for an unlimited number of documents, templates, certificate of completion, access permissions, and unlimited storage for signed documents
- CoPilotAll CoPilot functions (CRM, chat, feed, etc.) except for images or CoPilot in sites
- Self-service payments via credit or debit card, Google Pay, Apple Pay, or cash on delivery
- Stripe integration
- Task management including recurring tasks, subtasks, and status summary
- Deal management including unlimited leads, deals, and contacts
- Simple visual website builder
- Contact center CRM integration to process incoming requests
*Pricing is based on annual billing on a per-month breakdown. Paid plans offer a 15- to 30-day free trial. Monthly billing is available for a higher cost, and a two-year contract for a lower cost. An Enterprise plan is also available at a higher price, suitable for 250 users. While we update pricing information regularly, we encourage our readers to check current pricing.
Connect Bitrix24 and Xero using the Xero Connector by CloudXchange. (Source: Bitrix24) 
Connect Bitrix24 and Xero with the Bitrix24-to-Xero connector by Webbee. (Source: Webbee)
Our Expert Opinion
Bitrix24 is our top pick for Xero invoice custom mapping. This function allows users to specify what invoice status in the CRM can be mapped to Xero upon integration to organize accounts for accounting and bookkeeping purposes.
You can connect with Xero using app connectors like Xero Connector by CloudXchange or Bitrix24 to Xero connector. This saves you time creating invoices in two systems and matching their statuses in Bitrix24 and Xero.
Capsule CRM: Best for Supplier Invoice Management
Capsule CRM Pricing Plan & Overview*
Cost:
- $0 for two users
Key Features:
- Xero integration via Zapier
- Up to 250 contacts
- 50MB storage per user
- Integration with Gmail and Mailchimp
- Unlimited customization of contact data
- Track potential sales like bids, proposals, or deals
- Sales dashboard and activity reports
- Data segmentation tools such as lists, filters, and tags
- Create, assign, and automate tasks
*Pricing is based on annual billing on a monthly, per-user breakdown. Monthly billing is available for a higher cost. The paid plans offer a 14-day free trial. While we update pricing information regularly, we encourage our readers to check current pricing.
Capsule CRM exports an account’s data to Xero. (Source: Capsule) 
You have two options when handling suppliers’ info between Capsule and Xero. (Source: Capsule)
Our Expert Opinion
Capsule CRM wins as the best CRM that can integrate with Xero to manage supplier invoices and data securely. During integration setup, Capsule CRM shows options to manage supplier information and assign a dedicated team where supplier contacts appear for data security. This Xero integration solution can also generate invoice summaries for an at-a-glance look at payment due dates, balances, and other important information.
Insightly CRM: Best for Simple Accounting Tasks
Insightly CRM Pricing Plan & Overview*
Cost:
- $0 (up to two users)
Key Features:
- Xero integration
- QuickBooks Online integration
- PandaDoc integration
- Access to help center, guide articles, and video tutorials
- 2,500 contacts
- Five email templates
- 10 daily mass emails
- Two custom fields
- Custom page layouts
*Pricing is based on annual billing on a monthly, per-user breakdown of the plans, though monthly billing is available for a higher cost. It comes with a 14-day free trial for the paid plans. Insightly CRM is also a part of Insightly All-in-One, which includes marketing, service, and AppConnect services. While we update pricing information regularly, we encourage our readers to check current pricing.
Insightly CRM Add-ons:
- Premier Support and SuccessIncludes personalized support, proactive insights, and one-on-one technical guidance : Contact provider for a quote
- Guided OnboardingIncludes guided CRM implementation, training, adoption, and consultation : $1,500 one-time fee
The Xero subtab on the Insightly CRM appears after integration. (Source: Insightly) 
Insightly lists invoices and bills from Xero. (Source: Insightly) 
Find and link your Xero invoices and bills on Insightly. (Source: Insightly)
Our Expert Opinion
Insightly CRM is our best CRM that can be integrated with Xero to perform simple accounting tasks like accessing and generating invoices. You can even create invoice drafts for contacts not existing in Xero for efficient invoice management.
For those who don’t mind if their CRM doesn’t fully sync Xero, Insightly CRM is the simplest solution. We recommend this CRM for freelancers, solo entrepreneurs, and startups not requiring complex accounting capabilities.
Salesforce Sales Cloud: Best for Advanced Accounting Capabilities
Salesforce Sales Cloud Pricing Plan & Overview*
Cost:
- $25 per user
Key Features:
- Simplified setup and onboarding
- Lead, account, contact, and opportunity management
- Email integration and automated activity capture
- Salesforce mobile app
- Customizable sales process
- Task management, activity feed
- Salesforce meetings
- Case management
- Lightning app builder
- File sharing
- Mass email
*Pricing is based on annual billing per month. Salesforce Sales Cloud does not offer a monthly payment plan for its paid plans except the Starter Suite. We update pricing information regularly but encourage readers to check the current pricing.
Track all Xero invoice data and updates on Salesforce. (Source: Salesforce) 
Create and send Xero invoices to customers from Salesforce. (Source: Salesforce)
Our Expert Opinion
Salesforce Cloud and Xero integration enable you to create, send, and track invoices from an account, opportunity, order, and other custom CRM records. With the several integration options for Xero available in Salesforce AppExchange, teams can greatly benefit from seamlessly managing invoices, accounts payables, and expense functions on one platform.
How We Evaluated the Best Xero Add-Ons on CRMs
When choosing the best CRM to integrate with Xero, we evaluated features relevant to the Xero accounting platform and their integration into a CRM. For example, synchronizing invoice and account data between the CRM and accounting system saves users time by avoiding double data entry across platforms. We also considered other integration factors, including overall cost, the expense of integrating with Xero, ease of integration, and availability of customer support. Get insight into our process of choosing the best CRM with Xero integration.
We looked at general features included in the Xero CRM integration we consider must-haves. For example, a two-way data sync between the CRM and Xero accounting system is the bare minimum capability the integration needs to offer. We also looked at other solid features crucial to a CRM and accounting tool, such as contact record management and workflow automation.
In addition to the general features, we evaluated what we consider more advanced features of the CRM to have built into the system or through integrating with Xero. Invoice generation and inventory management, for example, can significantly enhance the functionality of the CRM and Xero when integrated.
Extensive support and service help prevent poor user experiences and outcomes users may encounter while using any of these Xero CRM solutions. Help and support were evaluated in terms of customer service hours and the availability of support via phone, live chat, and email. We also looked at self-service and help center resources users can access, like tutorials, forums, or training modules.
Pricing considered CRM free plan availability and scalable pricing options for growing businesses. We also looked at the option for a subscriber to either pay monthly or save by paying annually. Finally, we looked at the costs required to integrate the CRM with Xero.
In addition to first-hand experience with these Xero CRM integration solutions, we evaluated what real users say about each product. These criteria consider how customers representing organizations using Xero feel based on their reviews to gain insight into platform popularity, ease of use, and overall value for the price.
In addition to firsthand experience with these Xero CRM software products, we evaluated what actual users say about each platform according to reviews. These criteria consider how customers feel for insight into value for the price paid, ease of use when connecting the CRM to Xero and navigating the interface, and how users feel about the Xero CRM integrations overall.
Frequently Asked Questions (FAQs)
No. Xero doesn’t have a customer relationship management (CRM) solution. It’s a cloud-based accounting software that you can integrate with CRM systems like Zoho CRM, Freshsales, HubSpot CRM, and Pipedrive. With Xero CRM integration, both systems benefit from their combined functionalities, creating a more powerful business system.
Xero can be integrated with Zoho CRM, Bitrix24, and HubSpot. Zero CRM is the best overall for its robust data sync and automation with Xero. Bitrix24 is best for its free Xero integration, while HubSpot further informs your revenue management. With Xero CRM integration, you can manage invoices, expenses, and other day-to-day sales and financial transactions without accessing two separate systems.
Xero integrations in customer relationship management (CRM) systems synchronize CRM data and functionalities with another application, either a native app or a third party. A native app CRM integration involves using an app built into the system or made by the same provider to connect with Xero. A third-party integration requires an external app connector or application programming interface (API) to connect CRM with Xero.
Bottom Line
Integrating a CRM with Xero’s accounting software lets teams keep their invoice and payment data consistent in both systems. This allows users to use their CRM to view accounting information within account, contact, lead, or deal records.
While Zoho CRM is our pick for offering the best Xero CRM integration, other systems could better fit depending on your product needs, like free integration options or the ability to track Xero expenses in the CRM.
