Xero is one of the most used accounting software on the planet. Small and medium-sized businesses rely on this cloud-based accounting tool to handle their finances and comply with financial regulations.

Integrating Xero with a CRM has multiple benefits, but most importantly, it helps organizations automatically correlate financial data with existing customers. For example, you can use this integration to automatically send a follow-up email or call when an invoice is due.

Moreover, you can analyze your financial data to better understand your sales process and even create a forecast of future performance.

In this article, we’ll cover the five best CRM with Xero integration and take a look at their features and pricing to help you choose the right platform for your specific needs.

Key Takeaways:

• Integrating Xero with a CRM can automate financial data correlation with existing customers, leading to better business decision-making and improved sales processes.
• The integration results in increased data accuracy, improved efficiency, better financial visibility, and enhanced customer management.
• The top five CRM systems that integrate seamlessly with Xero include Teamgate, Salesforce, Zoho CRM, Agile CRM, and Hubspot. Each offers unique features and varying levels of integration with Xero.
• Teamgate stands out due to its built-in Xero connector, which enables data sync between the platforms, facilitating invoice generation, due date tracking, overdue payment management, and more.
• Selecting a CRM with a built-in Xero connector is a vital consideration for seamless data synchronization, ultimately helping to boost your bottom line.

Contents

1. Benefits of integrating your CRM with Xero
2. Teamgate CRM
3. Salesforce
4. Zoho CRM
5. Agile CRM
6. Hubspot CRM
7. Integrate Xero with your CRM software today
8. FAQs: CRM with Xero Integration

Benefits of integrating your CRM with Xero

Integrating your CRM with Xero opens up new business growth opportunities. Since all your data will be in a single place, you can use it to improve your sales process, better understand your customers and make better business decisions.

Let’s have a closer look at all the different benefits you will have by integrating your CRM with Xero.

Improved data accuracy

Human error is still an important problem within all organizations. As your salespeople manually enter data into the CRM platform, it’s possible they might make a mistake, which can have dire consequences.

The best way to mitigate the risks associated with human error is by automating your data entry processes. And since financial data is the backbone of a healthy business, you must pay close attention to how it is uploaded into your system.

Integrating Xero with your CRM can help you streamline this process and ensure the highest levels of data accuracy.

Increased efficiency

Data accuracy is important, but so is efficiency. You can save a lot of time that would otherwise be wasted on manual input by sending data from Xero straight to your CRM.

This integration will help your sales department focus on what’s really important–generating deals and closing deals.

Better financial visibility

You need to stay on top of your cash flow in order to grow your business. Integrating Xero with your CRM ensures you will always know each of your customers’ financial status at any given time from a single dashboard.

Moreover, you can use this data to quickly view the status of your invoices and speed up the reconciliation process.

Better decision-making

Countless studies have shown that CRMs are proven to increase revenue and customer loyalty. A large part of this success is linked to the amount of available data.

By connecting all your data sources to a central hub (your CRM), you will be able to understand what works and what needs to be changed. And this can help you make informed business decisions that can drastically boost your bottom line.

Increased productivity

Productivity is something we are all struggling with, and constantly switching between tabs and tools doesn’t help one bit.

Connecting your accounting and finance software with your CRM quickly improves your sales team’s productivity. This will help them focus their efforts on closing deals rather than constantly gathering information from multiple tabs.

Improved customer management

Xero generates a lot of useful data about your customers, like invoices and payment history. You can use this information to better understand your customers’ behavior and even improve your relationship with them.

In addition, you can create segmented customer lists and target them with special offers and discounts, a great way to boost customer loyalty and increase retention.

Improved reporting and analysis

Last but not least, you can use the data generated by Xero to analyze your business operations and create insightful reports for stakeholders or investors.

For example, you will be able to see how many invoices are overdue at any given time or how long it takes for customers to pay their invoices.

5 Best CRM with Xero Integration in 2024

If your current CRM doesn’t have a Xero integration, it’s time to switch. Here are the five best CRM platforms with Xero integration you can implement into your organization today.

Teamgate CRM

Teamgate is an easy-to-use CRM platform that helps companies improve their sales process through a variety of features and integrations.

Its built-in Xero connector can seamlessly sync data between the two platforms, allowing you to generate invoices with ease, keep up with due dates, stay on top of overdue payments, access your bank accounts, and gain more financial stability while expanding your business.

The whole integration process takes no longer than a few seconds, as all you have to do is to browse to Teamgate’s integration tab in your account, search for Xero and click connect. Simply log into Xero and confirm the connection. Immediately after that, you will be able to:

• Create an invoice in Teamgate (which will automatically sync with Xero);
• Update your CRM records with existing Xero invoices;
• Copy company details from Xero to Teamgate;
• Check your invoices directly from Teamgate;
• Filter invoices by status;
• Set up automated workflows based on financial data.

Overall, integrating Xero with Teamgate can help you take control of your finances and even improve your organization’s cash flow. And the best part is that this integration is completely free.

Salesforce

Salesforce is a complete CRM solution that helps businesses reach and improve their ROI goals. This tool doesn’t have a built-in Xero connector, which means you will have to use a 3rd party integration available on Salesforce’s AppExchange.

Breadwinner for Xero can easily sync data between Salesforce and Xero, but it comes with high costs and a rather long configuration process. Once you connect the two platforms, you will be able to:

• View invoices by status;
• Update and create Xero records directly from Salesforce;
• Access each customer’s financial data from a single dashboard;
• Improve visibility through Breadwinner’s dynamic dashboard and reporting features.

As mentioned before, this integration has quite a steep pricing point compared to others in this list. Pricing starts at $2,460 USD per year and can quickly grow based on your tier and how many users your organization has.

Zoho CRM

Zoho CRM is an all-in-one customer relationship platform that helps businesses better engage with customers and convert more leads. Like the previous tool, Zoho CRM doesn’t have feature a built-in Xero integration, which means you will have to use and pay for a 3rd party connector.

Zoho2Xero is a Zoho CRM extension that can sync data between Xero and your CRM and vice versa. It currently has over 1k installs and a 4.7 star rating from over 40 people. This integration is not as powerful as others in this list, but it can help you to:

• Sync accounts and contacts;
• Sync products and invoices;
• Sync purchase orders;
• Sync payments and reconciliation statuses.

Zoho2Xero costs $50 per organization, but you can save 15% if you go with a yearly plan.

Agile CRM

Agile CRM is a comprehensive software with multiple functionalities. You can use it to improve your sales workflow and efficiency by leveraging its marketing and sales automations capabilities. Connecting Xero with Agile CRM can open up new opportunities for your organization, plus it’s rather easy because of the built-in connector.

This integration is done in a few simple steps and allows you to:

• Manage invoices from your Agile dashboard;
• Track payments and send automated reminders;
• Get a clear picture of all your invoice history based on each customer;

And since Agile CRM has developed this connector in-house, you won’t have to pay extra for it.

Hubspot CRM

Hubspot is one of the most renowned CRM platforms on the market. It can connect to a variety of 3rd party tools, Xero included. You can use Hubspot to merge data from multiple different sources to create workflows and marketing automations, get a clear overview of your sales process, and track each unique interaction from lead to customer.

Integrating Hubspot with Xero by using Hubspot’s built-in connector will help you:

• Speed up the reconciliation process;
• Get a real-time overview of your cash flow;
• Create invoices straight from your CRM dashboard;
• Improve efficiency by automatically syncing your contacts between the two tools.

This integration has over 3500 installs and a 2.1-star score from close to 40 people.

You can also link Xero to Hubspot using Xero’s integration, but this method has its limitations. At the time of writing this article, you can only sync the contacts created in Xero with the ones in your CRM and not the other way around. This means you will have to do quite some back-and-forth between the two platforms every time you add a new lead in Hubspot.

Xero’s integration has a 4.1-star rating from close to 40 reviewers.

Integrate Xero with your CRM software today

Xero generates a large amount of financial data that can be useful by itself but invaluable when added to your CRM.

Synchronizing your data between these tools will help you understand your customers’ financial behavior, improve your sales process and boost customer satisfaction. You can also use this integration to set up automated workflows and speed up the reconciliation process.

It’s important to remember that not all CRM platforms integrate with Xero in the same way, so pick one with a built-in connector.

Teamgate is an all-in-one CRM solution that can natively connect with Xero. You can synchronize the platforms in a few minutes, as the whole process is comprised of just three easy steps.

If you are ready to make more informed business decisions by combining your financial data with your CRM, it’s time you switch to Teamgate. Sign up for a free trial and get access to an all-in-one sales CRM with extensive reports and native integrations.

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FAQs: CRM with Xero Integration

Q: What are the key benefits of integrating a CRM with Xero?
A: Integrating a CRM with Xero brings a multitude of benefits including improved data accuracy, increased efficiency, enhanced financial visibility, better decision-making abilities, increased productivity, improved customer management, and sophisticated reporting and analysis capabilities. By merging financial data with customer data, organizations can have a more holistic understanding of their operations, facilitating better business decisions.

Q: Which are some of the top CRM platforms that integrate with Xero?
A: Some of the top CRM platforms that provide integration with Xero include Teamgate, Salesforce, Zoho CRM, Agile CRM, and Hubspot. Each of these platforms offers unique features and varying degrees of integration with Xero.

Q: How does Teamgate integrate with Xero?
A: Teamgate has a built-in Xero connector that can seamlessly sync data between the two platforms. This integration allows users to generate invoices, stay updated on due dates, monitor overdue payments, access bank accounts, and more from within the CRM. The integration process takes just a few seconds and once completed, enables automated workflows based on financial data.

Q: What are the limitations of integrating Hubspot with Xero?
A: The Hubspot-Xero integration does provide valuable features such as speeding up the reconciliation process and creating invoices from the CRM dashboard. However, the integration has its limitations. For instance, only the contacts created in Xero can be synced with the ones in the CRM and not the other way around, which can result in some manual data entry.

Q: What does the integration process look like for most CRMs with Xero?
A: While the specifics may vary by CRM, the integration process generally involves locating the Xero integration within the CRM’s settings or integration tab, connecting the two platforms, and confirming the connection. Once connected, data can typically be synced automatically between the two platforms, enabling a more streamlined, efficient workflow.