Best CRMs for Xero: top picks, evaluation criteria, and rollout tips

As a Xero user, managing your financial data is already streamlined, but keeping track of client relationships, sales pipelines, and communications can be challenging without the right tools.

A CRM system that integrates with Xero can help you manage your contacts, automate follow-ups, and track deals, all while syncing seamlessly with your accounting data. With the right CRM, you can improve efficiency, streamline your workflows, and ensure no client or lead slips through the cracks.

In this blog post, we'll explore the best CRM options for Xero users like you, highlighting tools that will enhance both your financial and client management efforts.

Почему вам нужна CRM

Implementing a CRM can revolutionize how you manage your business operations, especially when integrated with Xero. It streamlines processes, enhances customer relationships, and drives growth.

Проблемы без CRM

Managing Xero without the right CRM can lead to several challenges you might already be experiencing.

• Disorganization: Data scattered across multiple platforms, making it hard to track and manage.
• Missed opportunities: Inability to follow up on leads and sales, resulting in lost revenue.
• Inefficient processes: Manual data entry and repetitive tasks consume valuable time.
• Lack of insight: Difficulty in analyzing data and generating actionable insights.
• Inconsistent communication: Disjointed interactions with clients and team members.

Преимущества CRM

Fortunately, the right CRM can help you address these challenges and provide some extra benefits.

• Centralized information: All customer data and interactions in one place, simplifying management.
• Enhanced efficiency: Automate repetitive tasks and streamline workflows.
• Improved customer relationships: Better understanding and engagement with clients.
• Better decision-making: Access to real-time data and analytics for informed decisions.
• Increased sales: Efficient lead management and follow-up processes boost revenue.
• Consistent communication: Unified communication channels ensure seamless interactions.
  

Как оценить и выбрать CRM

With a lot of CRMs on the market to choose from, it can be hard to figure out which one fits your specific requirements best. For growing businesses with teams of 20-50 people using Xero, finding the right balance between functionality and ease of use becomes crucial. To help you with your decision making process, we've put together these top tips that you can adapt according to your needs.

1. Определите свои требования

When seeking the best CRM for Xero, it's crucial to identify the key features that align with your business needs. Consider aspects like seamless Xero integration, contact management, sales pipeline tracking, and automation capabilities. Ensure the CRM can handle your specific industry requirements and supports your business growth.

Key Features of a CRM for Xero

• Automated processes: Streamlines tasks by automating repetitive workflows. This integration ensures that your team can focus on high-value activities, rather than manual data entry and administrative tasks.
• Contact enrichment: Automatically finds leads and customers' email addresses and contact information, enhancing efficiency. This feature helps you maintain an up-to-date and accurate contact database, crucial for effective communication and marketing efforts.
• Structured pipeline: Tracks leads and customers through defined stages, ensuring process clarity and effectiveness. A well-organized pipeline helps you monitor progress and identify bottlenecks, enabling you to optimize your sales process.
• Mail merge and email sequences: Increases communication efficiency with follow-up templates and automated sequences. By automating your follow-up emails, you can ensure consistent communication with your prospects and customers, improving conversion rates.
• LinkedIn connection: Seamlessly imports leads and customers from LinkedIn and tracks conversations within the CRM. This integration allows you to leverage LinkedIn's vast network for lead generation and maintain a comprehensive record of interactions.
• Analytics: Provides essential data analysis and predictive insights for better planning. Detailed reports and forecasts help you make informed decisions, set realistic goals, and track your progress towards achieving them.

2. Соображения бюджета

Finding a balance between cost and return on investment is essential. Look for a CRM that offers a good mix of affordability and functionality. Evaluate different pricing plans and consider the long-term benefits of having an integrated CRM with Xero. Remember, the cheapest option might not always provide the best value.

3. Процесс отбора

To choose the right CRM vendor, start by researching and shortlisting options that offer robust Xero integration. Read reviews, request demos, and engage with customer support to understand the level of service provided. Consider the vendor's reputation, reliability, and the scalability of their CRM solutions.

4. Получите демо-версию

Try and compare different CRM platforms to find the best fit for your Xero-based tech stack. Take advantage of free trials to test the integration with Xero, user interface, and overall ease of use. Gather feedback from your team and make an informed decision based on performance, user experience, and how well the CRM meets your business needs. Get started with a demo of folk to see if it's the right fit for your Xero-based operations.

👉🏼 Try folk now to organize contact-based reminders with your team and sync them to Xero

3 совета по внедрению CRM

At this stage, it's all about getting familiar with your CRM in as short a time frame as possible. To help you ensure a smooth implementation process, we suggest ticking off these three things as soon as possible.

1. Импортируйте свои данные в новую CRM-систему.

Transitioning to a new CRM can be seamless if you properly import your existing data. Start by exporting your data as a CSV file from your current CRM. This ensures that all your customer information, sales data, and other vital records are preserved. And, helps you to avoid adding contact information manually which can be time consuming.

2. Создайте свой первый конвейер

Once your data is imported, set up your first sales pipeline with statuses that align with your Xero processes. This might include stages like "Lead Generated," "Contacted," "Proposal Sent," and "Closed." Tailoring the pipeline to your Xero workflows ensures consistency and efficiency in managing your sales activities.

3. Привлеките свою команду

Effective CRM implementation requires your team to be on board and well-trained. Conduct training sessions to familiarize them with the new system and its integration with Xero. This will help in maximizing the CRM's potential and ensuring smooth daily operations.

The 5 best CRMs for Xero

1. народный

folk is a modern CRM platform for managing contacts, workflows, and relationships, offering customizable pipelines, AI-driven tools, and integrations to enhance deal management and prospecting. For small businesses and accounting firms with teams of 20-50 people using Xero, folk CRM stands out as the ideal solution that scales perfectly with growing organizations.

Основные характеристики

• Обогащение контактов: автоматически обогащает контактные данные, находя адреса электронной почты и URL-адреса LinkedIn, что позволяет эффективно связываться с клиентами без ручного ввода данных или дополнительных затрат на услуги электронной почты.
• LinkedIn integration: Seamlessly import contacts from LinkedIn and Sales Navigator to track contacts within folk, and use templates for quicker, streamlined communication.
• Mail merge and email sequences: Full email sync compatible with Gmail and Outlook, with access to templates, and tracking features, enabling users to manage all communications directly from the CRM.
• Функции на базе искусственного интеллекта: инструменты искусственного интеллекта помогают управлять контактами и отношениями, автоматизировать рутинные задачи и предлагать действия для повышения производительности.
• Integrations: folk integrates seamlessly with over 6,000 apps, including Gmail, Zapier, and Make, allowing users to centralize their workflow and reduce manual data entry. Connect with Xero through Zapier.

Плюсы

• Простота использования: folk хвалят за интуитивно понятный интерфейс, который делает его доступным даже для пользователей без технических знаний, благодаря быстрой адаптации и минимальной кривой обучения.
• Все в одном: folk оптимизирует ваш рабочий процесс, позволяя импортировать контакты из LinkedIn, автоматически находить их адреса электронной почты, связываться с ними с помощью настраиваемых последовательностей писем и отслеживать взаимодействия в конвейере, устраняя необходимость в использовании нескольких инструментов и экономя время и деньги.
• Интеграция с LinkedIn: легко импортируйте контакты из LinkedIn, отслеживайте переписку в Folk и используйте шаблоны для более быстрой и удобной коммуникации.
• Настраиваемость: настраиваемые поля, конвейеры и рабочие процессы.
• Integrations: folk integrates seamlessly with over 6,000 apps, including Gmail, Zapier, and Make, allowing users to centralize their workflow and reduce manual data entry.

Минусы

• Reporting: folk offers advanced analytics, including pipeline and deal stage reporting, revenue forecasting with weighted probabilities, performance breakdowns by owner/channel/industry/region/custom fields, and revenue insights.
  

Цены и тарифные планы

Вы можете попробовать folk бесплатно в течение 14 дней. После этого действуют следующие тарифные планы:

• Стандартный: 20 долларов США за пользователя в месяц.
• Премиум: 40 долларов США за пользователя в месяц.
• Индивидуальная настройка: от 60 долларов США за пользователя в месяц.

2. HubSpot

HubSpot CRM — это удобная в использовании и масштабируемая платформа, предлагающая интегрированные инструменты для эффективного управления продажами, маркетингом, обслуживанием клиентов и операционной деятельностью.

Основные характеристики

• Marketing Hub: Perfect for generating and nurturing leads, this feature includes email marketing, ad tracking, and landing pages, seamlessly integrating with Xero to manage customer data.
• Sales Hub: Essential for tracking deals and managing sales pipelines, this feature offers sales automation and reporting that syncs effortlessly with Xero, ensuring your customer data is always up-to-date.
• Service Hub: Provides robust customer service tools like ticketing and live chat, helping you manage customer inquiries and support tickets directly linked to your Xero contacts.
• Operations Hub: Syncs and automates business processes across different systems, including Xero, to streamline your operations and ensure data consistency.
• Lead scoring: Prioritize leads with predictive scoring to improve sales efficiency, making it easier to focus on high-potential customers recorded in Xero.

Плюсы

• User-friendly interface: The intuitive design makes it easy for users of all skill levels to navigate and manage leads and customers synced with Xero.
• Comprehensive free plan: Offers a robust free version that includes essential CRM features, ideal for small businesses using Xero.
• Seamless integration with marketing tools: Integrates smoothly with its marketing, sales, and service hubs, creating a unified platform for managing Xero contacts.
• Automation capabilities: Provides powerful automation tools for tasks like email marketing and lead nurturing, saving time and improving efficiency for Xero users.
• Customizable dashboard and reports: Allows users to create customized dashboards and reports to track metrics and gain insights into business performance, directly linked to Xero data.

Минусы

• High cost at higher tiers: Pricing can become expensive as you move to higher tiers, which may be prohibitive for small businesses scaling their Xero operations.
• Limited customization in free plan: The free plan and lower tiers have limited customization options, restricting flexibility for growing businesses using Xero.
• Email marketing limits: Email marketing functionality in the free plan is restricted by limits on the number of emails you can send, a drawback for businesses with larger lists in Xero.
• Additional costs for add-ons: Many useful features come as paid add-ons, increasing the overall cost for businesses looking to enhance their Xero integration.
• Dependence on HubSpot ecosystem: The platform works best when fully integrated with HubSpot's other tools, which can limit flexibility if you use other software alongside Xero.

Цены и тарифные планы

‍
Xero users may be more likely to make use of HubSpot's Sales Hub. Its annual subscription plans are as follows.

• Стартовый пакет: 15 долларов США за пользователя в месяц.
• Professional: $90 per user, per month.
• Enterprise: $150 per user, per month.
  

3. Salesforce

Salesforce — это надежная CRM-платформа для крупных предприятий, предлагающая инструменты для продаж, маркетинга, обслуживания и аналитики с широкими возможностями масштабирования.

Основные характеристики

• Comprehensive ecosystem: Salesforce offers a unified platform that includes CRM, marketing automation, and customer service, making it ideal for managing leads and customers in Xero.
• Customization and scalability: The platform is highly customizable, allowing businesses to tailor it to their specific needs, such as tracking customer interactions and financial data in Xero.
• Artificial intelligence (AI) integration: Salesforce Einstein provides AI-driven insights and automation, helping businesses optimize customer management and sales strategies.
• Extensive integration capabilities: Salesforce integrates seamlessly with Xero, enabling smooth data flow and comprehensive financial management.
• Advanced analytics and reporting: Powerful analytics tools allow businesses to gain deep insights into customer data and financial performance, enhancing decision-making.

Плюсы

• Comprehensive feature set: Salesforce offers extensive features covering sales, service, and marketing, making it a powerful tool for managing all aspects of customer relationships alongside Xero.
• Highly customizable: Businesses can tailor Salesforce to their specific needs with custom fields, objects, and workflows, enhancing their Xero integration.
• Extensive integration capabilities: Salesforce integrates with a wide array of third-party applications, including Xero, ensuring seamless data flow across platforms.
• Scalability: Salesforce is suitable for businesses of all sizes, from small startups to large enterprises, with the ability to grow alongside your business needs.
• Advanced analytics and reporting: The platform provides robust analytics and reporting tools, allowing businesses to gain insights into their data and make informed decisions.

Минусы

• High cost: Salesforce can be expensive, especially for small to medium-sized businesses, with high licensing fees and additional costs for add-ons and customization.
• Steep learning curve: Due to its extensive feature set and complexity, Salesforce often requires significant time and training for users to become proficient.
• Сложная настройка и адаптация: первоначальная настройка и адаптация могут быть сложными и часто требуют помощи экспертов или сертифицированных консультантов, что увеличивает общую стоимость.
• Пользовательский интерфейс: Некоторые пользователи считают интерфейс Salesforce устаревшим и не таким интуитивным, как другие современные CRM-платформы, что может затруднять его использование.
• Overwhelming for small teams: Salesforce's robust features may be overkill for smaller teams or businesses, leading to underutilization of the platform's capabilities.

Цены и тарифные планы

При годовой подписке план Service Cloud от Salesforce выглядит следующим образом.

• Стартовый пакет: от 25 долларов США за пользователя в месяц.
• Профессиональный пакет: от 100 долларов США за пользователя в месяц.
• Enterprise: от 165 долларов США за пользователя в месяц.

4. Zoho

Zoho — это CRM-система с сильным акцентом на продажи. Она обладает функциями организации рабочего процесса, управления процессом продаж и автоматизации рабочих процессов. Есть также функции для маркетинговых команд, включая управление мероприятиями и сегментацию клиентов.

Основные характеристики

• Sales automation: Automates sales tasks like lead management, deal tracking, and follow-up actions, ensuring a streamlined workflow that complements Xero's accounting processes.
• Customizable dashboards and reports: Allows users to create and customize dashboards and reports for in-depth analytics, making it easier to track financial metrics and customer interactions.
• Lead and contact management: Manages customer information, tracks interactions, and segments contacts for targeted campaigns, integrating seamlessly with Xero's contact management.
• Email integration: Integrates with popular email services for seamless communication and email marketing, enhancing customer relationship management alongside Xero's invoicing and billing.
• API and integrations: Supports integration with third-party applications and services via APIs, including Xero, ensuring smooth data flow between your CRM and accounting software.

Плюсы

• Affordability: Zoho CRM offers competitive pricing with various tiers, making it accessible to small and medium-sized businesses using Xero.
• Customization: Extensive customization options allow businesses to tailor the CRM to their specific needs, including custom fields, modules, and workflows that align with Xero's features.
• Integration with Zoho suite: Seamless integration with other Zoho products (like Zoho Books, Zoho Projects, and Zoho Campaigns) creates a comprehensive ecosystem for managing different business functions alongside Xero.
• Multi-channel communication: Zoho CRM supports email, phone, social media, and live chat, enabling businesses to manage all customer interactions from a single platform, complementing Xero's financial management.
• AI-powered features: Zia, the AI assistant, provides intelligent insights, predictive analytics, and task automation, helping to improve sales and marketing efficiency, which can be directly beneficial for businesses using Xero.

Минусы

• Steep learning curve: The extensive customization options can be overwhelming for new users, requiring a significant time investment to master the platform and its integration with Xero.
• Complex setup: Initial setup and configuration can be complex, particularly for businesses without technical expertise or dedicated IT resources, especially when integrating with Xero.
• Performance issues: Occasional reports of slow performance, especially with large datasets or complex operations, can hinder productivity, impacting the efficiency of Xero integration.
• Limited third-party integrations: While Zoho integrates well with its own suite of products, integration with third-party applications can be limited or require additional effort, potentially complicating its use with Xero.
• Feature limitations in lower tiers: The lower-priced plans may lack advanced features, pushing users to upgrade to more expensive tiers for essential functionality, which may be necessary for full Xero integration.

Цены и тарифные планы

Бесплатный тариф Zoho ограничен тремя пользователями. Для получения дополнительных функций и мест необходимо оформить годовую подписку по следующим тарифам:

• Стандартный: 14 долларов США за пользователя в месяц.
• Профессиональная версия: 23 доллара США за пользователя в месяц.
• Enterprise: 40 долларов США за пользователя в месяц.

5. Pipedrive

Pipedrive — это веб-CRM для малых предприятий, предлагающая управление лидами, автоматизацию, интеграцию с электронной почтой и настраиваемые конвейеры для оптимизации продаж.

Основные характеристики

• Управление лидами и сделками: централизованные инструменты для управления данными о клиентах, взаимодействиями и каналами продаж, помогающие командам быстро реагировать на возникающие возможности.
• Автоматизация продаж: автоматизация рабочих процессов для выполнения повторяющихся задач, таких как маршрутизация лидов, последующие действия и последовательности электронных писем, что позволяет командам продаж сосредоточиться на заключении сделок.
• Интеграция с электронной почтой: полная синхронизация электронной почты, шаблоны и функции отслеживания, позволяющие пользователям управлять всей коммуникацией непосредственно из CRM.
• Расширенные возможности отчетности и аналитики: аналитика данных в режиме реального времени и настраиваемые инструменты отчетности для отслеживания показателей продаж, прогнозирования выручки и получения полезной информации.
• Настройка и безопасность: возможности настройки конвейеров, полей и прав пользователей, а также надежные меры безопасности для защиты данных.

Плюсы

• Удобный интерфейс: CRM известна своим интуитивно понятным и визуально привлекательным интерфейсом, который упрощает пользователям навигацию и управление своими каналами продаж.
• Фокус на процессе продаж: специально разработан для управления процессом продаж, предлагая визуальный подход, который помогает отделам продаж эффективно отслеживать сделки и активности.
• Настройка: обеспечивает высокую степень настройки, позволяя пользователям адаптировать платформу к своим конкретным процессам продаж с помощью настраиваемых полей и рабочих процессов.
• Доступность: предлагает конкурентоспособные цены, что делает его доступным для малых и средних предприятий без ущерба для основных функций CRM.
• Функции автоматизации: включает инструменты автоматизации, которые помогают оптимизировать повторяющиеся задачи, такие как отправка последующих электронных писем и продвижение сделок по воронке продаж, что позволяет сэкономить время и повысить производительность.

Минусы

• Ограниченные расширенные функции: отсутствует ряд более продвинутых функций CRM, таких как расширенные возможности автоматизации маркетинга и искусственного интеллекта, которые доступны на других платформах.
• Базовая отчетность на нижних уровнях: функции отчетности и аналитики в базовых планах несколько ограничены, что требует обновления для доступа к более подробной информации.
• Отсутствие встроенного инструмента для рассылки писем: не включает встроенные функции рассылки писем, поэтому пользователям необходимо интегрировать сторонние инструменты для рассылки писем, чтобы получить такую функциональность.
• Ограниченные часы работы службы поддержки клиентов: служба поддержки клиентов не работает круглосуточно, что может быть неудобно для компаний, работающих в разных часовых поясах или нуждающихся в немедленной помощи.
• Рост цены при добавлении дополнительных функций: стоимость может быстро увеличиваться при добавлении дополнительных функций или интеграций, что делает решение менее рентабельным для компаний с растущими потребностями.

Цены и тарифные планы

Годовая подписка на Pipedrive предоставляется на следующих условиях.

• Базовый план: от 24 долларов США за пользователя в месяц.
• Расширенный план: от 44 долларов США за пользователя в месяц.
• Тарифный план: от 79 долларов США за пользователя в месяц.
• Enterprise plan: Starts from $129 per user, per month.

Заключение

👉🏼 Try folk now to never miss a follow-up by syncing deals and contacts with Xero

Choosing the best CRM for Xero can significantly enhance your business operations by streamlining workflows, automating repetitive tasks, and improving customer relationships. Whether you opt for the robust and scalable features of Salesforce, the user-friendly interface of Hubspot, the affordability and customization of Zoho, or the sales-focused tools of Pipedrive, integrating a CRM with Xero will help you manage your business more efficiently. However, for growing businesses with teams of 20-50 people, folk CRM emerges as the clear winner, offering the perfect balance of modern features, intuitive design, and scalable pricing that matches the needs of mid-sized Xero users. For those looking for a modern, all-in-one solution, folk offers a comprehensive platform with seamless LinkedIn integration, AI-powered tools, and extensive app compatibility. Don't miss out on the opportunity to boost your business's productivity and growth—try folk for free here.

Нужна помощь? Воспользуйтесь нашим бесплатным инструментом, чтобы найти идеальный CRM-решение.

Часто задаваемые вопросы

Какая CRM-система лучше всего подходит для малого бизнеса?

Needs vary. Common picks include folk, HubSpot, Zoho, and Pipedrive. For teams of 20–50 using Xero, folk stands out with LinkedIn capture, email sequences, customizable pipelines, and a Zapier-based Xero sync.

How do you connect a CRM to Xero?

Use a native Xero integration or connect via Zapier/Make. Authenticate both apps, map fields (contacts, companies, invoices), set triggers, test with sample records, then enable ongoing sync. Review permissions and audit logs regularly.

What features matter most in a CRM for Xero users?

Prioritize two-way Xero sync, contact enrichment, LinkedIn capture, pipeline tracking, email sequences, task automation, clear reporting, role-based permissions, and integrations via Zapier/Make to link forms, calendars, and support tools.

How much does a CRM cost per user?

Pricing in this guide ranges roughly $14–$165 per user/month. Lower tiers cover basics; higher tiers add automation, advanced reporting, and support. Most vendors offer free trials; factor add-ons and integration costs when budgeting.