Best CRM Software for Xero

Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.

Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results. Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

Pipeliner CRM is the AI-powered sales management solution designed to put salespeople first, delivering an intuitive, visual, and engaging experience that drives real productivity and rapid adoption for mid-sized, large, and enterprise teams. With comprehensive pipeline management, advanced AI assistance, no-code Automatizer workflows, and embedded business analytics, Pipeliner eliminates complexity while scaling effortlessly—reducing the need for third-party tools and dedicated admins. Key features include personalized user interfaces, multiple pipeline visualizations, automated approvals, relationship mapping, quota management, and AI-driven email support. Seamlessly integrate with Google Suite, Microsoft Suite

ActiveCampaign's customer relationship management system integrates your marketing, sales, and service information, allowing for comprehensive tracking of every interaction in a centralized location. With visual pipelines, automated tasks, and AI-driven lead and deal evaluation, representatives can prioritize their efforts on the most valuable prospects. Additionally, tailored one-on-one emails and outreach strategies facilitate the nurturing of relationships, guiding them towards successful outcomes.

Buildxact is a construction management software that is easy to use for contractors, residential builders, and remodelers. It helps them manage their projects smoothly and efficiently. Transform your business with one system, from the first takeoff to the final invoice. Streamline estimation - Create takeoffs faster and get quotes 5x faster. Buildxact is cloud-based so you can get up and running in no time. Save time by ditching paper plans and spreadsheets! Buildxact digital takeoffs let you scale plans and measure with a few mouse clicks. Quickly measure and count materials knowing your numbers are correct. Easily move material counts into your estimate with online tools and pricing that are 5X faster than paper and pencil. Estimates that clearly lay out materials, labor and overhead for the client. Professional quotes that win more jobs. Find out today with a free trial!

Please also update our description as follows: Birdeye is the top-rated reputation, social media, and customer experience platform for local brands and multi-location businesses. Over 150,000 businesses leverage Birdeye’s AI-powered platform to get found online, improve online reputation, streamline social publishing, connect through digital channels, and deliver a wowing customer experience.

Podium is a comprehensive AI-driven platform designed to streamline lead management and customer communication for businesses, currently serving more than 100,000 customers. Its flagship feature, the AI Employee, guarantees round-the-clock engagement with leads, enabling faster responses that translate into higher conversion rates and increased sales. Businesses benefit from a unified dashboard that merges calls, texts, payment requests, and bulk messaging to nurture prospects and drive repeat business effectively. Podium’s intelligent automation handles customer inquiries seamlessly across all communication platforms, ensuring consistent and accurate messaging. The company has gained industry acclaim, appearing on Forbes’ Next Billion Dollar Startups, the Inc. 5000, and Fast Company’s World’s Most Innovative Companies lists. Founded in 2014 and headquartered in Lehi, Utah, Podium enjoys backing from top investors such as Accel, Summit Partners, GV, and Y Combinator. Its platform empowers businesses to build lasting customer relationships through efficient, AI-enhanced communication. Podium continues to innovate, helping companies scale their lead conversion efforts globally.

Pylon's intuitive design software allows you to create accurate proposals from anywhere, in less than 2 minutes. Pylon is the only software that allows you to view high-resolution imagery within your app. Pylon's award winning 3D Solar Shading toolkit helps you identify and track shading impacts throughout the year. Pylon's load profile analysis and interval data analysis will help you and your team to better understand customer consumption patterns. Analyze load profiles & interval data. You can close more solar proposals by using interactive Web & PDF proposals and native eSignatures. Fully integrated solar CRM that integrates with your solar design software to convert proposals. Pylon Solar CRM offers 2-way SMS and email communications, team management, lead management and pre-made deal pipelines.

ROLLER is a specialized CRM solution designed specifically for leisure and attraction venues, empowering operators to gain deeper insights into their guests and encourage repeat visits. It allows for the collection of every interaction—from online reservations to in-venue transactions—into a consolidated guest profile, providing your team with comprehensive visibility into customer behavior. Leverage advanced segmentation features to design targeted and personalized marketing initiatives based on spending habits, visit frequencies, personal preferences, and significant dates such as birthdays. Seamlessly integrated with your ticketing systems, point-of-sale, and online checkout, ROLLER guarantees that your data remains current and actionable. With marketing integrations, tailored data collection, and real-time analytics on campaign and checkout performance, ROLLER equips you to create meaningful guest experiences, enhance engagement, and boost revenue.

A platform for managing Omni-channel Experiences. You can do more than just survey. Power-up your experience management programs. All touch points can have an omnichannel experience. All data in one location. You can customize and share email surveys to increase open-rates. You can customize the subject, body, or share from an email address you choose. White-label your emails, and share. For feedback, share a QR code that can be scannable. Share the code with respondents. Respondents can scan the code to access the survey and take it. Generate multiple unique survey links for sharing surveys. These links can be tracked and used to measure survey performance. You can white-label your survey by using Custom Domain. You can embed surveys to engage customers and visitors on your website. You can embed the survey as a popup card, chatbot on your website, or inline embed. Our mobile SDK allows you to quickly create surveys and collect actionable information.

1) Customer delight made super easy Manage conversations across multiple channels Deliver fast and consistent customer service across email, phone, chat, WhatsApp Business, and other social media channels from a single view. 2) Boost your agent productivity Cut down on manual and repetitive tasks using advanced automation rules, and solve customer queries faster without increasing your agent strength. 3) Deliver seamless self-service Help customers help themselves by publishing a branded knowledge base and offering instant resolutions using AI-powered chatbots. 4) Stay on top of your CSAT goals Use customizable analytics and reports to track team performance, identify bottlenecks before they snowball, and keep tabs on your team's CSAT goals. Enable frictionless remote work for your support team 1) An intuitive and easy-to-use platform that does not require a complicated onboarding process 2) Cloud-based solution that empowers agents to work conveniently on their laptops or phones 3) 650+ cutting-edge applications that you can easily integrate with and build robust support workflows

Mailchimp is a widely-used marketing automation platform that houses over 11 million users worldwide. Through the platform's AI-powered insights and content creation tools, businesses can personalize every email and SMS to cater to each customer. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses stay connected with their customers while promoting repeat business and brand loyalty - all while integrating with users' existing workflows. Some of the notable organizations turning to Mailchimp for assistance in driving revenue through email marketing include TEDTalks, Shutterstock, Boston Market, and Nikon India. What sets this platform apart lies in its user-friendly interface and accessibility for both tech-savvy individuals and those who are not so familiar with technology. Since 2001, Mailchimp has grown significantly to become a prominent global marketing automation platform with offices situated in Atlanta, Brooklyn, Oakland, Vancouver, London, Seattle and Santa Monica. The platform prides itself on delivering an impeccable and personalized user experience. Mailchimp was recently acquired by Intuit Inc. (Nasdaq: INTU), a widely recognized global financial technology platform. Since the acquis

The number one unified B2B sales platform for medium-sized to enterprise CPG/FMCG manufacturers & distributors. This omnichannel commerce platform will manage all aspects of your B2B sales - and includes a robust trade promotions module. With it's B2C-like experience, Pepperi consists of a B2B eCommerce storefront, mobile order-taking app (iOS/Android), Sales Force Automation, Trade Promotions, Retail Execution, Route Accounting / DSD & Inside Sales - in ONE integrated cloud-based platform that runs online & offline on all devices to maximize online B2B and in-person sales. The Pepperi IPaaS (Integration Platform as a Service), will keep your data syncing seamlessly to your existing software such as ERPs, Accounting software, Payment & Shipping gateways. Pepperi is trusted by over 1000 companies in 65 countries. and has offices in the US, Europe, Middle East and Australia.

1CRM is a highly customizable All-in-One CRM built for comprehensive management of small-to-medium businesses. Its core strength is the integration of order management (quotes, invoices, product catalog, purchase orders, inventory tracking and more), customer service and project management within a unified CRM framework.

TicketSearch provides organizations of all sizes with the tools and support they need to sell tickets, register attendees, manage workshops and merchandise, accept donations, and manage customer relationships. TicketSearch provides two levels of service: the standard edition with features for all organizations, and the enterprise version, which offers additional services like marketing, phone sales and additional support. TicketSearch offers a customized box office solution that can be tailored to your team's needs. From managing ticket inventory to providing daily revenue reports and loading events, TicketSearch has it all. Virtual phone sales, distribution of tickets, and mailing of patron packages are all available. A dedicated sales and customer support representative will be assigned your account to ensure TicketSearch seamlessly integrates with your team.

Dealership CRM is a Smart, simple CRM software to support motorcycle and powersports dealerships. Our powersports CRM software makes it easy to build stronger customer relationships, sell more units, and save time. Keep in touch with your customers by sending them automated service reminders via email or text. Organize all your customer information in one place. You can track conversations and know the history to deliver more personal experiences. Tracking prospects and your sales team to win more deals. Leads flow through your sales pipeline. You can either take advantage of our existing pipelines (Showroom, Website, and Phone Calls) or make your own to fit your dealership. You can take control of your deals by tailoring your pipeline to suit your needs. You can quickly spot deals that need your attention and those you are about to land. You'll be able to collaborate with your favorite apps, with 870+ integrations such as Shopify, WordPress, Zapier, and more, to have all the tools you need.

Buildertrend is the leading residential construction project management software trusted by home builders, remodelers and specialty contractors. Since our start in 2006, we’ve given contractors the tools to control their projects while bringing efficiency, organization and seamless communication to their businesses. Builders can manage jobs, sales, finances, materials, client relationships and more with one convenient software – allowing time to take on more jobs without the added headaches. Today, more than a million users spanning 100 countries have chosen Buildertrend for real-time collaboration on their construction jobs. Our platform empowers builders to accomplish more projects while decreasing delays, minimizing costly mistakes and ensuring client satisfaction. Buildertrend also provides each customer with the opportunity to have unlimited training with the ability to integrate with other software like QuickBooks, Xero, HubSpot, Salesforce, Gusto, The Home Depot’s Pro Xtra loyalty program and GreenSky.

Tracker is a cloud-based, all-in-one sales CRM and recruitment system that helps you to grow your business. Tracker is ideal for all types of staffing and consulting firms. It helps them grow by building better relationships. Tracker streamlines the entire process of recruiting, from candidate sourcing and placement to employee onboarding. This increases recruiter, candidate and client success.

BrandWide serves as a comprehensive Franchise Management Platform designed to streamline and consolidate various tools you might currently employ. It facilitates connections with all your franchisees while monitoring their performance, adherence to compliance, and overall engagement through an intuitive dashboard. In addition to these features, BrandWide offers local marketing solutions, a customer relationship management (CRM) system, and operational modules tailored for franchisees, ensuring their profitability. With support available on desktop, mobile, and through API integration, coupled with round-the-clock customer service, BrandWide empowers you to expand your franchise confidently. If you're in search of a unified platform to enhance your franchise's growth or find yourself juggling multiple management tools, rest assured you're not alone. An all-in-one franchise solution is essential for effectively marketing your brand, automating sales, onboarding new franchisees, engaging franchise owners, driving localized marketing efforts, and augmenting your customer base. Presenting BrandWide, a holistic franchise software platform designed to support your brand's growth and the success of your franchise units by incorporating all necessary components into one cohesive system. By utilizing BrandWide, you can focus on strategic initiatives while the platform handles the operational complexities, ultimately contributing to your franchise's long-term success and sustainability.

Caflou lets you take control of your company, projects and team, finances and increase your profit. Caflou is an all-in-one business management system ideal for marketing agencies and professionals, web developers or IT teams or any business providing services. With Caflou you get best value for your money. With Caflou you manage your customer relationships, projects with their budgets, finances and profitability, you can track time, manage your team and their workload or even automate repeatable activities, all in one place from anywhere. Join 3500+ companies using Caflou. Start Free right now!

Prestartr is the ultimate field operations platform for civil and mining contractors aiming to digitise processes, control budgets, and boost productivity. Say goodbye to inefficient paper forms, cumbersome spreadsheets, and manual data entry - Prestartr digitises site workflows from start to finish. Easily manage timesheets, dockets, and project tracking in real-time, ensuring accurate payroll, invoicing, and compliance records at your fingertips. Keep budgets in check with instant visibility into cost centres and forecasting tools that proactively prevent overruns. Prestartr also helps maximise your fleet’s productivity, tracking equipment usage, automating maintenance schedules, and minimising costly downtime. Enhance workplace safety and simplify regulatory compliance with built-in digital checklists, inspections, and comprehensive audit trails. With flexible customisation, Prestartr integrates effortlessly into your existing accounting, ERP, and fleet telematics software, becoming the central hub for your daily operations. Trusted by leading contractors across Australia and New Zealand, Prestartr empowers you to deliver projects faster and more profitably.

Spotler CRM, formerly Really Simple Systems, is a powerful CRM system designed for teams that are growing and working in B2B. Spotler CRM gives your sales team everything they need to manage prospects, customers and sales without letting technology dictate their strategy. The CRM system is also equipped with integrated email marketing modules and customer service desks and can be accessed anywhere from desktops, tablets, and smartphones. The CRM is designed to be easy to set-up and easy to use. This allows you to train your staff in minutes so that you can focus on growing your business.

Easy client management! All your information can be managed. All services and interactions can be tracked. This software is designed for the Australian Community, Not for Profit and Health sectors. Xero allows you to automatically invoice members using ChilliDB. You will also receive confirmation of payments as they occur. Integrate with Mailchimp to link your distribution lists from ChilliDB and a MailChimp account. You can save time with Case management tools and Contract management tools that provide dedicated support for national programs. You can send pre-populated online forms to your clients, and their responses will be automatically merged into ChilliDB. With unlimited members, paid or unpaid memberships, and renewal tracking, simplify your membership management. In less than 30 minutes, integrate with your website! Sign up for events and memberships, service directories, newsletter subscriptions, and many other features!

Track activities, deals and orders. Segment, manage and email your customers.