Best Customer Communications Management Software for Xero

Sales teams of all sizes and industries can close more deals with Pipedrive. Used by over 100,000 companies, Pipedrive helps salespeople in SaaS and IT, consulting, manufacturing and construction, transporting and logistics, financial services and more focus on selling.

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.

Moxo revolutionizes Customer Communications Management (CCM) with its innovative Service Orchestration Platform. By consolidating complex, multi-party communications into a single, secure digital workspace, Moxo streamlines customer interactions across all touchpoints. The platform's Moxo Flow feature enables businesses to create customized communication workflows, incorporating native actions like digital signatures and file requests. This approach ensures consistent, personalized communications while maintaining operational efficiency. Real-time collaboration tools facilitate timely responses to customer inquiries, enhancing engagement. With robust integration capabilities, Moxo synchronizes communication data across existing systems, providing a comprehensive view of customer interactions and enabling data-driven communication strategies throughout the customer lifecycle.

Replace multiple services and apps for your business with a single ecosystem. Bitrix24: Discover the tools. You have at your disposal the Activity Stream, Group Chat, Calendars, Workgroups, and other collaboration tools. Bitrix24 will help you plan and execute projects on time, every time. Available online and on premise with open-source code access. Collaboration task management for large and small teams. Time tracking, templates, reminders and reporting, as well as task dependencies, are all available. The most popular free CRM in the world by number of companies (12 million and growing). Real-time assistance tools that make customers happy and keep them coming back to buy your products or services. Anyone can create stunning websites, landing pages, and online shops without having to write a single line code. Includes free domain name and hosting. Bitrix24 can be run on your own server.

Everything local businesses need to win. Text with customers, get more reviews, collect payments, send text marketing campaigns, and centralize your communications—all from one platform.

Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.

A powerful, integrated platform for managing receivables that optimizes your workflows. You can create effective workflows, collaborate with colleagues, follow up better, get paid quicker, and increase cash flow. Your team can come together on one platform around a workflow that suits your business. You can assign accounts to different roles, streamline follow up campaigns, and view and track the performance of all levels of your staff. Innovative tools within FG Receiveables Manager can help you accelerate your order-to cash cycle by as much as 5x. Don't let past due accounts slow down your team's productivity. You are entitled to be paid. Powerful Reporting and Analytics -- Analyze your accounts, generate smarter interactive reporting, and use Funding Gates for easy customer account prioritization. Funding Gates monitors your receivables to recommend who you should contact. Eliminate Spreadsheets and Notepads