What is the best CRM software for Xero?
The key to a fully streamlined and efficient process is ensuring that your accounting software and CRM system are seamlessly integrated. While Xero is a powerful accounting platform, it can’t on its own deliver the depth of customer and sales insights that a dedicated CRM provides.
The right integration will eliminate double data entry, create a single source of truth by settling discrepancies between systems, and invite better collaboration between sales and accounting teams.
This raises the question: which CRM integrates best with Xero?
What to look for in a Xero-friendly CRM
While many CRMs claim to integrate with Xero, it is important to look deeper into the features of the integration to ensure that they don’t fall short of your needs.
Features to look for:
- Real-time syncing between platforms for instant access to customer data, invoice statuses, and financial details.
- Automated invoice management – automatically generate invoices in Xero from the CRM.
- Product catalogue synchronisation to ensure consistency across platforms.
- Customisation capabilities to allow for custom fields and workflows,
- Scalability to give you the ability to add users and features as your organisation grows.
Our CRM recommendations
Our CRM systems of choice, SugarCRM and EspoCRM, are API-first, meaning that they can integrate easily with hundreds of third-party applications and platforms in a way that is fully tailored to your business needs.
SugarCRM
For small to medium-sized enterprises seeking a flexible and scalable CRM that integrates seamlessly with Xero, we recommend SugarCRM.
Sugar is particularly well-suited to organisations with more complex or evolving business processes, thanks to its highly customisable nature. Rather than being constrained by a rigid, out-of-the-box integration, Sugar allows you to design and configure a connection to Xero that aligns precisely with your operational workflows, reporting needs, and data requirements.
This level of flexibility enables businesses to automate processes, improve data accuracy, and adapt the CRM as their needs evolve, ensuring the solution continues to deliver value over the long term.
EspoCRM
For smaller businesses, we recommend EspoCRM, a cost-effective, open-source CRM ideal for growing organisations.
Like Sugar, EspoCRM is an API-first platform, providing the flexibility to build a fully customised integration with Xero. This allows you to tailor data flows, automate key processes, and adapt the solution as your business evolves.
Key features of Espo include:
- Automation flowcharts
- Complete reporting and analytics suite
- Warehouse and inventory management
- Extensive quote system
At enable.services, we specialise in integrating platforms with SugarCRM and EspoCRM, delivering seamless data flow and connections tailored to your business needs.
If you’re interested in exploring whether either SugarCRM or EspoCRM are right for your business or if you’d like to see the Xero integration in practice, get in touch with one of our CRM experts.
