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Best Financial CRM Apps Integrated with Xero

16 software options

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Pricing models


Customer rating



Financial Services Cloud

(0)

The world's #1 CRM, reimagined for financial services.

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Integrates with Xero, Salesforce Sales Cloud, FinancialForce Accounting, …

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Freshsales

4.6
(480)

Sales management solution

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Integrates with Xero, Phone Validator, PieSync, …

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Keap

4.1
(1K)

An all-in-one CRM, sales and marketing automation software

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Integrates with Xero, PieSync, RevCent, …

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Pipedrive

4.5
(2.3K)

CRM built by salespeople, for salespeople

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Integrates with Xero, monday.com, CallPage, …

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Daylite for Mac

4.6
(334)

CRM & Project Management for teams of 1-100 that use Macs

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Integrates with Xero, Zapier, timeBro, …

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Really Simple Systems CRM

4.4
(297)

The Powerful CRM for Growing Teams

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Integrates with Xero, Microsoft Azure, Twitter, …

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HubSpot CRM

4.5
(2.8K)

Everything you need to sell in one integrated suite

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Integrates with Xero, ConnectWise Manage, CallPage, …

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Zoho CRM

4.3
(5K)

CRM software that helps you sell smarter, better, faster.

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Integrates with Xero, TIBCO Cloud Integration, SignEasy, …

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Bitrix24

4.0
(481)

100% free CRM, collaboration and communication tool suite

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Integrates with Xero, ISL Light Remote Desktop, PieSync, …

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HarmonyPSA

4.5
(22)

The next generation of professional services automation.

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Integrates with Xero, Google Workspace, AdRoll, …

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Teamgate

4.8
(120)

Simply smart Sales CRM software

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Integrates with Xero, PieSync, Twilio, …

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amoCRM

4.4
(136)

Messenger-based sales tool for SMBs and entrepreneurs

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Integrates with Xero, PieSync, Telegram, …

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Zendesk Sell

4.3
(134)

All-in-one sales platform for sales teams.

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Integrates with Xero, PieSync, Marketo Engage, …

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Nimble

4.4
(1.6K)

Contact management & social relationship software

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Integrates with Xero, ConnectWise Manage, PieSync, …

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Apptivo

4.4
(572)

CRM for managing customer accounts

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Integrates with Xero, PieSync, Google Workspace, …

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ConvergeHub

4.8
(24)

Sales, marketing, customer service & billing CRM for SMBs

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Integrates with Xero, Twilio, Box, …

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