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Xero vs Pipedrive Comparison
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Overview
Xero is a cloud-based small business accounting software with tools for managing invoicing, bank reconciliation, inventory,...
Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions that matter
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
Starting from
12
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
Starting from
14.90
/user
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
User reviews
Pros
Pros
Cons
Craig F.
Cons
Key features
- Total features177
- "What If" Scenarios
- 401(k) Tracking
- ACH Payment Processing
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounts Payable
- Accounts Receivable
- Accrual Accounting
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Approval Workflow
- Asset Accounting
- Asset Tracking
- Audit Management
- Audit Trail
- Auto-Responders
- Automated Quoting
- Automatic Backup
- Automatic Billing
- Bank Reconciliation
- Batch Processing
- Benefits Management
- Billing & Invoicing
- Billing Portal
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Buyer Management
- CPA Firms
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call List Management
- Call Management
- Call Recording
- Campaign Management
- Case Management
- Cash Flow Management
- Cash Management
- Cataloging/Categorization
- Chatbot
- Check Printing
- Check Processing
- Check Writing
- Churn Management
- Click Tracking
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Code-free Development
- Collaboration Tools
- Communication Management
- Compliance Management
- Configurable Workflow
- Consolidation/Roll-Up
- Construction Breakdowns
- Contact Database
- Contact Management
- Content Delivery
- Content Management
- Contingency Billing
- Contract/License Management
- Core Accounting
- Cost Tracking
- Credit Card Processing
- Cross Ledger Posting
- Currency Conversion
- Customer Database
- Customer Engagement
- Customer History
- Customer Segmentation
- Customer Statements
- Customer Support
- Customizable Branding
- Customizable Fields
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Extraction
- Data Import/Export
- Data Management
- Data Synchronization
- Data Visualization
- Deal Management
- Delivery Management
- Direct Deposit
- Discount Management
- Document Management
- Document Storage
- Document Templates
- Donor Management
- Drag & Drop
- Drip Campaigns
- Due Date Tracking
- Dunning Management
- Duplicate Payment Alert
- Electronic Payments
- Email Campaign Management
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Expense Claims
- Expense Management
- Expense Tracking
- Fee Calculation & Posting
- Feedback Management
- Field Sales Management
- File Management
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For AEC Industry
- For Accountants
- For CPA Firms
- For Financial Institutions
- For Government
- For Insurance Industry
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Real Estate Agencies
- For Religious Organizations
- For Restaurants
- For Sales Teams/Organizations
- For Schools
- For Small Businesses
- For Startups
- Forecasting
- Fraud Detection
- Fund Accounting
- General Ledger
- Geotargeting
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Hourly Billing
- Inbox Management
- Income & Balance Sheet
- Interaction Tracking
- Internal Chat Integration
- Inventory Control
- Inventory Management
- Inventory Optimization
- Inventory Tracking
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Job Costing
- Kitting
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- List Management
- Live Chat
- Marketing Automation
- Medical History Records
- Meeting Management
- Mobile Access
- Mobile App
- Mobile Payments
- Modeling & Simulation
- Monitoring
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Management
- Multi-Company
- Multi-Country
- Multi-Currency
- Multi-Language
- Multi-State
- Multiple Site Management
- Negative Feedback Management
- Nonprofits
- Offline Form
- Online Forms
- Online Invoicing
- Online Payments
- Opportunity Management
- Order Management
- Order Processing
- Order Tracking
- Overpayment Processing
- Overrun Reporting
- Pageview Tracking
- Partial Payments
- Patient Communications
- Patient Management
- Payment Collection
- Payment Processing
- Payroll Management
- Payroll Reporting
- Performance Management
- Performance Metrics
- Personalization
- Physician Management
- Pipeline Management
- Pipeline Reports
- Pre-Configured Bot
- Predictive Analytics
- Price/Margin Management
- Pricing Management
- Pricing and Cost Calculations
- Product Catalog
- Product Identification
- Profit/Loss Statement
- Progress Tracking
- Project Accounting
- Project Billing
- Project Management
- Property Management
- Proposal Management
- Prospecting Tools
- Purchase Order Management
- Quotes/Estimates
- Real Time Data
- Real Time Notifications
- Real Time Reporting
- Real-time Consumer-facing Chat
- Receipt Management
- Receivables Ledger
- Recurring Invoicing
- Recurring/Subscription Billing
- Referral Tracking
- Reimbursement Management
- Relationship Tracking
- Reminders
- Remote Access/Control
- Reorder Management
- Reporting & Statistics
- Reporting/Analytics
- Requisition Management
- Retail Inventory Management
- Revenue Recognition
- Role-Based Permissions
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Tax Management
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Shipping Management
- Single Sign On
- Sourcing Management
- Spend Management
- Staff Management
- Statistical Analysis
- Status Tracking
- Summary Reports
- Supplier Management
- Survey/Poll Management
- Tagging
- Task Management
- Task Scheduling
- Tax Calculation
- Tax Management
- Team Assignments
- Template Management
- Territory Management
- Text Analysis
- Third Party Integrations
- Time & Expense Tracking
- Time Tracking
- Time on Site Tracking
- Transaction History
- Transaction Management
- Transcripts/Chat History
- Transfers/Routing
- Trust Accounting
- Vacation/Leave Tracking
- Vendor Management
- Visual Analytics
- W-2 Preparation
- Wage Garnishment
- Warehouse Management
- Web-based Deployment
- Website Visitor Tracking
- Workflow Management
- Total features165
- "What If" Scenarios
- 401(k) Tracking
- ACH Payment Processing
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounts Payable
- Accounts Receivable
- Accrual Accounting
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Approval Workflow
- Asset Accounting
- Asset Tracking
- Audit Management
- Audit Trail
- Auto-Responders
- Automated Quoting
- Automatic Backup
- Automatic Billing
- Bank Reconciliation
- Batch Processing
- Benefits Management
- Billing & Invoicing
- Billing Portal
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Buyer Management
- CPA Firms
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call List Management
- Call Management
- Call Recording
- Campaign Management
- Case Management
- Cash Flow Management
- Cash Management
- Cataloging/Categorization
- Chatbot
- Check Printing
- Check Processing
- Check Writing
- Churn Management
- Click Tracking
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Code-free Development
- Collaboration Tools
- Communication Management
- Compliance Management
- Configurable Workflow
- Consolidation/Roll-Up
- Construction Breakdowns
- Contact Database
- Contact Management
- Content Delivery
- Content Management
- Contingency Billing
- Contract/License Management
- Core Accounting
- Cost Tracking
- Credit Card Processing
- Cross Ledger Posting
- Currency Conversion
- Customer Database
- Customer Engagement
- Customer History
- Customer Segmentation
- Customer Statements
- Customer Support
- Customizable Branding
- Customizable Fields
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Extraction
- Data Import/Export
- Data Management
- Data Synchronization
- Data Visualization
- Deal Management
- Delivery Management
- Direct Deposit
- Discount Management
- Document Management
- Document Storage
- Document Templates
- Donor Management
- Drag & Drop
- Drip Campaigns
- Due Date Tracking
- Dunning Management
- Duplicate Payment Alert
- Electronic Payments
- Email Campaign Management
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Expense Claims
- Expense Management
- Expense Tracking
- Fee Calculation & Posting
- Feedback Management
- Field Sales Management
- File Management
- Financial Analysis
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For AEC Industry
- For Accountants
- For CPA Firms
- For Financial Institutions
- For Government
- For Insurance Industry
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Real Estate Agencies
- For Religious Organizations
- For Restaurants
- For Sales Teams/Organizations
- For Schools
- For Small Businesses
- For Startups
- Forecasting
- Fraud Detection
- Fund Accounting
- General Ledger
- Geotargeting
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Hourly Billing
- Inbox Management
- Income & Balance Sheet
- Interaction Tracking
- Internal Chat Integration
- Inventory Control
- Inventory Management
- Inventory Optimization
- Inventory Tracking
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Job Costing
- Kitting
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- List Management
- Live Chat
- Marketing Automation
- Medical History Records
- Meeting Management
- Mobile Access
- Mobile App
- Mobile Payments
- Modeling & Simulation
- Monitoring
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Management
- Multi-Company
- Multi-Country
- Multi-Currency
- Multi-Language
- Multi-State
- Multiple Site Management
- Negative Feedback Management
- Nonprofits
- Offline Form
- Online Forms
- Online Invoicing
- Online Payments
- Opportunity Management
- Order Management
- Order Processing
- Order Tracking
- Overpayment Processing
- Overrun Reporting
- Pageview Tracking
- Partial Payments
- Patient Communications
- Patient Management
- Payment Collection
- Payment Processing
- Payroll Management
- Payroll Reporting
- Performance Management
- Performance Metrics
- Personalization
- Physician Management
- Pipeline Management
- Pipeline Reports
- Pre-Configured Bot
- Predictive Analytics
- Price/Margin Management
- Pricing Management
- Pricing and Cost Calculations
- Product Catalog
- Product Identification
- Profit/Loss Statement
- Progress Tracking
- Project Accounting
- Project Billing
- Project Management
- Property Management
- Proposal Management
- Prospecting Tools
- Purchase Order Management
- Quotes/Estimates
- Real Time Data
- Real Time Notifications
- Real Time Reporting
- Real-time Consumer-facing Chat
- Receipt Management
- Receivables Ledger
- Recurring Invoicing
- Recurring/Subscription Billing
- Referral Tracking
- Reimbursement Management
- Relationship Tracking
- Reminders
- Remote Access/Control
- Reorder Management
- Reporting & Statistics
- Reporting/Analytics
- Requisition Management
- Retail Inventory Management
- Revenue Recognition
- Role-Based Permissions
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Tax Management
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Shipping Management
- Single Sign On
- Sourcing Management
- Spend Management
- Staff Management
- Statistical Analysis
- Status Tracking
- Summary Reports
- Supplier Management
- Survey/Poll Management
- Tagging
- Task Management
- Task Scheduling
- Tax Calculation
- Tax Management
- Team Assignments
- Template Management
- Territory Management
- Text Analysis
- Third Party Integrations
- Time & Expense Tracking
- Time Tracking
- Time on Site Tracking
- Transaction History
- Transaction Management
- Transcripts/Chat History
- Transfers/Routing
- Trust Accounting
- Vacation/Leave Tracking
- Vendor Management
- Visual Analytics
- W-2 Preparation
- Wage Garnishment
- Warehouse Management
- Web-based Deployment
- Website Visitor Tracking
- Workflow Management
Integrations
- Total integrations1342
- Authorize.Net
- Dynamics 365
- Dynamics 365 Business Central
- FreshBooks
- HubSpot CRM
- Microsoft Excel
- Microsoft Outlook
- NetSuite
- PayPal
- QuickBooks Online Advanced
- Quickbooks Online
- SAP Business One
- Sage Intacct
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Xero
- Zapier
- Total integrations631
- Authorize.Net
- Dynamics 365
- Dynamics 365 Business Central
- FreshBooks
- HubSpot CRM
- Microsoft Excel
- Microsoft Outlook
- NetSuite
- PayPal
- QuickBooks Online Advanced
- Quickbooks Online
- SAP Business One
- Sage Intacct
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Xero
- Zapier
Alternatives
Explore similar apps
User reviews that mention these apps
Josh R.
Marketing and Advertising, 1-10 employees
Used daily for 2+ years
Review source
Share this review:
From day one Pipedrive has been amazing. I have used the other large guys and the ease of use, organization of data and reporting are more than any organization needs. Most of all my team loves using it which helps me ensure accuracy and keep everyone accountable.
Functionality, customization and intuitiveness.
Some limitations with connecting to other platforms like Slack or Xero or Asana that would be amazing and create seamlessness across my company
Luke B.
Marketing and Advertising, 11-50 employees
Used daily for 6-12 months
Review source
Share this review:
Overall we’ve been very happy with Pipedrive. We’ve integrated it with PandaDocs for contract management and Xero for finance with ease and are exploring other useful integrations
Pipedrive is very easy to configure, customise and use, inexpensive and integrated with other popular tools.
It’s a pure CRM so you can’t expect it to do all that the HubSpot suite does, for instance. But if managing leads, keeping track of your pipeline and maintaining your customer data is what you’re striving for then Pipedrive is a great find
Geoff N.
Banking,
Used other for 1-2 years
Review source
Share this review:
Easy to use. No steep learning curve. Easy to drag leads across each stage - exactly like you would in trello.
I feel the integrations could be better. For example, there is no integration with Xero. I'd like to tie my invoices back to clients. The silver package is very limited.
Michelle H.
Information Technology and Services, 1-10 employees
Used daily for 2+ years
Review source
Share this review:
Overall a good experience using the platform my new team members just needed two days of training and found it easier to use.
Easy to manage different pipelines for different sales projects. The email template is one of the key features we like as it allows us to format our emails and the fields are filled in automatically, so every client receives a quality email without spending time typing out individual emails. Like the filter system that allows you to select just the clients, you wish to target and even the group email...
The emails received are not automatically assigned to a client and sometimes land on other client's deals in Pipedrive. There seems to be a lot of downtime of late and we have had several clients confirm that they have not received the email off Pipedrive. There is a lot of new additions to Pipedrive but not enough time to learn them this can be a pro and a con. The support is not always available for immediate help. There is no key information once Pipedrive is down of who you can contact for support. I don't like the Lead section it really just sits there quite useless to us.
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