The best Xero CRM on the market

Change the way you work in Xero with Method’s powerful two-way sync and flexible workflow automation.

Full access with unlimited users. 30-day free trial.

Why Method is the most powerful Xero CRM

The top option for Xero users who want to make the most out of their accounting tool. 

 

Method’s automation and customization capabilities extend Xero’s potential to simplify your workflows as you grow.

With double data entry gone for good and the ability to tailor Xero to your liking, your business accounting software transforms into a complete Xero CRM system that lets your sales teams accomplish more.

How a Xero CRM fuels your business growth

Empower your team to close deals faster. 

 

Track your deals, automate workflows, and improve your bottom line with Method:CRM.

 

By extending Xero’s capabilities, Method:CRM lets you keep using the solution you know and love while it scales with your needs.

Power your business with Xero automation.

Industry-leading Xero CRM integration

 Spend less time verifying and more time closing with Method’s two-way Xero sync.

When it comes to securely integrating with Xero, no one pushes and pulls data at the volume and frequency that we do. 

 

From Gmail to payment gateways like Shuttle, Method:CRM is the glue that keeps your business running smoothly.

 

Connect teams and data points across your business with Method’s best-in-class Xero sync. 

Increase your sales with Method:CRM

Growth is what Method:CRM empowers you to achieve.

Drive each step of the sales pipeline, from lead to repeat customer, forward with seamless lead collection and activity tracking.

Method:CRM touches every aspect of your business to let you win more sales, serve your customers faster, and get paid sooner.

Power your business with Xero automation.

Works seamlessly with Xero

Automatically sync your contacts, invoice history, payments, and more.

A CRM shouldn’t feel like a sudden change. Instead, it should enhance the way you work to drive efficiency.

 

Extend Xero’s capabilities to your non-accounting team members so everyone has secure access to the information they need with Method:CRM. 

 

In return, get hours of time back, happier customers, and added efficiency.

Turn your leads into customers

Lead generation and management aren’t Xero’s strong suit, but Method:CRM changes that.

Prevent potential sales opportunities from slipping through the cracks by managing unlimited lead contacts in Method:CRM.

Create quotes and schedule follow-ups immediately to turn potential customers into repeat buyers.

Then once you win a sale, convert your leads into customers in Xero to keep your accounting data accurate and organized.

Power your business with Xero automation.

Deeply understand your customer base

Give your customers the level of service they deserve.

With a 360-degree view of each customer, you get a complete picture of everything from demographic details to a contact’s buying habits.

From customer interactions to payment history, you have everything you need to provide top-notch customer service.

Boost your customer service with online portals

Offer a customer experience no one else can match with Method:CRM. 

An online portal takes your business beyond 9 to 5. Give your customers 24/7 access to information like estimates and invoices with this Xero CRM feature.

With Method’s Xero CRM, your customers get a personalized experience while your data syncs instantly to Xero.

Power your business with Xero automation.

Accomplish more with workflow automation

With Method, you’re empowered to instantly collect the unique data you need to move deals forward.

 

Take it one step further by building custom apps to automate tasks your way and personalize your workflows. 

 

Get the freedom to create a system perfectly tailored to your business with Method:CRM.

Xero CRM frequently asked questions

What is Xero used for?

Xero is online accounting software made for small business owners. It lets you to manage your finances no matter where you are.

 

However, a CRM takes things beyond accounting and allows you to take control of your entire business. From improving your lead interactions to leaving a lasting impression on your customers, a CRM lets you turn your business into a success story.

How to choose a CRM application

To choose a CRM, start by looking at your business processes. It’s important to have a good understanding of your current workflows before introducing additional business tools. Ask yourself:

 

  • What works well? 
  • Where is there room for improvement? 
  • Which tools are currently working for you?

 

What can CRM applications do?

CRM applications can automate a variety of tasks from email outreach to lead nurture and online payments. With a Xero CRM, you can:

 

  • Win more deals thanks to activity tracking and automated follow ups.
  • Drive revenue with a contact database of leads, prospects, and customers waiting to be nurtured.
  • Keep track of sales opportunities as they progress.
  • Ensure that your team always has the most up-to-date information.

Not a Xero user?

No problem! Method:CRM is also the #1 QuickBooks CRM. 

QuickBooks users get the same features that our Xero CRM offers.


Better yet, Method:CRM syncs with QuickBooks Online and QuickBooks Desktop to enhance your accounting solution of choice.