The #1 customer management software for Xero users

Increase your customer retention and satisfaction with the best customer management tool for Xero users.

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Method and Xero Customer Sync

Strengthen your relationship with customers

Close deals with on-the-go customer insights.

Deliver what your customer base wants

With Method, you get a 360-degree view of every customer and lead to make closing deals easier.

This includes seeing past interactions, invoice history, and demographic details for every customer and sales prospect.

Help customers from your inbox

Connect with your customers, track payments, and create new sales opportunities without leaving your Gmail or Outlook inbox.

Capture gmail email in Method

“Method has a clean beautiful interface and seems to sync well with Xero. But, it has been the support that got them this 5 star review.”

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Ean Murphy

“Excellent support”

“This is a wonderful app! It syncs great with Xero, all the information goes over without hesitation, no problems there. Contacts, accounting, etc. It’s very user friendly, straight forward in all areas – invoicing, payments, etc. A great app to make your work life that much easier 🙂 Highly recommend.”

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Amy DeVries

“Excellent – Highly Recommend”

Increase your repeat business

Keep customers returning to your business time and time again.

Stay in touch with automated follow-ups

Never miss out on sales and always follow up with your customers with Method:CRM’s recurring reminders. 

Check in with your customers with personalized offers with the help of Method’s automated email campaigns.

Grow your business with data-driven decisions

Create custom reports on which customers engage with your business most to close more sales opportunities.

Power your business with Xero automation.

Speed up your sales process

The less time you spend on customer management, the more time you can spend growing your business.

Unlimited sales transactions

Xero users can create unlimited estimatesinvoices, and process payments in Method.

Centralize your entire sales process to make it quick for your team to close sales and accurately enter sales data into your CRM.

Improve your customer service with portals

Method gives your customers the ability to make quick, easy, and secure online payments that sync with Xero in real-time.

Online portals for customers to view transactions

Xero customer management software frequently asked questions

Is Xero a good program to keep track of clients?

Xero is a good program to keep track of your accounting, but when it comes to customer management, Xero is not the right tool. Here’s why. 

Xero doesn’t store all the customer information your business requires. Important details such as when was the last time your customer contacted your business or a summary of their frequent purchases are missing from Xero. 

Plus, keeping your leads in Xero may mess with your accounting as often potential sales are recorded as actual revenue by mistake. A costly error come year-end!   

If you’re looking for software to manage business operations and customer relations, Xero alone will not deliver. You’ll need to enhance Xero with client-focused software, such as a Method:CRM.

How to choose customer management software

Businesses looking for customer management software need to consider how many hours they lose in their workday to routine customer management tasks. If you want to focus your efforts on growth instead of menial daily tasks, you need a CRM that automates your customer management process.

Get customer management software that integrates with your Xero accounting software to create workflows that put hours back into your workday.

What can customer management software do?

Customer management software can do many things, including:

  • Send automated follow-up emails to nurture your customer base.
  • Provide a 360-degree view of customer data — anywhere and anytime.
  • Fast estimate and invoice creation.
  • Integration with accounting software to track payments efficiently.
  • Self-service with online customer portals.
  • Custom reporting and analytics.

What are the benefits of using Method’s Xero CRM?

Some of the benefits of using Method:CRM as a Xero customer are:

  • Customer information flows automatically between Xero and Method:CRM so you can deliver the best support and service to your customers.
  • No more double data entry so your team works efficiently and focuses on high-value tasks.
  • Fewer errors and improved data quality thanks to the two-way sync.
  • Empower your sales team with customer sales history and more payments options.
  • Custom reports to keep track of sales strategies and opportunities.

Power your business with Xero automation.