CRM inventory management software for your US small business
Xero is a powerful starting point for your sales admin. Manage your inventory with Xero’s automations and real-time data. Then add third-party customer relationship management (CRM) apps to Xero for a streamlined workflow. Everything you need in one place and a dynamic way to sell your product.
Manage your CRM and inventory together
Looking after your customer relationships goes hand in hand with tracking your inventory. This way, you have clear records of who’s bought what and never miss a sale. Xero integrates beautifully with a range of CRM apps to help you strengthen this part of your business.
Admin without the fuss
Create a smooth workflow from your first contact with a customer to shipping them a product. Win back time!
Accurate inventory tracking
Combine your sales and inventory data for a comprehensive view of what’s selling and how often to restock.
Better sales forecasting
Spot patterns in your sales and predict seasonal trends. Boost your sales strategy with clear numbers.
Your integrated CRM and inventory software…
Starts with Xero accounting
Want to grow your business? Double your sales? Whatever your vision, build on the right foundations with Xero accounting software. Full confidence in your numbers helps you plan the next move for your inventory and sales.
- Check your Xero dashboard for an instant, up-to-date view of money coming in and out of your business.
- Get accurate figures in Xero, no matter how many apps you integrate. Data flows continuously between apps and Xero.
- Simplify your tax and financial reporting – Xero cloud-based software keeps all your data all in one place.
Xero’s built-in inventory features
Xero software has effective features to help manage your inventory. If you run a straightforward operation, these can smooth your daily activities.
- Track your stock levels in real time to stay up to date on your reorders
- Easily add items to customer online invoices and purchase orders
- Get data and insights on what’s selling well to inform your business strategy
Apps to integrate with Xero
Look after a more complex inventory? Just add apps to your Xero org to build your CRM with inventory management software your own way.
Xero Inventory Plus
Manage your inventory across multiple sales channels like Shopify and Amazon, and process up to 10,000 orders every month.
Find out more about Xero Inventory PlusThird-party inventory apps
Handle complex sales pipelines, multiple warehouses, and more with inventory apps like Cin7 Core and Unleashed.
Explore the inventory section of the Xero App StoreThird-party CRM apps
Organize detailed info on your customers and improve their sales experience with apps like HubSpot CRM and Capsule.
Here’s the CRM section of the Xero App Store
Smooth your order processing
Integrating Xero with apps to create a frictionless way to process your incoming orders. For example, SalesIn partners with Xero to replace manual work with sophisticated automations. Xero also has built-in tools and templates to make your online invoicing hassle-free.
Salesin
Understand what your customers want
How about getting those deeper insights into how your customers shop? Apps like Insightly CRM gather the info you need to build stronger relationships with your customers. You can combine these powerful apps with Xero’s built-in features, like easy contact management.
Here’s the suite of CRM and marketing apps on the Xero App Store
Accurately track your stock
Apps like Unleashed and Gojee fine-tune the way you keep track of your storerooms. These apps ‘talk’ to your Xero software, so the numbers you see are always spot on. Gone are the days of ordering too much or too little – or the dreaded stockouts!
Unleashed
Better predict your sales
Take your sales to the next level by combining Xero with apps. The Exsalerate app, for instance, gives you tons of insights into your customers’ behavior, helping you plan your stock orders.
Exsalerate app
Get started with Xero today
Find out more on how Xero connects with apps for your inventory.
Here’s the low-down on integrating apps with Xero
FAQs on CRM and inventory management software
By combining your CRM and inventory management, you get a streamlined process for your sales admin all in one place, saving you time and reducing errors. For example, when you add a new customer to your CRM, their address and contact details are instantly available for shipping their order.
By combining your CRM and inventory management, you get a streamlined process for your sales admin all in one place, saving you time and reducing errors. For example, when you add a new customer to your CRM, their address and contact details are instantly available for shipping their order.
No, Xero doesn’t have CRM functionality built in. But you can easily integrate your Xero organization with a range of specialized CRM apps from the Xero App Store. You don’t need any technical experience to do this, and you can add or delete apps whenever you want.
No, Xero doesn’t have CRM functionality built in. But you can easily integrate your Xero organization with a range of specialized CRM apps from the Xero App Store. You don’t need any technical experience to do this, and you can add or delete apps whenever you want.
Xero has built-in features for basic inventory tracking, including managing the items you buy and sell, and handling purchase orders. If you need more advanced tools, you can upgrade to Xero Inventory Plus, which allows multi-location tracking, batch tracking, and serial numbering. And if you need something specific, you can also integrate third-party inventory management apps with Xero.
Find out more about the Xero Inventory Plus appXero has built-in features for basic inventory tracking, including managing the items you buy and sell, and handling purchase orders. If you need more advanced tools, you can upgrade to Xero Inventory Plus, which allows multi-location tracking, batch tracking, and serial numbering. And if you need something specific, you can also integrate third-party inventory management apps with Xero.
Find out more about the Xero Inventory Plus appIt’s pretty simple: you just integrate a CRM app with your Xero organization so you can store your customer data. For instance, the WORK[etc] app helps you handle your sales leads and contacts. You can then manage this information and your stock levels in a single piece of sales and inventory software.
It’s pretty simple: you just integrate a CRM app with your Xero organization so you can store your customer data. For instance, the WORK[etc] app helps you handle your sales leads and contacts. You can then manage this information and your stock levels in a single piece of sales and inventory software.
The best apps are those that suit your business’s unique needs! The Xero App Store has many great CRM and inventory management apps that all integrate perfectly with Xero – so check out the Xero App Store to see which apps suit your small business. Users rate and review each app to help you decide which is right for you.
Here’s the Xero App Store for US businessesThe best apps are those that suit your business’s unique needs! The Xero App Store has many great CRM and inventory management apps that all integrate perfectly with Xero – so check out the Xero App Store to see which apps suit your small business. Users rate and review each app to help you decide which is right for you.
Here’s the Xero App Store for US businesses