14 Best CRM for Xero and QuickBooks Integration [2026 Updated]

Choosing a CRM that connects with Xero or QuickBooks isn't just a matter of convenience; it’s about creating a single source of truth for your customer and financial data. When your sales and accounting platforms communicate, you eliminate manual data entry, reduce errors, and get a complete picture of your business's health. This guide details the 14 best CRM platforms updated for 2026 that integrate seamlessly with your accounting software.

1. HubSpot CRM

HubSpot has become a go-to platform by offering a powerful, free-forever CRM that scales with paid marketing, sales, and service hubs. Its strength is in a wide-ranging feature set that supports the entire customer lifecycle. The platform provides a native, two-way sync for QuickBooks Online and supports Xero integration through robust third-party connectors like Zapier or dedicated integration apps, making it highly flexible for small and mid-sized businesses.

• Pros:
  • Excellent free plan with generous features.
  • Native, two-way integration with QuickBooks Online.
  • All-in-one platform covering marketing, sales, and service.
  • Large app marketplace for extensive customization.
• Cons:
  • Native integration for Xero is not offered; requires a third-party app.
  • Advanced features in paid hubs can become expensive quickly.
  • The sheer number of features can be overwhelming for brand new users.
• Pricing:
  • Offers a free-forever CRM.
  • Paid plans (Starter Sales Hub) begin at $15 per user/month, billed annually.

Who it’s best for: Small to medium-sized businesses focused on inbound marketing and sales that need a scalable, user-friendly platform, especially those using G-Suite.

2. Salesforce Sales Cloud

Salesforce is the dominant force in the CRM market for a reason: its power and customizability are unmatched. While it may be overkill for some small businesses, its deep integration capabilities make it a reliable choice for growing companies. Both QuickBooks and Xero connections are handled through purpose-built apps on the Salesforce AppExchange, ensuring a reliable and feature-rich data sync that can be configured to match complex business workflows.

• Pros:
  • Extremely scalable and customizable to fit any business process.
  • Vast AppExchange with multiple well-vetted integration options for both QuickBooks and Xero.
  • Powerful automation, reporting, and analytics tools.
  • Strong developer community and support.
• Cons:
  • High cost, making it less accessible for small businesses.
  • Requires a significant investment in setup, customization, and training.
  • Integrations are managed through paid third-party apps.
• Pricing:
  • Plans start with Sales Cloud Essentials at $25 per user/month, billed annually.

Who it’s best for: Mid-sized to enterprise-level businesses that need a highly customizable, powerful CRM and have the resources to invest in its implementation.

3. Zoho CRM

Zoho CRM is part of the extensive Zoho One ecosystem, a suite of over 50 business applications. Its biggest advantage is providing exceptional value, with enterprise-grade features at a small business price point. Zoho provides native integrations with both QuickBooks Online and Xero right out of the box, allowing for seamless, two-way syncing of contacts, invoices, and payments without the need for additional third-party tools.

• Pros:
  • Native, two-way sync for both QuickBooks and Xero included in professional plans.
  • Excellent value, with a broad range of features for the price.
  • Fully integrated with the extensive Zoho business suite (Zoho Books, a G-Suite alternative, Projects, Desk, etc.).
  • Highly customizable modules, layouts, and automation rules.
• Cons:
  • The interface can feel cluttered and less intuitive than some competitors.
  • Customer support can be inconsistent depending on the plan level.
• Pricing:
  • Offers a free-forever edition for up to 3 users.
  • Standard paid plan starts at $14 per user/month, billed annually.

Who it’s best for: Businesses of all sizes looking for an affordable, full-featured CRM with direct, native integration for both Xero and QuickBooks.

4. Insightly

Insightly uniquely combines CRM and project management into a single platform. This is a game-changer for service-based businesses, agencies, and B2B companies that manage complex, multi-stage client relationships post-sale. It offers straightforward, native integrations for both Xero and QuickBooks Online that allow you to create invoices, sync payments, and view customer financial history directly within a contact or project record.

• Pros:
  • Built-in project management tools with CRM functionality.
  • Native integrations for both Xero and QuickBooks Online.
  • Allows generation of Xero or QuickBooks invoices from within Insightly.
  • User-friendly interface and easy setup.
• Cons:
  • The marketing automation features are less developed than competitors like HubSpot.
  • Number of integrations is limited compared to larger platforms like Salesforce.
• Pricing:
  • Offers a free plan for up to 2 users.
  • Paid plans start at $29 per user/month, billed annually.

Who it’s best for: Service-based businesses, consulting firms, and B2B companies that need to manage client projects closely from sales lead to final delivery.

5. Freshsales

Freshsales, from the Freshworks suite, is designed to give sales teams everything they need in an intuitive package. It emphasizes AI-powered features, like lead scoring and activity capture, to help reps prioritize their efforts. The Freshworks Marketplace provides official apps for syncing with both Xero and QuickBooks Online, enabling teams to create and send invoices directly from deals and track their payment status without leaving the CRM.

• Pros:
  • Clean, intuitive user interface that's easy for sales teams to adopt.
  • Built-in phone module with call recording and tracking.
  • AI-powered "Freddy" assistant provides actionable sales insights.
  • Direct integration with both Xero and QBO via marketplace apps.
• Cons:
  • More complex automations can be difficult to set up.
  • The free plan has significant limitations.
• Pricing:
  • Offers a limited free plan for up to 3 users.
  • Full-featured Growth plan starts at $15 per user/month, billed annually.

Who it’s best for: Small and mid-sized sales teams who want a modern, AI-enhanced CRM with straightforward accounting integrations.

6. Pipedrive

Pipedrive is built around one concept: activity-based selling. Its highly visual sales pipeline makes it exceptionally easy to track deals and see exactly what needs to be done next. While Pipedrive focuses purely on sales, it excels at integrating with other tools. Its marketplace features robust third-party apps maintained by both Pipedrive and partners that offer deep, customizable synchronizations with Xero and QuickBooks.

• Pros:
  • Hyper-focused on sales pipeline management and ease of use.
  • Tons of deep integration options for QuickBooks and Xero via its marketplace.
  • Highly visual and intuitive for reps to learn.
  • Excellent mobile application.
• Cons:
  • Lacks built-in marketing automation or customer service features.
  • Integrations rely on third-party apps, which may come with additional costs.
• Pricing:
  • Plans start at $14.90 per user/month, billed annually. No free plan.

Who it’s best for: Sales-driven teams that want a simple yet powerful tool to manage their deal flow and connect it seamlessly to their accounting software.

7. Copper

Copper bills itself as the CRM for Google Workspace users, and it delivers on that promise by living directly within your Gmail inbox. It automatically captures contacts, emails, and files, eliminating the tedious data entry that plagues most CRMs. For accounting, Copper uses third-party apps and Zapier workflows to connect with both Xero and QuickBooks, which works well for triggering actions like creating an invoice when a deal is won.

• Pros:
  • Flawless integration with Google Workspace (Gmail, Calendar, Drive).
  • Automates contact data syncing and a lot of manual data entry.
  • Extremely easy to learn and use for teams familiar with Google's ecosystem.
• Cons:
  • Xero and QuickBooks integrations require a middleman like Zapier.
  • Doesn’t make sense for businesses not using Google Workspace.
  • Reporting is less customizable than other options.
• Pricing:
  • Starts at $23 per user/month, billed annually at the Professional tier or better.

Who it’s best for: Small and medium-sized businesses and agencies that run their operations entirely within the Google Workspace/Gmail-centered ecosystem.

8. Agile CRM

Agile CRM is an all-in-one platform focused on affordability. It bundles sales, marketing, and service features into a single package, even on its free tier. For accounting, it offers dedicated integrations with QuickBooks Online and connects to Xero via Zapier. These integrations allow for actions like real-time contact sync and automatic invoice creation, making it a solid budget-friendly contender.

• Pros:
  • All-in-one functionality (sales, marketing, service) at a very low price point.
  • Generous free plan for up to 10 users.
  • Direct plugin for QuickBooks integration, with Zapier for Xero.
• Cons:
  • The interface can feel dated and clunky compared to modern competitors.
  • Scalability may be a concern for rapidly growing companies.
  • Xero integration is less direct than its QuickBooks counterpart.
• Pricing:
  • Free plan for 10 users is available.
  • Paid plans start at just $9.99 per user/month, billed biennially.

Who it’s best for: Startups and very small businesses looking for an affordable, consolidated CRM platform with serviceable accounting connections.

9. Capsule CRM

Capsule CRM is a master of simplicity. Designed for small businesses that find other CRMs too complex, it provides the core functionality needed to manage contacts, track a sales pipeline, and manage tasks without complication. Capsule offers simple and effective add-ons directly with Xero and QuickBooks, letting you view financial history, add payment records, and create invoices without ever needing to jump into a separate app.

• Pros:
  • Extremely simple and intuitive user interface.
  • Official add-ons for deep integration with both Xero and QuickBooks.
  • Affordable pricing with a functional free tier.
  • Good for customizing data fields and tags to fit your business.
• Cons:
  • Limited marketing automation features.
  • Reporting tools are basic compared to more robust platforms.
• Pricing:
  • Free plan for up to 2 users and 250 contacts.
  • Professional plan starts at $18 per user/month, billed monthly.

Who it’s best for: Small businesses and teams that prioritize simplicity and need a straightforward connection between their sales and accounting.

10. Method:CRM

Method:CRM stands out for one primary reason: it was built from the ground up to integrate with QuickBooks. It boasts a patented, real-time, two-way sync with QuickBooks Desktop and Online that is unrivaled in its depth. A similarly robust version is currently serving those integrating with Xero through the xero-cpa partnership, reflecting changes instantly for perfect visibility throughout your process.

• Pros:
  • Deepest, real-time, bi-directional sync available for QuickBooks Desktop and Online.
  • Now developing robust Xero integration with similar capabilities.
  • Full customizability allows users to create their own apps and tailor workflows.
  • Industry-specific solutions for fields like construction, accounting firms, and B2B.
• Cons:
  • Xero integration is much newer but developing fast. Additional fees or technical efforts may be required.
  • The user interface can feel less modern than other solutions.
  • Customization may require more upfront effort to unlock total value.
• Pricing:
  • Starts at $49/month depending on industry needs.

Who it’s best for: Any business that runs on QuickBooks and wants an absolutely flawless, real-time synchronization with their CRM.

11. Keap

Keap, formerly Infusionsoft, has a long history in marketing automation and CRM, specifically for the service and B2B sectors. Keap helps companies simplify growth with tools to manage sales, client care, and payments, using dedicated plugins for seamless synchronization with QuickBooks Online and Xero.

• Pros:
  • Excellent sales pipeline management using custom workflow automation.
  • Direct integration for QuickBooks and Xero via apps marketplace.
  • Great customer service reviews.
• Cons:
  • Some customers find mobile apps could be improved.
• Pricing:
  • Plans start from $26 annually. Features scale with enterprise needs.

Who it’s best for: Businesses focused on sales automation with complex customer pipelines, especially B2C and service businesses.

12. Oracle NetSuite CRM

Oracle NetSuite is more than just a traditional CRM platform; it represents an integrated cloud business software suite including ERP and CRM functionality. While NetSuite offers significant capabilities, its integration with Xero and QuickBooks may require additional technical support as these are not natively available.

• Pros:
  • Completely unifies your business suite with ERP and eCommerce.
  • Granular data management for comprehensive business intelligence.
  • Extensive reporting and dashboard customization options.
• Cons:
  • High cost with complex, lengthy onboarding.
  • May require external agency support for integration customization.
• Pricing:
  • Customized quotes available through Oracle’s sales team.

Who it’s best for: Companies looking for a complete business management system with future growth in mind.

13. Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales integrates seamlessly with Microsoft’s Office 365, Teams, and Power BI. It provides robust solutions for businesses currently embedded in Microsoft’s ecosystem. Integrations with Xero and QuickBooks are available through AppSource.

• Pros:
  • Direct integration with Microsoft tools.
  • Advanced customization and secure documentation.
  • Marketing solutions and partner support via AppSource.
• Cons:
  • Complex user interface may require more training time.
  • Cost can escalate with added app subscriptions.
• Pricing:
  • Plans start around $71 per user/month for the Professional Plan. Contact a Microsoft representative for tailored solutions.

Who it’s best for: Businesses that are deeply integrated with Microsoft technology, seeking a scalable, flexible CRM solution.

14. Zendesk Sell

Zendesk Sell is a sales-focused CRM that provides a comprehensive view of customer interactions across sales and support. With integrations available for QuickBooks Online and Xero, it allows for seamless financial management and customer record synchronization.

• Pros:
  • Delivers a unified customer view across sales and support.
  • Built-in tools for communication and activity tracking.
  • Modern and user-friendly interface.
• Cons:
  • Advanced reporting and customizable workflows have room for improvement.
  • Optimal value is achieved when paired with other Zendesk products.
• Pricing:
  • Starts at $19 per user/month, billed annually.

Who it’s best for: Businesses where sales and customer support activities are closely intertwined and need seamless collaboration.

Final Thoughts

Connecting your CRM with Xero or QuickBooks eliminates data silos, automates invoicing, and gives your sales team real-time visibility into customer financials. The right choice depends on your business size, sales processes, and whether you want a sales-focused tool, a marketing engine, or an all-in-one platform. By choosing any of the tools on this list, you can build a more efficient and connected back office.

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