{"id":16551,"date":"2022-04-18T11:00:00","date_gmt":"2022-04-18T15:00:00","guid":{"rendered":"https:\/\/www.method.me\/?page_id=16551"},"modified":"2025-12-12T14:00:48","modified_gmt":"2025-12-12T19:00:48","slug":"customer-management-software","status":"publish","type":"page","link":"https:\/\/www.method.me\/xero-crm\/customer-management-software\/","title":{"rendered":"Customer Management Software for Xero"},"content":{"rendered":"\n<div class=\"wp-block-group alignfull m-section is-layout-constrained wp-container-core-group-is-layout-0969ed4c wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<h1 class=\"wp-block-heading\" id=\"h-the-1-customer-management-software-for-xero-users\">The #1 customer management software for Xero users<\/h1>\n\n\n\n<p class=\"m-subtext-h1 wp-block-paragraph\">Increase your customer retention and satisfaction with the best customer management tool for Xero users.<\/p>\n\n\n\n<div class=\"wp-block-buttons m-button m-button-attr-large is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button cta-hero\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\/\">Try Method CRM<span class=\"screen-reader-text\"> and sign up for a free trial with Method<\/span><\/a><\/div>\n<\/div>\n\n\n\n<p class=\"m-text-small wp-block-paragraph\">Want to see it in action first? <a href=\"https:\/\/grow.method.me\/see-in-action\/\">Take me there \u2192<\/a><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"728\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/Xero-Method-Customer-Sync-1024x728.png\" alt=\"Method and Xero Customer Sync\" class=\"wp-image-16527 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/Xero-Method-Customer-Sync-1024x728.png 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/Xero-Method-Customer-Sync-300x213.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/Xero-Method-Customer-Sync-768x546.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/Xero-Method-Customer-Sync.png 1213w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/728;\" \/><\/figure>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-bg-grey is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 id=\"strengthen-your-relationship-with-customers\" class=\"wp-block-heading has-text-align-center\">Strengthen your relationship with customers<\/h2>\n\n\n\n<div class=\"inherit-container-width wp-block-group m-subtext-width is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"has-text-align-center m-subtext-h1 wp-block-paragraph\">Close deals with on-the-go customer insights.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-media-text alignwide has-media-on-the-right is-stacked-on-mobile is-vertically-aligned-center\"><div class=\"wp-block-media-text__content\">\n<h3 id=\"deliver-what-your-customer-base-wants\" class=\"wp-block-heading\">Deliver what your customer base wants<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">With <a href=\"https:\/\/www.method.me\">Method<\/a>, you get a 360-degree view of\u00a0<a href=\"https:\/\/www.method.me\/xero-crm\/lead-management-software\/\">every customer and lead<\/a>\u00a0to make closing deals easier.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This includes seeing past interactions, invoice history, and demographic details for every customer and sales prospect.<\/p>\n\n\n\n<h3 id=\"help-customers-from-your-inbox\" class=\"wp-block-heading\">Help customers from your inbox<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Connect with your customers, track payments, and create new sales opportunities without leaving your Gmail or Outlook inbox.<\/p>\n<\/div><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"1024\" height=\"707\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/04-Gmail-method_billing-inquiry-1024x707.png\" alt=\"Capture gmail email in Method\" class=\"wp-image-14346 size-full lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/04-Gmail-method_billing-inquiry-1024x707.png 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/04-Gmail-method_billing-inquiry-300x207.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/04-Gmail-method_billing-inquiry-768x530.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/05\/04-Gmail-method_billing-inquiry.png 1113w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/707;\" \/><\/figure><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-swiper m-testimonial\"><div class=\"wp-swiper__wrapper\"><div class=\"swiper-container swiper\" data-slidesperview=\"1\" data-navigation=\"true\" data-pagination=\"true\" data-autoplay=\"true\" data-delay=\"12000\" data-speed=\"500\" data-loop=\"true\" data-effect=\"slide\" data-spacebetween=\"0\" data-mousewheel=\"false\" data-releaseonedges=\"false\"><div class=\"swiper-wrapper\">\n<div class=\"wp-swiper__slide swiper-slide\" data-tab=\"slide-1\"><div class=\"wp-swiper__overlay-color\" style=\"background-color:rgba(0, 0, 0, 0)\"><\/div><div class=\"wp-swiper__slide-content\" style=\"max-width:100%\">\n<p class=\"has-text-align-center wp-block-paragraph\"><em>\u201cMethod 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.\u201d<\/em><\/p>\n\n\n\n<div class=\"inherit-container-width wp-block-group alignfull is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-media-text alignwide\"><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"128\" height=\"128\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/11\/Ean-Murphy-testimony.png\" alt=\"Profile picture of Ean Murphy\" class=\"wp-image-18337 size-full lazyload\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 128px; --smush-placeholder-aspect-ratio: 128\/128;\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<p class=\"wp-block-paragraph\"><strong>Ean Murphy<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&#8220;Excellent support&#8221;<\/p>\n<\/div><\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-swiper__slide swiper-slide\" data-tab=\"slide-2\"><div class=\"wp-swiper__overlay-color\" style=\"background-color:rgba(0, 0, 0, 0)\"><\/div><div class=\"wp-swiper__slide-content\" style=\"max-width:100%\">\n<p class=\"wp-block-paragraph\"><em>\u201cThis is a wonderful app! It syncs great with Xero, all the information goes over without hesitation, no problems there. Contacts, accounting, etc. It&#8217;s very user friendly, straight forward in all areas \u2013 invoicing, payments, etc. A great app to make your work life that much easier \ud83d\ude42 Highly recommend.\u201d<\/em><\/p>\n\n\n\n<div class=\"inherit-container-width wp-block-group alignfull is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-media-text alignwide\"><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"128\" height=\"128\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/11\/Amy-Devries-Testimonial.png\" alt=\"Profile image of Amy DeVries\" class=\"wp-image-18338 size-full lazyload\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 128px; --smush-placeholder-aspect-ratio: 128\/128;\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<p class=\"wp-block-paragraph\"><strong>Amy DeVries<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&#8220;Excellent &#8211; Highly Recommend&#8221;<\/p>\n<\/div><\/div>\n<\/div><\/div>\n<\/div><\/div>\n<\/div><\/div><\/div><div class=\"swiper-pagination\"><\/div><div class=\"swiper-button-prev\"><\/div><div class=\"swiper-button-next\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\/\">Try for free<span class=\"screen-reader-text\"> and sign up for a free trial with Method<\/span><\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-bg-grey is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 id=\"increase-your-repeat-business\" class=\"wp-block-heading has-text-align-center\">Increase your repeat business<\/h2>\n\n\n\n<div class=\"inherit-container-width wp-block-group m-subtext-width is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"has-text-align-center m-subtext-h1 wp-block-paragraph\">Keep customers returning to your business time and time again.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe data-src=\"https:\/\/player.vimeo.com\/video\/913484859?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Automate workflows with the best CRM for Xero - Method\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe><\/div><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<h3 id=\"stay-in-touch-with-automated-followups\" class=\"wp-block-heading\">Stay in touch with automated follow-ups<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Never miss out on sales and always follow up with your customers with Method CRM\u2019s recurring reminders.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Check in with your customers with personalized offers with the help of Method\u2019s automated&nbsp;<a href=\"https:\/\/www.method.me\/features\/xero\/email-campaigns\/\">email campaigns<\/a>.<\/p>\n\n\n\n<h3 id=\"grow-your-business-with-datadriven-decisions\" class=\"wp-block-heading\">Grow your business with data-driven decisions<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Create&nbsp;<a href=\"https:\/\/www.method.me\/xero-crm\/custom-crm-software\/\">custom reports<\/a>&nbsp;on which customers engage with your business most to close more sales opportunities.<\/p>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group m-section m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-power-your-business-with-xero-automation\">Power your business with Xero automation.<\/h2>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\">Try for free<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-bg-grey is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 id=\"speed-up-your-sales-process\" class=\"wp-block-heading has-text-align-center\">Speed up your sales process<\/h2>\n\n\n\n<div class=\"inherit-container-width wp-block-group m-subtext-width is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"has-text-align-center m-subtext-h1 wp-block-paragraph\">The less time you spend on customer management, the more time you can spend growing your business.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-media-text alignwide has-media-on-the-right is-stacked-on-mobile is-vertically-aligned-center\"><div class=\"wp-block-media-text__content\">\n<h3 id=\"unlimited-sales-transactions\" class=\"wp-block-heading\">Unlimited sales transactions<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Xero users can create unlimited\u00a0<a href=\"https:\/\/www.method.me\/features\/xero\/estimates\/\">estimates<\/a>,\u00a0<a href=\"https:\/\/www.method.me\/xero-crm\/invoice-software\/\">invoices<\/a>, and process payments in <a href=\"https:\/\/www.method.me\">Method<\/a>.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Centralize your entire sales process to make it quick for your team to close sales and accurately enter sales data into your CRM.<\/p>\n\n\n\n<h3 id=\"improve-your-customer-service-with-portals\" class=\"wp-block-heading\">Improve your customer service with portals<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Method gives your customers the ability to make quick, easy, and secure online payments that&nbsp;<a href=\"https:\/\/www.method.me\/xero-crm\/\">sync with Xero<\/a>&nbsp;in real-time.<\/p>\n<\/div><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"1024\" height=\"679\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/04-simplify-your-sales-process-method-1024x679.png\" alt=\"Online portals for customers to view transactions\" class=\"wp-image-14629 size-full lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/04-simplify-your-sales-process-method-1024x679.png 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/04-simplify-your-sales-process-method-300x199.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/04-simplify-your-sales-process-method-768x510.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/04-simplify-your-sales-process-method.png 1462w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/679;\" \/><\/figure><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-width-half is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 id=\"xero-customer-management-software-frequently-asked-questions\" class=\"wp-block-heading has-text-align-center\">Xero customer management software frequently asked questions<\/h2>\n\n\n\n<div class=\"inherit-container-width wp-block-group alignfull is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<h3 id=\"is-xero-a-good-program-to-keep-track-of-clients\" class=\"wp-block-heading\">Is Xero a good program to keep track of clients?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">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\u2019s why.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Xero doesn\u2019t 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.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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! &nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you\u2019re looking for software to manage business operations and customer relations, Xero alone will not deliver. You\u2019ll need to enhance Xero with client-focused software, such as a Method CRM.<\/p>\n\n\n\n<h3 id=\"how-to-choose-customer-management-software\" class=\"wp-block-heading\">How to choose customer management software<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">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&nbsp;<a href=\"https:\/\/www.method.me\/xero-crm\/workflow-automation\/\">automates your customer management process<\/a>.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Get customer management software that integrates with your Xero accounting software to create workflows that put hours back into your workday.<\/p>\n\n\n\n<h3 id=\"what-can-customer-management-software-do\" class=\"wp-block-heading\">What can customer management software do?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Customer management software can do many things, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Send automated follow-up emails to nurture your customer base.<\/li>\n\n\n\n<li class=\"\">Provide a 360-degree view of customer data \u2014 anywhere and anytime.<\/li>\n\n\n\n<li class=\"\">Fast estimate and invoice creation.<\/li>\n\n\n\n<li class=\"\">Integration with accounting software to track payments efficiently.<\/li>\n\n\n\n<li class=\"\">Self-service with online customer portals.<\/li>\n\n\n\n<li class=\"\">Custom reporting and analytics.<\/li>\n<\/ul>\n\n\n\n<h3 id=\"what-are-the-benefits-of-using-methods-xero-crm\" class=\"wp-block-heading\">What are the benefits of using Method&#8217;s Xero CRM?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Some of the benefits of using Method CRM as a Xero customer are:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Customer information flows automatically between Xero and Method CRM so you can deliver the best support and service to your customers.<\/li>\n\n\n\n<li class=\"\">No more double data entry so your team works efficiently and focuses on high-value tasks.<\/li>\n\n\n\n<li class=\"\">Fewer errors and improved data quality thanks to the two-way sync.<\/li>\n\n\n\n<li class=\"\">Empower your sales team with customer sales history and more payments options.<\/li>\n\n\n\n<li class=\"\">Custom reports to keep track of sales strategies and opportunities.<\/li>\n<\/ul>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group m-section m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-power-your-business-with-xero-automation\">Power your business with Xero automation.<\/h2>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\">Try for free<\/a><\/div>\n<\/div>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>The #1 customer management software for Xero users Increase your customer retention and satisfaction with the best customer management tool for Xero users. 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\u00a0every customer and lead\u00a0to make closing deals easier. [&hellip;]<\/p>\n","protected":false},"author":36,"featured_media":0,"parent":16525,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-site-content-layout":"full-width-container","site-content-style":"unboxed","site-sidebar-style":"unboxed","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"wf_page_folders":[6769],"class_list":["post-16551","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Customer Management Software for Xero &#8212; Method<\/title>\n<meta name=\"description\" content=\"Increase your customer retention and satisfaction with the best customer management tool for Xero users \u2014 Method CRM.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.method.me\/xero-crm\/customer-management-software\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Customer Management Software for Xero\" \/>\n<meta property=\"og:description\" content=\"Increase your customer retention and satisfaction with the best customer management tool for Xero users \u2014 Method CRM.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.method.me\/xero-crm\/customer-management-software\/\" \/>\n<meta property=\"og:site_name\" content=\"Method\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/MethodHQ\" \/>\n<meta property=\"article:modified_time\" content=\"2025-12-12T19:00:48+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/Xero-Method-Customer-Sync.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1213\" \/>\n\t<meta property=\"og:image:height\" content=\"862\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@methodcrm\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"11 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.method.me\\\/xero-crm\\\/customer-management-software\\\/\",\"url\":\"https:\\\/\\\/www.method.me\\\/xero-crm\\\/customer-management-software\\\/\",\"name\":\"Customer Management Software for Xero &#8212; Method\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/xero-crm\\\/customer-management-software\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/xero-crm\\\/customer-management-software\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.method.me\\\/wp-content\\\/uploads\\\/2022\\\/04\\\/Xero-Method-Customer-Sync-1024x728.png\",\"datePublished\":\"2022-04-18T15:00:00+00:00\",\"dateModified\":\"2025-12-12T19:00:48+00:00\",\"description\":\"Increase your customer retention and satisfaction with the best customer management tool for Xero users \u2014 Method CRM.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/xero-crm\\\/customer-management-software\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.method.me\\\/xero-crm\\\/customer-management-software\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.method.me\\\/xero-crm\\\/customer-management-software\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.method.me\\\/wp-content\\\/uploads\\\/2022\\\/04\\\/Xero-Method-Customer-Sync.png\",\"contentUrl\":\"https:\\\/\\\/www.method.me\\\/wp-content\\\/uploads\\\/2022\\\/04\\\/Xero-Method-Customer-Sync.png\",\"width\":1213,\"height\":862,\"caption\":\"Method and Xero Customer Sync\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.method.me\\\/xero-crm\\\/customer-management-software\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.method.me\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"The Best Xero CRM for Small Business &#8211; Method\",\"item\":\"https:\\\/\\\/www.method.me\\\/xero-crm\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Customer Management Software for Xero\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.method.me\\\/#website\",\"url\":\"https:\\\/\\\/www.method.me\\\/\",\"name\":\"Method\",\"description\":\"CRM Software for QuickBooks\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.method.me\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.method.me\\\/#organization\",\"name\":\"Method Integration\",\"url\":\"https:\\\/\\\/www.method.me\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.method.me\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.method.me\\\/wp-content\\\/uploads\\\/2019\\\/04\\\/Logo-MethodCRM-darkblue-V2.svg\",\"contentUrl\":\"https:\\\/\\\/www.method.me\\\/wp-content\\\/uploads\\\/2019\\\/04\\\/Logo-MethodCRM-darkblue-V2.svg\",\"width\":300,\"height\":80,\"caption\":\"Method Integration\"},\"image\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/MethodHQ\",\"https:\\\/\\\/x.com\\\/methodcrm\",\"https:\\\/\\\/linkedin.com\\\/company\\\/method-integration\"]}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Customer Management Software for Xero &#8212; Method","description":"Increase your customer retention and satisfaction with the best customer management tool for Xero users \u2014 Method CRM.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.method.me\/xero-crm\/customer-management-software\/","og_locale":"en_US","og_type":"article","og_title":"Customer Management Software for Xero","og_description":"Increase your customer retention and satisfaction with the best customer management tool for Xero users \u2014 Method CRM.","og_url":"https:\/\/www.method.me\/xero-crm\/customer-management-software\/","og_site_name":"Method","article_publisher":"https:\/\/www.facebook.com\/MethodHQ","article_modified_time":"2025-12-12T19:00:48+00:00","og_image":[{"width":1213,"height":862,"url":"https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/Xero-Method-Customer-Sync.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_site":"@methodcrm","twitter_misc":{"Est. reading time":"11 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.method.me\/xero-crm\/customer-management-software\/","url":"https:\/\/www.method.me\/xero-crm\/customer-management-software\/","name":"Customer Management Software for Xero &#8212; Method","isPartOf":{"@id":"https:\/\/www.method.me\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.method.me\/xero-crm\/customer-management-software\/#primaryimage"},"image":{"@id":"https:\/\/www.method.me\/xero-crm\/customer-management-software\/#primaryimage"},"thumbnailUrl":"https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/Xero-Method-Customer-Sync-1024x728.png","datePublished":"2022-04-18T15:00:00+00:00","dateModified":"2025-12-12T19:00:48+00:00","description":"Increase your customer retention and satisfaction with the best customer management tool for Xero users \u2014 Method CRM.","breadcrumb":{"@id":"https:\/\/www.method.me\/xero-crm\/customer-management-software\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.method.me\/xero-crm\/customer-management-software\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.method.me\/xero-crm\/customer-management-software\/#primaryimage","url":"https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/Xero-Method-Customer-Sync.png","contentUrl":"https:\/\/www.method.me\/wp-content\/uploads\/2022\/04\/Xero-Method-Customer-Sync.png","width":1213,"height":862,"caption":"Method and Xero Customer Sync"},{"@type":"BreadcrumbList","@id":"https:\/\/www.method.me\/xero-crm\/customer-management-software\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.method.me\/"},{"@type":"ListItem","position":2,"name":"The Best Xero CRM for Small Business &#8211; Method","item":"https:\/\/www.method.me\/xero-crm\/"},{"@type":"ListItem","position":3,"name":"Customer Management Software for Xero"}]},{"@type":"WebSite","@id":"https:\/\/www.method.me\/#website","url":"https:\/\/www.method.me\/","name":"Method","description":"CRM Software for QuickBooks","publisher":{"@id":"https:\/\/www.method.me\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.method.me\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.method.me\/#organization","name":"Method Integration","url":"https:\/\/www.method.me\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.method.me\/#\/schema\/logo\/image\/","url":"https:\/\/www.method.me\/wp-content\/uploads\/2019\/04\/Logo-MethodCRM-darkblue-V2.svg","contentUrl":"https:\/\/www.method.me\/wp-content\/uploads\/2019\/04\/Logo-MethodCRM-darkblue-V2.svg","width":300,"height":80,"caption":"Method Integration"},"image":{"@id":"https:\/\/www.method.me\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/MethodHQ","https:\/\/x.com\/methodcrm","https:\/\/linkedin.com\/company\/method-integration"]}]}},"_links":{"self":[{"href":"https:\/\/www.method.me\/wp-json\/wp\/v2\/pages\/16551","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.method.me\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.method.me\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.method.me\/wp-json\/wp\/v2\/users\/36"}],"replies":[{"embeddable":true,"href":"https:\/\/www.method.me\/wp-json\/wp\/v2\/comments?post=16551"}],"version-history":[{"count":0,"href":"https:\/\/www.method.me\/wp-json\/wp\/v2\/pages\/16551\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/www.method.me\/wp-json\/wp\/v2\/pages\/16525"}],"wp:attachment":[{"href":"https:\/\/www.method.me\/wp-json\/wp\/v2\/media?parent=16551"}],"wp:term":[{"taxonomy":"wf_page_folders","embeddable":true,"href":"https:\/\/www.method.me\/wp-json\/wp\/v2\/wf_page_folders?post=16551"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}