XeCRM

Customer Relationship Management

Empower your sales team with complete visibility into the customer journey. Manage leads, track opportunities, and close deals faster with intelligent automation and analytics.

Overview

XeCRM provides complete customer relationship management with sales pipeline visualization, lead tracking, and opportunity management. Boost conversions by 30% with intelligent automation and mobile access.

Core Features

Lead Management

Capture, qualify, and convert leads efficiently

✓ Lead Capture - Web forms, email, phone, manual entry
✓ Lead Qualification & Scoring
✓ Automatic Assignment to Sales Team
✓ Communication History Tracking
✓ Lead Source Analytics

Pipeline Management

Visual sales pipeline with accurate forecasting

✓ Visual Pipeline by Stage
✓ Probability-Weighted Forecasting
✓ Deal Value & Close Date Tracking
✓ Win/Loss Analysis
✓ Competitor Tracking

Customer Management

360-degree customer view with complete history

✓ Complete Customer Profiles
✓ 360-Degree Interaction View
✓ Customer Segmentation
✓ Credit Management
✓ Customer Lifetime Value Tracking

Mobile CRM

Access CRM on the go with native mobile apps

✓ iOS & Android Apps
✓ Offline Mode Support
✓ GPS Check-in for Field Sales
✓ Mobile Quoting & Order Creation

Key Benefits

📈

30% Higher Conversion

Boost sales conversion rates with intelligent pipeline management

📱

Mobile Sales

Empower field teams with mobile access and offline capability

🎯

Data-Driven Decisions

Make informed decisions with comprehensive sales analytics