XtraCRM

Think CRM. Think XtraCRM. Your business has its own rhythm. Your team has its own processes. Your customers deserve a consistent experience at every step. XtraCRM brings flexible CRM and ERP capabilities together in one connected business platform. Keep customer information organized, follow sales opportunities, coordinate your team, and manage everyday work with a structure that adapts to your business. Stay connected to your work from your iPhone or iPad, whether you are at your desk, visiting a customer, or working with your team. A CRM THAT FITS YOUR BUSINESS Every company works differently. Your CRM should reflect the information you need, the stages you follow, and the way your team gets things done. Create custom sections and fields to organize business information around your needs. Configure pipelines to match your processes and define automation rules that reduce repetitive manual steps. Build a workspace that supports your team today and can evolve as your business changes. CUSTOMER RELATIONSHIPS IN CONTEXT Keep customers, contacts, leads, and opportunities together. Bring relevant information into each conversation so your team can understand the relationship and plan what comes next. • Organize customer and contact records. • Track leads and sales opportunities. • Review progress across process stages. • Plan customer appointments and follow-up activities. A CLEARER VIEW OF YOUR SALES From an early conversation to a quotation or order, keep your sales work organized and visible. Follow opportunities through your pipeline, monitor quotation status, and manage sales orders in the same platform. Give your team a shared view of ongoing work and the next steps that need attention. WORKFLOWS BUILT AROUND YOUR PROCESSES Make routine work easier to manage with configurable automation rules. Define the conditions and actions that support your business processes. Use custom fields, sections, and pipelines to create a consistent working structure without losing the flexibility your business needs. TEAMWORK WITH SHARED DIRECTION Bring tasks, projects, and workflows into a common workspace. Make responsibilities visible, organize priorities, and follow progress with your team. Support different ways of working with project management, task tracking, workflow tools, and Scrum features. FINANCE AND OPERATIONS TOGETHER Extend your view beyond customer relationships with connected business modules. • Finance: Track invoices, payments, expenses, cash and bank accounts, and customer or supplier balances. • Inventory: Organize products and warehouses, review stock movements, and follow purchasing and goods receipt processes. • Professional services: Manage customer projects, tasks, budgets, timesheets, appointments, and support requests. • Manufacturing: Work with bills of materials, production orders, work orders, quality, and maintenance processes. PEOPLE, INFORMATION, AND DOCUMENTS Keep essential internal processes organized alongside your customer-facing work. Manage employee information and HR processes, coordinate meetings and decisions, share announcements, and organize company knowledge. Use document management tools to follow preparation, review, approval, publication, and periodic review. Keep shared files and internal requests within your business workspace. Use XtraCRM AI to explore questions, review record summaries, and revisit prepared analyses and conversations. Bring an additional layer of assistance into your daily work while keeping your team involved in reviewing information and deciding what to do next. Spend less time piecing information together and more time focusing on customers, opportunities, and the work that matters. XtraCRM helps your team work with shared information, clearer processes, and a workspace configured around your business. Available modules and features depend on your organization’s subscription, configuration, and user permissions.

XtraCRM is now available on Android! Manage your customers, sales, tasks and business processes from your mobile device. Stay connected with your team and access your business records wherever you are.