One platform for finance, people, sales, operations, fleet, commerce, and BI.
XOERP
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XO Sales

Leads, quotes, point of sale, and subscriptions — every way you sell, on one connected timeline that posts straight to your books.

CRM

CRM Manage leads, contacts, and accounts on one pipeline — with custom fields, price lists, statements, and appointments — feeding quotes, orders, and invoices.

Quotes

Quotes Build quotations and estimates, send them for approval, and convert a won quote to an order or invoice in one click.

Orders

Orders Manage sales orders from confirmation to fulfillment and invoicing, with backorders, statuses, and stock reservation.

Customer portal

Customer Portal Give customers self-service — track orders, view statements, pay online, and book appointments — reducing inbound support.

Subscriptions

Subscriptions Run recurring billing, memberships, and credit packages — with renewals, dunning, and auto-pay from customer credit.

Loyalty

Loyalty Run a points program, coupons, offers, and gift cards that work across POS and online — to drive repeat purchases.

Commissions

Commissions Set sales targets and commission rules, track performance by period, and approve payouts that flow to payroll.

Point of sale

Point of Sale Ring up sales fast for retail and restaurants — order types, tables, drawer and shift control, offline mode, and KDS — free in XO Lite.