One platform for finance, people, sales, operations, fleet, commerce, and BI.
XOERP
Let's meet

CRM

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

Updated February 9, 2026

CRM is where every customer relationship lives — leads and contacts, the deal pipeline, and the full client file (addresses, price lists, statements, appointments). It feeds Quotes, Orders, and Invoicing, so a deal flows to cash without re-entering anything.

Add a client

  1. Go to XO Sales → CRM → Clients → New client.
  2. Choose the client type (business or individual) — this drives invoice type and VAT handling.
  3. Enter general information: name (AR/EN), VAT number, contacts, and one or more addresses.
  4. (Optional) set an opening balance, assign a price list, and a responsible staff member.
  5. Click Save.

📷 Screenshot: the new-client form with the business/individual toggle.

Tip: import existing clients in bulk via Clients → Import (Excel) to migrate from another system in minutes.

Custom fields & categories

  • Add custom fields (and additional fields) to capture data specific to your business.
  • Organize clients with categories and tags for segmentation and targeted offers.

The pipeline

  1. Open CRM → Pipeline.
  2. Create leads and convert them to opportunities/deals on a Kanban board.
  3. Drag deals across stages; log activities and next steps.
  4. Won deals convert to a quote or order in one click.

Client file essentials

  • Account statements — generate, customize, schedule monthly sends, and add the client signature.
  • Price lists — assign a specific price list per client (links to Products).
  • Activity log — every change and document on the client, for audit.
  • Sub-clients — link a main account to sub-accounts (e.g. branches of a customer).

Appointments

  1. Enable CRM → Appointments.
  2. Book one-off or recurring appointments; optionally let clients self-book online.
  3. Sync with Google Calendar so the team’s availability is current.

Best practices

  • Set the client type correctly — it determines tax-invoice behavior downstream.
  • Use categories/tags so marketing and loyalty can target the right segments.
  • Keep price lists on the client so quotes and invoices price automatically.

Troubleshooting

  • Wrong invoice type for a client. Check the client type (business vs individual).
  • Statement totals look off. Confirm opening balance and that all payments are allocated.