CRM CORE

Run your entire commercial workflow in one place.

From first contact to proposals, customers and projects, coordinate your team in XTEND CRM.

Illustrative interface. Fictional data.

01 · XTEND CRM

Customers and leads

Keep accounts, contacts, leads, ownership and commercial history in one place.

01Customers and contacts

02Lead capture

03Interaction history

02 · XTEND CRM

Visualize the pipeline and coordinate your sales team.

01Sales stages

02Follow-ups

03Goals and reports

03 · XTEND CRM

Prepare quotes, proposals, contracts and documents.

01PDF estimates

02Sending proposals

03Acceptance tracking

04 · XTEND CRM

Review invoices, payments and administrative records; local tax e-invoicing requires specific integration.

01Invoices and payments

02Products and items

03Administrative reports

05 · XTEND CRM

Continue after the sale with team assignments and project activities.

01Project tracking

02Team tasks

03Deadlines

06 · XTEND CRM

Expand with verified compatible modules for marketing, communications, analytics and APIs.

01XTEND Lead Capture

02XTEND Communication

03XTEND Marketing

04XTEND Analytics

05XTEND API & Integrations

06XTEND Automation

Build a configuration that meets your business needs.