Every customer relationship, in context.
Xetuu CRM manages the pre-sales relationship: leads become opportunities on a pipeline board, with accounts, contacts and activity history kept against the same customer Accounting bills.
Everything inside Xetuu CRM
Leads, opportunities, pipeline boards, accounts, contacts, activities and campaigns.
Leads
Capture leads, qualify them and decide what deserves a sales conversation.
- Lead capture and qualification
- Convert to opportunity
- Activity history
Opportunities & pipeline
Move opportunities across configurable stages on a Kanban board and keep value and expected close date visible.
- Kanban by stage
- Configurable pipelines
- Value and probability
Accounts & contacts
Accounts map to the shared customer record, and contacts and activities hang off them.
- Account is the customer
- Multiple contacts per account
- Timeline of interactions
Activities
Log calls, meetings and tasks against leads, opportunities and accounts so nothing relies on memory.
- Calls, meetings, tasks
- Linked to the record
- Visible to the team
Forecast & win/loss
See the weighted pipeline and understand why deals are won or lost.
- Forecast view
- Win/loss analysis
- By stage and owner
Campaigns
Group outreach under campaigns and see the leads each one produced.
- Campaign grouping
- Lead source tracking
- Results per campaign
See every deal and what it needs next
A Kanban board makes the state of the pipeline obvious. Each card carries the account, value and next activity, and moving a card updates the forecast immediately.
Because the account is the same customer your accounting team bills, nobody has to ask which "Acme" a deal belongs to.
- Drag between stages
- Next activity on every card
- Forecast updates as cards move
The full relationship on one screen
Contacts, activities, opportunities and, once sales begin, invoices and payments are tied to the same account. Customer-facing teams see the history before they pick up the phone.
- Contacts and activities per account
- Related opportunities
- Linked sales and receivables
From won deal to proposal in a click
When an opportunity is won, the next step is a proposal or quotation in Sales, pre-filled with the customer. The hand-off is a conversion, not a copy-paste.
- Opportunity to proposal
- Same customer record
- Pipeline report stays in sync
How work moves through it
Lead to deal
- 1Lead
- 2Opportunity
- 3Proposal
- 4Won
- 5Customer
What changes with Xetuu CRM
Every enquiry has an owner and a next step
Leads and activities are logged in one place so follow-ups do not depend on one person's inbox.
- Lead capture
- Activities
- Owner on every record
A pipeline you can plan around
Stage-based forecasts and win/loss analysis make planning evidence-based.
- Weighted forecast
- Win/loss reasons
- By stage and owner
No duplicate customer records
CRM accounts are the shared customer record used by Sales and Accounting.
- Shared master data
- No re-keying
- Single history
Know which outreach works
Campaigns group leads so results can be compared.
- Campaign grouping
- Lead sources
- Comparison
Works with the rest of Xetuu
What changes
- No re-keyingA won opportunity continues into a proposal without retyping the customer.
CRM questions, answered
What is CRM software?
CRM software records the relationship with prospects and customers: leads, contacts, conversations and deals. Xetuu CRM adds a pipeline board, activities, forecast and campaigns, on the same customer record as Sales and Accounting.
Can I use Xetuu CRM without the other modules?
Yes, though it works best alongside Sales, since a won opportunity continues into a proposal. Dependencies are checked by the App Store when you install.
Is the CRM account the same as the customer?
Yes. Accounts map to the shared Customer record so Sales and Accounting see exactly the same party.
Does it have a Kanban pipeline?
Yes. Opportunities appear as cards on a board by stage, and you can configure the stages.
Where it is used
Run your enterprise on one platform.
Start a workspace, or talk to the Xetuu team about your requirements.