XFatora

CRM & Sales for XFatora

Keep your pipeline, customer context, proposals, and billing in one connected flow—so sales stays accountable and finance gets clean handoffs.

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What you can do with CRM & Sales

Pipeline stages that match your process

Customize stages and keep every opportunity moving with a clear next step.

Activity timeline on every lead and customer

Calls, notes, proposals, and updates stay attached to the record—no lost context.

Proposals and deal documentation

Create, share, and track proposals so stakeholders and customers stay aligned.

Follow‑ups and reminders

Build a consistent cadence so nothing slips after meetings, demos, or quotes.

Customer records with files and notes

Centralize communication history, attachments, and internal context.

Estimate → invoice handoff into finance

Convert approved quotes into billing workflows without re‑entering data.

What you can do

  1. Simple collaboration workflows — Assign owners, add internal notes, and use mentions for quick alignment.
  2. Pipeline health reporting — Track stage conversion, cycle time, and performance by owner or team.

How it works

  1. Capture leads from forms, calls, imports, or manual entry.
  2. Qualify and move opportunities through pipeline stages with assigned ownership.
  3. Convert won deals into customers and hand off to invoicing for faster cash collection.

Reports & visibility

  • Pipeline health and stage conversion visibility
  • Deal activity history and audit trail for accountability
  • Exportable sales summaries for leadership reporting

Module visuals

CRM & Sales dashboard overview
CRM & Sales workflow reporting view
CRM & Sales module detail screen

Works well with

AI Sales Assistant

Explore how AI Sales Assistant complements CRM & Sales.

Core Accounting

Explore how Core Accounting complements CRM & Sales.

Support Desk

Explore how Support Desk complements CRM & Sales.

Feedback & Surveys

Explore how Feedback & Surveys complements CRM & Sales.

Smart Mentions

Explore how Smart Mentions complements CRM & Sales.

FAQ

Can I customize pipeline stages?

Yes. Stages can be configured to reflect your unique sales process and terminology.

Can I track customer history end‑to‑end?

Each customer record keeps a timeline of communication, notes, and related activity for quick context.

Does it connect to invoicing?

Quotes/estimates can flow into invoicing so finance can bill faster with fewer errors.

How do teams collaborate on deals?

Assign owners, add internal notes, and use @mentions to bring the right people into the conversation.

Start with CRM & Sales, add more anytime.

Start with CRM & Sales today and expand across modules as your teams grow.

Start Free Trial Book a Demo

Ready to explore CRM & Sales?

Get a guided walkthrough tailored to your workflows.

  • Personalized demo session
  • Module-specific setup guidance
  • Transparent rollout support
Start Free Trial Book a Demo