Included in: Enterprise
Accounting
Learn how Accounting fits into your Xfatora rollout.
Module
CRM & Sales
Turn leads into customers and manage proposals, estimates, invoices, and payments in one workspace.
Manage your full customer and sales cycle in one workspace so teams follow up faster, close confidently, and keep every interaction organized.
Key Benefits
Keep customers, contacts, and activity history in one place.
Use pipelines that clarify follow-ups and ownership.
Send professional proposals and estimates with simple approvals.
Link invoices, payments, and credit notes to each customer.
Manage contracts with renewal and expiry reminders.
Gain sales visibility with status-based reports.
Screenshots
Real screens from the platform.
Features & Capabilities
Comprehensive feature set designed for operational excellence
Customers
Centralize customer records with contacts, notes, documents, and full sales history so every team works from the same data.
Create company and contact profiles.
Store multiple contacts for each customer.
Log notes and timeline activity.
View all sales documents by customer.
Segment customers with groups or tags for reporting and organization.
Leads
Capture and qualify leads, assign ownership, and move opportunities through a pipeline that matches how your team sells.
Track lead sources and statuses.
Assign ownership and accountability.
Review pipeline boards for daily follow-up.
Attach notes and files to each lead.
Convert qualified leads to customers.
Proposals
Create professional proposals with clear scope and pricing, then send them for review.
Use proposal templates for consistency.
Track proposal life-cycle: draft, sent, accepted, or declined.
Export proposals to PDF for sharing.
Review proposal history by customer.
Schedule reminders for follow-up.
Estimates
Build estimates from your item list, apply taxes/discounts when needed, and track acceptance so finance always knows what’s next.
Build estimates from item templates.
Track estimate statuses: draft, sent, accepted, or declined.
Convert accepted estimates into invoices.
Export and email estimates quickly.
Invoices & Payments
Issue invoices, track payment status (including partial payments), and keep every transaction connected to the right customer.
Create itemized invoices with taxes.
Monitor unpaid, paid, and overdue statuses.
Record partial payments accurately.
Link payment records to invoices.
Generate customer statements for reporting.
Credit Notes
Handle credits with proper links to invoices, and keep accounts receivable accurate.
Create credit notes and link them to invoices.
Apply credits to future invoices.
Maintain an audit trail for finance teams.
Contracts
Track agreements with start/end dates, attachments, and reminders-so renewals are never missed.
Capture contract terms and key dates.
Attach documents and link contracts to customers.
Set expiry reminders before renewal dates.
Support renewal workflows with clear history.
Common Workflows
Step-by-step processes to achieve your business goals
Lead to Customer to Invoice
1
Create lead and assign an owner
2
Qualify and update pipeline status
3
Convert to customer
4
Send proposal and/or estimate
5
Issue invoice
6
Track payment status and records
Contract lifecycle
1
Create contract and set key dates
2
Attach documents and link to customer
3
Receive expiry reminders
4
Renew or close with a clear record
Common Use Cases
B2B sales cycle management
Professional services quoting and billing
Account-based customer management
Sales teams that need clear ownership and follow-ups
Built-in Reports & Analytics
Sales by customer
Invoices by status (unpaid/paid/overdue)
Payments received
Pipeline visibility
Conversion outcomes by lead status/source
Compliance & Implementation Resources
Practical guides to help you rollout and validate workflows.
Available in These Plans
Choose the plan that fits your business needs
Growth Plan
Business Plan
Enterprise Plan
Ready to get started with CRM & Sales?
Join hundreds of businesses already using Xfatora to streamline their operations
User guide
How to use CRM & Sales
Setup checklist, key workflows, reports, and troubleshooting.
Talk to our solution team
Tell us what you need and we will reply with a rollout plan and recommended modules.
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