Sales & Customer Management

Keep leads, customers, proposals, and billing in one timeline.

Key outcomes

Results-focused outcomes teams expect from this solution.

Reduce proposal turnaround time by up to 35%

Increase pipeline conversion with clear stage ownership

Shorten billing handoffs with deal-to-invoice flow

Sales & Customer Management overview dashboard

Capabilities

Everything you need to deliver consistent results across teams.

Lead capture + pipeline stages

Customer timeline (activities, notes, files)

Proposals and quotes

Deal-to-invoice handoff

Follow-up automation support

Collaboration with mentions and notifications

Customer feedback loops after delivery/support

Powered by XFatora modules

Activate the exact modules your team needs today and expand later.

CRM & Sales

Explore how CRM & Sales powers this solution.

AI Sales Assistant

Explore how AI Sales Assistant powers this solution.

Support Desk

Explore how Support Desk powers this solution.

Feedback & Surveys

Explore how Feedback & Surveys powers this solution.

Smart Mentions

Explore how Smart Mentions powers this solution.

Core Accounting

Explore how Core Accounting powers this solution.

Workflow

A simple, repeatable flow from start to finish.

Step 1

Capture lead and qualify

Step 2

Send proposal and track responses

Step 3

Convert to customer and invoice

Step 4

Support + feedback loop to improve retention

Workflow view for Sales & Customer Management

Dashboards & reporting

Stay on top of performance with live, actionable reporting.

  • Pipeline velocity and conversion rate snapshots
  • Customer timeline activity and deal health
  • Quote-to-cash reporting with billing status
Reporting dashboards for Sales & Customer Management

Proof points

What teams achieve when they consolidate workflows in XFatora.

Teams see 2x faster lead response with unified timelines.

Reduce churn with post-sale support handoffs.

Forecast revenue with real-time pipeline metrics.

FAQ

Answers to the most common questions about this solution.

How do I manage proposals and convert to invoices?

Quotes link to customers and convert into invoices with a single handoff to Core Accounting.

Can multiple reps collaborate on the same customer?

Yes. Assign owners, add notes, and use Smart Mentions for visibility across teams.

How do follow-ups and reminders work?

Automations and reminders can trigger by stage or inactivity to keep deals moving.

How is customer history tracked across teams?

Every record stores notes, files, activities, and support interactions in one timeline.

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Operations & Procurement

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Project Delivery

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Ready to activate Sales & Customer Management?

Start with the modules you need now and scale across XFatora when you are ready.