Available
Xelium CRM
Clients, leads and opportunities.
Leads, client accounts, contacts, opportunities and activity notes — connected to the requirements and invoices that follow.
What it solves
Client relationships often live in personal inboxes and spreadsheets, so nobody sees the whole account. CRM keeps leads, accounts, contacts and opportunities in the same system as the work you deliver for them.
Key capabilities
Pipeline
Available- Leads with qualification and conversion to an account
- Opportunities by stage, with value and expected close date
- Won and lost reasons
Accounts
Available- Client accounts with health and lifecycle