Your customers, sales, finances and team. Connect the work you track separately with XtraCRM.
Free plan available. No credit card required.
How does your team’s work move forward? Choose a workflow to see how each record connects to the next step.
Connect every step of a sale to the same customer.
Record contact details and the first conversation.
Explore solutionAssign an owner and track the sales stage.
Explore solutionConnect products, prices and line items to sales documents.
Explore solutionTrack the customer’s invoice and its due date.
Explore solutionSee partial payments and the outstanding balance.
Explore solutionThe result: Sales and finance work with the same customer, documents and activity history.
Track production, materials and quality around the same order.
Define product components and operations.
Explore solutionSet the quantity, recipe and warehouses.
Explore solutionTrack work orders and material consumption.
Explore solutionReview production reports and required checks.
Explore solutionSee released output in the destination warehouse.
Explore solutionThe result: Consumed materials and released products are traceable to their production records and warehouse movements.
Break down the work and see ownership and time spent.
Connect the customer and the project owner.
Explore solutionSet parent tasks, subtasks and due dates.
Explore solutionRecord hours and minutes against each task.
Explore solutionReview and approve submitted time entries.
Explore solutionTransfer eligible approved time to an invoice.
Explore solutionThe result: Customers, projects, tasks and working time stay connected in the same work history.
A closer look at the tools your sales, finance and production teams can use every day.
Prepare for a sales conversation without hunting for the last note, contact or quotation. See the customer relationship with its people, owner and connected records.
Sales value, collected payments and available cash are different things. Review invoices, payment movements and accounts together for a clearer view of your daily finances.
Assess production beyond planned quantities. Follow its progress through bills of materials, operations, consumption, actual output and quality records.
Choose a plan with the tools you need. Bring more teams together as your business grows.
Tasks, projects, flows, Scrum and performance in one workspace. Set ownership, break work into steps and keep deliveries on track.
Track customers, contacts, leads and opportunities with communication details, ownership and activity history.
Manage products, prices, quotation lines and sales orders in a connected record chain.
Track invoices, collections, expenses, cash and bank accounts, and instruments with transaction history.
Connect warehouses, stock movements, suppliers, purchase orders, receipts and fleet records.
Connect client projects, work time, appointments and billing for consulting, legal and specialist services.
Manage departments, positions, employees, recruitment, leave, appraisals and operational payroll.
Connect bills of materials, production and work orders, confirmations, consumption, quality and maintenance.
Manage campaigns, surveys, events and marketing records alongside audiences and customer relationships.
Bring together company files, approvals, knowledge articles, discussions and the AI assistant.
Chat with XtraCRM AI and let AI help with a range of analyses. Keep working while it prepares, then reopen the result whenever you need it.
Connect your WhatsApp Business accounts to XtraCRM. Authorized colleagues reply in a shared company inbox and match conversations to customer or contact records.
XtraCRM AI uses credits purchased separately. When you connect your own AI account, your provider bills its usage. Module access depends on your plan and user permissions.
Compare our first three plans here, or explore every plan and its full module coverage.
Choose the plan that fits your business and grow with your team.
More users, storage or modules? Explore the plans that fit your next stage.
Create your company. Start with the free plan and find your way of working.
