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
- Leads with qualification and conversion to an account
- Opportunities by stage, with value and expected close date
- Won and lost reasons
Accounts
- Client accounts with health and lifecycle
- Contacts
- Activities and notes
How it works
- 1
Capture a lead
Record the prospect and qualify it.
- 2
Convert
A qualified lead becomes a client account with contacts.
- 3
Grow
Track opportunities by stage until they are won.
Connected with Xelium One
- Lead
- Account
- Opportunity
- Requirement
- Invoice
Who it's for
Account managers
Track leads through to won opportunities and keep notes on every account.
Leadership
See the pipeline and the health of each client.
Common questions
Do I need CRM to raise invoices?
Invoices are raised against a client account, which comes from CRM.
Start with CRM
See it alongside the other modules you might need.