CRM
A CRM that knows what you delivered.
Client relationships are about more than the deal. Xelium CRM keeps leads, accounts and opportunities on the same client record that your requirements, placements and invoices are linked to.
The problem
The sales view and the delivery view never meet.
Accounts without context
Account managers can't see open requirements, active placements or overdue invoices for the client they are talking to.
Relationships in personal inboxes
Notes and contacts live with individuals and leave when they do.
Pipeline without delivery
A won opportunity is the start of the work, but the CRM stops counting there.
Two approaches
The traditional approach, and the Xelium approach
Traditional approach
A sales CRM on one side, recruiting and billing on the other, joined by exports or custom integrations.
- Client records copied into the recruiting system and the invoicing system.
- Account health judged from memory rather than from delivery and payment.
- Integrations that often require ongoing maintenance.
The Xelium approach
In Xelium One, the client account is the same record recruiting and finance use.
- A qualified lead converts into a client account with contacts.
- Requirements are raised against the account; invoices are issued to it.
- Notes and activities stay with the account, not with a person's inbox.
Key capabilities
What it does
Each capability shows whether it is available today or coming soon.
Leads and opportunities by stage
AvailableLeads with qualification and conversion; opportunities by stage with value and expected close date.
Client accounts, contacts and activity notes
AvailableClient accounts with health and lifecycle, contacts, activities and notes.
Requirements linked to the client account
AvailableEvery requirement shows the client it is for.
Invoices to client accounts, with PDF download
AvailableInvoices are issued to the same client account.
One client page with its requirements, placements and invoices
Coming soonOpen requirements, active placements and invoices together on the client's own page.
Client portal for reviewing submissions
Coming soonA portal where your client reviews the candidates you submit.
Module details:Xelium CRMXelium TalentInvoicing & Receivables
Connected advantage
What connection changes
The account carries through delivery and billing.
- Lead
- Client
- Opportunity
- Requirement
- Placement
- Invoice
- Payment
- Open requirements and placements belong to the account.
- Invoices are issued to the same client account, so billing reports and receivables follow the client.
- Won and lost reasons are recorded on each opportunity.
AI advantage
AI with a job to do
Prepare for the conversation with the facts in front of you.
- Illustration · example dataComing soon
Brief me on this client before my call.
Open requirements, active placements, the last three activities and any overdue invoices — each with a link to the record.
How it answers: Read from records your role can see; nothing is guessed.
- Illustration · example dataComing soon
Which opportunities have had no activity for 30 days?
A list of opportunities with their stage and the date of the last recorded activity.
How it answers: Uses the activity dates on each opportunity.
Analytics advantage
Answers from the same records
Account reporting that includes delivery and money, not just pipeline.
- Engagements from client to placement to hours to billing, with CSV.Available
- Pipeline, delivery and revenue side by side in your own reports.Coming soon
- Available
- Works in Xelium One today.
- Coming soon
- Not live for customers yet — being built, or not built yet.
- Simulated in demo
- Shown in the sales demo with fictional sample data. Nothing real happens.
See your clients the way your whole business does.
Book a demo of Xelium CRM, or read what the module includes.