System Goal

XCRM manages all activities related to preparing quotes, making sales, invoicing, packaging, and shipping of sold goods and products.


  • Automation and digitization of document flow between the company and clients
  • Detailed information about correspondence with clients
  • Complete history of all orders, quotes, and contracts
  • Task delegation and tracking
  • Automation of the sales and shipping process
  • Streamlined management of complaints

Basic functionalities

Customers and Contacts

It serves for entering new or modifying existing clients and contacts. The system tracks and records all correspondence made with the client.

Delegation of Tasks

It serves for managing internal company tasks. Newly assigned tasks are assigned to an employee of the company, and they can receive various notifications regarding changes in their status.


It serves for entering new or modifying existing offers received from clients. The offer can be either manually entered based on an inquiry received from the client via email or automatically generated based on the inquiry entered in the “Client Portal.”


It represents a registry of all signed contracts between the company and its clients.


It serves for entering new or modifying currently received orders from clients. Confirming a specific offer automatically generates an order in the system. The newly created order can be automatically sent to the client via email or provided to them in the “Client Portal,” where they can track its status and all subsequent documents. Comments and questions can be added to the order, and files can be attached by both employees and the client. This way, the entire sales execution process is documented.


It tracks the shipment of parcels to customers. The transportation can be carried out by an external freight company or by an internal company transport. Information about the dispatched parcel can be automatically sent to the customer via email (including shipment date, freight company, and, if applicable, tracking number), or it can be provided to the customer through the “Customer Portal” where they can track the delivery date. Various documents (packing lists, invoices, bills of lading, CMRs, etc.) can be attached to or generated for the shipment.


It serves for entering new or modifying currently received claims from clients, which include all necessary documents (photos, drawings, etc.) proving the occurred defect. The claim can be manually entered by an employee or provided to the client to enter themselves through the “Client Portal.”

Customer portal

The Customer Portal aims to automate and facilitate communication between the company and its customers. In the portal, all information is entered once and saved, ensuring a complete history of all communication between the customer and the company.