xRM

One record for everyone you do business with — customers, leads and vendors — with the deals you're working, the campaigns you send and every sale they've made.

Pipeline, Main Street

New lead2

Harbor Dental

$4,800

Oak Street Gym

$2,100

Quoted1

Westside Bakery

$9,500

Negotiating2

Riverside Clinic

$12,000

Copper Kettle

$3,250

Won1

Northgate Realty

$7,400

Everyone you sell to, and everything you know about them.

Accounts

Customers and vendors with your own custom fields and lifecycle stages. Merge the duplicates.

Leads and a pipeline

Work leads through your own stages on a board for each location, then convert them when they buy.

Email and text campaigns

Send a campaign to a list by email or SMS. We handle the carrier registration texting requires.

Call scripts

Give whoever's on the phone the same script, so every first call covers the same ground.

Pricing

xRM itself is free. You pay for the phone lines, texts and calls you use.

Virtual Phone Numbers
$5per line / month

Dedicated phone numbers for your locations

SMS Messaging
1¢per message

Communicate with customers via text

Voice Calls
2¢per minute

Make and receive calls

Ready to get started?

One inbox and pipeline for customers, vendors, and everyone else.

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