XtraCRM plans and pricing.
Room to grow.

Tasks

Complete work with checklists, files, participants and a work timer.

Projects

Bring tasks, files, a project calendar and Gantt together.

Flows

Distribute work and track target times, approvals and bottlenecks.

Scrum

Plan together with a product goal, backlog, sprints and a Definition of Done.

Performance

See delivery times, workload and tracked work time.

Customers

Connect customer records, contact details and related sales.

Contacts

Track contact information and company relationships.

Leads

Manage new leads with their source, owner and history.

• Online Forms

  Capture leads directly in your CRM from forms embedded on your website. Form limits depend on your plan.

• Meta and Google Ads Integrations

  Connect Meta Lead Ads and Google Ads lead forms. Map form fields to your CRM, capture advertising leads automatically and track delivery history.

Opportunities

Track opportunities through stages and a Kanban board.

Products

Manage product records, units and pricing.

Quotations

Prepare quote lines, prices and document history.

Orders

Track order lines with customer and document links.

Finance overview

Review accruals and cash movements separately.

Invoices

Track invoices, saved addresses, lines and collections.

Payments

Track partial payments with account and record links.

Expenses

Track company expenses and employee reimbursements.

Cash & bank

Review cash and bank movements by currency.

Cheques & promissory notes

Manage instruments with parties, status and transaction history.

Warehouses

Manage warehouses and product warehouse relationships.

Stock Ledger

Review product stock movements and balances.

Vendors

Track vendor information and purchasing relationships.

Purchase Orders

Track purchase orders by line item.

Goods Receipts

Connect received goods to orders and warehouses.

Fleet

Track vehicles, assignments, maintenance and periodic records.

Projects

Track customers, tasks and milestones in one project.

• Milestones

  Review project delivery targets and progress.

Tasks

Manage tasks and subtasks with assignees and dates.

Timesheets

Track work minutes through approval and billing workflows.

Helpdesk

Track tickets with queues, assignments and SLA targets.

Planning

Combine shifts and resource occupancy in a calendar.

• Resources

  Define employee and vehicle resource capacity.

Appointments

Manage appointments with availability, approval and rescheduling.

• Appointment types

  Define appointment types with duration and availability rules.

Departments

View department hierarchy and related teams.

Positions

Connect positions to departments and employees.

Employees

Connect employee profiles, documents, leave and work history.

Recruitment

Track candidates through recruitment stages.

• Job postings

  Manage job postings and candidate relationships.

Leaves

Track leave balances, requests and approval history.

Appraisals

Track appraisal cycles and employee results.

Referrals

Track employee referrals and related candidates.

Payroll

Manage pay, additions, deductions and payments; this is not a statutory payroll engine.

Manufacturing overview

Review production, operation and quality status.

Work Centers

Define work centers with capacity and responsible people.

Bill of Materials

Build product recipes with base quantities, components and operations.

Manufacturing Orders

Connect products, recipes, warehouses and quantities in an order.

• Material consumption

  Connect material consumption to source warehouses and production records.

Work Orders

Track operation sequence, working time and confirmations.

Scraps

Connect scrap records to their source transactions.

Product Lifecycle

Review product and recipe revisions.

• BOM revisions

  View recipe versions and differences.

Engineering Change Requests

Submit engineering change requests for review.

Engineering Change Orders

Track implementation of approved engineering changes.

Maintenance

Connect maintenance requests, equipment and work orders.

• Equipment

  Track equipment status and work center links.

• Preventive maintenance plans

  Track periodic maintenance dates and completion.

• Maintenance work orders

  Connect maintenance tasks, downtime and costs.

Quality

Review inspections, results and non-conformances together.

• Quality points

  Define inspection methods, measurements and limits.

• Inspection plans

  Prepare inspection plans for products and operations.

• Inspection results

  Record sample results and quality decisions.

• Nonconformances

  Connect non-conformances to production and quality records.

• Corrective actions

  Track corrective actions with owners, dates and evidence.

Production Confirmations

Record actual production quantities through confirmations.

Segments

Define customer groups with targeting criteria.

Campaigns

Manage campaign objectives and related records.

Surveys

Manage survey definitions and response records.

Events

Track event information and participant relationships.

Automations

Manage existing automation definitions and execution records.

Social adapters

Manage social connection settings.

Company Drive

Manage company files, folders and download shares.

Approval stages

Define stages for shared approval workflows.

Approval requests

Track pending approvals and action history.

Knowledge spaces

Organize team knowledge into spaces.

Knowledge pages

Share knowledge articles and document content.

Discuss channels

Create team discussion channels by topic.

Discuss messages

Track channel messages and conversation history.

XtraCRM AI

Add connection details for your OpenAI / ChatGPT, Anthropic / Claude, Google Gemini or OpenRouter account. Or get started with XtraCRM AI.

WhatsApp

Connect your WhatsApp Business accounts to XtraCRM. Authorized colleagues reply in a shared company inbox and match conversations to customer or contact records.

Shared inbox

Filter multiple business numbers and search conversations and messages. Track unread counts, messages and delivery states using company date and time settings.

Media and reactions

Send text, images and documents; view incoming audio, video, stickers, locations and contact cards in the conversation. React with emoji. Files are kept in Company Drive under System > WhatsApp and count towards storage capacity.

Controlled access

Manage accounts, numbers, Meta-approved templates and employee viewing/sending permissions. Grant setup access separately from everyday chat access.