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THE XTRACRM PLATFORM One workspace. Every team.

Discover how your teams work together, from the first conversation to production.

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Customer relationship Track customers, contacts, leads and opportunities with communication details, ownership and activity history. Sales Manage products, prices, quotation lines and sales orders in a connected record chain. Finance Track invoices, collections, expenses, cash and bank accounts, and instruments with transaction history. Inventory & manufacturing Connect warehouses, stock movements, suppliers, purchase orders, receipts and fleet records. Services Connect projects, tasks, subtasks, work time, support requests, planning and appointments. Human resources Manage departments, positions, employees, recruitment, leave, appraisals and operational payroll. Manufacturing Connect bills of materials, production and work orders, confirmations, consumption, quality and maintenance. Marketing Manage campaigns, surveys, events and marketing records alongside audiences and customer relationships. Productivity Bring together company files, approvals, knowledge articles, discussions and the AI assistant.

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EXPLORE XTRACRM

01Solutions

All solutions ↗ Customer relationship Sales Finance Inventory & manufacturing Services Human resources Manufacturing Marketing Productivity

02Plans↗

03Industries↗

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Partnership Connected solutions

05Resources

Blog API documentation Help center

06Contact↗

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How to create and send a quote

XtraCRM

How to create and send a quote

Sales > Quotations > New Quotation, select customer, add items, approve and hit Send as PDF. Recipient approval is tracked instantly.

One workspace for the people and processes behind your business.

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Solutions

Customer relationship Sales Finance Inventory & manufacturing Services Human resources Manufacturing Marketing Productivity

Explore XtraCRMPlans Industries Partnership Connected solutions

ResourcesBlog API documentation Help center Contact ↗

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