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SOLUTIONS / XtraCRM AI

XtraCRM AI: See the numbers. Understand what they mean.

Chat with XtraCRM AI and let AI help with a range of analyses. Keep working while it prepares, then reopen the result whenever you need it.

Find your plan ↗ See how it works ↓
XtraCRMDemo workspace
XtraCRM — XtraCRM
Actual product interface, shown with isolated demo data. Available sections depend on your plan and access permissions.
MADE FOR YOUR DAILY WORK

XtraCRM AI

Chat with XtraCRM AI and let AI help with a range of analyses. Keep working while it prepares, then reopen the result whenever you need it.

01

XtraCRM AI

Chat with XtraCRM AI and let AI help with a range of analyses. Keep working while it prepares, then reopen the result whenever you need it.

02

Connect the AI account you already use.

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

03

Prepare the report. Share it. Know when it is downloaded.

XtraCRM AI uses credits purchased separately. When you connect your own AI account, your provider bills its usage. Module access depends on your plan and user permissions.

FROM FIRST STEP TO FOLLOW-UP

A workflow your team can follow.

  1. Add connection details for your OpenAI / ChatGPT, Anthropic / Claude, Google Gemini or OpenRouter account. Or get started with XtraCRM AI.
  2. Chat with XtraCRM AI and let AI help with a range of analyses. Keep working while it prepares, then reopen the result whenever you need it.
  3. XtraCRM AI uses credits purchased separately. When you connect your own AI account, your provider bills its usage. Module access depends on your plan and user permissions.
ONE SOLUTION, CONNECTED SECTIONS

Explore what’s inside.

See each section’s role before choosing your plan. The plan comparison shows what is included and what is not.

Before you get started.

XtraCRM AI

XtraCRM AI uses credits purchased separately. When you connect your own AI account, your provider bills its usage. Module access depends on your plan and user permissions.

Is every section available in every plan?

Module coverage varies by plan. Compare the full module tree on the pricing page. Your company administrator also controls who can view, create, edit or delete records.

KEEP YOUR WORK CONNECTED

Works better together.

Team Collaboration

Tasks, projects, flows, Scrum and performance in one workspace. Set ownership, break work into steps and keep deliveries on track.

Finance

Track invoices, collections, expenses, cash and bank accounts, and instruments with transaction history.

Productivity

Bring together company files, approvals, knowledge articles, discussions and the AI assistant.
YOUR NEXT STEP

Find the right starting point for your team.

Compare plans ↗