Notes in emails, tasks in messages, payments in spreadsheets? Connect customer history, quotes, team tasks and finances with XtraCRM.
No credit card required. The Free plan is free forever.
Available platforms
Prepare for a sales conversation without hunting for the last note, contact or quotation. See the customer relationship with its people, owner and connected records.
Create your own module. For example, manage dealer applications in one process.
Explore all use cases →Collect territory, store count and investment budget, and see where each application stands in your review process.
How many questions cross your mind each day?
Answers in one place: XtraCRM.
Compare users, storage and modules to find the plan that fits your team.
Choose the plan that fits your business and grow with your team.
Monthly equivalent. Billed once a year.
Monthly equivalent. Billed once a year.
More users, storage or modules? Explore the plans that fit your next stage.
Enterprise · Talk to our team
Import Excel and CSV files in supported modules. Match your columns before importing.
Discuss your migrationExplore customer, sales and operational workflows for your industry.
Explore industriesTell us about your team and what you need. Request a demo or contact us on WhatsApp.
How does your team’s work move forward? Choose a workflow to see how each record connects to the next step.
Connect every step of a sale to the same customer.
Record contact details and the first conversation.
Explore solutionAssign an owner and track the sales stage.
Explore solutionConnect products, prices and line items to sales documents.
Explore solutionTrack the customer’s invoice and its due date.
Explore solutionSee partial payments and the outstanding balance.
Explore solutionTrack production, materials and quality around the same order.
Define product components and operations.
Explore solutionSet the quantity, recipe and warehouses.
Explore solutionTrack work orders and material consumption.
Explore solutionReview production reports and required checks.
Explore solutionSee released output in the destination warehouse.
Explore solutionBreak down the work and see ownership and time spent.
Connect the customer and the project owner.
Explore solutionSet parent tasks, subtasks and due dates.
Explore solutionRecord hours and minutes against each task.
Explore solutionReview and approve submitted time entries.
Explore solutionTransfer eligible approved time to an invoice.
Explore solution
Choose a plan with the tools you need. Bring more teams together as your business grows.
Track tasks, projects, Scrum and periodic work reports in one place.
Track customers, contacts, leads and opportunities with communication details, ownership and activity history. Plan appointments, see available times and follow up on customer meetings.
Manage products, prices, quotation lines and sales orders in a connected record chain.
Track invoices, collections, expenses, cash and bank accounts, and instruments with transaction history.
Connect warehouses, stock movements, suppliers, purchase orders, receipts and fleet records.
Connect client projects, work time, appointments and billing for consulting, legal and specialist services.
Manage departments, positions, employees, recruitment, leave, appraisals and operational payroll.
Spot material shortages before production starts. Connect BOMs, linked production and work orders, consumption, quality checks and cost history.
Manage campaigns, surveys, events and marketing records alongside audiences and customer relationships.
Bring together company files, approvals, knowledge articles, discussions and the AI assistant.
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.
Connect your WhatsApp Business accounts to XtraCRM. Authorized colleagues reply in a shared company inbox and match conversations to customer or contact records.
Prepare procedures and instructions in a workspace, then follow review, approval and publication. Employees access effective documents in a separate library within their permissions.
Create smart processes according to your needs. Design your own modules with custom fields, sections, Kanban stages, pipelines and automation rules.
At Growbyshare, we manage hundreds of brand collaborations, proposals, and operational processes simultaneously. Thanks to XtraCRM, we can track our customer relationships, sales opportunities, proposals, and internal team tasks from a single center. Especially during intense campaign periods, being able to see in real-time the stage of processes and to consolidate information flow between teams in one place has significantly increased our operational efficiency. Today, XtraCRM is one of the fundamental platforms we use at the core of our sales and operational processes.
With XtraCRM, we made our sales and customer management processes much more organized. Our team can easily track when they last spoke with each customer and the stage of opportunities. Especially, gathering all information on a single platform saved us a significant amount of time. It quickly became an important part of our daily workflow.
We have combined many processes that we previously ran through different applications under XtraCRM. Thanks to its simple interface, team adaptation happened much faster than we expected. Being able to select the modules we need also prevents unnecessary complexity. We use it very efficiently both from the management and team side.
The interconnected progress of customer, proposal, task, and financial processes has greatly facilitated operations. We have significantly reduced information scatter within the team. We no longer need to gather information from different people to see the stage of a task. XtraCRM has become a central workspace for us.
Create your company. Start with the free plan and find your way of working.
Sensitive information, such as WhatsApp message content and integration credentials, is stored encrypted and used securely during authorized operations. You decide which information your team can access.
Read the privacy noticeXtraCRM is a modular SaaS business platform that lets companies manage sales, customer management, finance, inventory, HR, manufacturing, projects, field services and support on one platform.
We offer monthly and yearly options. You get a 20% discount on annual plans. You can add users and modules according to your needs.
Standard setup and account opening are instantaneous. Custom setup for Enterprise plans may take up to 2 business days.
We offer email support in all plans. In Enterprise packages, there is 24/7 support and a dedicated representative assigned.
Yes. We process payment transactions through PCI-DSS compliant Stripe and Garanti BBVA infrastructures. We do not store card details on our servers.
Yes. You can add more than 20 different types of custom fields to any asset you want and use them in filters, searches, sorting, and reports.
Yes. We easily integrate with your existing software using REST API, webhook, and 70+ ready integrations.
