套餐

XtraCRM 套餐与价格。
伴随您的业务一起成长。

比较用户数量、存储空间和所含模块,选择适合团队的套餐。

选择适合您业务的计划并与您的团队一起成长。

Free

免费无需信用卡
从免费计划开始。
  • 1 位用户
  • 1 GB 存储空间
免费开始
查看套餐功能
  • 客户关系管理Included
    • 客户Included
    • 联系人Included
    • CandidatesIncluded
    • 商机Included
  • 销售管理Included
    • 产品展示Included
    • 报价Included
    • 订单Included
  • 团队协作Not included
    • 任务Not included
    • 项目Not included
    • WorkflowsNot included
    • ScrumNot included
    • PerformanceNot included
  • Inventory and productionPartly included
    • 仓库Included
    • Stock ledgerIncluded
    • 供应商Included
    • 采购订单Included
    • 收货Included
    • fleetNot included
  • 专业服务Not included
    • 项目Not included
      • 里程碑Not included
    • 任务Not included
    • 时间表Not included
    • support deskNot included
    • 规划Not included
      • 资源Not included
    • 预约Not included
      • 预约类型Not included
  • Finans & MuhasebeIncluded
    • Financial SummaryIncluded
    • 发票Included
    • 付款Included
    • expensesIncluded
    • Checks & NotesIncluded
    • Safe & BankIncluded
    • ReconciliationIncluded
  • 人力资源Not included
    • 部门Not included
    • 职位Not included
    • 员工Not included
    • 人才招聘Not included
      • İşe alım ilanlarıNot included
    • 叶子Not included
    • ReviewsNot included
    • 推荐人Not included
    • payrollNot included
  • 生产管理Not included
    • Manufacturing OverviewNot included
    • 工作中心Not included
    • 物料清单Not included
    • 制造订单Not included
      • Malzeme tüketimleriNot included
    • 工单Not included
    • Waste / ScrapNot included
    • 产品生命周期Not included
      • 物料清单修订Not included
    • 工程变更请求Not included
    • 工程变更单Not included
    • 维护保养Not included
      • EkipmanlarNot included
      • Periyodik bakım planlarıNot included
      • 维修工单Not included
    • 品质Not included
      • Kalite noktalarıNot included
      • Kontrol planlarıNot included
      • Kontrol sonuçlarıNot included
      • UygunsuzluklarNot included
      • Düzeltici faaliyetlerNot included
    • Production RunsNot included
  • 营销Not included
    • Marketing OverviewNot included
    • Ad AccountsNot included
    • Ad CampaignsNot included
    • AudiencesNot included
    • Communication campaignsNot included
    • ConversionsNot included
    • 调查Not included
    • 自动化Not included
    • Activity LogNot included
  • 生产力Partly included
    • 公司驱动Included
    • DuyurularNot included
    • Toplantılar ve KararlarNot included
    • Şirket İçi TaleplerNot included
    • OnaylarNot included
    • Bilgi MerkeziNot included
    • XtraCRM AIIncluded
    • WhatsAppNot included

Starter

19.90 $ 16.58 $ /月
199 $ / 年 39.80 $ 每年节省 (16.7%)
按月计费。
  • 5 位用户
  • 10 GB 存储空间
选择计划
查看套餐功能
  • 客户关系管理Included
    • 客户Included
    • 联系人Included
    • CandidatesIncluded
    • 商机Included
  • 销售管理Included
    • 产品展示Included
    • 报价Included
    • 订单Included
  • 团队协作Not included
    • 任务Not included
    • 项目Not included
    • WorkflowsNot included
    • ScrumNot included
    • PerformanceNot included
  • Inventory and productionPartly included
    • 仓库Included
    • Stock ledgerIncluded
    • 供应商Included
    • 采购订单Included
    • 收货Included
    • fleetNot included
  • 专业服务Not included
    • 项目Not included
      • 里程碑Not included
    • 任务Not included
    • 时间表Not included
    • support deskNot included
    • 规划Not included
      • 资源Not included
    • 预约Not included
      • 预约类型Not included
  • Finans & MuhasebeIncluded
    • Financial SummaryIncluded
    • 发票Included
    • 付款Included
    • expensesIncluded
    • Checks & NotesIncluded
    • Safe & BankIncluded
    • ReconciliationIncluded
  • 人力资源Not included
    • 部门Not included
    • 职位Not included
    • 员工Not included
    • 人才招聘Not included
      • İşe alım ilanlarıNot included
    • 叶子Not included
    • ReviewsNot included
    • 推荐人Not included
    • payrollNot included
  • 生产管理Not included
    • Manufacturing OverviewNot included
    • 工作中心Not included
    • 物料清单Not included
    • 制造订单Not included
      • Malzeme tüketimleriNot included
    • 工单Not included
    • Waste / ScrapNot included
    • 产品生命周期Not included
      • 物料清单修订Not included
    • 工程变更请求Not included
    • 工程变更单Not included
    • 维护保养Not included
      • EkipmanlarNot included
      • Periyodik bakım planlarıNot included
      • 维修工单Not included
    • 品质Not included
      • Kalite noktalarıNot included
      • Kontrol planlarıNot included
      • Kontrol sonuçlarıNot included
      • UygunsuzluklarNot included
      • Düzeltici faaliyetlerNot included
    • Production RunsNot included
  • 营销Not included
    • Marketing OverviewNot included
    • Ad AccountsNot included
    • Ad CampaignsNot included
    • AudiencesNot included
    • Communication campaignsNot included
    • ConversionsNot included
    • 调查Not included
    • 自动化Not included
    • Activity LogNot included
  • 生产力Partly included
    • 公司驱动Included
    • DuyurularNot included
    • Toplantılar ve KararlarNot included
    • Şirket İçi TaleplerNot included
    • OnaylarNot included
    • Bilgi MerkeziNot included
    • XtraCRM AIIncluded
    • WhatsAppNot included

Business

149.90 $ 124.92 $ /月
1,499 $ / 年 299.80 $ 每年节省 (16.7%)
按月计费。
  • 100 位用户
  • 150 GB 存储空间
选择计划
查看套餐功能
  • 客户关系管理Included
    • 客户Included
    • 联系人Included
    • CandidatesIncluded
    • 商机Included
  • 销售管理Included
    • 产品展示Included
    • 报价Included
    • 订单Included
  • 团队协作Included
    • 任务Included
    • 项目Included
    • WorkflowsIncluded
    • ScrumIncluded
    • PerformanceIncluded
  • Inventory and productionIncluded
    • 仓库Included
    • Stock ledgerIncluded
    • 供应商Included
    • 采购订单Included
    • 收货Included
    • fleetIncluded
  • 专业服务Included
    • 项目Included
      • 里程碑Included
    • 任务Included
    • 时间表Included
    • support deskIncluded
    • 规划Included
      • 资源Included
    • 预约Included
      • 预约类型Included
  • Finans & MuhasebeIncluded
    • Financial SummaryIncluded
    • 发票Included
    • 付款Included
    • expensesIncluded
    • Checks & NotesIncluded
    • Safe & BankIncluded
    • ReconciliationIncluded
  • 人力资源Included
    • 部门Included
    • 职位Included
    • 员工Included
    • 人才招聘Included
      • İşe alım ilanlarıIncluded
    • 叶子Included
    • ReviewsIncluded
    • 推荐人Included
    • payrollIncluded
  • 生产管理Included
    • Manufacturing OverviewIncluded
    • 工作中心Included
    • 物料清单Included
    • 制造订单Included
      • Malzeme tüketimleriIncluded
    • 工单Included
    • Waste / ScrapIncluded
    • 产品生命周期Included
      • 物料清单修订Included
    • 工程变更请求Included
    • 工程变更单Included
    • 维护保养Included
      • EkipmanlarIncluded
      • Periyodik bakım planlarıIncluded
      • 维修工单Included
    • 品质Included
      • Kalite noktalarıIncluded
      • Kontrol planlarıIncluded
      • Kontrol sonuçlarıIncluded
      • UygunsuzluklarIncluded
      • Düzeltici faaliyetlerIncluded
    • Production RunsIncluded
  • 营销Included
    • Marketing OverviewIncluded
    • Ad AccountsIncluded
    • Ad CampaignsIncluded
    • AudiencesIncluded
    • Communication campaignsIncluded
    • ConversionsIncluded
    • 调查Included
    • 自动化Included
    • Activity LogIncluded
  • 生产力Partly included
    • 公司驱动Included
    • DuyurularNot included
    • Toplantılar ve KararlarNot included
    • Şirket İçi TaleplerNot included
    • OnaylarNot included
    • Bilgi MerkeziNot included
    • XtraCRM AIIncluded
    • WhatsAppIncluded

Enterprise

299.90 $ 249.92 $ /月
2,999 $ / 年 599.80 $ 每年节省 (16.7%)
按月计费。

包含所有模块

  • 250 位用户
  • 500 GB 存储空间
选择计划
在您的服务器上

On-Premise

9,999 $/年

您的数据存储在您自己的基础设施上。启用所有模块,无限用户和存储。对一家公司有效。

存储空间受到服务器容量的限制。

索取报价 ↗
包含 部分包含 不包括在内
XtraCRM AI

看见数字,也理解数字的意义。

01

XtraCRM AI

与XtraCRM AI对话,让AI协助完成多种分析。 分析准备期间可继续工作,需要时随时重新打开结果。

了解详情 →
02

连接您正在使用的AI账户。

添加OpenAI / ChatGPT、Anthropic / Claude、Google Gemini或OpenRouter账户的连接信息。也可以使用XtraCRM AI开始。

OpenAI / ChatGPTAnthropic / ClaudeGoogle GeminiOpenRouter

XtraCRM AI使用单独购买的额度。连接自己的AI账户时,由服务商收取使用费用。模块访问取决于套餐和用户权限。

探索 XTRACRM

您业务的每个部分都是相互关联的。

探索所有模块以及您可以用它们做什么。包含的模块因计划而异。

团队协作

在同一工作空间管理任务、项目、工作流、Scrum 和绩效。明确负责人,拆解工作步骤,跟踪交付进度。

探索解决方案

任务

使用检查清单、文件、参与者和工时计时器完成工作。

项目

集中管理任务、文件、项目日历和甘特图。

工作流

分配工作,跟踪目标时限、审批和瓶颈。

Scrum

围绕产品目标、待办列表、冲刺和完成定义共同规划。

绩效

查看交付时效、工作负荷和记录的工时。

客户关系管理

通过通信详细信息、所有权和活动历史记录来跟踪客户、联系人、销售线索和机会。

探索解决方案

客户

连接客户记录、联系方式和相关销售。

联系人

跟踪联系信息和公司关系。

销售线索

管理新潜在客户的来源、负责人和历史记录。

  • 在线表格

    通过网站嵌入的表单直接在 CRM 中捕获潜在客户。表格限制取决于您的计划。

  • 元数据和 Google Ads 集成

    连接 Meta Lead Ads 和 Google Ads 潜在客户表单。将表单字段映射到您的 CRM,自动捕获广告线索并跟踪交付历史记录。

商机

通过阶段和看板跟踪机会。

销售管理

在连接的记录链中管理产品、价格、报价行和销售订单。

探索解决方案

产品展示

管理产品记录、单位和定价。

报价

准备报价行、价格和文档历史记录。

订单

通过客户和文档链接跟踪订单行。

金融

跟踪发票、收款、费用、现金和银行账户以及带有交易历史记录的票据。

探索解决方案

财务概览

分别审查应计费用和现金变动。

发票

跟踪发票、保存的地址、行和收款。

付款

使用帐户和记录链接跟踪部分付款。

费用

跟踪公司费用和员工报销。

现金及银行

按货币查看现金和银行变动。

支票和本票

管理工具的各方、状态和交易历史记录。

库存与采购

连接仓库、库存变动、供应商、采购订单、收据和车队记录。

探索解决方案

仓库

管理仓库和产品仓库关系。

库存分类帐

查看产品库存变动和余额。

供应商

跟踪供应商信息和采购关系。

采购订单

按行项目跟踪采购订单。

收货

将收到的货物连接到订单和仓库。

舰队

跟踪车辆、任务、维护和定期记录。

专业服务

将咨询、法律及专业服务中的客户项目、工时、预约与账单流程连接起来。

探索解决方案

项目

跟踪一个项目中的客户、任务和里程碑。

  • 里程碑

    审查项目交付目标和进度。

任务

通过受让人和日期管理任务和子任务。

时间表

通过审批和计费工作流程跟踪工作时间。

服务台

跟踪工单的队列、分配和 SLA 目标。

规划

将班次和资源占用情况合并到日历中。

  • 资源

    定义员工和车辆资源容量。

预约

管理约会的可用性、批准和重新安排。

  • 预约类型

    定义具有持续时间和可用性规则的预约类型。

人力资源

管理部门、职位、员工、招聘、休假、考核和运营工资单。

探索解决方案

部门

查看部门层次结构和相关团队。

职位

将职位与部门和员工联系起来。

员工

连接员工档案、文档、休假和工作历史记录。

人才招聘

通过招聘阶段跟踪候选人。

  • 职位发布

    管理职位发布和候选人关系。

叶子

跟踪休假余额、请求和批准历史记录。

评价

跟踪评估周期和员工结果。

推荐人

跟踪员工推荐和相关候选人。

工资单

管理工资、加额、扣除和付款;这不是法定的工资引擎。

生产管理

连接物料清单、生产和工作订单、确认、消耗、质量和维护。

探索解决方案

制造概览

审查生产、经营和质量状况。

工作中心

定义具有能力和负责人的工作中心。

物料清单

使用基本数量、组件和操作构建产品配方。

制造订单

将产品、配方、仓库和数量连接到订单中。

  • 材料消耗

    将物料消耗与源仓库和生产记录连接起来。

工单

跟踪操作顺序、工作时间和确认信息。

废料

将报废记录连接到其源交易。

产品生命周期

审查产品和配方修订。

  • 物料清单修订

    查看配方版本和差异。

工程变更请求

提交工程变更请求以供审核。

工程变更单

跟踪已批准的工程变更的实施。

维护保养

连接维护请求、设备和工单。

  • 设备

    跟踪设备状态和工作中心链接。

  • 预防性维护计划

    跟踪定期维护日期和完成情况。

  • 维修工单

    连接维护任务、停机时间和成本。

品质

一起审查检查、结果和不合格项。

  • 质量点

    定义检查方法、测量和限制。

  • 检查计划

    制定产品和运营的检查计划。

  • 检查结果

    记录样品结果和质量决策。

  • 不合格项

    将不合格项与生产和质量记录联系起来。

  • 纠正措施

    与负责人、日期和证据跟踪纠正措施。

生产确认

通过确认记录实际生产数量。

营销

管理营销活动、调查、活动和营销记录以及受众和客户关系。

探索解决方案

段

使用定位标准定义客户群体。

活动

管理活动目标和相关记录。

调查

管理调查定义和回复记录。

活动

跟踪事件信息和参与者关系。

自动化

管理现有的自动化定义和执行记录。

社交适配器

管理社交连接设置。

生产力

汇集公司文件、批准、知识文章、讨论和人工智能助手。

探索解决方案

公司驱动

管理公司文件、文件夹和下载共享。

审批阶段

定义共享审批工作流程的阶段。

批准请求

跟踪待审批和操作历史记录。

知识空间

将团队知识组织到空间中。

知识页面

分享知识文章和文档内容。

讨论渠道

按主题创建团队讨论渠道。

讨论消息

跟踪频道消息和对话历史记录。

XtraCRM AI

添加OpenAI / ChatGPT、Anthropic / Claude、Google Gemini或OpenRouter账户的连接信息。也可以使用XtraCRM AI开始。

WhatsApp

将 WhatsApp Business 连接到 XtraCRM。获授权员工在公司共享收件箱回复,并将对话关联到客户或联系人记录。

XtraCRM AI

与XtraCRM AI对话,让AI协助完成多种分析。 分析准备期间可继续工作,需要时随时重新打开结果。

探索解决方案

WhatsApp

将 WhatsApp Business 连接到 XtraCRM。获授权员工在公司共享收件箱回复,并将对话关联到客户或联系人记录。

探索解决方案

共享收件箱

筛选企业号码,搜索对话和消息,按公司的日期与时间设置查看未读数及送达状态。

媒体与回应

发送文本、图片和文档;接收音频、视频、贴纸、位置和联系人卡片,并用表情回应。文件保存在公司存储的系统 > WhatsApp 文件夹,占用存储配额。

访问控制

管理账户、号码、Meta 审批模板和员工权限。设置权限与日常聊天权限可分别授予。