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Customer Relationship Management

A short introduction to the Customer Relationship Management (CRM) features of The X Cloud Platform

Customer Relationship Management Opportunities and Leads.

Your business information on any device, on-demand.

Allowing you to manage customer accounts quickly and easily and view real-time, key information at your fingertips.

Drill into the data and find new opportunities.

GDPR Compliant

Sales and Opportunity contacts stored in a responsible and trackable manner.

Strong client intelligence to assist you in making insightful decisions and strategy development.

Seize your business potential

View and analyse your potential business customers and manage your leads, from initial capture through conversion to opportunity.

Overview of Customer management dashboard


Complete visibility of your opportunities with up-to-date opportunity forecasts in just a few clicks.

Opportunity data available via a tap or a click, anywhere, anytime.

Don't let anything fall through the cracks. Uncover your best opportunities, focus your resources and produce up-to-date sales pipeline reports in seconds.

Opportunity detail view on The X Cloud Platform

It takes less than 5 minutes to show you.

Want to know more? Tap or click on the following short presentation demonstrating these features within The X Cloud Platform.

The maxxpal X Cloud Platform is readily accessible and customisable for businesses of ALL sizes. To learn more about how it could transform the way YOUR organisation operates, talk to us today

If you need a one page business case for your presentation click here

Request a call-back and we can arrange to demonstrate The X Cloud Platform to you remotely.

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