Relationships and growth

Available

CRM

Keep customer relationships and sales work in one record.

Companies and Contacts provide shared identity. CRM and Deals add sales activity, pipeline, tasks, and outcomes.

XevolCRM
Xevol company directory

Primary records

  • Company
  • Contact
  • Deal
  • Activity

Governed workflow

  1. 01Resolve company and contact identity
  2. 02Open and progress a Deal
  3. 03Record activity and next work

Agent can

  • Research company facts
  • Prepare evidence and drafts

People control

  • Deal stage and outcome
  • External communication

Optional integrations

  • Optional Communications context

Accepted outputs

  • Sales pipeline and activity history

Current limits

  • CRM does not replace module-specific lifecycles.

Repository evidence

  • Company, Contact, Deal, Activity, and Dashboard APIs
  • Workspace isolation and authenticated browser tests

Works with