Solutions · Find and win customers
A CRM for small business that does some of the work.
Keep your contacts, companies and history in one place, and let Agents read and update them for you.
In the plan. Switch it on yourself.
You ask
“What happened with this client, and what should I do next?”
Xevol returns
Their history in one answer, with tasks you can act on.
What you can do
- Keep contacts, companies and their history
- Track tasks and activity
- Search everything from one box
- Run a deal pipeline (Set up with you)
How it works
- Add your contacts and companies, or let an Agent create them.
- Your activity builds up on each record.
- Ask an Agent what happened and what is next.
Ready-made jobs
Jobs run this for you on a schedule, an event or your request.
Questions
Can my own agent use the CRM?
Yes. A connected agent can read and update contacts, companies and deals with your rights.Does anything go out without my approval?
No. Xevol researches and drafts. Approving, sending, publishing and deleting stay with people.
Ready-made products
Finished products built on this.
Related
- Leads (Set up with you)
- Company research (Live)
Hand the work to Xevol.
US$299 a month. You approve everything that goes out.