XEUS Simple CRM

Features
- User Management
- Organisational Hierarchy
- Quotes, Jobs & Invoices
- Customisation
- File Sharing
- Control & Security
- Hosting
- Customer Management
- Event Management
- Intranet
- Forum
- Taking Payment
- Sales Pipeline
- Financial Tools
Editions
- Franchise CRM
  - Franchise Visibility
  - Billing & Invoicing
  - Customer Management
  - Operations
- Chamber of Commerce
  - Membership Management
  - Event Management
  - Website Management
Custom Deployments
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XEUS® Features

Great looking invoices every time.

User Management
Organisational Hierarchy
Quotes, Jobs & Invoices
Customisation
File Sharing
Control & Security
Hosting
Customer Management
Event Management
Intranet
Forum
Taking Payment
Sales Pipeline
Financial Tools

Quotes, Jobs & Invoices

Customise invoices

Upload your logo to XEUS to create an invoice that represents your business in a really professional light.
This will then be used by any users with the right user permissions to raise and send invoices that look professional and consistent.

Because XEUS is fully customisable you can really make it your own.

Create standard products and services

You can create products and services that can be applied to invoices, creating any nominal codes, descriptions, titles, transfer prices, cost of sales etc. That way you can standardise how invoices are produced and billed.

Quotes and Deals

As soon as you receive a new sales lead you can enter it into XEUS as a sales opportunity. From there you can track the sales process through to a Quote, and once the customer has agreed to the quote change it to a Deal – and a live ‘Job’. This process enables you to produce statistics on your sales pipeline effectiveness, see reporting for more information.

Organisational Hierarchy

Customisation

About XEUS

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