Every contact.In view.
Contacts, companies and deals with complete history, notes and tasks.
In short: CRM in XOS: contacts, companies and deals in one place, lead scoring, email suggestions and telephony, only available as a complete package and in the same system as ERP and chat.
As of November 12, 2026 · ProzessXContacts, companies and deals in one place, always up to date.
What this module handles for you.
Contacts, companies and deals
Three lists with search, filters and bulk actions. You manage deals as a Kanban board or a table.
Last activity, automatically
A call, a sent email and a received email set the last activity date on the contact and company. In the lists you can filter by never contacted or by longer than 7, 14, 30 or 90 days.
Suggestions from your mailbox
When a known contact writes to you, the email lands in the history. Nothing is created until you agree.
Lead score and deal analysis
XOS rates contacts with a score from 0 to 100 and analyzes individual deals.
Import and mirroring
Contacts and companies come into the CRM from CSV or Excel, with a preview before the import. Contacts from a connected HubSpot can be mirrored into the CRM without duplicates, matched by email address.
Maintained together, deleted safely
You can assign records to colleagues. Linked records are unlinked on deletion, not deleted along with them.
From first contact to deal.
An example of how a prospect moves through the CRM.
Also in the chat: the CRM Agent creates contacts, companies and deals, changes deal stages and shows the open pipeline. If a required field such as the last name is missing, it asks instead of making something up.
Related modules.
Frequently asked questions.
Who can delete data in the CRM?
Admins and people with an explicitly granted delete permission. Anyone who tries to delete without permission gets a message naming who is allowed to.
Can I make calls from the CRM?
Yes, with the Telephony add-on. Without it, the call button is locked and shows a note. Calls appear in the contact’s history.
See the CRM in your daily work.
Book a consultation.
Together we look at your processes and show you what XOS can take over. 60 minutes, free and without obligation.
- Choose a timeOpen slots in the calendar, by video call or phone.
- Prefer to talk now?+49 7452 6051953Give us a call, we also answer questions without an appointment.