---
title: AI CRM software: contacts, companies, deals | XOS
description: CRM in XOS: contacts, companies and deals in one place, lead scoring, email suggestions and telephony, as a complete package next to ERP and chat.
url: https://xos.prozessx.com/en/modules/crm/
---

# Every contact. In view.

Contacts, companies and deals with complete history, notes and tasks.

[Book a demo →](https://xos.prozessx.com/en/book-a-demo/)[Sign up](https://xos.prozessx.com/signup)

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 · ProzessX

A call to a contact: the last activity updates itself. Sample view, simplified.

Sales

## Contacts, companies and deals in one place, always up to date.

In the CRM package €79 per seat per month, only available as a complete package

Everything €249 per seat per month, all modules

[Book a demo →](https://xos.prozessx.com/en/book-a-demo/)[All prices](https://xos.prozessx.com/en/pricing/)

## What this module handles for you.

01

### Contacts, companies and deals

Three lists with search, filters and bulk actions. You manage deals as a Kanban board or a table.

02

### 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.

03

### Suggestions from your mailbox

When a known contact writes to you, the email lands in the history. Nothing is created until you agree.

04

### Lead score and deal analysis

XOS rates contacts with a score from 0 to 100 and analyzes individual deals.

05

### 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.

06

### Maintained together, deleted safely

You can assign records to colleagues. Linked records are unlinked on deletion, not deleted along with them.

Sample process

### From first contact to deal.

An example of how a prospect moves through the CRM.

A contact comes in via import or as a suggestion from an email

Add a note and a task to the contact

Call or email, XOS updates the last activity

Create a deal and move it through the stages

Create a quote and close the deal

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.

[Quotes and invoicesFrom quote to invoice, with PDF and email sending.](https://xos.prozessx.com/en/modules/sales-quotes/)[Lead TrackingCapture leads, score them and turn them into deals.](https://xos.prozessx.com/en/modules/lead-tracking/)[Lead RadarFind new companies and add them to the CRM with evidence.](https://xos.prozessx.com/en/modules/lead-radar/)[TelephonyCall customers from the CRM and log the call right away.](https://xos.prozessx.com/en/modules/telephony/)[CustomersOne customer file shared by all ERP documents.](https://xos.prozessx.com/en/modules/customers/)

## 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 demo →](https://xos.prozessx.com/en/book-a-demo/)[Sign up](https://xos.prozessx.com/signup)