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ProzessX

Every lead.In the funnel.

Collect prospects from your website, referrals, events or cold outreach, see right away which fit best, and turn a lead into a deal in the pipeline with one click.

In short: Lead Tracking in XOS: collect leads from every source, score them automatically, follow them through the funnel and turn them into a deal with one click.

As of November 12, 2026 · ProzessX
Kranz LogistikSource: websiteScoreNewNewContactedContactedQualifiedQualifiedDealin the pipeline
The score rises, the lead gets qualified and becomes a deal. Sample view, simplified.
Sales

Capture leads, score them and turn them into deals.

In the Sales Hub package€29.99 per seat per month
Everything€249 per seat per month, all modules
RequirementThe CRM functions (contact matching) need a booked CRM

What this module handles for you.

01

Leads from every source

Website, referral, event, cold outreach, social media, ad, demo request or CRM: every lead carries its source. You search and filter by status, source and owner.

02

Automatic score

XOS scores every lead from 0 to 100.

03

Funnel and statistics

New, contacted, qualified, converted or lost: the dashboard shows the funnel and, per source, the count, the average score and the conversion rate.

04

One click to a deal

A qualified lead becomes a deal in the Sales Pipeline, with deal name, value and stage. The deal stays linked to the lead.

05

Matching with the CRM

New CRM contacts automatically become leads too. For existing contacts there is the Sync from CRM (Aus CRM synchronisieren) button.

06

Assign, take notes, bulk actions

You assign leads to people and keep notes. You can qualify, assign or tag several leads at once.

Sample process

From first contact to deal.

An example of a lead in the module.

A lead comes from a CRM contact or is created
The score shows how well the lead fits
Set it to contacted and qualified
Move it into the Sales Pipeline as a deal

Frequently asked questions.

What happens when I convert a lead?

The lead gets the status converted and XOS creates a deal in the Sales Pipeline. If the pipeline is not reachable, the lead still stays converted and you create the deal by hand.

See Lead Tracking 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.
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