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ProzessX

CRM.Contacts thatmaintain themselves.

Contacts, companies and deals in one place. Your existing CRM can stay in use. CRM is only available as a complete package.

In short: AI-powered CRM: contacts, companies and deals in one place, with lead scoring, mail suggestions and telephony in the same system as ERP and chat.

As of November 12, 2026 · ProzessX

What you do with it.

01

Mirror contacts

Contacts and companies from your CRM are mirrored every night, without duplicates.

02

Suggestions from mails

An email turns into a contact suggestion you accept with one click.

03

From contact to deal

Add a note and a task to the contact, move the deal through the stages.

CRM in motion.

Sales

CRM

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

  • Contacts, companies and deals
  • Last activity updated automatically
  • Suggestions from your inbox
Müller GmbHLLenaTTomAAnaCallLast activity: today
A call to a contact: the last activity updates itself. Sample view, simplified.
Communication

Telephony

Call customers from the CRM and log the call right away.

  • Find a contact and call
  • Connect your phone system
  • Call list with log in the CRM
Lena FischerKranz LogistikMüller GmbH Kranz Logistik Kranz Logistik LiveEnded CRM contact Note saved
Choose a contact, the call is running, the note lands in the CRM. Sample view, simplified.
★★★★★
"The company owners know exactly what they are doing: highly professional, committed and with top-level expertise."
Monika (M.B.)Customer reviewGoogle review
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

See CRM in the live system.

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