Sales.From leadto quote.
The complete sales area as one package, bookable per seat.
In short: Sales in XOS: Lead Tracking, Lead Radar, Exposé Generator, quotes and invoices, and reporting, as a package per seat, with an AI agent in the chat.
As of November 12, 2026 · ProzessXWhat you do with it.
01
Find and track leads
Capture inquiries, score them and follow up.
02
Quotes via chat
A quote or exposé is created from one sentence, you approve it.
03
Pipeline in view
Stages, reporting and next steps for the team.
Sales in motion.
Sales
Sales Pipeline
Drag and drop deals through the stages.
- Deal Kanban
- Traffic light for every deal
- Forecast by month
The deal moves from stage to stage, and the forecast grows with it. Sample view, simplified.
Sales
Quotes and invoices
From quote to invoice, with PDF and email delivery.
- Your own product list
- Quotes, non-binding quotes, invoices
- Live preview and PDF
From quote to invoice, and at the end it says paid. Sample view, simplified.
Sales
Lead Radar
Find new companies and add them to the CRM with evidence.
- Search profiles
- Scan websites
- Geo search with map
The radar finds companies, a verified match goes into the CRM. Sample view, simplified.
★★★★★
"Uncomplicated and likable. The team knows exactly what they are doing. The tool consulting was top-notch!"
Sample process
From quote to paid document.
An example of how a document moves through the module.
Create products or choose a template
Write a quote with line items and check it in the preview
Send it to the customer by email
Mark it as accepted
Convert it into an invoice and set it to paid once payment arrives
More modules in Sales.
See sales in the live system.
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.