---
title: Sales Software with AI: Leads to Quotes | XOS
description: 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.
url: https://xos.prozessx.com/en/structure/sales/
---

# Sales. From lead to quote.

The complete sales area as one package, bookable per seat.

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

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 · ProzessX

## What 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

[More on Sales Pipeline →](https://xos.prozessx.com/en/modules/sales-pipeline/)

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

[More on quotes and invoices →](https://xos.prozessx.com/en/modules/sales-quotes/)

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

[More on Lead Radar →](https://xos.prozessx.com/en/modules/lead-radar/)

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!"

Daniel Raducu Customer review Google review

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.

01

### Lead Tracking

Capture leads, score them and turn them into deals.

02

### Exposé Generator

From property to finished PDF exposé in your own layout.

03

### Sales Reporting

Your sales order situation on one page.

## See sales in the live system.

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