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Description
xpdCrm is an integral component of a holistic professional services automation software solution designed to empower your organization in managing sales data effectively. This all-encompassing tool is a valuable addition to the xpdOffice suite of enterprise-level on-demand solutions, offering an intuitive interface that enables businesses to oversee opportunities and facilitate deal closures. With xpdCrm, you can dedicate more time to nurturing customer relationships rather than getting bogged down in administrative tasks. The software adapts to your specific lead and customer management styles, providing real-time analytics that help you evaluate your business performance and make informed choices. Employees require tools that streamline their workloads and enhance productivity, rather than create additional challenges; simplicity is key. Moreover, xpdCrm ensures that you have quick access to customer information, and since xpdOffice operates on a web-based platform, you can retrieve data from anywhere globally, including on your mobile device through xpdWireless. Additionally, xpdOffice seamlessly integrates with other widely-used applications such as Microsoft Word, further enhancing its functionality and user experience. This level of connectivity and ease of use makes xpdCrm an invaluable asset for any organization looking to optimize its sales processes.
Description
xpdOffice offers a holistic approach to business automation and efficiency! As the premier Business Automation Solution tailored for small and medium-sized enterprises, it provides scalability that allows you to effortlessly incorporate new features as your business evolves. This solution is perfect for organizations seeking a unified platform for various functions, including human resources, time and expense tracking, contract oversight, project management, Earned Value Management (EVM) reporting, Customer Relationship Management (CRM), and beyond. You can effectively oversee project resources while keeping tabs on progress, quality, and timelines, ensuring that all stakeholders remain updated. Enhance your marketing efforts and boost sales while delivering exceptional services. Additionally, it enables you to manage your most valuable asset—your employees—including their records and performance, ensuring your team operates at peak efficiency. With capabilities to oversee budgets, establish baselines, and track deliverables, you can also ensure compliance with DCAA standards, paving the way for successful audits and robust financial management. In this way, xpdOffice not only streamlines operations but also empowers your business to achieve its strategic objectives seamlessly.
API Access
Has API
API Access
Has API
Integrations
Microsoft Excel
Microsoft Project
Microsoft Word
xpdBadge
xpdContracts
xpdCrm
xpdExpense
xpdHr
xpdInvoice
xpdOffice
Integrations
Microsoft Excel
Microsoft Project
Microsoft Word
xpdBadge
xpdContracts
xpdCrm
xpdExpense
xpdHr
xpdInvoice
xpdOffice
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
xpdoffice
Country
United States
Website
xpdoffice.com/crm/
Vendor Details
Company Name
xpdOffice
Founded
1985
Country
United States
Website
xpdoffice.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management