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CRM & Contacts
Keep customer details, notes, conversations, activity and opportunities together in one organised record.
- Central customer database
- Contact history & notes
- Tags & segmentation
- Custom fields
Bring your enquiries, customer messages, bookings, sales pipeline, follow-up and reporting into one connected workspace—so your team always knows what is happening and what needs to happen next.
Hi, I'd like to book a consultation...
Thanks, I'll confirm the booking today.
Facebook enquiry received.
Customers can contact your business from multiple channels. XPRO brings those enquiries together, helps your team respond, and keeps every opportunity moving toward the next step.
XPRO brings the essential parts of customer management, communication, booking and follow-up into one connected workspace.
Keep customer details, notes, conversations, activity and opportunities together in one organised record.
Bring email, SMS, calls and connected customer messages into one place so your team can respond more clearly.
See where every opportunity sits, who owns it and what needs to happen next.
Let customers book available times while XPRO handles confirmations, reminders and appointment workflows.
Reduce repetitive manual work with automated follow-up, reminders, notifications and customer journeys.
Track activity, understand performance and automate customer review requests after completed service.
XPRO brings the essential parts of customer management, communication, booking and follow-up into one connected workspace.
Keep customer details, notes, conversations, activity and opportunities together in one organised record.
Bring email, SMS, calls and connected customer messages into one place so your team can respond more clearly.
See where every opportunity sits, who owns it and what needs to happen next.
Let customers book available times while XPRO handles confirmations, reminders and appointment workflows.
Reduce repetitive manual work with automated follow-up, reminders, notifications and customer journeys.
Track activity, understand performance and automate customer review requests after completed service.
XPRO keeps every stage connected so your team can respond faster, move opportunities forward and continue building customer relationships after the sale.
Bring website forms, calls, social leads, messages and other enquiries into one system.
Reply quickly, assign the right team member and keep the conversation connected.
Turn qualified enquiries into confirmed appointments with booking links and automated reminders.
Track every opportunity, automate follow-up and keep the next step visible to your team.
Stay connected after the sale with reviews, re-engagement and ongoing customer communication.
XPRO can trigger timely replies, reminders, tasks and customer communication based on what actually happens in your business.
If a customer calls and nobody answers, XPRO can automatically send a text message so the enquiry is not left waiting.
New enquiries can receive an immediate response while the right team member is notified and the lead enters your pipeline.
Send confirmation messages and scheduled reminders before an appointment to reduce forgotten or missed bookings.
When a quote has been sent but no decision has been made, XPRO can schedule follow-up so opportunities do not quietly disappear.
After a completed service, automatically invite the customer to leave feedback instead of relying on staff to remember.
Reach out to past customers after a chosen period with relevant reminders, offers or service follow-up.
XPRO can handle the first steps automatically while keeping your team informed and the customer moving forward.
XPRO can be configured around the way your business receives enquiries, manages customers, books work and follows up opportunities.
Keep phone enquiries, website leads, quotes, bookings and job follow-up organised without relying on notebooks, inboxes and memory.
Create a clearer process from first enquiry through consultation, proposal, follow-up and ongoing client communication.
Manage vehicle enquiries, customer conversations, appointments and sales opportunities from one connected customer record.
Book a free 15-minute system review and we’ll look at how enquiries, conversations, bookings and follow-up currently move through your business.