CRM & Sales

Know your customer. Grow your business.

Understand your customers' needs and patterns. Grow your business. And do it all from a single platform. xTuple includes robust customer relationship management (CRM) and sales tools to streamline your process from prospecting and sales to managing vendor contracts and RMAs. Paired with the visibility from our KPI Dashboards, xTuple gives you the power and insight to grow.

We get manufacturing and are committed to helping make it better.

CRM

  • Account Management
  • Contacts, with full Address Book
  • Customer Workbench
  • Incidents / Trouble Tickets
  • Opportunities (Deal Pipeline)
  • Project Management
  • Time & Expense Tracking
  • ToDos / Tasks

Sales

  • Advanced Sales Margin Handling
  • Drop-Ship Purchasing
  • Issue Inventory / Ship Directly from Sales Order
  • More Sales & Purchase Order Sequence / Structure Flexibility
  • One-Click Quote to Sales Order
  • Price Schedules
  • Quotes
  • Returns / Service Management
  • Sales Order Reservations
  • Vendor Special Pricing Agreements (SPA) with Contracts

Learn how xTuple can help. Schedule a Discovery Call with our team and within 20 minutes we can tell you how (and if) xTuple is the right solution for your needs.

Made for Manufacturers

Solutions specifically for manufacturing. xTuple works with hundreds of manufacturers across industries and complexities, providing enterprise resource planning (ERP) solutions to manage their business and get reliable insight into their productivity and performance for sustainable profitability. 

  • Make-to-Order, Make-to-Stock or Mixed Mode
  • Assemble-to-Order Configurator
  • Kitting
  • Maintain Materials
  • Pick List, Traveler, Routing Forms
  • Production Time Clock
  • Shop Floor Workbench
  • Work Orders

Why wait?  Schedule a 20-minute Discovery Call to give us an understanding of your specific needs and priorities. We’ll customize a demo that addresses the needs within your process. As about our accelerated onboarding process - we can get you up and running in as little as 90 days.

Request Demo

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Visibility is Power.
Accurate. Relevant. At-a-glance.

  • Critical performance information. xTuple KPI Dashboards give you at-a-glance insight in real time. Whether you’re focused on improving productivity, purchasing or on-time shipping, accurate visibility is key.

Manage your business with all the facts.

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Featured Events 

What the Leader of Every Growing Manufacturing Company Needs to Know About ERP & KPIs

Learn the best approach to implementing an ERP solution to help ensure you’re getting what you need in a controlled process that doesn’t allow costs to spiral out-of-control.

 

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