Xodox

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Customize Xodox CRM to Match Your Business Needs

Personalize your CRM environment with Xodox CRM’s Advanced Settings, built to adapt seamlessly to how your business operates. From managing multiple currencies, configuring custom fields, and setting role-based permissions, to defining workflow preferences, these advanced CRM controls give you complete flexibility over your operations.

Designed to enhance both usability and performance, Xodox CRM allows businesses to fine-tune system behavior to match unique processes. By combining CRM customization, workflow automation, and data control, teams can reduce friction, improve efficiency, and maintain consistency across sales, support, and account management.

With scalable configuration options and centralized settings, Xodox CRM empowers organizations to build a future-ready CRM system that supports productivity, accuracy, and long-term business growth without relying on external tools or complex integrations.

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What Are Extra Settings?

Extra Settings in Xodox CRM provide advanced configuration options that allow businesses to customize multiple CRM modules to match their operational needs. These settings cover areas such as contracts, invoices, estimates, customer records, and other core features helping teams tailor the system for better control and usability.

By adjusting these additional settings, organizations can align the CRM more closely with their internal workflows, improve data organization, and enhance overall functionality. Xodox CRM’s extra configuration options ensure the platform adapts to your processes, not the other way around supporting efficiency, accuracy, and scalability.

Key Features of Extra Settings

Contract Management
  • Customer Signature Merge Field: Activate this feature to use customer signatures in multiple areas of a contract.
  • Multi-Currency Contracts: Create contracts in different currencies to cater to global clients.
  • Sorting Features: Set default sorting preferences for contract lists by specific columns.
Estimate Management
  • Multi-Currency Estimates: Provide estimates in different currencies for international customers.
  • Secondary Currency Tracking: Add exchange rates to manage estimates in foreign currencies.
  • Sales Agent Follow-Up: Track sales agents linked to specific estimates.
  • Custom Sorting: Enable sorting features to organize estimates by preferred columns.
Proposal Customization
  • Multi-Currency Proposals: Offer proposals in different currencies to cater to international clients.
  • Secondary Currency Support: Add exchange rates to manage proposals in foreign currencies.
  • Assigned Staff Tracking: Track staff linked to specific proposals.
  • Sorting Options: Customize sorting preferences for proposal lists.
Expense Management
  • Multi-Currency Expenses: Record expenses in multiple currencies.
  • Total Tax Display: Show the total tax amount directly on the expense list.
  • Net Amount Tracking: Track the total amount excluding taxes.
  • Custom Sorting: Set default sorting preferences for expense lists.
Project Management
  • Status Change Tracking: Monitor when a project’s status is updated.
  • Sorting Options: Enable sorting features to organize projects by specific columns.
Task Management
  • Status Change Tracking: Keep track of when a task’s status changes.
  • Related Record Column: Display related records in a new column within the task table.
  • Custom Sorting: Organize tasks by setting sorting preferences.
Lead Management
  • Required Field Customization: Add new required fields to lead forms.
  • Status Change Tracking: Monitor updates to lead statuses directly in the list.
  • Sorting Features: Enable sorting to organize tasks by desired criteria.
General Settings
  • WhatsApp Integration: Redirect phone numbers to web.whatsapp.com for easy customer communication.
Invoice Customization
  • Multi-Currency Invoices: Invoice customers in different currencies by activating this feature.
  • Secondary Currency and Exchange Rates: Add secondary currencies to track invoices in foreign currencies.
  • Overdue Days Tracking: View the number of overdue days directly on the invoice list.
  • Remaining Balance Display: Monitor partial payments and track the amount to be paid.
  • Sales Agent Tracking: Follow sales agents associated with invoices.
  • Sorting Options: Customize the sorting order of invoice lists for easier tracking.
Customer Management
  • Customer Admin Display: Show customer admins directly in the customer list for better tracking.
  • Status Change Date: Monitor when a customer's status was last updated.
  • Last Invoice Date: Track the last invoice issued to a customer.
  • Mobile Login Without Username: Allow customers to log in using their mobile numbers for convenience.
  • Lead Source Integration: Use lead sources to enhance customer tracking.
  • Sorting Options: Organize customer lists by setting default sorting preferences.

How Extra Settings Work in Xodox CRM

Activate Features

Enable and control advanced CRM capabilities from a centralized settings dashboard. Turn features on or off based on your operational needs, allowing your team to customize workflows without technical complexity.

Organize Modules

Configure how CRM modules behave across your system. Adjust module structure, enable multi-currency support, and define tracking rules to ensure your sales, support, and account workflows align with your business model.

Monitor Results

Track how configuration changes impact productivity and performance using built-in CRM analytics and reporting tools. Gain visibility into usage patterns, efficiency improvements, and workflow effectiveness in real time.

Refine Over Time

Continuously optimize your CRM setup as your business evolves. Update rules, permissions, and automation settings to support new teams, markets, or processes—without disrupting daily operations.

Why Choose Xodox CRM for Extra Settings?

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Benefits of Extra Settings with Xodox CRM

Improved Efficiency

Reduce manual effort with intelligent automation for tracking, sorting, and configuration. Xodox CRM’s advanced settings streamline repetitive tasks, helping teams work faster with fewer errors.

 

Better Visibility

Get a unified view of key data such as contracts, invoices, and customer activity from a single dashboard. Enhanced visibility enables faster decisions and better control across departments.

 

 

Enhanced Usability

Customize CRM modules, layouts, and preferences to match how your teams actually work. These flexible settings improve user adoption and reduce friction in daily CRM usage.

 

 

Global Reach

Support international growth with built-in multi-currency and localization settings. Xodox CRM makes it easy to manage global clients while maintaining consistency across regions.

 

 

Cost-Effective Solutions

Unlock the full potential of your CRM without heavy development or setup costs. Advanced configuration options allow you to scale features and workflows as your business grows without rebuilding systems.

 

Success Stories from Happy Customers

The multi-currency invoice feature has simplified our global billing process. It’s incredibly easy to use!

Sarah J.

CFO - Tech Solutions Co.
Tracking overdue invoices and balances directly in the list has saved us hours of manual work.

Alex R.

Operations Manager - Retail Innovators Ltd.
The customer admin display feature has improved our team’s ability to track and communicate with clients.

Priya S.

Customer Success Lead - Global Energy Partners
Sorting options have made organizing contracts and estimates so much easier. It’s a lifesaver for our team.

Emily T.

Sales Manager - Luxury Realty Group
The WhatsApp integration has simplified communication with our clients. We’re able to respond faster than ever!

Liam T.

Business Development Manager - Healthcare Innovations

Simple Pricing, Powerful and Unlimited Features

Go Monthly
Xodox CRM Features
$29
$
20
/Month
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support
Sign Up Now
15 Days free trial
Most Popular
Go Annually
Xodox CRM Features
$259
$
220
/Year
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support
Sign Up Now
15 Days free trial

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Frequently Asked Questions

What are Xodox Extra Settings?

Xodox Extra Settings provide additional customization and configuration options to tailor the CRM and ERP system according to your business needs.

What can I configure using Extra Settings?

You can adjust notification preferences, module access, data views, automation triggers, and other personalized features.

Can I manage user roles and permissions under Extra Settings?

Yes. Administrators can control user access levels, define permissions, and secure sensitive data.

Do Extra Settings affect system performance?

 No. These settings optimize usability and workflow without compromising speed or efficiency.

Is technical knowledge required to use Xodox Extra Settings?

 Not at all. The settings interface is intuitive, designed for both technical and non-technical users.

30-Day Guarantee

Risk-free with a 30-day money-back promise.

Intuitive Design

Easy to adopt, faster to master.

24/7 Support

Always here, anytime you need us.

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Customize Your CRM for Maximum Impact!

Streamline your operations with Xodox CRM’s Extra Settings. 

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