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Tailor Xodox CRM For Enhanced Functionality

Take full control of your CRM experience with Xodox CRM’s Extra Settings. From multi-currency capabilities to custom sorting and tracking features, these settings allow you to fine-tune your CRM for optimal efficiency and usability.

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What Are Extra Settings?

Extra Settings in Xodox CRM offer customization options for various modules, including contracts, invoices, estimates, customers, and more. These features ensure your CRM aligns perfectly with your business workflows, improving tracking, organization, and functionality.

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 desired settings from the customization menu.

Organize Modules

Adjust sorting, tracking, and multi-currency options to match your workflow.

Monitor Results

Use enhanced tracking tools to improve visibility and efficiency.

Refine Over Time

Continuously adjust settings to align with evolving business needs.

Why Choose Xodox CRM for Extra Settings?

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Benefits of Extra Settings with Xodox CRM

Improved Efficiency
Save time with automated tracking and sorting.
Better Visibility
Gain insights into contracts, invoices, and customer activity at a glance.
Enhanced Usability
Customize modules to suit your business needs.
Global Reach

Cater to international clients with multi-currency features.

Cost-Effective Solutions

Maximize CRM potential with minimal setup effort.

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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Streamline your operations with Xodox CRM’s Extra Settings. 

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