Xodox

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Optimize Client Relationships with Xodox CRM

The Consulting Industry relies on efficient client management, project tracking, and communication to deliver value. With Xodox CRM, consulting firms can automate workflows, enhance collaboration, and maintain strong client relationships.

Key Challenges in the Consulting Industry

Client Management
  • Keeping track of client details, contracts, and communication. 
Project Tracking
  • Monitoring project progress and ensuring timely delivery. 
Data Organization
  • Maintaining centralized records for multiple clients and projects.
Performance Metrics
  • Analyzing project profitability and team productivity. 

How Xodox CRM Solves These Challenges

Centralized Client Management
  • Store client details, contracts, and meeting notes in the Contact Management Module. 
  • Use custom fields to track specific client requirements and preferences. 
Project and Task Management
  • Track project milestones, assign tasks, and monitor progress with Project Management Tools. 
  • Automate reminders for deadlines and deliverables to ensure timely completion.
Workflow Automation
  • Automate invoicing, follow-ups, and reporting using Workflow Automation. 
  • Simplify repetitive tasks to save time and resources. 
Reporting and Analytics
  • Monitor project profitability, resource utilization, and client satisfaction with Advanced Reports.
  • Use insights to optimize processes and improve outcomes. 

Key Features for Consulting Firms

Client and Project Management

Keep detailed records of client information and project progress.

Task and Workflow Automation

Automate processes to enhance efficiency.

Custom Fields

Add fields for project types, billing rates, and key milestones.

Advanced Reporting

Gain insights into team and project performance.

Benefits of Using Xodox CRM for Consulting Firms

Improved Client Relationships

Maintain consistent and personalized communication

Enhanced Project Management

Track milestones and ensure timely delivery.

Data-Driven Decisions

Use analytics to refine strategies and improve profitability.

Scalable Solution

Suitable for small consulting practices and large firms.

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
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

Need help with our plans?

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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