XOS / CRM
CUSTOMER RELATIONSHIPS
A CRM built around how your business actually sells.
Manage contacts, companies, opportunities, communication, and follow-up without forcing your team into someone else’s sales process.
LIVE OPERATING CONTEXTFrom first contact to long-term relationship, the context stays attached.
WHAT IS XOS CRM?
XOS CRM is a connected customer relationship management system for growing businesses. It keeps every relationship, opportunity, activity, and next step in one shared operating context.
THE FRICTION
Work should not depend on workarounds.
Standalone tools solve one fragment. XOS keeps the surrounding customer, work, and communication context connected.
Customer information lives across inboxes and spreadsheets
Follow-ups depend on memory
Pipeline data does not reflect the real sales process
CAPABILITIES
Everything the team needs to move forward.
Focused around the real operation and designed to connect with every part of XOS.
Contacts & companies
A complete relationship history, shared across the team.
Custom pipelines
Sales stages shaped around the way your business closes work.
Email & activity
Messages, notes, meetings, and tasks attached to the right record.
Follow-up automation
Create reminders, assignments, and actions without manual chasing.
Commercial visibility
See pipeline value, momentum, risks, and next best actions.
Connected delivery
Turn won opportunities into accountable work in Workz.
ONE CONNECTED FLOW
Context follows the work.
Information enters once. Every handoff retains the customer, conversation, ownership, and outcome behind it.
From first contact to long-term relationship, the context stays attached.
FREQUENTLY ASKED QUESTIONS
Clear answers about XOS CRM.
What is XOS CRM?
XOS CRM is Bevox’s connected customer relationship management app for contacts, companies, opportunities, communication, and follow-up.
Can XOS CRM match our sales process?
Yes. Pipelines, fields, permissions, workflows, and reporting are shaped around the way your business actually sells.
Does it connect with the rest of XOS?
Yes. CRM records can connect directly to Workz projects, Commz conversations, and Help support history.
Can it replace our current CRM?
It can replace a fragmented or poorly fitting CRM, or connect with tools that still earn their place during a phased transition.
YOUR STARTING POINT
Could XOS CRM remove the friction?
Show us the process, tool, or handoff slowing the business down. We will map the strongest first move.