All case studies
CRM
A CRM that fits your sales process
Track accounts, contacts and deals through your own pipeline, with reminders when a deal goes quiet and a forecast you can trust.
Running on XAGOe today
TechSoft.one runs its sales pipeline on XAGOe.
- Built for
- Sales teams, account managers and consultancies
The challenge
Generic CRMs come with fields and stages you don't use and miss the ones you need, so the team stops updating them.
Deals stall quietly, and the forecast ends up living in someone's spreadsheet.
What you build on XAGOe
Objects
- Account
- Contact
- Lead
- Deal
- Quote
- Activity
Workflows
- Lead qualification, then conversion into an account and a deal
- Reminder to the owner when a deal has had no activity for a week
- Signed deal creates a project for the delivery team
Views
- Deals board
- Accounts table
- Activity calendar
- Revenue forecast
Why XAGOe fits
Only the fields you use
Start from the template and remove everything your team ignores.
Follow-up on autopilot
Quiet deals and overdue activities surface without anyone checking.
Sales hands over cleanly
Won deals flow straight into projects, finance or onboarding apps.