CRM
Every opportunity with
a next step.
Organize contacts and opportunities with your team. Keep the sales context and use XIA to prepare what follows, from a proposal to the next conversation.
People, XIA and tools sharing the context.
An opportunity that keeps its context.
Follow an opportunity from the first contact to a proposal and the next meeting.
Illustrative walkthrough with example data. Actions require configuration and permissions.
Context stays with the work.
Shared context
Organize contacts and opportunities with your team. Keep the sales context and use XIA to prepare what follows, from a proposal to the next conversation.
Prepare the proposal
The opportunity moves to proposal review.
The team decides
Review results and define permissions around your operation.
Fewer loose ends. A clear next step.
We compare a fragmented process with a shared workspace, not another vendor’s capabilities.
| What you need | Fragmented work | CRM |
|---|---|---|
| Context | Scattered information | Pipeline / Sales team |
| Next step | Reconstruct what comes next | Define the follow-up |
| Collaboration | Forward and explain again | People and XIA with context |
Follow-up that doesn't get lost
Campaigns brings mailing, batches and sequences together. Use your contacts and an authorized mailbox to track replies.
1:1 sequences
Steps with your own copy and reminders.
Batch sends
One-off notices and campaigns, with tracking.
Reply tracking
The sequence stops for the contact who replies.
Connect the tools you already use.
Available connections and actions depend on configuration and permissions. For a company or a network, we define the scope together.
- Gmail
- Google Drive
- Google Sheets
- HubSpot
- Slack
Work continues in the Napsix apps.
Conversations, projects and results in one environment.
I have prepared the next steps.Docs
Proposals, reports and agreements that XIA prepares as drafts for your team to review
Explore DocsEmail on your domain, mailboxes for your team, and XIA to search, summarize and draft replies
Explore MailAutomations
Flows that connect an event to the actions that follow, with a record of every step
Explore Automations
Before you start
Can I start with one team?
What does the demonstration show?
Can it support a company or a network?
Your next step
From evaluation to a concrete integration.
Start with an account or talk to us about the scope of your team and application.
