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
Outbound lives in CRM: 1:1 sequences and batch sends, with every reply back in the pipeline. It has its own page.
1:1 sequences
Steps with your own copy and reminders.
Batch sends
One-off notices and campaigns, with tracking.
Reply to the pipeline
Whoever answers is flagged, with an owner.
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.
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.
