Compare the Top CRM Software that integrates with XOi as of November 2024

XOi CRM Clear Filters

This a list of CRM software that integrates with XOi. Use the filters on the left to add additional filters for products that have integrations with XOi. View the products that work with XOi in the table below.

What is CRM Software for XOi?

CRM software is a type of software that businesses use to manage and analyze customer interactions and data. It helps businesses improve customer service by tracking customer information, analyzing trends, and providing customized communications for customers. CRM software also helps organizations to manage sales leads, track contacts, and automate certain customer-facing activities. Many CRM solutions offer automated workflows that streamline processes such as marketing campaigns and customer onboarding. Compare and read user reviews of the best CRM software for XOi currently available using the table below. This list is updated regularly.

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    Shark Byte Sales and Estimating CRM
    Shark Byte was an idea dreamed up by the creators of Perfectware, industry consultants, and other service contractors. A group that has over 50 years of experience in the Mechanical Service Industry working in sales and management positions. We identified a need to create an integrated sales tool designed specifically for the Mechanical Service Contractor. As we talked with contractors it became clear there is not a solution that meets all the needs. The available options include single disconnected tools, add-ons to service management software, or customizing other commercial CRM packages. So, we designed a solution that encompasses a customer and sales tracking CRM, mobile surveying tool, contract and project estimating, and electronic proposal generation. Throughout the design and programming process, we surveyed contractors to validate Shark Byte methodology and tools and, to create the best Sales Relationship Manager for the industry.
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