XOS

erxes is a single tool for sales, marketing, and customer support. It offers an all-in-one platform for teams to take care of their customers by focusing on the entire customer journey. Treat all of your customers like close friends.

Make your business mobile, accessible, and smart with the erxes mobile app. It unlocks a whole new level of ease and accessibility by offering you some of our software’s most essential features: Team Inbox, Sales Pipeline, Contacts, and Task Management. For busy days on the go, erxes mobile is the way to go.

Shared Team Inbox
- Start turning website visits into sales by responding to web chats
- Never drop the ball on a prospect by assigning messages to teammates
- Deliver smoother customer care by communicating with teammates through internal notes in conversations
- Access different types of conversations, i.e., emails, form submissions, etc.
- Filter conversations by date, status, channels, integrations, brands, and tags

Contacts
- Manage all types of contacts: Customers, Leads, Companies, and Visitors
- Filter contacts by brands, tags, segments, and integrations
- Add or edit default details of a contact

Sales Pipeline
- Keep the ball rolling by moving deal cards - create a new one, move a card between stages, etc.
- Store the vital information - associate contacts, assign labels, add a description and attachments from your phone
- Filter cards by team member, products, customers, due date, etc.

Task Management
- Keep track of tasks by adding details, such as setting priority and adding checklists
- Make proper handovers by assigning tasks to teammates
- Search and filter cards by card creator, priority, etc.

And last but not least, you can log in and switch between your erxes organizations, whether they are self-hosted or SaaS versions of erxes.