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Xero CRM | Never miss a lead. Always know what’s happening. Close more deals automatically.

Xero CRM is a fully managed sales operations platform — not a DIY CRM.

Unlike traditional CRMs that charge per user and leave setup, automation, and adoption to you, Xero CRM delivers the entire sales system as a managed service.

We handle configuration, workflows, WhatsApp and inbox management, lead routing, reporting, and ongoing optimization.

Our pricing reflects outcomes, not logins, so your team can scale without increasing software costs.

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Xero CRM (Managed)
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Traditional CRM (DIY)
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Your only job: sell more and grow faster.

Slow Replies Cost You Revenue

Leads don’t wait. Competitors do.

  • Every slow reply kills trust

  • Every missed message loses revenue

  • 50–70% of leads never follow up

  • Your team can’t be online 24/7 — but your customers are

Speed decides outcomes:

Max trust & conversion

Under 5 mins

90% Conversion

Interest drops fast

in 60 mins

40% Conversion

Lead gone

24 hours

100% Conversion

Meet Your AI Sales Assistant ⚡

Your 24/7 front line for sales. It doesn’t replace your team. It protects them from wasting time.

What happens automatically:

Every lead gets an instant reply

Serious buyers are identified first

Follow-ups happen without reminders

Meetings get booked, not forgotten

Your team steps in only to close

Top Benefits You Get

Lower Cost Per Lead
(Up to 50%)

Reduce wasted ad spend by ensuring every lead is captured, responded to, and qualified instantly.

Instant Follow-Up
(Under 30 Seconds)

Every inquiry receives an immediate response, keeping leads warm, engaged, and ready to convert.

Automatic Lead Qualification
& Scoring

AI gathers requirements, updates your CRM, and prioritizes high-intent leads for your sales team.

Faster Conversions &
Higher Close Rates

Your team focuses on closing serious buyers instead of chasing, filtering, or doing manual work.

Scale Without Hiring More Staff

Handle unlimited conversations across all platforms without increasing headcount or overhead.

Problems faced by businesses

Leads Fall Through the Cracks

Leads arrive from WhatsApp, email, social, and website — but many are ignored or forgotten. Revenue is lost silently.

Sales Depend Too Much on People

Deals stall if the founder or top rep isn’t constantly pushing and checking. Growth slows, and scaling feels impossible.

CRMs Are Complicated or Underused

Complex tools, poor setup, and half-baked automation make CRMs more of a headache than a help. Forecasts are guesses, and adoption is low.

What's included?

Instant Response

Replies to every lead within seconds across all platforms — never miss an opportunity.

Lead Prioritization

Identifies high-value leads and routes them to your team for faster conversions.

Auto Scheduling

Books meetings automatically and syncs with your calendar — no manual coordination.

Follow-Ups & Reminders

Sends context-aware follow-ups
and reminders to keep
leads warm.

CRM Automation

Updates CRM, logs interactions, tags leads, and tracks pipeline activity automatically.

Multi-Channel Messaging

Maintains consistent messaging across WhatsApp, email, social media, and website chat.

Analytics & Insights

Real-time dashboards on lead response, conversions, pipeline health, and team performance.

Adaptive Learning

Learns from interactions, improves lead handling over time, and escalates complex cases.

24/7 Revenue Protection

Always-on responses protect revenue, with optional expansion into support, marketing, and ops.

Outcome business often get with XeroCRM

Never Lose a Lead Again

  • WhatsApp, email, website, social — every lead is captured, assigned, and followed up automatically. Missed opportunities are history.

One Source of Truth for Your Sales

  • All pipelines, conversations, and deals in one place. No guesswork, no silos, no conflicting data — just real-time clarity.

Automation That Actually Wins Deals

  • Follow-ups, reminders, nurturing, lead scoring — all running automatically. Your team focuses on closing, not chasing.

Unlimited Users, Unlimited Scale

  • Grow your team without adding cost or complexity. Everyone has access, everything is managed — no limits, no headaches.

Fully Customized to Your Business

  • Every workflow, pipeline, and automation is tailored to how you sell, not a generic template. Your system, your rules, your results.

This is adaptive AI

This is adaptive AI

It learns & improves over time, respects your rules, and escalates to humans when required.

One System, All Channels

Whatsapp

Facebook

Instagram

tiktok

Website

Linkedin

Google

forms

Shopify

Calendars

Wordpress

CRM

Frequently Asked Questions

Q1: Is XeroCRM just another CRM tool?

No. XeroCRM is a fully managed sales system, not just software. We handle setup, automation, pipelines, WhatsApp, inboxes, and ongoing management — so your team focuses on selling, not admin.

Q2: Do you charge per user or limit the team size?

No. Unlike traditional CRMs, XeroCRM has no user caps. Grow your team without increasing your costs. Everyone gets access, and the system scales with your business.

Q3: Will my team actually use it?

Yes. Most CRMs fail because teams don’t adopt them. XeroCRM is fully managed and customized for your sales process, so it works seamlessly for your team — adoption is built in.

Q4: How quickly can we start seeing results?

We set up and optimize your system from day one. Within days, leads are captured, follow-ups are automated, and pipelines are tracked — so you start seeing impact immediately.

Q5: Can XeroCRM be customized for our business?

Absolutely. Workflows, pipelines, automations, dashboards — everything is tailored to your sales process. We don’t do generic templates; we build the system around how you sell

Packages

🚀 STARTUP

$95/ month
1000$ Setup

✔️ 1 Sales Pipeline

 

✔️ Unlimited Contacts & Leads (all platforms)

 

✔️ Omni-Inbox (Website, Email, Social DMs)

 

✔️ Basic Follow-up Automation

 

✔️ Lead Assignment: Manual

 

✔️ Standard Sales Dashboard

 

✔️ Ad Integrations: Meta, Google Ads, LinkedIn Ads, TikTok Ads, Website, Forms

 

✔️ Unlimited users

 

✔️ Chat / Email Support (business hours)

 

Addons
1. Ai Sales Assistant
2. Custom Integrations
3. Date Transfer & Import from existing systems (FREE)

 
No lead leakage, clear sales visibility, structured follow-ups, unlimited users, contacts, leads

🔥 GROWTH

$195 / month
2500$ Setup
Everything in startup, plus

✔️ Up to 3 Sales Pipelines

 

✔️ Omni-Inbox: Website, Email, Social + WhatsApp

 

✔️ WhatsApp Integration (up to 3 numbers)

 

✔️ AI-Assisted Lead Scoring

 

✔️ Round-Robin & Rules-Based Lead Assignment

 

✔️ Custom Automations: Up to 3 workflows

 

✔️ AI Automations: Up to 3 (follow-ups, reminders, nurturing)

 

✔️ Custom Sales Dashboards: Up to 3

 

✔️ Calendars Management

 

Addons
4. Ai Sales Assistant
5. Custom Integrations
6. Date Transfer & Import from existing systems (FREE)

 
Faster response, higher close rates, less manual work
Best Value

🏢 ENTERPRISE

$395 / month
3500$ Setup
Everything in Growth, plus

✔️ Up to 5 Sales Pipelines

 

✔️ Omni-Inbox: Team-wide shared + role-based

 

✔️ WhatsApp Integration (up to 10 numbers)

 

✔️ Advanced AI Lead Scoring & Workflow Logic

 

✔️ Advanced Multi-Step Automations

 

✔️ Extended AI Automations

 

✔️ AI Sales Assistant Included

 

✔️ Executive Dashboards + KPI Reporting

 

✔️ Advanced Attribution & Performance Reporting

 

Addons
7. More Automations
8. More Dashboards
9. More functions & integrations
10. Date Transfer & Import from existing systems (FREE)

 
Unified sales system, enterprise-level control, runs without founder involvement

TRY IT RISK FREE

Register to Unlock Your AI Assistant

Choose Your Plan

Startup

  • FB, IG, Website

✔️ FB, IG, Website, Email

No contracts - cancel anytime

Growth

  • ✔️ FB, IG, Website, Email

  • + Whatsapp API Integration

  • All-in-One Inbox ( + Whatsapp)

  • CRM Integration

  • Unlimited Ai Messages/Tasks

  • Human Takeover

  • 2,500 Contacts

  • 3 Users

  • Available 24/7

No contracts - cancel anytime

ENTERPRISE

  • Everything In Growth Plan

  • + Email Integration

  • All-in-One Inbox ( + Email)

  • Unlimited Worflow Automations

  • CRM Integration

  • Human Takeover

  • 10,000 Contacts

  • 10 Users

  • Available 24/7

No contracts - cancel anytime

Xero Pilot is Product of 9Xero Ventures LLC

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